Trackers next to the deal
See what your project or onboarding tracker says about an account without leaving the deal you are working.
Go Fig + Airtable
Go Fig reads the Airtable trackers your team keeps outside the CRM, so project and client notes show up next to your deals.
Key facts
What you can do with Airtable in Go Fig
Most teams keep a few trackers outside the CRM, like a project list, a client onboarding checklist, or a renewal sheet. Those usually live in Airtable, and the CRM never sees them. A solutions engineer connects Airtable with you during setup. Go Fig reads the bases you pick and never changes them. Your brief can then pull what those trackers say about an account next to the deal you are working.
Cleaner handoffs at onboarding
When a deal closes, the onboarding tracker your delivery team keeps in Airtable shows up alongside it, so nothing gets lost between sales and kickoff.
Renewal prep in one place
Before a renewal call, pull the account's project status from Airtable into your brief along with the CRM history.
What Go Fig reads from Airtable
How to connect Airtable
Book setup with a solutions engineer
Airtable is connected with a solutions engineer, not self-serve. Schedule a demo and they walk through it with you or whoever owns your Airtable workspace.
Grant read-only access
Your solutions engineer sets up access with whoever owns the workspace. Access is read only (Go Fig can look but never change anything).
Pick the bases and tables
Choose only the trackers that matter for your accounts, such as projects, onboarding, or renewals. Point out the field that names the client, so each record lines up with the right account.
Check it in Go Fig
Look up an account you know and confirm its tracker records are there and match what your team sees in Airtable.
Questions about Go Fig + Airtable
Why connect Airtable if we already have a CRM?
Because the CRM rarely holds everything. Project status, onboarding checklists, and renewal notes often live in Airtable. Connecting it lets your brief use that context too.
Can Go Fig change records in Airtable?
No. Go Fig only reads Airtable. Anything Go Fig drafts for you waits for your OK in your Feed.
Does Go Fig see every base in our workspace?
No. You and your solutions engineer choose which bases and tables Go Fig reads. Everything else stays out.
Can I set this up myself?
Not yet. A solutions engineer connects Airtable with you during setup. Schedule a demo to get started.
Who on my team can see the Airtable data?
Everyone on your team sees only what their role allows.
Ready to connect Airtable?
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.