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How Zapier works

Zapier makes it easy to integrate Airtable with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Airtable

A trigger is an event that starts your Zap and runs the workflow. For example, with Airtable, a trigger could be "New Record."
A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Airtable to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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.
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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.

Connect Airtable and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

    • Base
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    • Limit to View
    • Include attachment content
    Trigger
    Scheduled
    Try It
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    Action
    Write
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    • Help Text
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    • Secondary lookup field
    Action
    Write
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      Required
    • Table
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    • Record
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    Action
    Write
    • Help Text
    • Base
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    • Table