Salesforce

Copy new Salesforce leads (or contacts) as records in Airtable

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Description

Salesforce is a fantastic CRM to manage your leads and contacts. But sometimes you need a database for easy bulk editing, analytics, data sharing, and more. This Salesforce to Airtable integration template offers you a readymade workflow to perform those tasks.

It automatically creates a record in Airtable every time there is a new lead (or contact) in your Salesforce. You can map fields such as First Name, Last Name, Email, Phone, etc. from your Salesforce account to the relevant fields in Airtable. Once set up, all your Salesforce leads or contacts will be stored in a comprehensive database in Airtable.

How it works?

  • 1

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

  • 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?

iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.

Rated 4.8 out of 5 on

Easy

No coding. Easy to use drag and drop interface designed keeping non-technical users in mind.

Trusted Worldwide

Used by 30,000+ organizations from 93 countries, from small businesses to Fortune 500.

Secure & Reliable

Runs on secure HTTPS and all sensitive data is stored using powerful encryption format.

Automate Work. Have Fun!

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