Airtable Integration
Portal extensionAgencyPro has an Airtable portal extension. Paste an Airtable shared view or form link and it appears as its own page in the client portal menu. Use one view for every client, or a different view per client organization.
Why connect Airtable with AgencyPro
If you track deliverables, content or assets in Airtable, a shared view lets clients see their slice of that base inside the portal. Create a filtered view per client, connect each one to that client's organization in AgencyPro, and every client sees only their records.
The embed is read-only display of whatever Airtable shares. AgencyPro does not sync Airtable records into its own requests or projects. An Airtable shared form works the same way if you want clients to submit structured data from the portal.
Key features
Benefits for your agency
How agencies use Airtable with AgencyPro
Deliverable tracker per client
A filtered grid or Kanban view shows each client the status of their deliverables.
Content pipeline
Clients see upcoming posts and their status from your editorial base.
Structured intake
An Airtable form in the portal collects assets or briefs straight into your base.
How to set up Airtable
- In Airtable, open the view (filtered for the client if needed) and create a shared view link, or copy a form's share link.
- In AgencyPro, go to Workspace Settings > Extensions and click Add extension.
- Choose Airtable, enter a navigation label and paste the share URL.
- Pick the scope: one view for all clients, or connected to each organization separately.
- Enable it for the client portal, save, and check it as a test client.
Frequently asked questions
Can clients edit records?
Not through a shared view, which is read-only. Use an Airtable form if clients need to submit data.
Can each client see only their own records?
Yes. Create a filtered view per client and connect each view to that client's organization in the extension settings.
Which plan do I need?
Portal extensions are on the Pro and Plus plans.
More Extensions integrations
Google Sheets
Show a live Google Sheet as a page in your client portal, one sheet per client if you want (Pro). Log events to Sheets with Zapier (Plus).
Calendly
Let clients book calls from your portal. AgencyPro's Calendly extension shows your booking page as a portal page (Pro and Plus).
Typeform
Put a Typeform inside your client portal, such as a brief or feedback survey, with AgencyPro's Typeform extension (Pro and Plus).
Ready to get started?
See how Airtable fits into your AgencyPro setup, or ask us which plan you need.