Salesforce and Airtable integration
Whalesync syncs Salesforce and Airtable both ways. Accounts, opportunities, campaigns, and custom objects become linked Airtable tables, and changes in either app reach the other.
What you can do with Salesforce and Airtable
Run renewals from an Airtable board
Sync renewal opportunities into Airtable, each linked to its account, with a filter on the table mapping so only renewals come through. The renewals team works a kanban view by stage, updating next steps and dragging cards as renewals move, and every change goes back to the opportunity in Salesforce. Sales leadership sees the same stages there, without asking anyone for an update.
Score leads with an Airtable formula
Sync Salesforce leads into Airtable and add a formula field that scores each one on company size, industry, and title. Airtable formulas are read-only, so the score syncs one way, into a number field you add to the lead in Salesforce, and reps sort their list views by it. When a lead's details change in Salesforce, the score recalculates in Airtable and the new value follows into Salesforce.
Plan events in Airtable as Salesforce campaigns
Keep the event calendar in an Airtable table synced with Salesforce campaigns, so each webinar or conference you add becomes a campaign reps can add leads to. Dates, budget, and status match in both apps, whichever side someone edits. Type and status are picklists in Salesforce, so the Airtable options have to match them, and the Salesforce user you connect needs permission to create campaigns.
Everything that syncs
Each card is something you can sync between Salesforce and Airtable.
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Accounts
Two-way
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Contacts
Two-way
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Leads
Two-way
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Opportunities
Two-way
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Tasks
Two-way
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Campaigns
Two-way
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Campaign Members
Two-way
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Cases
Two-way
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Users
Two-way
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Profiles
Two-way
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Record Types
Two-way
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Custom Objects
Two-way
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All Tables
Two-way
Just need a copy of Salesforce in Airtable?
Live Export keeps a one-way copy of your Salesforce data in Airtable, on a schedule, for the reports, pivot tables, and dashboards that only read it. It's on every plan, with a record allowance of its own.
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Two-way sync
Best when your team works in both apps, and an edit in either belongs in the other.
- Maps fields between tables you choose, in Salesforce and Airtable
- Picks changes up by itself, with no schedule to set
- Counts toward your plan's records in sync
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Live Export
Best when you only read Salesforce data in Airtable, and nothing you change there should go back.
- Creates a table for each Salesforce table you pick, in a base you already have
- Runs daily, hourly, or every 10 minutes, depending on your plan, and whenever you click Run now
- Writes only what changed on each run, over any edits to what it copied
- Copies Accounts, Contacts, Leads, Opportunities, Opportunity Products, Campaigns, Campaign Members, Cases, Tasks, Events, Products, Price Books, Contracts, Orders, Quotes, Assets, your custom objects, and the other standard objects your org can query
How to sync Airtable to Salesforce in 5 minutes
Step 1: Create a Whalesync account
Sign up for Whalesync, click New sync, and choose Salesforce and Airtable.
Step 2: Connect Airtable
Sign in through the Airtable connector, and on Airtable's consent screen grant access to the base you want to sync; bases left unchecked there stay out of Whalesync's reach. A personal access token with the same scopes works too, and doesn't count toward Airtable's limit on sign-in authorizations.
Step 3: Connect Salesforce
Authorize your org through the Salesforce connector. The objects and fields on offer are the ones the user who signs in can see, so connect as an admin, and tick Use sandbox to start on a sandbox rather than production.
Step 4: Map your tables and fields
Pair Airtable tables with Salesforce objects, such as a Leads table with Lead, or have Whalesync create the table, with each picklist as a single select carrying the same options. Automap then has an AI model propose field pairs from their names and types, never your records; review what it proposes and map the rest. Map a lookup, such as an opportunity's account, to a linked record field that points at the table paired with Account.
Step 5: Turn on the sync
When both apps already hold records, link them on the Activate step: pick a field both share, such as email for leads and contacts, or a Salesforce Record ID stored in Airtable. Before you activate, the matching results count the records to be linked and the ones to be created on each side. On Airtable's Free or Team plan, check the monthly API quota first, since a busy sync can use it up.
3 ways to connect Salesforce and Airtable
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Airtable's Salesforce sync
Best when a read-only copy of a Salesforce report in Airtable is enough, and your workspace is on Business or above.
- Built by Airtable; syncs a report, not objects, one way into read-only fields (Airtable)
- Refreshes about every hour, up to 10,000 rows and 100 columns
- Business and Enterprise Scale plans only
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Zapier
Best when you want a hand-off in one direction, such as a Salesforce lead from each new Airtable record.
- Airtable triggers on new or updated records; Salesforce actions create, update, or find records
- Each Zap runs one way, and Zapier doesn't do two-way sync
- Uses up tasks from the plan's monthly allowance as Zaps run (Zapier)
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Whalesync
Best when your team edits Salesforce records in Airtable, and those edits have to reach Salesforce on their own.
- Standard and custom objects, both ways
- Lookups become linked records, and Airtable formulas can feed Salesforce fields
- Priced by the records in sync, not by how often they change
Airtable's Salesforce sync and Zapier checked against their own pages in November 2026.
Frequently asked questions
Does Airtable integrate with Salesforce?
Yes. Airtable's own Salesforce sync copies a Salesforce report into Airtable as read-only fields, on its Business and Enterprise Scale plans. Zapier and Make run one-way automations between the two, and Whalesync syncs Salesforce objects with Airtable tables in both directions, or copies them one way, on a schedule, with Live Export.
Can I update Salesforce from Airtable?
Yes, with a two-way sync. Edit a synced field in Airtable and the record changes in Salesforce. Airtable formulas, rollups, and lookups are read-only, so they sync one way, into Salesforce fields you add for them, and a value for a Salesforce picklist has to be one the picklist already has.
Do Salesforce lookups sync as Airtable linked records?
Yes. A lookup such as an opportunity's account becomes a linked record field, as long as the object it points to is in the sync too. A Salesforce lookup holds one record, so if the Airtable field links several, Salesforce gets the first.
Can I sync Salesforce custom objects to Airtable?
Yes. Whalesync lists every custom object the connected Salesforce user can read, next to the standard objects, and each can sync with an Airtable table. It can't create objects or fields in Salesforce, so add those in Salesforce first; on the Airtable side it can create the table for you.
Is the Salesforce Airtable sync real-time?
On the Airtable side, close to it: Airtable sends a webhook, and Whalesync fetches the records it names. Salesforce sends no change notifications, so its edits arrive on Whalesync's next scan, which reads every synced object again and takes longer on a large org.
Which Airtable plan do I need to sync with Salesforce?
Any plan can connect, but Airtable caps API calls at 1,000 a month per workspace on Free and 100,000 on Team, and a busy sync can run past that. Business and Enterprise plans have no monthly cap, which is why Whalesync's docs recommend them.
Salesforce and Airtable guides
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