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Salesforce + Airtable Integrations

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

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.

Airtable Integrations
Airtable Alternatives

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Best Salesforce and Airtable Integrations

  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Salesforce New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Salesforce New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
  • Salesforce Trello

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    {{item.message}} Read More...
    When this happens...
    Salesforce {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
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 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 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 Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Salesforce with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Airtable as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Airtable with Appy Pie Connect.

    (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.