Airtable New record created. Salesforce Advanced: Insert a Record.

Connect Airtable to Salesforce & keep both databases in sync

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Whenever a record is created in Airtable, it will also create a record in Salesforce. This is great for small sales teams to keep their CRM and project management tools in sync.

Then

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Advanced: Insert a Record

This Action will insert a record into any SObject and set up to five fields on the new record.

Create your own Salesforce and Airtable workflow

Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.

11 triggers, queries, and actions

Advanced: Custom Salesforce Trigger [package required]

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
Any new record in your "IFTTT Event" SObject can cause this Trigger to fire. You can use the Salesforce UI (web or mobile), Apex Triggers, Process Builder, etc to insert new records thus causing this IFTTT Trigger to fire. Note: You or your Salesforce adm

New record created

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time a new record is created in a table. You can optionally configure it to only fire when a record appears in a specific view.

Opportunity was won

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce

Record created or updated

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires within 15 minutes of a record being created or updated on the specified object in Salesforce.

History of record creations or updates

Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list when a record being was created or updated on the specified object in Salesforce.

History of records created

Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time a new record is created in a table. You can optionally configure it to only fire when a record appears in a specific view.

Advanced: Insert a Record

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will insert a record into any SObject and set up to five fields on the new record.

Create a new record

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will create a new record in a table of your choosing.

Post Chatter file

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a file on Chatter. NOTE: 30 MB file size limit.

Post Chatter link

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a link on Chatter.

Post Chatter message

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a new message on your Chatter feed or in a group.

Advanced: Custom Salesforce Trigger [package required]

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
Any new record in your "IFTTT Event" SObject can cause this Trigger to fire. You can use the Salesforce UI (web or mobile), Apex Triggers, Process Builder, etc to insert new records thus causing this IFTTT Trigger to fire. Note: You or your Salesforce adm

Advanced: Insert a Record

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will insert a record into any SObject and set up to five fields on the new record.

Create a new record

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will create a new record in a table of your choosing.

History of record creations or updates

Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list when a record being was created or updated on the specified object in Salesforce.

History of records created

Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time a new record is created in a table. You can optionally configure it to only fire when a record appears in a specific view.

New record created

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time a new record is created in a table. You can optionally configure it to only fire when a record appears in a specific view.

Opportunity was won

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce

Post Chatter file

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a file on Chatter. NOTE: 30 MB file size limit.

Post Chatter link

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a link on Chatter.

Post Chatter message

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will post a new message on your Chatter feed or in a group.

Record created or updated

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires within 15 minutes of a record being created or updated on the specified object in Salesforce.

More on Salesforce and Airtable

About Salesforce

Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way.

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About Airtable

Airtable is the easy way to create your own organizational databases.

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More integrations with Airtable