Integrations used
Time saving
20 min
Action
Copy
description
This Playbook will copy all Salesforce accounts along with their information to an Airtable.
Workflow Template
Copy all Salesforce accounts to Airtable
This Playbook will copy all Salesforce accounts along with their information to an Airtable.
Bardeen automates your repetitive tasks without code.
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Install the Chrome extension for free.
Get Salesforce account
Action
Add data to Airtable
Action
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How does this automation work?
Bardeen automates the process of transferring data from Salesforce to Airtable, making it effortless to synchronize account information across your CRM and project management platforms. Salesforce serves as a robust CRM that houses critical account data, while Airtable offers a flexible, spreadsheet-like interface for organizing various business processes. By leveraging this playbook, businesses can ensure that their account data is reflected accurately in Airtable, facilitating better project management and team collaboration.
Here's how this workflow copies Salesforce accounts to Airtable efficiently:
- Step 1: Retrieve Salesforce Accounts - Bardeen pulls all account information from Salesforce, a comprehensive CRM platform. This step ensures that the most recent and complete account data is retrieved for synchronization.
- Step 2: Add Accounts to Airtable - The retrieved Salesforce account data is then added to an Airtable base. This step allows you to maintain a parallel, easily accessible database of account information within Airtable's versatile workspace.
How to run the workflow
Efficiently synchronize your Salesforce accounts and their complete details with Airtable, eliminating the hassle of manual data duplication. No longer worry about the tedious chore of manual data input or the headaches caused by data discrepancies.
With this automation, your sales team's dedication to maintaining accurate and up-to-date Salesforce account data is seamlessly rewarded. Witness the efficient fusion of information, freeing your team from the burdensome task of manual data input and the frustrations that come with data discrepancies.
Experience a new level of operational efficiency and empower your team to channel their efforts into tasks that truly drive growth. Whether it's lead management, client engagement, or progress tracking, this automation offers a dependable avenue to achieve your goals.
Embrace the power of streamlined integration between Salesforce and Airtable, redefining your workflow with this automation.
Let’s set it up!
Step 1: Create an Airtable
The first step is to create an Airtable with all the Salesforce account information that you want to save.
Bardeen will extract all your accounts from Salesforce and get information like name, annual revenue, links, address and phone information, industry information, number of employees, and more. It will then save all this information to your Airtable, once your setup is complete.
Step 2: Install the extension and map the information from scraper to Airtable
You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Salesforce and Airtable.
Click the “Pin it” button at the top of this page to get this automation saved to your Playbooks.
Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start.
You will be asked to specify an Airtable for the information. After you choose your database, you will get a prompt to map the information to the fields in Airtable.
The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Airtable that you want to associate with the information on the left. If you don’t want a piece of information, leave that field empty, and it will be skipped. That’s it!
Click on “Save Input” and checkmark Airtable. You can edit Inputs later by hovering over the playbook.
Step 3: Run the playbook and copy all Salesforce accounts to Airtable
When you want to extract all your accounts from Salesforce and save them to Airtable, activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and run this playbook. It will get all the accounts and their information, and save it to your Airtable.
This automation is fantastic if you want to keep a well-organized record of your sales pipeline by transferring Salesforce account data to Airtable. With this automation, you can easily track leads, opportunities, and deal progress in Airtable, allowing your sales team to focus on nurturing relationships and closing deals rather than manual data entry.
You can also seamlessly integrate your Salesforce customer data into Airtable to create a comprehensive CRM system. This enables your team to efficiently manage customer interactions, communication history, and service requests. The automated data transfer ensures that your customer records are accurate and up-to-date across platforms.
By syncing Salesforce account information with Airtable, you can create a centralized database for comprehensive data analysis and reporting too. This integration enables you to generate customized reports, track key metrics, and gain insights into your business performance, helping you make informed decisions and strategic plans.
You can also edit the playbook and add your next action to further customize the automation.
Find more Salesforce and Airtable integrations.
You can also find more about how to improve your personal productivity and automate your sales and prospecting workflow.
Available actions & triggers
Create Salesforce lead
Action
Get Salesforce opportunity
Action
Create Salesforce contact
Action
Add data to Airtable
Action
Get Airtable tables from base
Action
Get Airtable table
Action
Get values from Airtable view
Action
Create Salesforce opportunity
Action
Get Salesforce lead
Action
Get all Airtable bases
Action
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Your proactive teammate — doing the busywork to save you time
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Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
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FAQs
Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Youtube: Can I download a Youtube video to my computer using Bardeen?
Unfortunately, Bardeen is not able to download videos to your computer.
Google Sheets: What is the best way to export data to Google Sheets?
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
Meetings: Is there a playbook to record and summarize meetings?
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?
Please follow the following steps to edit an action in a Playbook or Autobook.
Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.