Adding Notes To Leads

  1. Create the contact

  • Click Add Contact.

  • Enter name (e.g., “Josh Test 10”) and email (e.g., “…+[email protected]”).

  • Click Save.

  1. Apply the lead tag (required for syncing)

  • Open the new contact.

  • In Tags, add the same tag your Google Ads leads use (so it follows the normal flow).

  • This tag is what triggers the automation and Airtable sync.

  1. Let the automation run (or fast-forward it)

  • Normal flow: The automation waits ~5 minutes to give you time to tag correctly; then it pushes the contact to Airtable.

  • Fast-forward: In the workflow/automation queue, Skip the 5-minute wait and Move/Move All to fire the webhook immediately.

  1. Confirm the contact in Airtable

  • Check Airtable to verify the new record appeared after the wait/skip.

  1. Add a note on the contact in the CRM

  • Back on the contact, go to Notes.

  • Type your note (e.g., “Josh is leaving out of town.”).

  • Click Save.

  1. Verify notes synced to Airtable

  • In Airtable, open the contact record and confirm the new note appears on the record.

  1. Keep working the record normally

  • Any additional notes you add and save on the contact will sync over, so you can see them both in the CRM and in Airtable.