Airtable + Zoho CRM

Create new Airtable records for each new lead in Zoho CRM

Streamline your lead management process with this efficient workflow. Whenever there's a new lead in Zoho CRM, this automation will add a record in Airtable without any manual intervention on your part. This saves time for your sales team and keeps your Airtable records constantly updated with new lead information, improving your CRM efficiency.

Streamline your lead management process with this efficient workflow. Whenever there's a new lead in Zoho CRM, this automation will add a record in Airtable without any manual intervention on your part. This saves time for your sales team and keeps your Airtable records constantly updated with new lead information, improving your CRM efficiency.

  1. When this happens...
    Zoho CRMZoho CRM
    New Lead

    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.

    TriggerScheduled
  2. automatically do this!
    AirtableAirtable
    Create or Update Record

    Find and update an existing record, or create a new one.

    ActionWrite
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Supported triggers and actions

  • Zoho CRM triggers, actions, and search

    New Contact

    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.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Lead

    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.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
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