Airtable
Zoho CRM
integromat

An automated workflow using integromat

Connects Airtable + Zoho CRM

Create Zoho CRM contacts from Airtable records

About this workflow template

This automation scenario allows you to connect Airtable and Zoho CRM

It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Categories

Airtable and Zoho CRM can also be integrated using automation tools other than integromat:

Diagram

Create Zoho CRM contacts from Airtable records
Workflow diagram: Airtable + Zoho CRM integration

How it works?

When this trigger fires in Airtable

Airtable

Watch Records in Airtable

Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).

Then this action happens in Zoho CRM

Zoho CRM

Create an Object in Zoho CRM

Creates a new object.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Zoho CRM contacts from Airtable records.

Part I

Configure Applications

First, we need to connect Airtable and Zoho CRM to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Airtable to Make.com.

    Connect Airtable to Make.com.

    Give Make.com access to your Airtable account, using Airtable credentials.

  • Connect Zoho CRM to Make.com.

    Connect Zoho CRM to Make.com.

    Give Make.com access to your Zoho CRM account, using Zoho CRM credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

  • Set up a Trigger action for Airtable

    Set up a Trigger action for Airtable

    Choose the following trigger: Watch Records (Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).).

  • Then set up an Action for Zoho CRM

    Then set up an Action for Zoho CRM

    Choose this action: Create an Object (Creates a new object.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Airtable and Zoho CRM.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create Zoho CRM contacts from Airtable records!

Supported triggers and actions

  • Airtable

    New record

    Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • Airtable

    New or updated record

    Triggers when a record is created or updated.

    zapier
    triggerbyzapier
  • Airtable

    New record in view

    Triggers when a new new record is created in a specifc view.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Airtable

    Watch records

    Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).

    integromat
    triggerbyintegromat
  • Airtable

    New or modified records

    New or modified records

    pipedream
    triggerbypipedream
  • Airtable

    New or modified records in view

    New or modified records in view

    pipedream
    triggerbypipedream
  • Zoho CRM

    Create module entry

    Creates a new entry in a module

    zapierintegrately
    actionbyzapierintegrately
  • Zoho CRM

    Create/update module entry

    Create or update module entries

    zapier
    actionbyzapier
  • Zoho CRM

    Update module entry

    Update existing entry in the selected module

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zoho CRM

    Create an object

    Creates a new object.

    integromat
    actionbyintegromat
  • Zoho CRM

    Add tag

    Add new tag to existing module entries

    zapierintegrately
    actionbyzapierintegrately
  • Zoho CRM

    Find module entry

    Finds an entry in a module

    zapier
    actionbyzapier

Apps you need

Airtable

Airtable

Spreadsheets

A no-code platform for building collaborative apps using spreadsheet-database hybrid as a data-layer

Airtable is a modern and flexible low-code platform that combines the power of a full database with the ease of use of a spreadsheet. With native mobile and desktop apps, Airtable offers a variety of templates for easy-to-use and customizable workflows, providing powerful features such as file attachments, kanban card stacks, calendars, and reporting. Link related content intelligently, configure the perfect view, and integrate with hundreds of your favorite apps and services.

Zoho CRM

Zoho CRM

CRM

A comprehensive customer relationship management tool for businesses

Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.