1.Catch updated prospect record
Integrate Salesforce and crm fields to extract the prospect identifier and source fields to update pitch data.
Update prospect records in shared pitch database for teams
Automatically monitor updated prospect records across Salesforce and shared pitch tracking in Airtable. Update contact, opt-out, qualification, and region state so downstream teams always see current data without manual data entry.
How this automation keeps your pitch data current
When prospect records update in Salesforce, stale details can confuse handoffs and slow deals. This automation filters rehashed changes and updates the shared Airtable pitch databaseβso your team can act on accurate CRM data.
Salesforceor swap with your favorite app
2.Skip rehashed or processed records
Integrate Filter by Zapier and workflow rules to continue only for eligible records to prevent duplicate updates.
Filter by Zapieror swap with your favorite app
3.Find matching pitch-tracking row
Integrate Airtable and lookup mapping to find the record by prospect unique identifier to get the row id.
Airtableor swap with your favorite app
4.Update mapped pitch fields
Integrate Airtable and record updates to write name, phone, opt-out, qualification, and region state to the shared database.
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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