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.
Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).
Triggers when a new response is submitted.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Downloads an attachment or a document.
Gets a specified record in an object.
Performs an arbitrary authorized API call.
Performs an arbitrary authorized API call, with a personalized base URL.
Posts a message to a chatter feed.
Updates an existing record in an object.
Upserts a record.
Retrieves all bulk data jobs in the organization.
Lists or searches for records in an object using filter or SOQL query.
Searches for records in an object using SOSL query.
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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.
Сreates multiple records.
Deletes multiple records.
Updates multiple existing records.
Upserts multiple records.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in Airtable.
Creates a new record in an object.
Deletes a record by its ID.
Popular Airtable and Salesforce workflows.
Enhance your business with effective Airtable and Salesforce integration. Automate lead tracking, personalize engagement, and optimize workflows effortlessly.
Personalize an introduction message with ChatGPT for new Salesforce leads and store them on Airtable for review
Craft customized introduction messages for fresh Salesforce leads, then effortlessly save them in Airtable for review before emailing.
TRY IT ->Create social media posts from a blog using ChatGPT 1/2
Effortlessly convert your blog content into engaging social media posts using ChatGPT- boost your online engagement, drive traffic, and grow your readership effortlessly. [Scenario 2/2](https://www.make.com/en/hq/template/10695-create-social-media-posts-from-a-published-blog-using-chatgpt-2-2)
TRY IT ->Send data from Google Sheets to Airtable
With our smooth integration, you can easily transfer data between Google Sheets and Airtable, allowing for improved organization and data management across both platforms.
TRY IT ->Automate responses to business emails with ChatGPT and Airtable
Discover our innovative solution to automate responses to business emails, streamlining communication, increasing productivity, and enhancing customer satisfaction. The responses are saved as drafts for you to review before sending it. The scenario uses this [Airtable template.](https://airtable.com/shrQDuIeoPN4HFMxX)
TRY IT ->Search and delete records in Airtable using Browse AI automation
This automation handles your record management by executing Browse AI tasks to search and delete records in Airtable, streamlining your database maintenance process.
TRY IT ->Search Airtable records and execute tasks with Browse AI
Periodically search Airtable records and execute tasks with Browse AI. Streamline data retrieval and task execution using Airtable and Browse AI integration.
TRY IT ->Update Airtable records based on task completion from Browse AI
This automation updates Airtable records when a task is completed in Browse AI. Streamline task management by syncing Browse AI and Airtable effortlessly.
TRY IT ->Send messages to Anthropic Claude and update records in Airtable using a custom webhook
Automatically send messages to Anthropic Claude and update Airtable records using a custom webhook. Streamline communication and data management with this integration.
TRY IT ->Update Airtable records with Cloudinary uploaded resources
This template updates Airtable records with resources uploaded to Cloudinary. Trigger updates in Airtable when new resources are uploaded to Cloudinary.
TRY IT ->
How to setup Airtable and Salesforce in 5 easy steps
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.
Grant access to Airtable
Allow Make to access your chosen Airtable base to start the connection process.
Connect to Salesforce
Begin connecting to Salesforce by adding a Salesforce module in Make.
Identify your Salesforce setup
Indicate whether you're using a regular or Sandbox Salesforce environment.
Finalize your connection
Confirm settings to complete your setup for both Airtable and Salesforce connections.
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.
Sync Salesforce leads into Airtable, ensuring integrated data and accessibility.
Automate the process of tracking new leads, reducing manual entry and improving efficiency.
Use ChatGPT to create tailored introduction messages for each lead, increasing engagement and conversion.
Store and review personalized messages in Airtable, providing a centralized platform for managing communication.
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