Airtable

Turn new Airtable records into leads (or contacts) on Salesforce

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Description

If you’re into sales, you should be spending more time trying to convert your leads rather than moving them from one app to another. However, if you need help with the latter, look no further than this readymade Airtable to Salesforce integration template.

This integration saves you time and effort by simply creating a lead in Salesforce every time there is a new record in your Airtable. Depending on your use case, you can even modify this integration and save the records as Salesforce contacts instead. While you’re setting up the integration, you can map the fields you want such as First Name, Last Name, Email, Phone, etc. from Airtable to Salesforce. And if there are changes to any existing information, this integration will update that.

All you need to do is connect your Airtable and Salesforce accounts to Automate.io, map the required fields and turn on the integration.

How it works?

  • 1

    This Bot runs whenever there is a new record in Airtable.

  • 2

    Automate.io copies that record as a lead to your Salesforce account.

Apps you need

  • Airtable

    Airtable is a simple and modern database to organize anything.

  • Salesforce

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

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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