Airtable Integration - BDM Leads

Airtable Integration - BDM Leads

In this guide we will go through how to ensure your Airtable account is setup correctly to receive the API feed of Reapit Lettings - BDM (Rental Leads) data.

The process in this article include:

• Enabling Send BDM Lead Data to Airtable.
• Data Setup
• How to create a Personal Access Token

For assistance with Airtable integrations, please visit https://support.airtable.com/

Enabling Send BDM Lead Data to Airtable.

NOTE: Director user level is required to enable the ‘Send Application Data to Airtable’ setting.

1. Click on Settings.
2. Click on General.
3. Click on Integrations.
4. Select the Airtable Integration tab.
5. Enter your Airtable Base ID and Airtable Personal Access Token.
6. Enter the Error email for alerts regarding any errors synchronising applications to Airtable.
7. Enable the setting Send BDM Lead Data to Airtable.
8. Click on Save.

Data Setup

What to name, the table, columns, and what field type to use: Here we will provide details on what you will need to name your table, the columns, and what field type needs to be selected for the column to ensure the data from Lettings synchronizes to your Airtable base and displays correctly. Table Name: Pipeline

For Pipeline:

NOTE: That the name of the column is case sensitive, and the name will need to match what's in this table.

What it is for	What to name it	What Kind of Field
Property for the Rental Lead	Address	Single Line Text
BDM assigned to the Rental Lead	Staff Member	Single Select
PM assigned in Additional Details > Management Information > Property Manager	Property Manager Assigned	Single Select
Status of the Rental Lead	Lead Status	Single Select
Status selected in in Additional Details > Property Status	Property Status	Single Select
Date added in in Additional Details > Appraisal Information > Appraisal Date	Appraisal Date	Date Field
Feedback Status on a booked appraisal	Appraisal Letter	Single Select
If a booked appraisal has been followed up	Appraisal Follow Up Sent	Checkbox Field
Range added in Additional Details > Appraisal Information > Appraisal Range	Appraisal Price Range	Single Line Text
Date added in Management Details > Lease > Lease Start/Gained	Expected Gained Month	Single Select
Primary Owner Contact Full Name	Primary Owner Name	Single Line Text
Primary Owner Contact Mobile	Primary Owner Mobile	Single Line Text
Primary Owner Contact Email	Primary Owner Email	Email Field
Primary Owner Contact Residential Address if “Same As Above” has been selected or Postal Address	Landlord Postal Address	Single Line Text
2nd Owner Contact Full Name	Secondary Owner Name	Single Line Text
2nd Owner Contact Mobile	Secondary Owner Mobile	Single Line Text
2nd Owner Contact Email	Secondary Owner Email	Email Field
Lead Details > General Notes	Notes/Inclusions/Exclusions	Long Text Field
If the Primary Owner Contact Type is selected as “Company” and there is a Company Name	Company Name for Management Agreement (if applicable)	Single Line Text
Rent added in Financial Details > Current Rent	Price to Advertise/Current Rental	Currency Field
In Financial Details > Management Fee > Offered (Sub Total)	Management Fee (Excluding GST)	Currency Field
The Property Type selected in Details > Property Type	Property Type	Single Select
If “Body Corporate” is selected in Details > Property Category and there is a “Body Corporate Number”	Body Corporate Details	Long Text Field
New Follow Up date on the Rental Lead	Next Follow Up Date	Date Field
Status in Management Details > Insurance > Status	Insurance BDM	Single Select
Last Contacted Date	Last Contact	Date Field

How to create a Personal Access Token

NOTE: You will need to be an Owner/Creator of the base to complete the below steps.

1. Within Airtable, click on your account in the top right-hand corner of the screen. And then click the "<> Developer hub" option.

2. Once in Personal Access Tokens page, click on the blue Create token.

3. This will open configuration options for the PAT that you are creating.

4. Add a Name to the PAT, then select the following Scopes that are required to allow Lettings to update your base.

5. Lastly you will need to select your Lettings Application in Access by clicking on the + Add a base and then on the blue Create token.