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Salesforce + Airtable Integrations

Relay.app provides seamless integration between popular SaaS applications, allowing you to automate and streamline your workflows. One powerful integration is between Salesforce and Airtable, enabling you to effortlessly connect the two apps.

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Connect Salesforce to Airtable

Select a trigger in Salesforce

Select an action in Airtable

Create your playbook

Or, connect Airtable to Salesforce

Select a trigger in Airtable

Select an action in Salesforce

Create your playbook

How-to guides featuring Salesforce and Airtable

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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.

Create a new record in Salesforce from a new record added in Airtable

Effortlessly synchronize your data across platforms by automatically adding new records from Airtable to Salesforce. With this integration, Relay.app seamlessly connects your databases and CRM systems. When a new entry is added in Airtable, Relay.app instantly duplicates the information, creating a corresponding record in Salesforce. This efficient process ensures that your data is consistently updated and easily accessible in both platforms.

Create a new lead in Salesforce for a new record added in Airtable

Simplify lead generation by automatically creating new leads in Salesforce whenever you update records in Airtable. With this integration, Relay.app seamlessly connects your data and CRM systems. As you add or modify records in Airtable, Relay.app swiftly generates corresponding leads in Salesforce, ensuring that every potential opportunity is captured effortlessly. This streamlined process enhances lead management and keeps your sales pipeline organized.

Do more with Salesforce and Airtable in Relay.app

Relay offers seamless integration between Airtable and Salesforce, empowering users to combine the strengths of both apps in their workflows. With Relay's collaborative workflow automation platform, users can automate their processes, leverage AI models like GPT, and collaborate seamlessly with their team members.

Streamline Lead Management

Relay enables users to automatically sync data between Airtable and Salesforce, ensuring a smooth flow of information. This integration allows teams to manage leads effectively, saving time and reducing manual errors.

Personalized Email Campaigns

By combining the power of Airtable, Salesforce, and Relay's AI Autofill feature, users can create personalized email campaigns. GPT, an AI model, can fill in placeholders with contextually relevant content from the CRM, providing a more personalized touch.

Try Relay for free today and experience the seamless integration between Airtable, Salesforce, and other SaaS apps. Streamline your workflows, automate processes, and collaborate effectively!

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