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Salesforce + Airtable Integrations

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

Salesforce + Airtable integrations

Salesforce > Airtable

Trigger

Last triggered

Opportunity stage reached

Update record

Overview

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

Check below for example workflows using Salesforce and Airtable, 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

Screenshots of Salesforce and Airtable integrations in Relay.app

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.

Preview of 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

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

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

Example Salesforce + Airtable 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 ➔

Summarize RSS Feed

Automatic Resume Parsing

Calendly Discovery to CRM Process

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

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

Find record(s)

edit

Update record

Create your own Salesforce + Airtable integration

Select a trigger in Salesforce

Select an action in Airtable

Create your workflow

Or automate Airtable + Salesforce

Select a trigger in Airtable

Select an action in Salesforce

Create your workflow

Connect Salesforce to your other apps

Or connect Airtable to your other apps

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?
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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 Salesforce to Airtable with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Salesforce or Airtable to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Salesforce and Airtable 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 Make.com alternative for connecting Salesforce to Airtable?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to Airtable that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Salesforce and Airtable—give it a try and let us know what you think.

See why people love Relay.app

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@SalamaErgossum

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@marcoETmx

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Peter Jauhal

via email

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@ImLucasGrey

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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

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@typeoneerror

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