Airtable is a no-code database platform used by operations, sales, and customer success teams to manage workflows, track accounts, and organize anything from contacts to project pipelines. It combines the familiarity of a spreadsheet with the power of a relational database.
Many teams already track key customer data in Airtable: accounts, contacts, renewal dates, deal stages: without realizing it can feed directly into their CS platform.
The Custify Airtable integration treats your Airtable bases as a data source, pulling structured table data into Custify on a regular sync schedule, just like any other data warehouse.
Customer Success and Revenue Operations teams use this to:
- Sync account and contact data from Airtable into Custify without manual exports
- Track renewal dates, contract values, and custom fields from operational bases
- Feed structured customer data into health scores and segments
- Keep Custify up to date as records change in Airtable
What can I do with Airtable and Custify?
The Airtable integration lets you import table data into Custify for reporting, segmentation, and automation. You can map any Airtable table to Companies, People, Events, or Custom Data.
- Sync your Airtable accounts table to create or update Companies in Custify
- Import contacts from Airtable as People records, linked to the right companies
- Feed renewal dates, contract values, or other structured data into Custify as Custom Data
- Track customer activity by syncing event-like records from Airtable
- Use Airtable data in Custify playbooks to trigger automated outreach or tasks
- Run incremental syncs based on a Last Modified Time field
- Perform full syncs for historical backfills
Common use cases include:
Account Sync: Pull your Airtable accounts or clients table into Custify as Companies, keeping your customer list current without manual work.
Contact Import: Sync a contacts or users table from Airtable into Custify People records, automatically linked to their associated companies.
Renewal Tracking: Import renewal dates, contract amounts, or subscription status stored in Airtable as Custom Data, then use it in health scores and playbooks.
Custom Attribute Sync: Keep any structured operational data in Airtable as your source of truth and make it actionable in Custify without rebuilding your workflows.
How does Airtable work with Custify?
The integration connects to your Airtable workspace using a Personal Access Token with read-only scopes. Custify reads your tables on a scheduled basis (approximately every 20 minutes) and maps fields to Custify attributes. This is a one-way sync: data flows from Airtable into Custify. Custify never writes to your Airtable data.
Connection requires:
- A Personal Access Token with `data.records:read` and `schema.bases:read` scopes
- Access granted to the specific bases you want to sync
- Supported field types include:
- Text: single line, long text, email, URL, phone
- Numbers: number, currency, percent, rating, count
- Dates: date, date and time, created time, last modified time
- Selects: single select, multi-select
- Booleans: checkbox
- Relations: linked records (as IDs), lookup, rollup
- Computed: formula
- Files: attachments (synced as first file URL)
If your table includes a Last Modified Time field, Custify runs incremental syncs and only pulls records changed since the last update. Without it, Custify performs a full sync on each run.
How Do I Activate This Integration?
- In Airtable, go to [airtable.com/create/tokens](https://airtable.com/create/tokens), create a new token with `data.records:read` and `schema.bases:read` scopes, and select the bases you want to sync. Copy the token immediately.
- In Custify, go to Settings > Data Warehouses, click “Add Source,” select Airtable, paste your token, and click “Test Connection” then “Save.”
- Click “Add Sync,” select your base and table, choose the entity type (Company, Person, Event, or Custom Data), map your fields, and save. The first sync runs automatically.
