Make Logo

Connect Airtable and Salesforce integrations

Integrate Airtable and Salesforce with the Make platform to automate your workflows. Use the power of Airtable triggers with Salesforce actions for a smooth data flow, improving efficiency and minimizing errors. Transform your business processes with enhanced automation today.

Trigger
Select a trigger...
Airtable

Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).

Airtable

Triggers when a new response is submitted.

Airtable
Salesforce
Get started freeNo credit card requiredNo time limit on Free plan
Action
Select an action...
Salesforce

Completes or aborts a job.

Salesforce

Creates a new bulk data job.

Salesforce

Creates a new record in an object.

Salesforce

Deletes a record.

Salesforce

Downloads an attachment or a document.

Salesforce

Gets a specified record in an object.

Salesforce

Performs an arbitrary authorized API call.

Salesforce

Performs an arbitrary authorized API call, with a personalized base URL.

Salesforce

Posts a message to a chatter feed.

Salesforce

Updates an existing record in an object.

Salesforce

Upserts a record.

Salesforce

Retrieves all bulk data jobs in the organization.

Salesforce

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Searches for records in an object using SOSL query.

Trusted by thousands of fast-scaling organizations around the globe

finn-logo
bamboo-hr-logo
Spotify logo
bny-logo
bolt-logo
roche-logo

Automate your work. Build something new.

Just drag and drop apps to automate existing workflows or build new complex processes. Solve problems across all areas and teams.

Get started →
greenhouse-facebook-twitter-linkedin-integration

Build your Airtable and Salesforce integrations.

Integrate Airtable and Salesforce with the Make platform to automate your workflows. Use Airtable as a trigger to initiate actions in Salesforce. When a record is updated or added in Airtable, it can automatically sync to update customer information or generate reports in Salesforce. This integration ensures smooth data flow between the two applications, improving efficiency and reducing manual errors. Experience a streamlined business process by harnessing the power of Airtable triggers with Salesforce actions.

Airtable
Bulk Create Records (advanced)

Сreates multiple records.

Search
Airtable
Bulk Delete Records (advanced)

Deletes multiple records.

Action
Airtable
Bulk Update Records (advanced)

Updates multiple existing records.

Search
Airtable
Bulk Upsert Records (advanced)

Upserts multiple records.

Search
Salesforce
Complete/Abort a Job

Completes or aborts a job.

Action
Salesforce
Create a Job

Creates a new bulk data job.

Action
Airtable
Create a Record

Creates a new record in Airtable.

Action
Salesforce
Create a Record

Creates a new record in an object.

Action
Airtable
Delete a Record

Deletes a record by its ID.

Action

Popular Airtable and Salesforce workflows.

Enhance your business with effective Airtable and Salesforce integration. Automate lead tracking, personalize engagement, and optimize workflows effortlessly.

How to setup Airtable and Salesforce in 5 easy steps

  • 1

    Choose your connection method for Airtable

    Decide whether you'll connect to Airtable using OAuth, a Personal Access Token, or temporarily with an API Key.

  • 2

    Grant access to Airtable

    Allow Make to access your chosen Airtable base to start the connection process.

  • 3

    Connect to Salesforce

    Begin connecting to Salesforce by adding a Salesforce module in Make.

  • 4

    Identify your Salesforce setup

    Indicate whether you're using a regular or Sandbox Salesforce environment.

  • 5

    Finalize your connection

    Confirm settings to complete your setup for both Airtable and Salesforce connections.

  • Get started free

    Optimizing workflows: integrating Airtable and Salesforce for efficiency

    Integrate Airtable with Salesforce to improve data management, automate lead tracking, and personalize communication, creating a centralized, effective workflow.

    Improved data management

    Sync Salesforce leads into Airtable, ensuring integrated data and accessibility.

    Automated lead tracking

    Automate the process of tracking new leads, reducing manual entry and improving efficiency.

    Better personalization

    Use ChatGPT to create tailored introduction messages for each lead, increasing engagement and conversion.

    Centralized review process

    Store and review personalized messages in Airtable, providing a centralized platform for managing communication.

    FAQ

    What are the benefits of integrating Airtable and Salesforce using Make?
    How does integrating Airtable and Salesforce address data management challenges?
    Are there any specific features or capabilities that stand out with the Airtable-Salesforce integration via Make?
    What concerns might arise with this integration and how does Make address them?
    What is a scenario?
    What is a module?

    How it works

    Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.

    image (48)

    Trusted by 200,000+ customers

    "Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."

    Head of Operations at Teleclinic

    "Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."

    COO at Shop Accelerator Martech

    "The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."

    Product Owner at Smaily

    "True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."

    CTO & Co-founder at FINN