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Automatically send a Salesforce clarification to a department from an Airtable form.

  • December 21, 2023
  • 1 reply
  • 8 views

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Hello, I have an issue in my company where different departments are sending incorrect clarifications to my department. Now, I want to create a form using Airtable where colleagues can describe their concerns. Once they submit the form, a clarification will be automatically sent to my department in Salesforce (with the correct values). Is this feasible?

1 reply

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  • December 24, 2023

Hi @Airtablestart1 ,
This should be possible with the help of with the Airtable API (or a tool like Make or Zapier)
The solution you build would essentially listen for "new a record creation" (via Airtable webhook's) and then parse the webhook payload (which contains their concerns) and send it to your department in Salesforce.