How to Create Multiple Records in Airtable with one Input Form

Streamlining Workflows with Airtable and Fillout: A No-Code Solution for Creating Multiple Records

Have you ever been caught in a cycle of manually creating multiple records in different areas of your database? Using no-code tools like Airtable and Fillout, this process can be greatly simplified – enhancing efficiency and productivity in your daily operations. This blog post illustrates how you can utilize these platforms to create new contacts and companies simultaneously without the typical repetitive steps. A strong emphasis is placed on user experience (UX), ensuring that your team benefits from a tool that is as effective as it is easy to use.

Understanding the Problem

The need to create records in multiple areas can often turn into a cumbersome process. Let’s consider an example where you have to create a new contact and simultaneously document a new company related to that contact in your Airtable database. The current situation isn’t so simple – you may find that the company doesn’t yet exist in your database. To solve this issue, you would typically have to close out the form, redirect to the company records, add the new company details, then return to contacts to link the new record. Any interruption to the smooth workflow can potentially harm user engagement, leading to improper tool usage and operational inefficiencies.

Introducing the Solution: Airtable and Fillout

Airtable and Fillout are designed to combat such inefficiencies by offering a streamlined, user-friendly method to create records in different areas of your database. If the company in question already exists, you can simply select it from a dropdown menu. If it does not, you can create a new company and proceed with filling out the contact information. The tool gives you the liberty to create multiple records in two different tables.

Creating a Contact on Airtable with Fillout

The process is straightforward. Upon creating a new contact, you're given the option to link an existing company or create a new one. If the latter, you simply open a new sub-form where you input the necessary company details. Upon filling out these details, you proceed back to the main form, where you finalize the contact information. Once you hit submit, both the new company and contact are recorded in Airtable. It’s an admirably intuitive solution that keeps the user engaged and ensures accurate data entry.

Conclusion

The union of Airtable and Fillout offers a cohesive and efficient solution for creating multiple records simultaneously. Streamlining workflows doesn't have to be a complex process; with the right no-code tools in place, you can harness the power of seamless operations that ultimately enhance user experience, save time, and boost productivity. Whether you're managing a sales team or a busy consultancy, there's no doubt that this Airtable-Fillout integration approach is a great asset to your business.

This article offers a condensed guide on using this no-code solution. For a more detailed walkthrough, you can check out our detailed instructions on integrating Airtable and Fillout here. Happy no-coding!