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Airtable

Airtable and Salesforce Integration

Sync contact data, manage deal flow and automate your sales pipeline in Salesforce. Create new rows, search and update them in Airtable. Do much more by connecting Airtable and Salesforce.

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Popular Integrations

Airtable - New Record Salesforce - Add or Update a Lead

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

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.

Read More
Salesforce - New Lead Airtable - Add a Record

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

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.

Read More
Salesforce - New Custom Object Airtable - Add a Record

Add a Record in Airtable on a New Custom Object in Salesforce

Salesforce - New Contact Airtable - Add a Record

Add a Record in Airtable on a New Contact in Salesforce

Airtable - New Record Salesforce - Add or Update a Contact

Add or Update a Contact in Salesforce on a New Record in Airtable

Salesforce - New Opportunity Airtable - Add a Record

Add a Record in Airtable on a New Opportunity in Salesforce

Salesforce - Updated Opportunity Airtable - Add a Record

Add a Record in Airtable on a Updated Opportunity in Salesforce

Salesforce - New Custom Object Airtable - Update a Record

Update a Record in Airtable on a New Custom Object in Salesforce

Looking for something else?


Create your own Integration

Connect Airtable and Salesforce the way you want. Start by selecting the trigger and action events listed here.

When This Happens

TRIGGERS
  • Airtable - New Record

    New Record

    Triggers when a new record is added to the specified table
  • Salesforce - New Contact

    New Contact

    Triggers when there is a new Contact
  • Salesforce - New Custom Object

    New Custom Object

    Triggers when there is a new Custom Object (of the type selected) is created
  • Salesforce - New Lead

    New Lead

    Triggers when there is a new Lead
  • Salesforce - Updated Opportunity

    Updated Opportunity

    Triggers when an existing Opportunity is updated
  • Salesforce - New Opportunity

    New Opportunity

    Triggers when there is a new Opportunity
  • Salesforce - New Task

    New Task

    Triggers when there is a new Task
  • Salesforce - New Account

    New Account

    Triggers when there is a new Account
  • Salesforce - Updated Opportunity Property

    Updated Opportunity Property

    Triggers when an existing Opportunity's property is updated
  • Salesforce - New Event

    New Event

    Triggers when there is a new Event
  • Salesforce - Updated Lead

    Updated Lead

    Triggers when an existing Lead is updated
  • Salesforce - Updated Account

    Updated Account

    Triggers when an existing Account is updated
  • Salesforce - Updated Custom Object

    Updated Custom Object

    Triggers when an existing Custom Object is updated
  • Salesforce - Updated Contact

    Updated Contact

    Triggers when an existing Contact is updated
  • Salesforce - Updated Contact Property

    Updated Contact Property

    Triggers when an existing Contact's property is updated
  • Salesforce - Updated Account Property

    Updated Account Property

    Triggers when an existing Account's property is updated
  • Salesforce - New Case

    New Case

    Triggers when there is a new Case
  • Salesforce - New Note

    New Note

    Triggers when there is a new Note
  • Salesforce - Updated Opportunity Stage

    Updated Opportunity Stage

    Triggers when an existing Opportunity's Stage is changed
  • Salesforce - New Case Comment

    New Case Comment

    Triggers when there is a new Comment on a Case

Do this

ACTIONS
  • Salesforce - Add or Update a Contact

    Add or Update a Contact

    Creates a new Contact or updates an existing Contact
  • Salesforce - Add or Update a Lead

    Add or Update a Lead

    Creates a new Lead or updates an existing Lead
  • Salesforce - Add or Update an Account

    Add or Update an Account

    Creates a new Account or updates an existing Account
  • Salesforce - Add or Update a Custom Object

    Add or Update a Custom Object

    Creates a new Custom Object or updates an existing Custom Object
  • Salesforce - Add or Update an Event

    Add or Update an Event

    Creates a new Event or updates an existing Event
  • Salesforce - Add a Note

    Add a Note

    Creates a new Note
  • Salesforce - Add or Update an Opportunity

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing Opportunity
  • Salesforce - Add or Update a Task

    Add or Update a Task

    Creates a new Task or updates an existing Task
  • Salesforce - Add a Campaign Member

    Add a Campaign Member

    Creates a new Campaign Member (Existing Lead or Contact)
  • Salesforce - Add or Update a Case

    Add or Update a Case

    Creates a new Case or updates an existing Case
  • Salesforce - Search a User

    Search a User

    Search Users
  • Salesforce - Get Account of a Contact

    Get Account of a Contact

    Get Accountof a Contact
  • Salesforce - Add a Call Log

    Add a Call Log

    Creates a new Call log
  • Salesforce - Get Contacts for a Opportunity

    Get Contacts for a Opportunity

    Get Contacts for Opportunity
  • Salesforce - Search an Account

    Search an Account

    Search Accounts
  • Salesforce - Search a Task

    Search a Task

    Search Tasks
  • Salesforce - Search an Opportunity

    Search an Opportunity

    Search Opportunities
  • Salesforce - Search a Contact

    Search a Contact

    Search Contacts
  • Salesforce - Search a Custom object

    Search a Custom object

    Search Custom Objects
  • Salesforce - Search an Event

    Search an Event

    Search Events
  • Salesforce - Search a Lead

    Search a Lead

    Search Leads
  • Salesforce - Get Opportunities of a Contact

    Get Opportunities of a Contact

    Get Opportunity for Contact
  • Salesforce - Search a Folder

    Search a Folder

    Search Folders
  • Salesforce - Search a Case

    Search a Case

    Search Cases
  • Salesforce - Search a Campaign

    Search a Campaign

    Search Campaigns
  • Airtable - Add a Record

    Add a Record

    Create a new record in the specified table
  • Airtable - Update a Record

    Update a Record

    Update the selected column cells based on the Record ID
  • Airtable - Search Records

    Search Records

    Search Records using the Field specified

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

Typeform
Wufoo
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Forms

Airtable Workflow
Salesforce Workflow
Mailchimp
AWeber
GetResponse

Marketing

Connect Airtable and Salesforce with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

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