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AITable.ai + Salesforce

Add new Salesforce records to AITable.ai

Track and manage your CRM data without stopping for copy-and-paste chores. With this Zap active, when a new record is created in Salesforce, it will be added to AITable.ai automatically.

Track and manage your CRM data without stopping for copy-and-paste chores. With this Zap active, when a new record is created in Salesforce, it will be added to AITable.ai automatically.

  1. When this happens...
    SalesforceSalesforce
    New Record

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

    TriggerScheduled
  2. automatically do this!
    AITable.aiAITable.ai
    Create a Record

    Create 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
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • 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
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About AITable.ai

AITable.ai is your own spreadsheet-style database for superior project management and CRM.
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Related categories

  • Databases
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