App Holder
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?

  • Step 1: This Bot runs whenever there is a new record in Airtable.

  • Step 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?

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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