Sync new contacts to Airtable
How this automation works
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.
If
New record created
Trigger ingredients
RecordURL
CreatedTime
RecordJson
RecordName
RecordId
Then
Advanced: Insert a Record
Action fields
sobject
field_name_1
field_value_1
field_name_2
field_value_2
field_name_3
field_value_3
field_name_4
field_value_4
field_name_5
field_value_5
Services used in this Applet
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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]
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
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]
Realtime trigger
Realtime Applets run after the trigger service notifies IFTTT of a new trigger event. Since IFTTT is notified proactively of new trigger events, realtime Applets normally run within a few seconds of a trigger event occurring.
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.
Build an automation in seconds!
If
Select a trigger the automation will use
Then
Select an action the automation will perform
You can add delays, queries, and more actions in the next step!
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.
Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way.
About Airtable
Airtable is the easy way to create your own organizational databases.
Airtable is the easy way to create your own organizational databases.