Integrate Airtable with Zoho CRM

Appy Pie Connect allows you to automate multiple workflows between Airtable and Zoho CRM

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About Airtable

Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Want to explore Airtable + Zoho CRM quick connects for faster integration? Here’s our list of the best Airtable + Zoho CRM quick connects.

Explore quick connects

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Connect Airtable + Zoho CRM in easier way

It's easy to connect Airtable + Zoho CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Record

    Triggers when a new record is available.

  • New Record In View

    Triggers when a new record is available.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • Actions
  • Create Record

    Creates a new record with auto-populating fields.

  • Update Record

    Update the values of specific cells in an Airtable record.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Airtable & Zoho CRM Integrations Work

  1. Step 1: Choose Airtable as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Airtable to Zoho CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Airtable and Zoho CRM

Airtable

For someone who is new to the terminpogy of CRM, CRM stands for Customer Relationship Management. CRM is basically a suite of software that helps the business keep track of any customer interactions.

CRM is important for any business because it has many features that help not just businesses but individuals too. For example, whether you are an individual or an organization, keeping track of your customer relationships can be very helpful.

If you’re an individual, for example, you can use CRM to keep track of all your customers and clients whom you interact with regularly. This way, you will know if any of these individuals or organizations need some help or assistance.

Additionally, you can use CRM to remind yourself of the things that need to be done in future. If you are an organization, you can use CRM to keep track of all the customers you have interacted with in the past. You can then use this information to predict who might be interested in buying or using your products or services.

To sum it up, CRM software helps you organize and manage your contacts and customers. Airtable is a top designed specifically to do just that. It is a simple top that allows users to create databases and lists. Using these lists, you can store information about your contacts and your customers.

Airtable comes in different packages based on the number of members or users it supports. Its basic package supports up to 100 members while its premium version supports up to 10,000 members. In addition to being able to store contact data about your customers, Airtable allows you to create different forms, lists, and templates so you can easily sort the information stored in the database.

Zoho CRM

Zoho is a popular cloud-based business management top that helps companies streamline their operations and increase their productivity. Zoho’s product offerings include Zoho Assist, Zoho Books, Zoho Campaigns, Zoho Projects, Zoho ShowTime, and Zoho Social.

Among these products, Zoho ShowTime is a powerful customer relationship management platform that helps companies manage their marketing campaigns and customer outreach activities. This application allows companies to design interactive videos and digital brochures for their potential customers. It also provides them with several features such as automatic scheduling and workflow automation so they can distribute and post these videos and digital brochures on different social media platforms.

Integration of Airtable and Zoho CRM

For people working in sales, marketing, and HR departments, having a CRM system in place can help them keep track of their sales leads and sales opportunities more efficiently. To integrate Airtable and Zoho CRM, all you have to do is fplow these steps:

Step 1. Create an account in either Airtable or Zoho CRM depending on which one you want to use for this integration. To create an account in either of these platforms, all you have to do is enter your email address and fplow the instructions provided by the platform. It’s that easy!

Step 2. After creating an account in either Airtable or Zoho CRM, sign into your platform using your username and password. Once you’re signed in, navigate to the dashboard page where you can find a list of other people who also work for your organization. Click on the Settings option on the upper right side of this page and choose Integrations from the dropdown menu. You should now see a list of available integrations you can activate on your platform. Find Airtable on this list, click on it, enter your Airtable username and password, click Activate, and confirm the activation process by clicking the red Activate button. This will allow Airtable to communicate with your CRM platform via APIs (application programming interfaces.

Step 3. On the next screen, you will be asked if you want to allow Airtable permission to access documents that are created on either platform. The default option here is ‘Yes’ so just click Next. On the next screen, you will be asked if you want to allow Airtable permission to access groups on either platform. The default option here is ‘No’ so just click Next again. This will take you back to the previous screen where you will find an option called Enable Integration at the bottom of your screen. Click on this option and then click Close. This will activate the integration between Zoho CRM and Airtable! You can now log into your Airtable account using your credentials and start creating lists! Now that you’ve activated this integration, let’s learn how to make use of it! You will now be able to connect any of your lists on Airtable to contacts on Zoho CRM using the Connected Apps feature of the platform (you can access this feature by clicking on Settings -> Connected Apps.

The process to integrate Airtable and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm