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Back to Automate marketing leads import from Google Sheets to Airtable CRM

Set Up: Automate marketing leads import from Google Sheets to Airtable CRM

This workflow reads validated leads from Google Sheets and creates or updates company records in Airtable. It generates detailed execution reports showing import statistics and handles duplicate detection to maintain data quality.

What This Automation Does
1

Initialize data table and select validated leads

Creates an internal tracking table and selects leads from Google Sheets where email validation status equals OK.

2

Check for existing companies in Airtable

Searches Airtable CRM to determine if each company already exists to decide whether to create new records or update existing ones.

3

Create or update company records

Creates new company records for non-existing companies or updates existing records. Logs duplicates that require manual review.

4

Generate and email execution report

Compiles import statistics including records read, created, and updated, then sends a summary report via Gmail.

Prerequisites

  • Google Sheets account with lead data containing email validation status
  • Airtable base with Company table including required fields
  • Gmail account configured for sending reports
  • Pre-validated email addresses in lead data

Services Used

GmailAirtableGoogle Sheets

Services with alternatives — you can swap them in the next step.