How to Integrate Salesforce with Airtable Using Pabbly Connect

Learn how to automate adding new Salesforce opportunities to Airtable using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Salesforce and Airtable Integration

To initiate the integration of Salesforce and Airtable using Pabbly Connect, you first need to access the platform. Start by visiting the Pabbly Connect website.

If you are new to Pabbly Connect, you must sign up for a free account. This account will allow you to test various automation tasks. Existing users can simply log in to their accounts to access the dashboard.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, click on the blue button labeled ‘Create Workflow.’ Give your workflow a name, such as ‘When Opportunity is Created in Salesforce, Add it to Airtable Automatically.’ Then, click on the ‘Create’ button.

In the workflow interface, you will see two sections: Trigger and Action. The Trigger section specifies the event that starts the automation, while the Action section defines what happens next. In this case, select Salesforce as the trigger application.

• Choose ‘New Opportunity’ as the trigger event.
• Connect your Salesforce account to Pabbly Connect.
• Authorize access to your Salesforce account.

After successfully connecting Salesforce, you can test the trigger to ensure that it captures the most recent opportunity details. This confirms that Pabbly Connect is functioning correctly with Salesforce.

3. Adding a New Opportunity in Salesforce

Now that your workflow is set up in Pabbly Connect, create a new opportunity in Salesforce. Navigate to the Salesforce dashboard and click on the ‘New Opportunity’ button.

Fill in the required fields such as Opportunity Name, Account Name, and Close Date. For example, you might name the opportunity ‘Selling Subscription Billing Software’ and set the Close Date to January 25th.

• Enter the Opportunity Name.
• Select the Account Name from your Salesforce accounts.
• Set the Close Date and other relevant details.

After filling in the details, click ‘Save’ to create the opportunity. Once saved, return to Pabbly Connect to test the connection and ensure that the opportunity details are captured successfully.

4. Connecting Airtable with Pabbly Connect

Next, you need to add Airtable as the action application in your Pabbly Connect workflow. Select Airtable and choose the action event ‘Create Record.’ This action will allow you to add the Salesforce opportunity details into Airtable automatically.

To connect Airtable with Pabbly Connect, click on ‘Add New Connection.’ You will need to provide your Airtable API key, which you can find in your Airtable account settings. Paste the API key into Pabbly Connect to establish the connection.

Click on ‘Add New Connection’ in Pabbly Connect. Retrieve your Airtable API key from your Airtable account. Paste the API key into the connection field in Pabbly Connect.

Once connected, select the base and table where you want to store the opportunity details. This allows Pabbly Connect to map the Salesforce opportunity fields to the corresponding Airtable fields.

5. Finalizing the Integration and Testing

After connecting both Salesforce and Airtable through Pabbly Connect, you need to map the fields from Salesforce to Airtable. This will ensure that the correct data is transferred from one application to the other.

For each field in Airtable, select the corresponding Salesforce data from the dropdown. For example, map the Opportunity Name, Description, Stage, and Close Date fields accordingly. Once all fields are mapped, click ‘Save and Send Test Request’ to verify that the integration works.

Select the appropriate fields to map from Salesforce to Airtable. Click ‘Save and Send Test Request’ to execute the integration. Check Airtable to confirm the new record has been created.

Once you confirm that the opportunity from Salesforce has been successfully added to Airtable, your integration is complete. From now on, every new opportunity created in Salesforce will automatically be added to Airtable through Pabbly Connect.

Conclusion

Integrating Salesforce with Airtable using Pabbly Connect allows for seamless automation of opportunity tracking. By following the steps outlined in this tutorial, you can easily set up an automation that enhances your workflow efficiency.