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Airtable + Salesforce Integrations

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Connect Airtable to Salesforce
Example workflows
Inspirational workflows
Triggers and actions
Airtable + your other apps
Salesforce + your other apps
Related blog posts
FAQ

Airtable + Salesforce integrations

Use Relay.app's Airtable integrations to trigger actions across your apps

Preview of Use any of these Airtable actions in your Relay.app workflows

Preview of Add any Airtable action to your workflow

Preview of Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Use Relay.app's Airtable integrations to trigger actions across your apps

Use any of these Airtable actions in your Relay.app workflows

Add any Airtable action to your workflow

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Overview

Connect Airtable to Salesforce in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Airtable, Salesforce, and many other popular SaaS applications.

Check below for example workflows using Airtable and Salesforce, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Airtable + Salesforce workflows

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Automatically update a Salesforce record every time a record is added in Airtable

Relay.app is an automation tool that lets you automate actions across Airtable, Salesforce, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Airtable “New record added” action for each Salesforce “Update record” event.

Try it

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Sync Salesforce opportunities to Airtable records

Learn how to set up a Relay playbook that automatically adds records to Airtable each time a certain opportunity stage is reached in Salesforce. This process ensures efficient tracking and management of sales data.

Try it

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Automatically create a new record in Salesforce or update an existing one whenever a record is added in Airtable

Try it

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Inspirational workflows

Visit the template gallery ➔

Slack Bot for Company research

Research companies mentioned in Slack messages and send personalized outreach emails based on revenue

Sales

Relay.app workflow screenshot: Slack Bot for Company research

Social Media Multichannel Content

Automatically generate and distribute content across multiple social media platforms

Social

Auto Responder for FAQs

Automatically answer FAQ emails using Airtable database or notify team for manual response

Relay.app workflow screenshot: Auto Responder for FAQs

Manage Google Business Reviews

Automatically respond to customer reviews with AI-generated replies

Relay.app workflow screenshot: Manage Google Business Reviews

Candidate Screening Agent

Automate candidate screening and evaluation for job applications

Relay.app workflow screenshot: Candidate Screening Agent

LinkedIn Competitor Content Analyzer

Automatically analyze competitor LinkedIn posts to extract insights and generate actionable reports

Social

Relay.app workflow screenshot: LinkedIn Competitor Content Analyzer

LinkedIn Engagement Grower LinkedIN POS System Zero-Touch Client Onboarding System (Form → Folder → Email)Auto LinkedIn Comment Replier & Lead Capturer Summarize RSS Feed Automatic Resume Parsing Calendly Discovery to CRM Process

Airtable Triggers

Table

add

New record added

edit

Record changed

target

Record first meets conditions

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

delete

Delete record

Find record(s)

edit

Update record

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Airtable Actions

Table

add_box

Add record to table

library_add

Create or update record

Find record(s)

edit

Update record

Create your own Airtable + Salesforce integration

Select a trigger in Airtable

Select an action in Salesforce

Create your workflow

Or automate Salesforce + Airtable

Select a trigger in Salesforce

Select an action in Airtable

Create your workflow

Connect Airtable to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Salesforce to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

How to build an Airtable CRM (and automate it with Relay.app)

Discover how Airtable (with a little help from Relay.app) can streamline your customer relations and boost sales as your next CRM tool.

Jacob Bank

Feb 25, 2024

Automation Ideas

7 Airtable automations for maximum productivity

Airtable automations are great, but they fall short when it comes to integrating with the rest of your tech stack. In this post, we look at how to level-up your Airtable automations with Relay.app.

Jacob Bank

Mar 24, 2024

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Airtable to Salesforce with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Airtable or Salesforce to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Airtable and Salesforce to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Airtable to Salesforce?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Airtable and Salesforce—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.