Create an enquiry record
Save contact details, request type and the useful outcome of the call.
Turn a conversation into a structured record in Airtable. Your assistant can collect the fields your process needs and use an agreed lookup when the caller asks for information held in your base.
Plan your integrationYour assistant. Your software.
Save contact details, request type and the useful outcome of the call.

Look up an approved record using the identifiers you choose.

Map the enquiry to the appropriate customer or service in your base.
Select the Airtable base, tables and fields. We review permissions and linked-record mapping, then test create, lookup and duplicate-handling behaviour with representative enquiries.
About the Airtable integration.