Enrich and update leads from an Airtable, when new row is added [Beta]
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
How does this automation work?
Bardeen's Always-On feature powers this playbook to monitor your Airtable for new lead entries and enrich them using Apollo, even when your computer is off. Keeping your sales leads updated with the latest information is crucial for effective targeting and personalization, which can significantly impact conversion rates. By automating the lead enrichment process, sales teams can focus on engaging with prospects rather than performing manual data entry tasks.
Here is how this workflow enriches and updates leads from an Airtable automatically:
- Step 1: Monitor Airtable for changes - Bardeen stays vigilant for any new rows added to your specified Airtable, ready to act when new data arrives.
- Step 2: Extract email addresses - The workflow identifies the column with email addresses and extracts this crucial information for the next enrichment step.
- Step 3: Enrich with Apollo - Apollo's integration uses the extracted emails to pull in-depth contact information, which will be used to update the lead's record in Airtable.
- Step 4: Update Airtable records - With the enriched data from Apollo, Bardeen automatically updates the corresponding rows in Airtable, ensuring your lead information is always current and actionable.
How to run the playbook
Embark on a journey with this automation, leveraging the cutting-edge Always-On beta feature. No need to fret about your local machine's siesta—it works tirelessly. The mission? Monitor and elevate leads from your Airtable using their email addresses and Apollo, updating your Airtable with results even when your machine takes a break.
Ever grappled with the pain of outdated lead data? Bid adieu to manual updates. This automation seamlessly synchronizes, ensuring your Airtable stays infused with Apollo's insights. Consider the hassle of lead enrichment a thing of the past.
Are your leads scattered across Airtable, waiting to be polished? Fear not. Whether you're in pursuit of the freshest details or refining your lead database, this automation stands as your 24/7 companion, turning routine tasks into a streamlined, uninterrupted operation.
Let’s set it up!
Step 1: Set up the automation
The first step is to have your Airtable ready with your leads and their email addresses.
Take note of the column name with the email addresses. You will need this when setting up your automation. For the example above, that is “Email Address”.
Step 2: Save the automation
Click the “Try it” button at the top of this page to get this Autobook saved.
You will be redirected to download the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Apollo.io and Airtable if you haven’t done so already.
To integrate Apollo.io, you will need to find and enter your API key.
If you are unsure how to do this, click here to follow Apollo’s guide.
Bardeen will then prompt you to enter the Airtable and the name of the column that contains the email addresses.
Step 2: Run the autobook to enrich and update leads from Airtable
Make sure the automation is activated (toggled on).
Once new leads are added to your Airtable, Bardeen will use Apollo.io to get more information on each lead and update the Airtable with the information.
Bardeen will update the row with the information it finds using Apollo.io and updates the row.
You can also edit the playbook and add your next action to further customize the automation.
You can also find more about how to increase your personal productivity and automate your sales workflow.
Your proactive teammate — doing the busywork to save you time
Integrate your apps and websites
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
Perform tasks & actions
Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.
Combine it all to create workflows
Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
FAQs
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Unfortunately, Bardeen is not able to download videos to your computer.
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Please follow the following steps to edit an action in a Playbook or Autobook.
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.