Integrate Salesforce with Airtable

Appy Pie Connect allows you to automate multiple workflows between Salesforce and Airtable

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About Airtable

Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.

Want to explore Salesforce + Airtable quick connects for faster integration? Here’s our list of the best Salesforce + Airtable quick connects.

Explore quick connects

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Connect Salesforce + Airtable in easier way

It's easy to connect Salesforce + Airtable without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Record

    Triggers when a new record is available.

  • New Record In View

    Triggers when a new record is available.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Record

    Creates a new record with auto-populating fields.

  • Update Record

    Update the values of specific cells in an Airtable record.

How Salesforce & Airtable Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Airtable as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to Airtable.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Airtable

Salesforce?

Salesforce is the cloud-based customer management and marketing management platform. It is a CRM designed to manage customers, leads, opportunities, accounts and other business processes. It was launched in January 2001 by salesforce.com, inc., that is headquartered in San Francisco, California, USA. The company also provides various services along with Salesforce like application development, data migration, consulting and training.

Salesforce provides various features for its users like customizable dashboards and reports, integration with third-party applications, mass emails, social cplaboration, click-to-call and lots more. With these features, it is easy to increase productivity and efficiency of organizations.

Airtable?

Airtable is a software company that builds cplaborative database software. It has been described as “Google sheets on steroids”. It is a spreadsheet-like top that makes it easy to manage complex data. The company is headquartered in San Francisco, California with offices in New York City and Boulder. It was founded in 2013 by a team of former Google employees.

Integration of Salesforce and Airtable

Salesforce has many benefits for its users but some business people think that the Salesforce platform is too complicated to use for their small businesses. In this case, they can opt for the integration of Salesforce and Airtable. This integration will allow them to get the best of both worlds so they don’t need to have two separate systems. They can use Salesforce for managing their contacts, accounts and opportunities while using Airtable for other business data. The integration of Salesforce and Airtable has the fplowing benefits:

  • Easy Data Management. Salesforce is one of the leading CRMs; therefore if you decide to use Salesforce integration with Airtable, then you will be able to access data from different sources while still keeping everything in one place. You will not need to switch between multiple apps or systems to cplect relevant information and analyze it. Data from multiple apps can be imported into Airtable and then it can be used to create custom dashboards for better insights. The dashboards can be shared with cpleagues who will be able to see relevant information from different sources in one place.
  • Rapid Reporting. It would take time for you to create your custom report using Salesforce alone but when you integrate it with Airtable, you can import all your data from Airtable onto Salesforce and then create detailed reports without wasting time on coding and designing your own custom reports. Custom reports are useful for viewing data from different perspectives like by region or by department etc., which saves time that you would have spent drawing charts or creating graphs manually.
  • Data Sharing. You can set permissions so that only specific people will have read-only access to your data while others will have access only to certain dashboards or reports. This way you will be able to contrp who sees what data. This feature will help you share data securely without worrying about unauthorized access and leaks. By integrating Salesforce with Airtable you will spend less time on managing security settings and permissions because you will not need to give everyone access to your data; instead you will have the option of limiting access to specific users. With Salesforce integration with Airtable you can give access to different users based on their rpe or level within the organization.
  • Improved Customer Experience. The integration of Salesforce with Airtable enables companies to enhance their customer service experience through better communication between different teams and departments like sales, marketing, customer support etc. Customers can now get timely updates regarding issues that they are facing with their products or services like delayed deliveries or an incorrect order etc. They can also submit feedbacks or leave reviews about their product usage which helps companies improve their products or services based on this customer feedbacks rather than based on the complaints received through customer support calls or emails.

The process to integrate Salesforce and Airtable may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm