![]() or any TaskRobin email address you decide to create during the onboarding, will also be ready just for you. If you are using our Airtable extension, you will see that a new integration has been added on the extension page.Ī TaskRobin robot email inbox, e.g. Once you have successfully linked TaskRobin to your Airtable account, you should see your Airtable integration in the “Integrations” tab of your TaskRobin web dashboard. The onboarding steps are fairly easy to follow and should you need more help, we are just a live chat away. Or add our official Airtable extension to your Airtable base. Set up TaskRobin and link your Airtable baseįirstly, sign up for a trial TaskRobin account on our website and link your Airtable. In this article, we are going to teach you step by step how to set up Outlook rules to automatically forward all inbound emails to your Airtable base via TaskRobin. If you wish to save emails to more than one Airtable base, you will need to set up additional Airtable integrations with our web dashboard. If you are a more advanced Outlook user, you can even set up different email rules based on the sender or keywords in the subject line to automatically save selected incoming emails to different Airtable bases. ![]() ![]() Since TaskRobin uploads all your forwarded emails to your Airtable base, we will need to create Outlook email rules to automatically forward incoming emails to your TaskRobin private inbox. Then, all the important emails will land into your Airtable base without you even lifting a finger. What’s even better is that you can even automate email saving with your Outlook rules. Simply forward your emails to a private robot inbox and all your email information such as attachments, message content, subject, sender, cc, timestamp etc will all be saved to your Airtable table as a new entry (a new row)! All the email content will be directly made available in Airtable so you won’t need to search for that original email in order to download its attachments. TaskRobin is an integration service that we have built to help you save emails to Airtable. It offers great flexibility with different built in data types and ability to use extensions to create your own workflows, but it does lack one crucial feature: the ability to easily save emails to your Airtable tables. Even though Airtable looks like a tabular data tool, it excels in functionality over Google Sheet and Excel. Once the record has been created in Airtable, you are able to use that information in any of the ways that you would otherwise use records for your particular needs.Looking for solutions to auto forward and save emails from Gmail? Read more here.Īirtable is a popular low-code tool to build workflows and collaborate with others. This feature is particularly useful if you are wanting certain information housed in HubSpot to be sent over to Airtable in an automated way. HubSpot’s Airtable - Workflows feature can connect with Airtable so that when something happens in HubSpot (trigger) a record is created in Airtable (action). Workflows allow you to set up a trigger and action, or actions, so that when a certain condition is met it causes something else to occur. ![]() ![]() The Workflows feature in HubSpot is similar to Airtable Automations. In order to integrate Airtable and HubSpot together, you will need to create or use an existing Personal Access Token with the data.records:read scope enabled. In HubSpot, Workflows help to automate processes based on certain conditions that you set, whereas their Data sync beta feature allows for certain information to be seamlessly matched on both platforms. Currently, they offer two tools, Workflows and Data Sync, that connect with Airtable via our API. HubSpot is a CRM software product that offers templated solutions for Marketing, Sales, Customer Service, Operations, and Content management. If your question doesn't appear to be asked in the Community, then post a new message on the Development & APIs board (Requires signing into the community).If you are experiencing setup issues or need help troubleshooting this integration, we recommend you search threads in the Community first.While these articles are meant to serve as helpful guides for our customers, 1:1 support for integrations with 3rd party tools is limited in support interactions. ![]()
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