Connect Airtable to Salesforce

Create base

Creates a new Airtable base with specified tables and fields within a workspace.

Create Comment

Tool to create a comment on a specific Airtable record. Use when adding comments to records, mentioning collaborators using @[userId] syntax, or creating threaded comment replies. Supports optional parentCommentId for threaded conversati...

Create Field

Creates a new field within a specified table in an Airtable base.

Create Record From Natural Language

Creates a new record in an Airtable table from a natural language description. Fetches the table schema, uses an LLM to generate the correct field payload, and creates the record with typecast enabled for automatic type conversion.

Create records

Tool to create multiple records (up to 10) in a specified Airtable table. Use when you need to add new rows to a table with field values. Rate limit: 5 requests per second per base.

Create table

Creates a new table within a specified existing Airtable base, allowing definition of its name, description, and field structure.

Add contact to campaign

Adds a contact to a campaign by creating a CampaignMember record to track campaign engagement. Fails if the contact is already a member of the campaign; pre-check membership via SOQL before calling.

Add lead to campaign

Adds a lead to a campaign by creating a CampaignMember record, allowing you to track campaign engagement. Both `campaign_id` and `lead_id` must be valid Salesforce IDs of active, existing records — names or emails cannot be substituted,...

Add product to opportunity

Adds a product (line item) to an opportunity. The product must exist in a pricebook entry that's associated with the opportunity's pricebook.

Apply lead assignment rules

Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules. Allow a brief propagation delay before querying updated ownership or field values after ru...

Associate contact to account

Associates a contact with an account by updating the contact's AccountId field. Overwrites any existing AccountId on the contact. For broader contact field updates alongside the account association, use SALESFORCE_UPDATE_CONTACT instead.

Clone opportunity with products

Clones an opportunity and optionally its products (line items). Creates a new opportunity with the same field values and products as the original.