Integrate Airtable with Salesforce
Airtable is an organization tool that integrates with other apps and services for more streamlined business communication. It connects to many of the most popular tools out there - including CRMs, social media applications, and more - and provides templates that allow users to centralize their information and collaborate, edit, and comment in real time.
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
Popular Use Cases
Bring all your Airtable data to Amazon Redshift
Load your Airtable data to Google BigQuery
ETL all your Airtable data to Snowflake
Move your Airtable data to MySQL
Bring all your Salesforce data to Amazon Redshift
Load your Salesforce data to Google BigQuery
ETL all your Salesforce data to Snowflake
Move your Salesforce data to MySQL
Integrate Airtable With Salesforce Today
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Airtable's End Points
Streamline your content creation process - including blogs, emails, and social media posts - push content through your pipelines, and keep your entire team on the same page.
Product Catalog & Orders
Create a catalog of all the products you have to offer. Build orders for customers, ensure that they’re updated, and integrate this information with your other customer data sources to avoid duplicate data and keep your business organized.
Use the project management template to consolidate your work, manage deadlines, and keep your team up-to-date on the status of every relevant business project.
Better manage customer relationships, keep your team members focused, and improve your sales process by centralizing all of your important sales information on one easy-to-understand template.
Keep track of your advertising campaigns across platforms so that you can spend less time on campaign management and more time on the creative process.
Salesforce's End Points
Track valuable lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create an account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a product’s name, description and category. Then, use a product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Schedule events that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Create objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.