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Airtable + Salesforce

Update Airtable records each time Salesforce records are updated

Easily keep your records consistent between Salesforce and Airtable with this workflow. When any changes are made to a record in Salesforce, this automation promptly mirrors those updates in Airtable. This saves valuable time by eliminating the need for manual data transfer, ensuring uniformity across platforms, while allowing you to focus on more important tasks.

Easily keep your records consistent between Salesforce and Airtable with this workflow. When any changes are made to a record in Salesforce, this automation promptly mirrors those updates in Airtable. This saves valuable time by eliminating the need for manual data transfer, ensuring uniformity across platforms, while allowing you to focus on more important tasks.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    TriggerScheduled
  2. automatically do this!
    AirtableAirtable
    Create or Update Record

    Updates an existing record if one exists, otherwise creates a new record.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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.
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