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.

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Integrations

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.

Salesforce and Airtable Connector Details

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Salesforce

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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Airtable

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UsesAll
CategoryProject Management
Connector TypeTray Connector
Operations
Create recordsDelete recordGet recordList recordsRaw HTTP request (advanced)Update record
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
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