Automatically sync leads from Viewers to an Airtable base. Every lead captured gets added as a new record - giving you a flexible, visual database to manage, filter, and act on your leads.
This integration is available on all plans, including Free.
How It Works
When a lead is captured on your site, Viewers creates a new record in your Airtable base with the contact’s name, email, company information, and enrichment data. Your Airtable base stays up to date automatically - perfect for custom workflows, reporting, or team collaboration.
What You’ll Need
- An Airtable account
- An Airtable base with a Leads table
- A Personal Access Token with the right permissions
- Your Base ID
Step 1: Create Your Leads Table
Your Airtable base needs a table with the right columns to receive lead data. The easiest way is to use Airtable’s AI assistant.
- Open your Airtable base
- Open the AI assistant
- Copy and paste this prompt:
Create a new table called "Leads" with the following columns: Name (single line text), Email (email), Coworkers (long text), Module (single line text), Device (single line text), Browser (single line text), OS (single line text), Country (single line text), Company (single line text), Website (URL), Phone (phone number), Revenue (single line text), Employees (single line text), Socials (long text), Date (date with time), Conversion URL (URL), Entry URL (URL), Pages Visited (number)- Let the AI create the table for you
This creates a table with all the fields Viewers will populate.
Step 2: Create a Personal Access Token
- Go to Airtable Personal Access Tokens
- Click Create new token
- Give it a name (e.g.,
Viewers Integration) - Add these scopes:
data.records:write- Allows Viewers to create recordsschema.bases:read- Allows Viewers to read your base structure
- Under Access, add the specific base you want to use
- Click Create token
- Copy the token immediately (you won’t see it again)
Your token starts with pat. Keep it private - it grants access to your Airtable data.
Step 3: Get Your Base ID
Your Base ID is in the URL when you open your Airtable base:
https://airtable.com/appXXXXXXXXXXXXXX/...The Base ID starts with app followed by a string of characters. Copy this value.
Setting Up the Integration
- Log in to your Viewers dashboard
- Go to Automations
- Find Airtable and click to configure
- Enter your Personal Access Token (starts with
pat) - Enter your Base ID (starts with
app) - Select which contact types to sync (see below)
- Choose your sync type (see below)
- Save your settings
Configuration Options
Contact Types to Sync
Choose which modules should create records in Airtable:
- Chat - AI chat conversations
- Signup - Newsletter signups
- Coupon - Spin to Win / discount entries
- Feedback - Feedback submissions
- Share - Social share submissions
- Contact - Contact form submissions
- Custom - Custom module submissions
Select the modules that make sense for your workflow.
Sync Type
Control which leads get synced to Airtable:
All Valid Emails: Syncs all contacts with verified email addresses. Use this if you want every lead in Airtable regardless of whether they have company data.
Enriched Leads Only: Only syncs contacts that have company/contact enrichment data (company name, phone, website, etc.). This filters out personal email addresses and leads without business information.
What Gets Synced
Each lead creates a new record with these fields:
| Field | Data |
|---|---|
| Name | Lead’s name |
| Lead’s email address | |
| Coworkers | Discovered coworker emails (if enriched) |
| Module | Which module captured them |
| Device | Device type (desktop, mobile, tablet) |
| Browser | Browser name |
| OS | Operating system |
| Country | Country based on IP |
| Company | Company name (if enriched) |
| Website | Company website (if enriched) |
| Phone | Phone number (if enriched) |
| Revenue | Company revenue (if enriched) |
| Employees | Employee count (if enriched) |
| Socials | Company social profiles (if enriched) |
| Date | When they were captured |
| Conversion URL | Page where they converted |
| Entry URL | First page they visited |
| Pages Visited | Number of pages viewed |
Best Practices
Use the AI prompt to create your table: The prompt ensures all columns are named correctly and use the right field types. Mismatched column names will cause sync issues.
Limit token access to one base: When creating your Personal Access Token, only grant access to the specific base you’re using. Don’t give it access to your entire Airtable account.
Build views for different needs: Use Airtable’s views to filter and sort leads - create a view for Chat leads only, another for enriched leads, another sorted by date, etc.
Set up Airtable automations: Trigger Airtable automations when new records are created - send Slack notifications, create tasks, send emails, or update other tables.
Link to other tables: Use Airtable’s linked records to connect leads to other tables like Companies, Deals, or Tasks for a full CRM-style setup.
Troubleshooting
Leads not appearing in Airtable?
- Verify your Personal Access Token is correct and hasn’t expired
- Check that the Base ID is correct (starts with
app) - Make sure your token has access to the specific base
- Confirm the table name is exactly “Leads”
“Permission denied” or authentication errors?
- Make sure your token has both required scopes:
data.records:writeandschema.bases:read - Verify the token has access to the specific base you’re using
Fields not populating correctly?
- Column names must match exactly (case-sensitive)
- Use the AI prompt to create the table with correct field names and types
- Check that field types match (e.g., Email field should be “email” type, not “single line text”)
Token not working?
- Tokens can be revoked or expire - create a new one if needed
- Make sure you copied the entire token (they’re long)
Frequently Asked Questions
Can I use an existing table instead of creating a new one? Yes, but the column names must match exactly what Viewers sends. The easiest approach is to use the AI prompt to create a properly formatted table.
Can I sync to multiple bases? Create multiple Airtable automations, each with a different Base ID and token.
Will it update existing records? No. Each lead creates a new record. Use Airtable’s deduplication features or automations to handle duplicates if needed.
How quickly do leads appear? Within seconds for “All Valid Emails.” For “Enriched Leads Only,” there may be a brief delay while enrichment completes.
Can I add custom fields? Viewers syncs a fixed set of fields. You can add additional columns to your table and populate them manually or via Airtable automations.
Is this available on the Free plan? Yes. The Airtable integration is available on all plans. However, “Enriched Leads Only” sync requires a PRO plan since enrichment is a PRO feature.
Need Help?
If you have questions about connecting Viewers to Airtable, contact us.