Salesforce CRM and Airtable Integration | How to Get Contacts New from Salesforce CRM to Airtable

Опубликовано: 24 Июнь 2024
на канале: ApiX-Drive [SaaS Service]
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How to Get Contacts New from Salesforce CRM to Airtable? Integrate Salesforce CRM and Airtable whith ApiX-Drive: https://apix-drive.com

ApiX-Drive is a no-code service for automating business processes without developers. Connect 350+ Apps in 5 minutes. Quick & Easy.

In this video tutorial, we will learn:
✓ How to connect Salesforce CRM and Airtable
✓ How to Add Row from Salesforce CRM to Airtable
✓ How to independently use no-code services to automate business processes without developers

【Video Navigation】
0:00 - Introduction
0:30 - Setting up Salesforce CRM as a Data Source
1:36 - Setting up Airtable as a Data Receiver
4:25 - Setting up auto-update

➤ Steps to connect Salesforce CRM and Airtable
1. Link your Salesforce CRM and Airtable account with ApiX-Drive
2. Select Salesforce CRM as your data source App and 'Get Contacts New' as your action
3. Select Airtable as your data receiver App and 'Add Row' as your action
4. Map Salesforce CRM fields to relevant fields in Airtable
5. Turn your integration on auto update.

➤ Read about other ApiX-Drive integrations here - https://apix-drive.com/en/blog
➤ More video in the playlist -    • How to  
➤ Do you have questions or need help creating an integration? Write to our support team at support@apix-drive.com or via chat on the site!
➤ Don’t have an ApiX-Drive.com account? Create your free account here: https://apix-drive.com

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