Airtable Enrichment (via Universal Enrichment) Follow

Overview

Integrating your Convertr campaigns with Airtable allows you to automatically pull in valuable context — such as job titles, company details, or intent scores — directly from your own curated data, enabling more personalised outreach and smarter decision-making.

In this guide, we’ll walk through setting up a Universal Enrichment job to query data from Airtable, match and append it to your existing leads, and then deliver the enriched leads to your marketing platforms.

Please note: Airtable integration is offered as a bring-your-own-license solution — you’ll need to provide your own Airtable API key.

Configuring Your Airtable Account

Airtable offers free credits when you sign up, allowing you to test integration without needing to contact their sales or support teams. If you don't yet have an account, visit the Airtable signup page and follow the instructions to create one.

For this test, we’ll create a simple Airtable with sample data. We’ll also generate an API key and get the API URL for the table we’ll use in the integration.

Follow the steps below to complete these tasks.

1. Create Sample Airtable

1. Go to your Airtable dashboard.
2. Click Start from scratch to create a new base. A default table will appear.
3. Rename the base from ‘Untitled Base’ to ‘Universal Enrichment Test’.
4. Rename the default table from ‘Table 1’ to ‘Contacts’.
5. Add the following columns:
   • ‘Email’
   • ‘Job Title’
   • ‘Company Name’
   • ‘Company Revenue’
6. Fill in the table with sample data similar to the example below:

2. Generate Airtable API Key

Follow the Airtable documentation to create your API Key.

3. Get Your Airtable API URL

Airtable provides a unique API URL for each table. We’ll retrieve the URL for your newly created sample table.

We’ll use this URL later when configuring the Universal Enrichment.

1. Go to the Airtable API documentation main page.
2. Scroll to the bottom and find the 'Universal Enrichment Test' link.
3. Click the link to open the API documentation for your base.
4. Scroll to the 'Authentication' section.
5. On the right side, you’ll see an example like this:
   
6. The URL 'https://api.airtable.com/v0/.../Contacts' is the API URL that you need.

In a real integration:

• Select the name of your actual base in the Airtable API documentation main page.
• The end of the URL will reflect the actual name of your Airtable table, so it may differ from 'Contacts'.

Adding Airtable Filter Value Transform

Airtable requires the filter parameter in a specific format. We’ll use Convertr’s Value Transforms to create this filter automatically.

This value transform will later be used to find a record in your Airtable by the ‘Email’ column, matching it to the lead’s ‘email’ field.

1. Go to Admin > Value Transforms in your Convertr campaign.
2. Enable value transforms by toggling on Enable Value Transforms.
3. Click Add.
4. Fill in the details as follows:
   • Label of your choice
   • Original Field Name: email
   • New Field Name: airtable_filter
   • Order: 0
   • Type: Manipulate > Regex Find and Replace
   • Find regex: /(.+)/
   • Replace regex: {Email}='$1'
5. Click Save.

In a real integration:

• Replace '{Email}' in the Replace regex with the Airtable column you’re filtering by.
• Replace Original Field Name with the lead field you’re using for the filter.

For example, if you’re filtering by the 'Personal Phone Number' column in Airtable and using the lead’s 'phone' field, your value transform configuration should be:

• Original Field Name: phone
• Replace regex: {Personal Phone Number}='$1'

Adding Universal Enrichment Job

Now that we’ve completed all the prerequisites, we’ll add the Universal Enrichment job to integrate with Airtable.

To speed up the setup, we’ll use a sample JSON configuration.

1. Download the sample JSON configuration file.
2. Open file and copy its contents.
3. Go to Processr > Enrichment tab in your Convertr campaign.
4. Click Add.
5. Select Universal Enrichment from the Job dropdown.
6. Click Import from JSON.
7. Paste the JSON configuration that you copied in the previous steps.
8. Replace <Your Airtable URL> with your Airtable URL in API URL field of API section.
9. Replace <Your Airtable API key> with your Airtable API key in Authorization field of Headers section. Preserve Bearer prefix. Example:
   
10. Click Save.

In a real integration, adjust the Response Mapping section to match your actual Airtable fields (on the right) and use the lead field names (on the left) that best suit your setup.

For example, if your Airtable table has columns ‘Intent Topic’ and ‘Intent Score’, and you want to map them to lead fields named ‘Airtable Intent Topic’ and ‘Airtable Intent Score', your mapping should look like this:

• Airtable Intent Topic: records.0.fields.Intent Topic
• Airtable Intent Score: records.0.fields.Intent Score

Testing and Troubleshooting of The Configuration

Refer to the Universal Enrichment documentation for detailed guidance on testing your setup and resolving configuration issues.

Validating Leads Using Enriched Data and Delivering Enriched Lead to CRMs

See the Universal Enrichment documentation for instructions on using enriched fields to validate leads and deliver enriched lead data into connected CRMs.

Conclusion

Once configured, all leads submitted to your campaign will be automatically matched and enriched using your Airtable data.

The enriched fields will be visible in the Convertr lead view, can be applied to lead validation, and may be included when delivering the lead to your CRM.