Airtable Integration
Embed Airtable bases into your AgencyPro client portal. Share databases, project trackers, collaborative workspaces, and custom views with clients. Airtable embeds provide powerful database functionality within your portal.
Why Connect Airtable with AgencyPro?
Airtable is like Google Sheets on steroids — it's a database that looks like a spreadsheet but has the power of a CRM. For agencies managing complex projects with multiple deliverables, dependencies, and stakeholders, embedding an Airtable base in your client portal gives clients visibility into project progress without overwhelming them. Unlike static spreadsheets, Airtable bases can have linked records (e.g., tasks linked to milestones), multiple views (Kanban, calendar, gallery), and automated workflows. When integrated with AgencyPro, clients see their project tracker, content calendar, or campaign dashboard in a format that's both powerful and intuitive.
Key Features
Benefits for Your Agency
How Agencies Use Airtable with AgencyPro
Interactive project trackers with Kanban views
Share an Airtable base with a Kanban view showing project tasks moving through stages (To Do, In Progress, Review, Done). Clients can see progress visually and add comments on specific tasks without emailing you.
Content calendars with linked assets
Create a content calendar where each row links to draft documents, images, or approval status. Clients see the full content pipeline in one place, with all related assets accessible from the same view.
Campaign performance databases with filtered views
Build an Airtable base tracking ad campaigns, and create a filtered view showing only the client's campaigns. They see their data in a clean, organized format while you manage all clients' data in one base.
How to Set Up Airtable
- Create an Airtable account (free plan available) and build the base you want to share with clients
- In Airtable, click the "Share" button on your base and select "Create a shared view"
- Choose which view to share (e.g., "Client Project Tracker" view) and set permissions to "View only" or "Commenter"
- Copy the embed code or sharing link from Airtable
- In AgencyPro, go to Settings → Integrations → Airtable and paste the embed code. Configure which clients should see this base based on their projects.
Frequently Asked Questions
How much does Airtable cost?
Airtable's free plan includes unlimited bases, 1,200 records per base, and 2GB of attachments. Paid plans start at $20/month per user (billed annually) and add features like advanced views, more records, and automation. Most agencies can start with the free plan.
Can clients edit the Airtable base, or is it view-only?
You control permissions per view. You can share a view as "View only" (clients can see but not edit), "Commenter" (clients can add comments), or "Editor" (clients can edit records). Most agencies use "Commenter" so clients can provide feedback without accidentally changing data.
How does Airtable compare to Google Sheets for client portals?
Airtable is better for structured data with relationships (tasks, projects, assets). Google Sheets is better for simple spreadsheets and calculations. If you need Kanban views, linked records, or multiple data types in one base, Airtable is worth the learning curve.
Can I embed multiple Airtable bases for different clients?
Yes. You can embed different Airtable bases (or different views of the same base) for different clients. Each client sees only the data relevant to their projects, even if you manage all clients' data in one master base.
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Ready to Get Started?
Connect Airtable with AgencyPro and streamline your workflow today.