Airtable + Salesforce

Add new Airtable records to Salesforce campaigns as leads

Effortlessly manage your leads with this seamless Airtable to Salesforce workflow. When a new record is added in Airtable, this automation will create a new lead in Salesforce and add it to a specified campaign. Stay organized and save time, as your leads are instantly and accurately transferred between platforms.

Effortlessly manage your leads with this seamless Airtable to Salesforce workflow. When a new record is added in Airtable, this automation will create a new lead in Salesforce and add it to a specified campaign. Stay organized and save time, as your leads are instantly and accurately transferred between platforms.

  1. When this happens...
    AirtableAirtable
    New Record

    Triggers when a new record is created or new or existing records when first added to a selected view.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Add Lead to Campaign

    Adds an existing lead to an existing campaign.

    ActionWrite
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Supported triggers and actions

    • Help Text

    • BaseRequired

    • TableRequired

    • Last modified time columnRequired

    • Limit to view

    • Include file contents?

    Trigger
    Polling
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • NameRequired

    • Workspace IDRequired

    • Number of TablesRequired

    Action
    Write
    • BaseRequired

    • Table NameRequired

    • Table Description

    • Primary Field Name

    • Primary Field Type

    Action
    Write
airtable logo
airtable logo

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.
Learn more

Related categories

  • Databases

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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  • CRM (Customer Relationship Management)

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