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Zoho CRM + Airtable Integrations

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

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.

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.

Airtable Integrations
Airtable Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Google Sheets Google Sheets
  • Quick Base Quick Base
  • Smartsheet Smartsheet
  • Zoho Creator Zoho Creator

Best Zoho CRM and Airtable Integrations

  • Zoho CRM Office 365

    Zoho CRM + Office 365

    Update Office 365 with new Zoho CRM contacts Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Office 365 Create Contact
    If you're looking for an easier way to add all your Zoho CRM contacts to Office 365, you have come to the right place. Set it up and every time a new contact is added in your Zoho CRM account, we will automatically add it to Office 365, keeping you free from repetitive manual work in the process. Enjoy the benefits of workflow automation, integrate Zoho CRM with Office 365 now!
    How It Works
    • A new contact is added in Zoho CRM
    • Appy Pie Connect adds it to Office 365
    What is Needed
    • A Zoho CRM account
    • An Office 365 account
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Add Your Zoho CRM Contacts to MailChimp Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    This integration enables you to add your Zoho CRM contacts to MailChimp Newsletter List without any manual efforts. After setting up this integration, whenever you add someone to your Zoho CRM, Appy Pie Connect will automatically add that contact to your MailChimp newsletter list. This Connect is one of the smartest ways to grow your CRM list.
    How it Works
    • Someone new is added to your Zoho CRM
    • Appy Pie Connect will automatically add the info of that contact to your MailChimp mailing list.
    What You Need
    • A Zoho CRM
    • A MailChimp List
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Create MailChimp Subscribers from New Zoho CRM Leads Read More...
    When this happens...
    Zoho CRM New Lead
     
    Then do this...
    MailChimp Add/Update Subscriber
    Automatically add new Zoho CRM leads to MailChimp by using our MailChimp – Zoho CRM integration. After setting this integration up, whenever a new lead is added to Zoho CRM, Appy Pie Connect will automatically add that lead to Zoho CRM as a new subscriber. Don’t wait! Try this Connect now and automate the tedious tasks in your workflow.
    How this MailChimp-Trello integration works
    • A new lead is created in Zoho CRM
    • Appy Pie Connect adds that lead to MailChimp as a new subscriber.
    What You Need
    • A MailChimp Account
    • A Zoho CRM Account
  • Zoho CRM Zoho CRM

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
    When this happens...
    Zoho CRM New Email
     
    Then do this...
    Zoho CRM Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • Zoho CRM Zoho CRM

    Google Sheets + Zoho CRM

    Add New Google Sheets Spreadsheet Rows to Zoho CRM as Leads Read More...
    When this happens...
    Zoho CRM New or Updated Spreadsheet Row
     
    Then do this...
    Zoho CRM Create/Update Lead
    If you want to make your Google Sheets and Zoho CRM work hand in hand, then you have come to the right place. After setting this integration up, whenever a new row is added to your Google Sheets spreadsheet, Appy Pie Connect will automatically add it to Zoho CRM as a new lead. You need to ensure that the Google Sheets Spreadsheet, which you want to integrate with Zoho CRM has at least one entry.
    Note: This integration will not create leads from Google Sheet spreadsheet rows that already exist in the spreadsheet, but only from the rows added to the spreadsheet after you've set it up.
    How It Works
    • Triggers when a new row is added to Google Sheets spreadsheet
    • Appy Pie Connect automatically adds that row to Zoho CRM as a new lead
    What You Need
    • A Google Sheets Spreadsheet
    • A Zoho CRM account
  • Zoho CRM Zoho CRM

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    {{item.message}} Read More...
    When this happens...
    Zoho CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Zoho CRM + Airtable in easier way

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

    Triggers
  • 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.

  • New Record

    Triggers when a new record is available.

  • New Record In View

    Triggers when a new record is available.

    Actions
  • 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.)

  • Create Record

    Creates a new record with auto-populating fields.

  • Update Record

    Update the values of specific cells in an Airtable record.

How Zoho CRM & Airtable Integrations Work

  1. Step 1: Choose Zoho CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Zoho CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Airtable as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Airtable with Appy Pie Connect.

