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Airtable
Airtable
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Airtable
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Record" from Airtable.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Airtable and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Path after /services/apexrest/
Required
HTTP method
Required
Query parameters
Extra headers
Request body
Timeout
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Salesforce Object
Required
Description
Attachment visibility
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a new contact.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Title
Description
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note
Salesforce Object
Required
Note Visibility
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Flow
Required
Manual flow input parameters
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
To
Required
CC
BCC
Subject
Required
Email Format
Required
Sender Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Query Type
Required
Include Deleted Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Parent Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
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Beyond Zap workflows. Call Airtable and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
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Connect via Zapier MCP
Expose Airtable and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Comment to Record
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Airtable and Salesforce
Track sales leads efficiently.
When a new lead is added in Salesforce, Zapier will add the relevant details into Airtable. Keeping a centralized record in Airtable allows business owners to quickly reference sales opportunities and measure team performance in real-time without toggling between systems.
When a new record is created in Airtable, Zapier can automatically create a corresponding record in Salesforce. This ensures that your Salesforce information is always up-to-date without the need for manual entry, reducing errors and saving time for your IT team.
When a record is updated in an Airtable campaign tracking base, Zapier will update a corresponding Salesforce record. This ensures that campaign data is synchronized across platforms, giving the marketing team clarity on campaign effectiveness and their impact on sales leads.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Airtable to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Airtable + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Airtable and Salesforce
What triggers are available when integrating Airtable with Salesforce through our platform?
When integrating Airtable with Salesforce using our platform, triggers such as 'New Record in View', 'New Base', and 'Record Updated' from Airtable can initiate actions in Salesforce. This allows for seamless automation and synchronization between your datasets.
How do I set up an action to create a new record in Salesforce based on changes in Airtable?
To set up an action that creates a new record in Salesforce when changes occur in Airtable, you need to configure a trigger like 'Record Updated' or 'New Record' in Airtable. Once triggered, you can map the information fields necessary for creating a corresponding new record in Salesforce.
Can I update existing records in Salesforce using data from Airtable?
Yes, by setting up the correct action flow. You can use the trigger events like 'Record Updated' from Airtable and follow it with an action step to 'Update Record' within Salesforce, mapping fields accordingly to ensure accurate data transfer.
Are there limitations on the types of data I can synchronize between Airtable and Salesforce?
While our integration supports most common data types including text, numbers, dates, and dropdowns, it's important to ensure field compatibility between Airtable and Salesforce. Complex objects or unsupported fields may require custom handling.
Is it possible to automate bidirectional updates between Airtable and Salesforce?
Yes, bidirectional updates are possible by setting reciprocal triggers and actions between the platforms. For example, a record creation or update in Airtable can trigger updates or creations of records in Salesforce and vice versa.
How do we handle errors during synchronization between the two platforms?
Our system logs errors during synchronization attempts. Users are notified through alerts or dashboards where they can review details about the failure reasons—commonly related to field mismatches or connectivity issues—and take corrective measures.
What should I check if my integration isn’t syncing properly?
First verify that the fields mapped between Airtable and Salesforce are correctly aligned. Check if triggers are correctly configured and active on both sides. Also, review any error logs provided on our dashboard for insights into potential issues causing sync failures.
About Airtable
Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
