Airtable Salesforce Integration: 2 Easy Methods

on Activate, Airtable, Data Integration, ETL Tutorials, Hevo Activate, Relational Database, Salesforce, Spreadsheet Application, Tutorials • July 23rd, 2021 • Write for Hevo

Image showing data transfer from Airtable to Salesforce

With the ever-increasing competition in the business world, organizations are realizing that the best way to maximize their growth is by following a customer-centric approach. This is where the concept of Customer Relationship Management (CRM) comes into play. CRMs enable companies to provide a more customized journey to their buyers and help the organization optimally manage their customer data. Salesforce is one of the most popular CRM software today and is used by numerous organizations to upgrade their Marketing Campaigns and provide an enhanced customer experience.

Relational Databases are of uber importance to any organization but at the same time, they are very challenging to use. Due to the complex Structured Query Language (SQL) queries and the required prerequisites that accompany a Relational Database, professionals are drawn more and more towards online tools like Airtable which provides the facilities of a Relational Database but in a simple, hassle-free manner. Moreover, no knowledge of SQL is required while working on Airtable as it provides simple drag-and-drop options to manage your data.

This article will give you a brief introduction to Airtable and Salesforce and also explain their key features. It will then discuss the 2 methods using which you can easily set up your Airtable Salesforce Integration. Furthermore, the article will explain the limitations and benefits of these methods to provide you a more clear picture. Read along to know more about these 2 technologies and decide which method suits you the best for setting up your Airtable Salesforce Integration.

Tale of Contents

Prerequisites

  • An Airtable account.
  • A Salesforce account.
  • Working knowledge of CSV files.
  • A clear idea of what data you need to transfer.

Introduction to Airtable

Airtable Logo
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Airtable is an online platform that simplifies your working with a Relational Database or a Spreadsheet. It allows you to create and share a Relational Database online without the need for any SQL queries. It provides all the features of a Relational Database and you don’t need any prior experience to work on Airtable. It is a solution designed for businesses to help them in their Database Management troubles. Airtable works like a Spreadsheet but contains the functionality of a Relational Database.

Key Features of Airtable

Airtable houses a wide range of features that make it a popular option among other alternative Relational Databases. Some of those features include:

  • Easy to Use: Airtable provides a simple drag and drop interface to manage rows and tables. Moreover, it allows the users to have personalized dashboards that can provide information relevant to the user only.
  • Simple Collaboration Space: Airtable provides complex functionalities of a Relational Database in the form of a simple Spreadsheet-like structure. This is familiar to most professionals who have the habit of working on Excel and features like adding notes and comments are also available. Furthermore, the admin has the power to restrict access of other users to the Airtable data if required.
  • Filter and Modify the Records: Airtable allows users to sort, filter, and simply reorder their saved records. Moreover, users are allowed to hide certain fields or records and display only the relevant information.
  • Sharing the Records with Others: With Airtable, you can share your records or Databases with others. Also, you can set permissions that will decide which users can see your data and whether or not they can modify it.

To learn more about Airtable, visit here.

Introduction to Salesforce

Salesforce Logo
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Salesforce is a popular Cloud-based Customer Relationship Management (CRM) software. It is designed to support an organization in managing its customer and Sales related data. Moreover, it has tools that can customize its inbuilt features like its Data Structures and User Interface to suit the business needs. Since it is Cloud-based, it offers immense flexibility and scalability to the user. Furthermore, Salesforce acts as a major data source for analytical tools or Data Warehouses like Redshift and Snowflake.

