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.
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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