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 IRE BDM (Rental Leads) data.

 

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

 

How to enable the 'Send BDM Lead Data to Airtable' setting

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

  1. Navigate to Settings > General > Integrations > Airtable Integration.
     
  2. Add in your Airtable Base ID.
     
  3. Add your Airtable Personal Access Token.
     
  4. Enable the setting ‘Send Application Data to Airtable’ and then save.
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 IRE 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.

    A screenshot of a computer Description automatically generated
     
  2. Once in Personal Access Tokens page, click on the blue Create token.

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  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 InspectRealEstate (IRE) to update your base.


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