How can I filter for only important Salesforce reports?

DryMerge allows you to filter reports based on specific criteria. Simply specify what defines 'important' for you, such as certain metrics or thresholds, and DryMerge will handle the rest.

Can I use this with Google Sheets instead of Airtable?

Yes, you can use this with Google Sheets instead of Airtable. Describe the necessary changes, and DryMerge will configure the automation to fit Google Sheets.

Which people use this automation? What do they use it for?

This automation is utilized by sales managers and analysts who need to keep an organized record of their sales data in Airtable for effortless analysis and reporting.

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Airtable + Salesforce

Create Airtable Records from New Salesforce Reports

Streamline your sales data management by creating records in Airtable from newly generated Salesforce reports. This automation enables you to keep an organized database of your sales data, making it easier to analyze and share.

New Report Generated

Triggers when a new report is generated in Salesforce.

Create Airtable Record

Creates a new Airtable record with report details.

See more Airtable to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Update Airtable Records for Closed Salesforce Opportunities

Airtable + Salesforce

Create Airtable Dashboards from Salesforce Data

Airtable + Salesforce

Create Airtable Dashboards from Salesforce Activities

Airtable + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Airtable records from new Salesforce reports"

Create Airtable records from new Salesforce reports

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Salesforce + Airtable.

List Bases

Lists all bases in Airtable

Get Base Schema

Gets the schema of a specific base in Airtable

Create Base

Creates a new base in Airtable

Create Comment

Creates a new comment on an Airtable record

Update Comment

Updates an existing comment on an Airtable record

List Comments

Lists all comments on an Airtable record

Delete Comment

Deletes a comment from an Airtable record

Create Field

Creates a new field in an Airtable table

Create Record

Creates a new record in an Airtable table

Read Record

Reads details of a record in an Airtable table

Update Record

Updates an existing record in an Airtable table

Delete Record

Deletes a record from an Airtable table

App details

Airtable

Airtable is a low-code platform for building collaborative apps. Create, update, and sync records, and connect your databases with other tools.

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

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Get Started with DryMerge

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