Connect Teable and Salesforce
Integrate Teable with Salesforce to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Contact in Salesforce when Record Is Created in Teable
Create Lead in Salesforce when Record Is Created in Teable
Search Record by Query in Salesforce when Record Is Created in Teable
Update Record Fields in Teable when New Contact in Salesforce
Delete Records from Teable when New Lead in Salesforce
Popular Teable + Salesforce flows
Start from a real workflow other teams are already running.
Choose a trigger
Teable
When this happens...
Table Record Changes
Record Is Created
Choose an action
Salesforce
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Update Contact in Salesforce when Record Is Created in Teable
Use this flowCreate Lead in Salesforce when Record Is Created in Teable
Use this flowSearch Record by Query in Salesforce when Record Is Created in Teable
Use this flowUpdate Record Fields in Teable when New Contact in Salesforce
Use this flowDelete Records from Teable when New Lead in Salesforce
Use this flowDelete Records from Teable when New Record in Salesforce
Use this flowGet Record by ID from Teable when New Record in Salesforce
Use this flowDelete Records from Teable when Updated Record in Salesforce
Use this flowUpdate Record Fields in Teable when Updated Record in Salesforce
Use this flowGet Record by ID from Teable when Updated Record in Salesforce
Use this flowSupported Triggers & Actions
Everything you can automate between Teable and Salesforce.
When this happensTriggers
A trigger is an event that starts a workflow.
Table Record Changes
Runs when table record changes
Record Is Created
Runs when record is created
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Do thisActions
Action is the task that follows automatically within your Teable integrations.
Delete Records
Delete records and return them
Create Record
Add a new row to a table
Update Record Fields
Update record fields in Teable
Get Record by ID
Get a record by ID
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead To Campaign
Adds an existing lead to an existing campaign.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Teable
Teable is an AI-powered platform designed to enhance productivity and collaboration through intelligent task management and automation solutions.
Learn more
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Teable and Salesforce accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Teable and Salesforce as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesforce. No coding required.
Yes. You can set up a workflow where Teable triggers actions in Salesforce, and a separate workflow where Salesforce triggers actions in Teable. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Teable and Salesforce. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Teable and Salesforce integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
