Zapier Tables

Zapier Tables is a simple database inside Zapier. It looks like a spreadsheet, but it's built to work with Zaps: a new or changed record can start a Zap, and Zaps can add, find and update records.

You can add button fields that start a workflow with one click, which is handy for approvals. Tables pair well with Zapier Forms, which used to be called Zapier Interfaces.

Tables steps in a Zap don't use tasks. The Free plan includes up to 2,500 records, and Professional up to 100,000. It's great for operational data, but it isn't a replacement for a full CRM or accounting system.

I use Tables for the bits of data that don't have a proper home, like an approval queue, a lead routing list or a lookup of which account manager owns which client.

It keeps that data next to the Zaps that use it, so the client can open it, see what's happening and fix a value themselves. When the data starts to need its own reports and permissions, I move it into ClickUp or a CRM.

1. Trigger New lead from the website form 0 tasks
2. Table Add the lead as a record in the queue 0 tasks
3. Button Sales lead clicks Assign on the record 0 tasks
4. Action A Zap creates the task in ClickUp 1 task