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How Zapier works

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

Select a trigger from Airtable

A trigger is an event that starts your Zap and runs the workflow. For example, with Airtable, a trigger could be "New Record."
A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Airtable to Zoho CRM

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Triggers and actions are the main components of every automated workflow.

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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

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.

Connect Airtable and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

    • 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
    • Api_docs_info
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write

Learn how to automate Airtable on the Zapier blog

Learn how to automate Zoho CRM on the Zapier blog

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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 a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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