Airtable and Salesforce CRM Integration | How to Get Rows New from Airtable to Salesforce CRM
How to Get Rows New from Airtable to Salesforce CRM? Integrate Airtable and Salesforce CRM 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 Airtable and Salesforce CRM
✓ How to Create Lead from Airtable to Salesforce CRM
✓ How to independently use no-code services to automate business processes without developers
【Video Navigation】
0:00 - Introduction
0:30 - Setting up Airtable as a Data Source
2:20 - Setting up Salesforce CRM as a Data Receiver
5:24 - Setting up auto-update
➤ Steps to connect Airtable and Salesforce CRM
1. Link your Airtable and Salesforce CRM account with ApiX-Drive
2. Select Airtable as your data source App and 'Get Rows New' as your action
3. Select Salesforce CRM as your data receiver App and 'Create Lead' as your action
4. Map Airtable fields to relevant fields in Salesforce CRM
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 [email protected] 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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