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Airtable Schema — Inbound Messages

Base: Inbound Leads (appt783peNrkiYMHB)
Table: Inbound Messages (tblRfRTEd6kfW9slT)

This table is the single source of truth for tracking inbound brand outreach and the follow-up sequence.


Full Field Reference

Field NameField IDTypeWritten ByPurpose
emailfld2Cl3RSKZBcu97BTextMain Inbound Zap (Step 18)Brand sender email. Primary key used for matching in companion Zaps.
Thread IDfldS6OHvxDod6vNUlTextMain Inbound Zap (Step 18)Gmail thread ID. Used for deduplication — prevents two replies to same thread.
namefldSWAMxcEOAuSMZkTextMain Inbound Zap (Step 18)Parsed sender name.
from_domainfldukwb7Xf7v9lEfkTextMain Inbound Zap (Step 18)Sender's email domain (e.g. famesters.net).
SubjectfldKwJtBJE8AoS751TextMain Inbound Zap (Step 18)Email subject line.
Inbound MessagefldgkX8OGdmdoK4QOLong textMain Inbound Zap (Step 18)Full original email body.
Message IDfldvdiPA1pSM4z2jgTextMain Inbound Zap (Step 18)Gmail message ID.
assigned_agent_emailfldO9YkmrZdL4u5QOEmailMain Inbound Zap (Step 18)Which agent was assigned (charlie@, annie@, henry@). Used for follow-up send-as.
AI ReplyfldCXxCWsmGKBRY68Long textMain Inbound Zap (Step 18)What Claude drafted and sent.
Reply SentfldxyCBayGMIX6lmpCheckboxMain Inbound Zap (Step 18)Whether the auto-reply was sent. Follow-up Zap skips records where this is false.
Last Contact DatefldwLxh4WUzSrPQvCDateFollow-Up ZapUpdated each time a follow-up is sent.
Has Bookedfld1QCoZaOiPyomxlCheckboxCal.com handlerSet to true when brand books a Cal.com call.
Days Since Last ContactfldGH9u6eU2yoGTEoFormulaAutoCalculated field.
Follow Up Countfldt03M5kKQSHy947NumberFollow-Up ZapIncremented after each follow-up sent. Max 4.
statusfldtaFKNZsp8TPfa7Single selectOptions: New, Replied, Ignored. Not actively written by any Zap — available for manual use.
Brand/AgencyfldIkupVGJrRlDtOrSingle selectOptions: Brand Direct, Agency, Unknown, No Creator. Not actively written by any Zap.
routed_atfldv83HliHa55i5tqCreated timeAuto (Airtable)Timestamp when the record was created. Used by Follow-Up Zap to calculate Day 3/7/11/14 timing. Never written manually.
NEEDS ATTENTIONfldK3YJl1r1WBPxEACheckboxManualFlag for agent review.
Inbound Messages logsfldcCNKoA7WkU3O9gTextLog field.
Created ByfldGoiqXJlACsWjInCreated byAuto (Airtable)Who created the record (always the Zapier service account).
Creator NamefldU0Wbc9eO4TqOWETextMain Inbound Zap (Step 18)Which creator the brand was asking about. "unknown" if couldn't be matched.
Time Receivedfldlzwi66UH0qIsDHDateMain Inbound Zap (Step 18)Date the email was received.
In Follow-UpfldCsQ2aiMDGSPmTUCheckboxFollow-Up ZapSet to true when the first follow-up runs.
Has RepliedfldkwOPTXlERKKOzMCheckboxSeparate from Responded — may indicate agent replied manually.
RespondedfldjDZdTmKt46zMidCheckboxCompanion Zap 1 / Cal.com handlerThe main stop flag. Set to true when brand replies to any agent OR books a call. Stops follow-up sequence immediately.
Last Follow Up BodyfldyC29zZ4XBDbBFYLong textFollow-Up ZapThe last follow-up email Claude wrote.

Key Fields for Operations

Responded is the most important field. When it's true:

  • Follow-Up Zap skips this record entirely
  • No more emails go out to this brand

routed_at drives all timing. It's set automatically by Airtable when the record is created. The Follow-Up Zap calculates (today - routed_at) to decide which follow-up to send.

email is the matching key for both companion Zaps. It must exactly match the sender email from Close CRM / Cal.com. Both systems lowercase the email before comparing.

Follow Up Count tracks how many follow-ups have been sent. When it reaches 4, the filter in Step 3 of the Follow-Up Zap stops processing that record.


Record Lifecycle

[Record Created by Main Inbound Zap]
  Reply Sent = true
  Follow Up Count = 0
  Responded = false
  routed_at = now (auto)

[Day 3 — Follow-Up Zap]
  Follow Up Count → 1
  Last Contact Date = today
  In Follow-Up = true
  Last Follow Up Body = [email text]

[Brand replies to agent]
  Responded = true   ← set by Companion Zap 1
  (Follow-Up Zap will skip this record from now on)

OR

[Brand books a call]
  Responded = true   ← set by Cal.com handler
  Has Booked = true  ← set by Cal.com handler
  (Follow-Up Zap will skip this record from now on)

OR

[Days 7, 11, 14 pass with no response]
  Follow Up Count → 2, 3, 4
  At count = 4, Follow-Up Zap stops processing