App Holder
Salesforce

Add a record in Airtable on a new lead (or contact) in Salesforce

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Description

This readymade Salesforce to Airtable integration template will automatically create a record in Airtable every time there is a new lead (or contact) in Salesforce.

While setting up your integration, first, connect your Airtable and Salesforce accounts to Automate.io. Then select the Base and Table in your Airtable account. Then map the fields such as First Name, Last Name, Email, Phone, etc. from your Salesforce account to the relevant fields in Airtable.

You can even modify this template to collect contacts or opportunities or any other Salesforce objects instead of leads to your Airtable account.

How it works?

  • Step 1: This Bot runs whenever there is a new lead (or contact) in Salesforce.

  • Step 2: Automate.io creates a new record in Airtable.

Apps you need

  • Salesforce

    Salesforce is a leading cloud sales platform with diverse CRM functionality on multiple devices and robust app marketplace.

  • Airtable

    Airtable is a simple and modern database to organize anything.

Why Automate.io?

Easy

No coding. No change in your apps. Setup and get going in 2 minutes.

Secure

Runs on secure HTTPS channel & all sensitive data is stored in an encrypted format.

Reliable

Used by 1000+ organizations globally - big and small. Live chat support available.

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