Salesforce and Airtable integration + automation

Salesforce and Airtable integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Airtable connectors, which can connect to any service without the need for separate integration tools.

Popular Salesforce and Airtable integrations

Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all

Operations

Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all

See documentation >

Uses

All

Category

Project Management

Connector type

Tray Connector

Triggers

None

Operations

Create records, Delete record, Get record, List records, Raw HTTP request (advanced), Update recordShow all

See documentation >
sean-passanisi

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

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Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021
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Salesforce + Airtable

Integrate Airtable + Salesforce with ease

Win more deals, faster with robust Salesforce + Airtable integrations on the low-code Tray Platform. Our platform makes it easy to stand up next-level integrations in minutes, without relying on IT. Rapidly create API-level integrations to flow data wherever you need and save hours of manual work.

You’ll need more than just Airtable + Salesforce connectors to make the absolute most out of your CRM and project management processes. With our platform’s 100% visual interface, you can tightly connect Airtable, Salesforce, and any other go-to application in your tech stack. Bi-directionally sync Airtable, Salesforce, and any other data source, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields.

And no need to stop with integrations. The Tray Platform also empowers you to build and deploy robust Airtable and Salesforce automation. Using our platform, you can create dynamic, multi-step, automated workflows to maximize sales productivity and boost win rates.

Popular Customer Relationship Management (CRM) and Project Management Connectors

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The Tray Platform is...

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Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

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