Tired of the back-and-forth between Salesforce and Airtable? Look no further. This automation takes the pain out of copying Salesforce opportunities to your Airtable.
No more wasted time on manual data entry. No more worrying about keeping your records up-to-date. With this playbook, your Salesforce opportunities seamlessly flow into your Airtable, ensuring accuracy and saving you valuable time.
Perfect for sales teams aiming to streamline their processes, or data enthusiasts who want a seamless way to manage their information. This automation is your answer to smoother data management, without the hassle.
Say goodbye to the stress of juggling multiple platforms. Embrace the efficiency of automation and make your workflow more seamless than ever.
Let’s set it up!
The first step is to create an Airtable with all the Salesforce opportunity information that you want to save.
Bardeen will extract all your opportunities from Salesforce and get information like name, description, created date, closed date, amount, probability, links, revenue information, and more. It will then save all this information to your Airtable, once your setup is complete.
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.
When you want to extract all your opportunities 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 opportunities and their information, and save it to your Airtable.
You can also edit the playbook and add your next action to further customize the automation.
Find more Salesforce and Airtable integrations.
This playbook saves me hours when I’m sending out emails. It usually takes me 20 minutes to get the data and format it into an email. This playbook will help me go from my LinkedIn account to drafted email in 5 minutes!
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!