Connect Airtable and Zoho CRM to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Records Created or Updated

New Records Created or Updated

Trigger when new record is created or updated in your table.

New Records Created

New Records Created

Retrieve records created in a specified Airtable base and table within the last N minutes (default 15), optionally limited to a view.

New Lead

New Lead

Triggers when a new lead is created.

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

New Deals

New Deals

Triggers when a new deal is created.

Do thisActions

Action is the task that follows automatically within your Airtable integrations.

List All records

List All records

Retrieve all records from the selected Airtable base and table.

Delete Record

Delete Record

Remove a specific record from the selected Airtable base and table.

Update Record

Update Record

Modify fields of a specific record in a selected Airtable base and table.

List a record by Record ID

List a record by Record ID

list a record by Record ID

Find or Create Record

Find or Create Record

Search a table for records by field value or formula; if none found and Create Record is enabled, add a new record with the provided fields.

Create Record

Create Record

Add a new record to a chosen Airtable base and table using the provided field values.

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Step by step guides to integrate Airtable and Zoho CRM

Frequently Asked Questions

How do I start an integration between Airtable and Zoho CRM?

To start, connect both your Airtable and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Airtable triggers actions in Zoho CRM (or vice versa).

Can we customize how data from Airtable is recorded in Zoho CRM?

Absolutely. You can customize how Airtable data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Airtable and Zoho CRM?

The data sync between Airtable and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Airtable to Zoho CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Airtable and Zoho CRM?

Yes, you can set conditional logic to control the flow of data between Airtable and Zoho CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Airtable

About Airtable

Airtable is a cloud-based platform for creating and sharing relational databases. The user-friendly interface allows anyone to spin up a database in minutes.

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Zoho CRM

About Zoho CRM

Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.

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