#Airtable salesforce sync how to#
#Airtable salesforce sync manual#

We’re also making it possible to sync multiple external or internal sources right into one view. Learn more about Box external source sync → Multi-source sync This is typically used by marketers who are tracking their content pipeline in Airtable and are collaborating with a design team who is hosting their creative using Box. Send Box file information (URL, attachments, etc.) directly into an Airtable view. Learn more about Jira external source sync → Box This is helpful for tracking issues, teams, projects and more using a single Airtable base as your source of truth. Sync Jira issues found in filters to an Airtable base. Learn more about Google Calendar external source sync → Jira Use this to sync content or campaign calendars that are managed in Google so marketing teams can action the data in Airtable. Send Google Calendar event information directly into your Airtable marketing base.

#Airtable salesforce sync how to#

This is currently in closed beta for Enterprise users if you have an enterprise account, contact your CSM for details on how to get access to the closed beta. SalesforceĪutomatically pull a business object (contacts, leads, accounts, etc.) report from Salesforce into a table on an ongoing basis via Airtable Sync.

#Airtable salesforce sync manual#

If your company relies on any of these services, this feature can contribute to some massive time savings by removing error-prone manual updates. With this feature you can now sync data from Google Calendar, Jira Cloud, Salesforce, and Box. For example, marketing teams can sync in a list of top accounts from Salesforce for campaign planning. Once that data is brought into Airtable, many new possibilities emerge. External source syncingĮxternal source syncing enables automatic-and continuous-synchronization from approved sources. To start, I have some exciting updates about new Sync functionality below. We’ll share a few posts here in the community to cover all of the features that are officially launching today. Today, we’re sharing a bevy of new tools so teams of all sizes can accomplish more using Airtable.