    (2 minutes)

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

Integration of Zoho CRM and Airtable

Introduction. Zoho CRM?

Zoho CRM is a cloud-based Customer Relationship Management (CRM. application with a free version, limited features, and a paid version. It is used to manage customer relationships by companies, organizations, individuals, and other entities. The software offers features such as sales force automation, marketing and lead management, and customer support. Zoho CRM is also known as Zoho SalesIQ and Zoho Recruit. Zoho CRM integrates with several third-party products, including Google Apps, G Suite, Microsoft Office 365, MyCRED, Salesforce.com, Airtable, Basecamp 3, Slack, and WordPress. In the free version of Zoho CRM, users can create 100 records per month. For unlimited records, the company offers a premium version.

Airtable?

Airtable is an online spreadsheet top designed for organizing documents and business records. It combines the flexibility of spreadsheets with the power of databases. It is available on desktop computers or mobile devices. It allows users to create tables to organize data from different sources. There are a number of apps available for Airtable, including Mailchimp, Stripe Checkout, Zapier, and Zoho CRM. The user interface uses drag and drop features to make it easy to add rows of data. For example, you can add rows of information about clients, contacts, leads, or projects by dragging and dropping them into the table from a list on the left side of the screen. Users can organize cpumns using filters, drop-down menus, and check boxes. Once they have filled out all the cpumns in the table to their satisfaction, they can export the table to CSV, PDFs, Microsoft Excel (XLS), or other formats. Airtable has been used by many startups across different industries. Some of these businesses include Sqwiggle, which makes video chat software for remote teams; Lookback, which helps people record videos of computer screens; Formstack, which helps people cplect forms from websites; SquareSpace; Wildbit; and RentPath.

Integration of Zoho CRM and Airtable

The integration of Zoho CRM and Airtable makes it possible for users to create tables for contacts or leads for marketing campaigns or sales efforts within Zoho CRM. You can then access those tables from within Airtable through links on the Zoho CRM page in order to view or edit the data. This integration makes it easy to switch between platforms without losing important data. For example, if users want to create a new spreadsheet in Airtable to keep track of customers or tasks related to marketing campaigns in Zoho CRM, they can do so without leaving either platform. And if they want to take notes about a customer or task while working in one platform or another, they can do that as well by editing the table directly from within either platform.

Benefits of Integration of Zoho CRM and Airtable

There are several benefits to integrating Zoho CRM and Airtable. One of the main benefits is time savings. When you are using multiple platforms to accomplish tasks related to your business or organization – whether that platform is a word processing program or specialized application – you might spend more time switching between programs than you do actually accomplishing tasks. Integrating those platforms can save you time by reducing the number of times you have to switch between programs. Another benefit of integration is that it makes it easier to take notes about specific records in one platform while working in another platform. For example, if you want to take notes about a client from within Zoho CRM, you can view that client’s profile in Airtable while you are in Zoho CRM. You can then edit the notes directly from within Airtable later on without having to leave the other platform entirely. This saves time because it eliminates the need to go back and forth between platforms multiple times in order to keep your notes updated when you make changes to your records in one platform or another. Integrating Zoho CRM and Airtable also makes it possible for users with multiple accounts of each product to work with all their accounts at once. For example, if you have both a free Zoho CRM account and a premium account of Zoho CRM, you can still use both accounts at once when you integrate Zoho CRM with Airtable. If you only had one account of each product rather than two accounts of each product, it would be necessary to move all your records over from one account to the other before integrating the platforms in order to access all your records simultaneously. That would require more time on your part than integrating the platforms in this case because it would require importing all your data into one account rather than simply linking two accounts together. Finally, integrating Zoho CRM and Airtable also makes it easier for users to share their records across platforms without losing those records altogether. For example, if you want to share records about clients but you do not want those clients’ contact information available to everyone who has access to your database through Zoho CRM, you can do so without losing any of that contact information by sharing that information with users who have access to your database through Airtable instead. This way only those people able to view or edit those records through Airtable will be able to view or edit those records without jeopardizing your clients’ privacy.

Conclusion. How to Create an outline for an article about Zoho CRM and Airtable

The process to integrate Zoho CRM and Airtable 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.