Airtable + Zoho CRM + Zoho Cliq Integrations

How to connect Airtable + Zoho CRM + Zoho Cliq

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Do even more with Airtable + Zoho CRM + Zoho Cliq

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Airtable, Zoho CRM, and Zoho Cliq. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Record
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
Trigger
Scheduled
New or Updated Record
Triggers when a record is created or updated.
Trigger
Scheduled
Create Record
Creates a new record with auto-populating fields.
Action
Write
Create Records (With Line Item Support)
Creates up to 10 multiple new records with line item input
Action
Write
Update Record
Update the values of specific cells in an Airtable record.
Action
Write

Find Many Records (With Line Item Support)
Finds multiple rows (10 max) using Airtable's search syntax. Returned as line items.
Action
Search
Find Record
Use simple field search or Airtable's powerful formula syntax to find a matching Airtable record. Learn more at
Action
Search

Find or Create Record(s) (With Line Item Support)
Find or Create Record(s)
Action
Search or write

Airtable
Find or Create Record
Scheduled
Action
Zoho CRM
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Scheduled
Trigger
Zoho CRM
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Scheduled
Trigger
Zoho CRM
Triggers instantaneously when any entry is created in the specified module.
Instant
Trigger
Zoho CRM
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Scheduled
Trigger
Zoho CRM
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Scheduled
Trigger
Zoho CRM
Triggers instantaneously when any entry is created or updated in the specified module.
Instant
Trigger
Zoho CRM
Triggers when a new active user is added to your Zoho CRM account.
Scheduled
Trigger
Zoho CRM
Triggers instantaneously when a module entry is updated
Instant
Trigger
Zoho CRM
Add attachment to the selected Module entry
Scheduled
Action
Zoho CRM
Add new tag to existing module entries
Scheduled
Action
Zoho CRM
Convert an existing lead to contact and account
Scheduled
Action
Zoho CRM
Creates a new entry in a module
Scheduled
Action
Zoho CRM
Update existing entry in the selected module
Scheduled
Action
Zoho CRM
Relates an entry in this module with an entry in another module
Scheduled
Action
Zoho CRM
Create or update module entries
Scheduled
Action
Zoho CRM
Finds an entry in a module
Scheduled
Action
Zoho CRM
Create contact if contact does not exist
Scheduled
Action
Zoho CRM
Create Lead if contact does not exist
Scheduled
Action
Zoho CRM
Create module entry if entry does not exist
Scheduled
Action
Zoho Cliq
Send a message to all subscribers of the bot.
Scheduled
Action
Zoho Cliq
Send a direct message to a contact or an user in your Organisation.
Scheduled
Action
Zoho Cliq
Send message to a channel in which you have joined.
Scheduled
Action
Zoho Cliq
Find Org User
Scheduled
Action

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How Airtable + Zoho CRM + Zoho Cliq Integrations Work

Step 1: Authenticate Airtable, Zoho CRM, and Zoho Cliq.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

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Connect Airtable + Zoho CRM + Zoho Cliq

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.

Learn more