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Salesforce

Manage your Salesforce CRM from Airtable. Add and update Salesforce and keep track of your leads from the comfort of an Airtable spreadsheet.

Setup

How to setup the Salesforce template

1

Copy Salesforce

Click the button below to open and clone the Salesforce template.

No need to copy a template for Salesforce! You can move on to the next step.

2

Copy Airtable

Click the button below to open and clone the Airtable template.

Click the button below to open the template then find a button in the top left to copy.

3

Sync with Whalesync

Now the fun part! Use Whalesync to connect these two templates and build your app.

Get started free

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