Use Airtable as a proposal database and CRM for your agency
Airtable is a flexible database tool that sits between a spreadsheet and a full CRM — powerful enough for complex data structures, simple enough for non-technical teams. Agencies use Airtable to manage client databases, project pipelines, and content calendars. Connecting Airtable to Pitchsite makes it a powerful proposal management hub.
A step-by-step look at how Airtable and Pitchsite work together.
Authenticate Pitchsite with your Airtable account. Select the Base and Table to use for proposal tracking.
Every Pitchsite proposal creates a new record in your Airtable "Proposals" table — with fields for client, value, service type, status, and proposal URL.
Use Airtable's Kanban view to visualise your proposal pipeline by status — Draft, Sent, Viewed, Accepted, Declined. Drag cards as deals progress.
In reverse: when a new Airtable client record reaches "Ready to Propose" status, Pitchsite auto-generates and sends the appropriate proposal template — Airtable as your proposal trigger.
Link Airtable proposal records to your client database, project records, and invoice records — a relational database of your entire client lifecycle with Pitchsite proposals at the centre.
Real ways agencies use Airtable and Pitchsite together.
For agencies that use Airtable as their primary client database, Pitchsite feeds proposal data directly into Airtable records — a no-frills CRM that stays in sync with your proposal pipeline.
Airtable's Kanban and Gallery views create a visual proposal pipeline that any team member can understand at a glance — and it's powered by real Pitchsite data.
When a proposal is signed, the Airtable record automatically moves from "Proposals" to "Active Projects" — a live project database built from your winning proposals.
Content agencies using Airtable for editorial calendars can link proposal-created client records to content planning tables — scoped deliverables from the proposal map to content calendar rows.
Why agencies connect Airtable to Pitchsite.
Use Airtable as a proposal database and CRM for your agency
Try Pitchsite free →No credit card required. Free to start.
Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →Yes. Airtable Form submissions can trigger Pitchsite proposal creation via Airtable Automations or Zapier — a seamless form-to-proposal pipeline using tools you already have.
Via the "Run a script" action in Airtable Automations, you can call the Pitchsite API directly — creating proposals from Airtable without Zapier. Requires basic JavaScript knowledge.
Yes. Pitchsite creates records with the appropriate data, and you can set up Airtable to automatically link them to existing client or project records using Airtable Automations.
Airtable Interfaces can display proposal data from your Airtable base in a read-only client portal. This is separate from Pitchsite's proposal pages but useful for sophisticated agencies with Airtable-heavy workflows.
Other tools that work well alongside Airtable + Pitchsite.
Log proposal data to Google Sheets for custom reporting and analysis
View integration →Create Notion client wikis automatically from signed proposals
View integration →Connect Pitchsite to 5,000+ apps with Zapier automation
View integration →