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Zapier makes it easy to integrate Airtable with Zoho CRM - no code necessary. See how you can get setup in minutes.

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Airtable
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Airtable
1. Choose trigger event
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Zoho CRM
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Zoho CRM
2. Choose action
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1. Select the event
Setup
Test
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Airtable
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Record" from Airtable.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects Airtable and Zoho CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Base
      Required
    • Table
      Required
    • Limit to View
    • Include attachment content
    Trigger
    Polling
    Try It
    • Base
      Required
    • Table
      Required
    Action
    Write
    • Base
      Required
    • Table
      Required
    • Help Text
    • Primary lookup field
      Required
    • Secondary lookup field
    Action
    Write
    • Base
      Required
    • Table
      Required
    • Record
      Required
    Action
    Write
    • Help Text
    • Base
      Required
    • Table
      Required
    • Last modified time column
      Required
    • Limit to View
    • Include attachment content
    Trigger
    Polling
    Try It
    • CacheCopy
    • Base
      Required
    • Table
      Required
    Action
    Write
    • Base
      Required
    • Table
      Required
    • Record
      Required
    Action
    Write
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Airtable and Zoho CRM

Add new Airtable records as Zoho CRM leads

Whenever a new record is added to Airtable, Zapier can create a corresponding lead in Zoho CRM. This automation helps business owners track new opportunities seamlessly as Airtable updates, saving time on manual data entry and keeping their CRM updated.

Business Owner
Sync new Zoho CRM contacts to Airtable

When Zapier detects a new contact in Zoho CRM, it automatically creates a record in Airtable. This ensures contact data stays synchronized, eliminating duplicate manual effort and enhancing database accuracy for IT teams.

IT
Turn Zoho CRM leads into Airtable records

Whenever a new lead is added in Zoho CRM, Zapier automatically adds the lead details into Airtable. This helps marketing teams organize and analyze incoming leads efficiently, supporting faster decision-making and a streamlined workflow for lead management.

Marketing & Marketing Ops

Learn how to automate Airtable on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your Airtable to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Airtable + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Airtable and Zoho CRM

How can I automatically update Zoho CRM when a new record is added in Airtable?

We use triggers and actions to connect the two platforms. You set a trigger for when a new record is added in Airtable. This will automatically activate an action that creates or updates a corresponding record in Zoho CRM.

Can I sync changes made in Zoho CRM back to Airtable?

Yes, synchronizing changes from Zoho CRM back to Airtable involves setting triggers based on updates in Zoho CRM. Once a change is detected, an action is triggered to update the relevant records in Airtable.

What types of fields can be mapped between Airtable and Zoho CRM?

During the setup, you can map various field types such as text, number, email, date fields, and more between Airtable and Zoho CRM. It's important to ensure that the mapped fields are compatible across both platforms.

Is it possible to track sales pipeline stages in Zoho CRM using data from Airtable?

Yes, you can map pipeline stages by creating specific triggers for stage changes in Airtable records. These will prompt actions updating the sales stage data within Zoho CRM accordingly.

How do we handle duplicate records when syncing between Airtable and Zoho CRM?

Our system allows you to set conditions or filters within your actions to avoid duplication. For example, using unique identifiers or matching emails addresses ensures only one version of a record exists across both platforms.

Can we create detailed reports in Airtable using information from Zoho CRM?

Certainly! By transferring data from Zoho CRM into Airtable via scheduled sync actions (like daily updates), detailed reports can be built within Airtable based on the latest data insights.

Are there any limitations on how frequently data can be synced between these platforms?

There may be some restrictions based on your chosen plan regarding how frequently sync operations can occur. Typically, higher-tier plans allow more frequent syncing through instant or near-real-time triggers.

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About Airtable
Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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About Zoho CRM
Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
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