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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.

Popular Integrations

  • Airtable - New Record
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    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?

    • 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.

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  • Salesforce - New Lead
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    Airtable - Add a Record

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

    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.

    Show More
  • Salesforce - New Custom Object
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    Airtable - Add a Record

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

  • Airtable - New Record
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    Salesforce - Add or Update a Contact

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

  • Salesforce - New Contact
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    Airtable - Add a Record

    Add a Record in Airtable on a New Contact in Salesforce

  • Salesforce - New Opportunity
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    Airtable - Add a Record

    Add a Record in Airtable on a New Opportunity in Salesforce

  • Salesforce - Updated Opportunity
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    Airtable - Add a Record

    Add a Record in Airtable on a Updated Opportunity in Salesforce

  • Airtable - New Record
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    Salesforce - Add or Update a Custom Object

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

Kate B

Kate B

Business Owner

★ ★ ★ ★ ★

“The drag-and-drop interface makes setting up bots very easy. I was able to integrate the CRM I created in Airtable with Acuity Scheduling, Square, and Google Contacts. Now I dont have to quadruple-enter new clients. Yay!”

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

  • Airtable - Updated Record

    Updated Record

    Triggers when a Record is Updated in a 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 - New Opportunity

    New Opportunity

    Triggers when there is a new Opportunity

  • Salesforce - Updated Opportunity

    Updated Opportunity

    Triggers when an existing Opportunity is updated

  • Salesforce - New Account

    New Account

    Triggers when there is a new Account

  • Salesforce - New Event

    New Event

    Triggers when there is a new Event

  • Salesforce - New Task

    New Task

    Triggers when there is a new Task

  • Salesforce - Updated Account

    Updated Account

    Triggers when an existing Account 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 Custom Object

    Updated Custom Object

    Triggers when an existing Custom Object is updated

  • Salesforce - Updated Lead

    Updated Lead

    Triggers when an existing Lead is updated

  • Salesforce - Updated Opportunity Property

    Updated Opportunity Property

    Triggers when an existing Opportunity'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 Account Property

    Updated Account Property

    Triggers when an existing Account's property is updated

  • 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 Call Log

    Add a Call Log

    Creates a new Call log

  • 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 - Get Account of a Contact

    Get Account of a Contact

    Get Accountof a Contact

  • Salesforce - Get Opportunities of a Contact

    Get Opportunities of a Contact

    Get Opportunity for Contact

  • 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 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 - Search an Opportunity

    Search an Opportunity

    Search Opportunities

  • Salesforce - Search a Task

    Search a Task

    Search Tasks

  • Salesforce - Search a User

    Search a User

    Search Users

  • Salesforce - Search a Campaign

    Search a Campaign

    Search Campaigns

  • Salesforce - Search a Case

    Search a Case

    Search Cases

  • Salesforce - Search a Folder

    Search a Folder

    Search Folders

  • Airtable - Add a Record

    Add a Record

    Create a new Record in the specified Table

  • Airtable - Update a Record

    Update a Record

    Update a Record based on the Record ID

  • Airtable - Delete a Record

    Delete a Record

    Delete a Record using 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

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

Typeform
Zoho Forms
Google Forms

Forms

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Airtable Workflow

Airtable

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Salesforce Workflow

Salesforce

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AWeber
Mailchimp
Salesforce Marketing Cloud

Marketing

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