Integrating Airtable and Salesforce can significantly boost your productivity by automating repetitive tasks and streamlining your workflows. Airtable, a powerful spreadsheet-database hybrid, offers a flexible and mobile-friendly platform for organizing data. Salesforce, on the other hand, is a leading cloud-based customer relationship management (CRM) platform that can revolutionize the way you manage and interact with your customers. Combining these two can result in efficient data management and improved customer relations. For instance, using Bardeen, you can copy all Salesforce opportunities to Airtable in a matter of minutes, saving you valuable time.

Furthermore, the power of these two platforms can be fully harnessed with the help of Bardeen. Bardeen enables you to create custom automations, like copying all Salesforce accounts to Airtable, without any coding knowledge. This allows you to focus on tasks that truly require your attention, while the mundane, repetitive tasks are taken care of. The potential of this combination is immense, from lead management and deal closing in Salesforce to organizing and analyzing data in Airtable.

Try popular Airtable + Salesforce automations

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Copy
all Salesforce opportunities to Airtable
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Copy
all Salesforce accounts to Airtable
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Copy
all Salesforce Contacts to Airtable
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Generate
tasks in Airtable after Zoom meeting
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Qualify
LinkedIn commenters and save contacts to Salesforce
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Export
Leads from LinkedIn Company Search to Salesforce
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Qualify
and create Salesforce lead when email is received
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Export
a GitHub profile as a Salesforce Contact
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Create
a new account profile in Salesforce from a company’s website
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Get
social profiles and information of all participants of a meeting and save to Salesforce
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Enrich
contact information in a Google Sheet and create or update Salesforce contacts
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Copy
all Airtable data to Smartsuite
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Create
sales outreach emails using LinkedIn profile links in Airtable
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Enrich
and update leads from an Airtable, when new row is added
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Send
a Slack message with row information, when a new row is added in Airtable
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Enrich
company information from a website to Airtable using Apollo.io
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Enrich
contact information from emails in Airtable using Apollo.io
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Copy
a LinkedIn company profile to Airtable, when I right-click
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Classify
and save desired new emails to Airtable
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Qualify
a lead from Salesforce and create a Salesforce contact
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Save
videos from the currently opened YouTube channel page to Airtable
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Enrich
LinkedIn profile links in Airtable
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Get
Instagram profile data from a list of profile links in Airtable
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Save
a Google Translate translation to Airtable
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Qualify
leads from meeting notes in an Airtable
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Get
answers for a YouTube video and save to Airtable
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Classify
past emails as wanted or unwanted and save to Airtable
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Save
LinkedIn group members' profiles to Airtable
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Find
search intent from a Google Search page and save to Airtable
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Qualify
LinkedIn Companies and Save to Salesforce
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Qualify
properties from Zillow and save to Airtable
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Qualify
leads from LinkedIn search and save to Airtable

How to integrate Airtable + Salesforce

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Step 1
Install Bardeen extension from Chrome Web Store.
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Step 2
Find a pre-built automation.
OR
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Step 2
Let AI build the automation for you.
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Step 3
Run your automation.
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Salesforce
Airtable
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Airtable

Build your own Airtable + Salesforce workflow in no time with AI

Everyone’s workflow is unique. Build an automation in minutes with a few line of text.

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Integration tips for Airtable + Salesforce

Loved by over 300k users

This playbook saves me at least 1-2 hours every day copy-pasting 20 new jobs daily. With Bardeen, this playbook does it in about 10 minutes!
Bardeen saves me 3 hours per week and is a complete game changer! Now, I am able to automate the copy-pasting of founders and investors from LinkedIn to my Google Sheets. Thanks to Bardeen, I am more productive using LinkedIn for outreach.
Bardeen was able to save valuable time for our SDR's, which they can now spend on communication with customers, which brings us higher revenues

Available actions & triggers

Create Salesforce lead
Action
Get Airtable table
Action
When Table changes
Trigger
Get Salesforce account
Action
Create Salesforce opportunity
Action
Update Salesforce contact
Action
Get all Airtable bases
Action
Get Salesforce contact
Action
Get Airtable base
Action
Delete row from Airtable
Action
Get Airtable views
Action
Get Airtable tables from base
Action

Learn more about the apps

Integrate any app with Airtable + Salesforce

Affinity Amazon Apollo.io Appsumo Asana Bardeen Capterra Clearbit ClickUp Clutch Coda Craigslist Crunchbase DeepL Dropbox eBay Eventbrite Facebook Fiverr FlexJobs Github Glassdoor Google Calendar Google Docs Google Drive Google Jobs Google Mail Google Maps Google Meet Google News Google Search Google Sheets Google Translate Google Travel Google Trends HubSpot Indeed Instagram Jira LinkedIn Meetup Microsoft Excel Microsoft OneDrive Microsoft Outlook Mail Microsoft Outlook Calendar Microsoft Teams Miro Monster.com Notion OpenAI Pipedrive Product Hunt Realtor.com Reddit Redfin Remote OK SEEK Slack SmartSuite SMS Snov.io Telegram ThemeForest TikTok Trello Twitter Upwork Webex WhatsApp WordPress Yelp YouTube Zapier Zillow Zoom

Frequently asked questions

Can I run my automations between Airtable and Salesforce 24/7 using Bardeen?
Do I need to know how to code to use Bardeen for automating tasks between Airtable and Salesforce?
Can I share my custom automation playbook between Airtable and Salesforce with my team?
Is Bardeen secure to use for data transfer between Airtable and Salesforce?
Can I use Bardeen to automate tasks between Airtable and Salesforce?
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Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
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