Build Your Own Lead Database With Airtable and Boei

Airtable gives you the flexibility to build any database you want. Boei gives you the data to fill it. Together, your website conversations automatically create rich records with the exact fields, views, and relationships your business needs.

Rich records from conversations

Linked records across tables

Custom views by source

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A Database That Grows With Every Customer Conversation

Airtable sits in a sweet spot between spreadsheets and databases. You get the flexibility of custom fields, the power of linked records, and the usability of multiple views, all without writing code. What it needs is data, and that is where most teams struggle. Someone has to manually enter every lead, tag every record, and keep everything current.

Boei automates the data entry. When a visitor contacts you through your website chat, WhatsApp, or email, the AI agent collects their information and fires a webhook to Airtable. A new record gets created with all the fields populated: contact details, conversation summary, channel, page URL, interest area, and whatever custom fields your base uses.

Your Airtable base stays up to date without anyone touching it. New leads appear in your pipeline view. Conversations get linked to contact records. Your gallery view shows the latest inquiries with thumbnails. It is the custom CRM you always wanted, filled automatically by your AI agent.

How Records Get Created

From website visitor to Airtable record in seconds

Visitor Starts a Conversation

Someone reaches out through your website, WhatsApp, email, or another Boei channel. They share their question, request, or contact details during the interaction.

AI Extracts Structured Data

The AI agent pulls out the important fields: name, email, company, what they are looking for, how urgently they need it, and any other details relevant to your business.

Airtable Record Created

A webhook sends the data to Airtable through Zapier. A new record appears in your base with all fields filled in, ready for your team to review, tag, and follow up.

Airtable Bases Powered by Customer Conversations

Custom CRM With Rich Fields

Build a CRM that matches your sales process exactly. Single select for lead status, multiselect for interests, date fields for follow-up reminders, and long text for conversation notes. The AI fills them all from conversation data.

Linked Records Across Tables

Link new conversation records to existing contacts. When a returning customer reaches out, the AI can update their existing record or create a new interaction linked to their contact profile.

Custom Views by Channel and Source

Create Airtable views that show only WhatsApp leads, only chat leads, or only leads from your pricing page. With channel and page URL data in every record, filtering is effortless.

Trigger Airtable Automations

New records from Boei can trigger Airtable's built-in automations. Send a Slack notification when a high-value lead comes in. Email your sales team when someone asks for a demo. The record creation kicks off your workflow.

Reporting and Dashboards

Use Airtable's summary and chart features to visualize lead data. See leads by channel, by week, by product interest. Your dashboard updates in real time as new conversations flow in.

Shared Views for Team Collaboration

Share filtered views with different teams. Sales sees their pipeline. Marketing sees lead sources. Management sees the overview. Everyone works from the same data without stepping on each other.

Frequently Asked Questions

How does Boei send data to Airtable?

Through webhooks and Zapier. When a conversation produces lead data, Boei's AI agent sends a webhook with the structured information. Zapier receives it and creates a record in your Airtable base with the fields mapped to your columns.

Can I map data to custom Airtable field types?

Yes. Text fields, single select, multiselect, date, email, phone, URL, long text, and number fields are all supported. The AI extracts the relevant data from conversations and it flows into whatever field type you have configured.

Does it work with Airtable's free plan?

Yes. Record creation via Zapier works with all Airtable plans including the free tier. The 1,000 record limit on free Airtable applies, so businesses with high volume may want a paid Airtable plan.

Can returning customers update their existing record?

Yes. You can configure the Zapier workflow to search for existing records by email before creating a new one. If found, it updates the existing record with the latest conversation data instead of creating a duplicate.

What Boei plan do I need for Airtable webhooks?

The Growth plan at $49/month (annual billing) includes webhooks, API access, 3 chatbots, and 7,000 AI credits. This is the plan you need for the Airtable integration.