Key Features of Salesforce

Salesforce is one of the most popular CRM in the current business scenario and it is due to its various features. Some of these key features are:

  • Easy Setup: Unlike most CRMs, which usually take up to a year to completely get installed and deployed, Salesforce can be easily set up from scratch within few weeks only.
  • Ease of Use: Businesses usually have to spend more time putting it to use and comparatively much lesser time in understanding how Salesforce works.
  • Effective: Salesforce is convenient to use and can also be customized by businesses to meet their requirements. Due to this feature, users find the tool very beneficial.
  • Account Planning: Salesforce provides you with enough data about each Lead that your Sales Team can customize their approach for every potential Lead. This will increase their chance of success and the customer will also get a personalized experience.
  • Accessibility: Salesforce is a Cloud-based software, hence it is accessible from any remote location if you have an internet connection. Moreover, Salesforce has an application for mobile phones which makes it super convenient to use.


To learn more about Salesforce, visit here.

Methods to Set Up Airtable Salesforce Integration

Method 1: Using CSV Files to Set Up Airtable Salesforce Integration

This method of setting up your Airtable Salesforce Integration involves manually exporting your Airtable data as CSV files and importing them into Salesforce after some transformations. This method requires you to perform this whole process repeatedly for every individual CSV file. 

Method 2: Using Hevo Activate to Set Up Airtable Salesforce Integration

Hevo Activate provides a hassle-free solution and helps you to directly set up your Airtable Salesforce Integration without any intervention in an effortless manner. Hevo Activate is fully managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. Hevo’s pre-built integration with various data sources such as Salesforce(Data Source Available for Free in Hevo) Amazon Redshift, Snowflake, HubSpot, etc., will take full charge of the data transfer process, allowing you to focus on key business activities.

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Methods to Set Up Airtable Salesforce Integration

You can easily set up your Airtable Salesforce Integration by using the following 2 methods:

Method 1: Using CSV Files to Set Up Airtable Salesforce Integration

This method requires you to export your Airtable data as CSV files, convert the CSV files to Salesforce accepted format, and import the data into your Salesforce account. This process of manually setting up your Airtable Salesforce Integration can be executed by using the following 3 steps:

Step 1: Extract the Data from Airtable

Airtable provides you the option of exporting your data as CSV files. So, log in to your Airtable account and open the Dataset that you need to transfer. Click on the View options menu and select the Download CSV option as shown in the below image.

Extracting Data from Airtable
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This will export the data visible on your Airtable grid view to your system in the CSV file format. However, Airtable does not have an option to export the whole Database so you will need to export one file at a time manually.

Step 2: Modify the CSV Files

The CSV files that you have exported in the first step are according to the Airtable format. To make them Salesforce ready, do the following modifications:

  • A comma must be used as the delimiter for the field values of rows as shown in the below image.
Modifying CSV files for Airtable Salesforce Integration
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  • While creating a record in Salesforce, ensure that all necessary fields are present and defined in the CSV file. Those fields which are left undefined will be ignored by Salesforce.

Step 3: Import the Data into Salesforce

Log in to your Salesforce account and click on the Import option under the Object tab. Now, choose the type of object for which you want to import data. This is shown in the below image.

Selecting Object in Salesforce
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Now, choose the CSV files that you wish to import. Also, since you are importing data for the first time choose the Add new record option. For future imports, you can use the Update existing records option if you wish to implement certain changes to your data. This is shown in the below image.

Selecting the Type of Import in Salesforce
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After that, you will be required to manually map the fields (column names) of your CSV file to the fields present in your Salesforce instance related to that specific object as shown in the below image.

Mapping Fields in Salesforce
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Finally, the import will start and you will be taken to a screen where you can view the progress of your data transfer.

By completing these steps, you have officially set up Airtable Salesforce Integration for your company using the CSV method!

Limitations of Implementing the CSV File Transfer Method

The CSV method will successfully set up your Airtable Salesforce Integration but it is a time-consuming process. Moreover, Airtable does not allow a full Database transfer so, you have to perform the above 3 steps repeatedly. Following are some more limitations of  setting up the Airtable Salesforce Integration by using the CSV method:

  • Real-time Data Availability: The manual method does not make accommodations for real-time data updates. You have to copy and paste CSV files individually every time a new update is made.
  • Maintenance: Using this method will return inaccurate data if the Airtable export data feature experiences any issues or is down. Thus, it has to be monitored continuously.
  • Time-Consuming: This method is time-consuming since you have to manually extract, convert and load your data. This manual Airtable Salesforce integration could be problematic in fast-paced organizations where tight deadlines are enforced.
  • Difficulty with Data Transformations: There is no way to perform quick transformations (like date/time/currency conversions) under this method.

