AirTable + SalesForce

Synchronise AirTable with SalesForce

Info
AirTable

AirTable

Data
Info
SalesForce

SalesForce

Customer Relationship

Synchronise your AirTable data by integrating with SalesForce to better manage your sales.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Invoices

Export your Invoices

Replicate your invoices and save your important data.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

Marketing

Optimise your Marketing

Use your customer data to improve your sales.

What solutions does SalesForce offer?

Salesforce offers solutions for sales management, marketing automation, partner relationship management, customer service.

Can I import data from Excel into the Salesforce CRM?

Yes, since you can export data from Excel as a CSV (comma-separated values) file, you can then import it into your Salesforce CRM. You can also import data from Outlook, ACT!, GoldMine, or any program that can export data in the CSV format.

Can we work as a team on Airtable?

Tables in this software are shareable, and users can track who is making changes to documents when. A chat tool is also included, which allows users to chat each other while working on tables.

Can I use Airtable from my phone?

Airtable is compatible with multiple devices. On desktop computers, users see data in a spreadsheet format, while on mobile devices, data can be viewed as tappable cards. On both devices, users can add and remove data, attach files and share tables.

Connect AirTable and SalesForce

No-code platform, start integrating in a matter of minutes.

Synchronisation

Automatically trigger your syncs on predefined events.

Universal Connector

Connect and synchronise your applications without any technical knowledge.

User Interface

Observe in real time the data transferred from one app to another.

Resilience and Security

Enjoy fully encrypted communications and transfers.

Multi-user Account

Work as a team and regulate the permissions of your team members.

Statistics new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate AirTable and SalesForce easily

Data

Airtable is a cloud-based project management solution targeting small to midsize businesses and focuses on data organization and collaboration.

https://airtable.com

Customer Relationship

SalesForce is an online CRM software for enterprises looking for a SaaS customer management solution. Salesforce is the leader in customer relationship management and will help you better track and understand your sales.

https://www.salesforce.com

Questions about the integration?

Request more info on AirTable + SalesForce integration

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