Method 2: Using Hevo Activate to Set Up Airtable Salesforce Integration

Hevo Data Logo
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Hevo Activate helps you directly transfer data from Airtable, Snowflake, Amazon Redshift, and various other sources to CRMs such as Salesforce, HubSpot, various SaaS applications, and a lot more, in a completely hassle-free & automated manner for free. Hevo Activate is fully managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. Its fault-tolerant architecture ensures that the data is handled in a secure, consistent manner with zero data loss. Hevo Activate will efficiently automate the process of setting up your Airtable Salesforce Integration.

Hevo Activate takes care of all your data preprocessing needs and lets you focus on key business activities, and draw a much powerful insight on how to generate more leads, retain customers, and take your business to new heights of profitability. It provides a consistent & reliable solution to manage data in real-time and always have analysis-ready data in your desired destination.

Check out what makes Hevo Activate amazing:

  • Real-time Data Transfer: Hevo Activate, with its strong Integration with various sources, allows you to transfer data quickly & efficiently. This ensures efficient utilization of bandwidth on both ends.
  • Data Transformation: It provides a simple interface to perfect, modify, and enrich the data you want to transfer.
  • Secure: Hevo Activate has a fault-tolerant architecture that ensures that the data is handled in a secure, consistent manner with zero data loss.
  • Tremendous Connector Availability: Hevo Activate houses a large variety of connectors and lets you bring in data from numerous Data Warehouses and load it into Marketing & SaaS applications, such as Salesforce, HubSpot, Zendesk, Intercom, etc. in an integrated and analysis-ready form.
  • Simplicity: Using Hevo Activate is easy and intuitive, ensuring that your data is exported in just a few clicks.
  • Completely Managed Platform: Hevo Activate is fully managed. You need not invest time and effort to maintain or monitor the infrastructure involved in executing codes.
  • Live Support: The Hevo Activate team is available round the clock to extend exceptional support to its customers through chat, email, and support calls.

Users can leverage Hevo Activate to perform the following operations:

  • Create User Segments: Creating user segments allows the Marketing and Sales teams to understand how resources should be utilized for different kinds of users. This allows teams to focus on channels that convert better and maximize their Return On Investment (ROI).
  • Build 360 View of Customers: This can be used to understand each customer better and plan strategies accordingly to ensure maximum revenue. This information can also be leveraged to help Support teams prioritize Enterprise customers. Businesses can seamlessly sync all customer data into their support software and respond quicker with a holistic customer background.
  • Sync Product Data into Sales CRM: Hevo Activate can be leveraged to get all product data in the CRM tool of choice, allowing businesses to track user activity easily. Users can be segmented based on their activity, and that information can be used to improve product adoption and prevent churns.
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Conclusion

The article provided a brief introduction to Airtable and Salesforce. Furthermore, it explained the 2 easy methods by which you can set up your Airtable Salesforce Integration. The first method involves manually exporting data as CSV files from Airtable, modifying those CSV files into Salesforce acceptable format, and finally transferring those files to Salesforce. This method although effective comes with certain limitations which were explained in the previous section. Moreover, the manual process is error-prone and time-consuming.

Hevo Activate, on the other hand, will automate your Airtable to Salesforce data transfer process, hence allowing you to focus on other aspects of your business like analytics, customer management, etc. This platform allows you to transfer data from Cloud-based Data Warehouses like Snowflake, Google BigQuery, Amazon Redshift, etc to various CRMs like Salesforce and SaaS applications for free. It will provide you a hassle-free experience and make your work life much easier.

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