How to Integrate Zoho CRM with Airtable Using Pabbly Connect

Learn how to seamlessly add Zoho CRM records in Airtable using Pabbly Connect. This step-by-step tutorial guides you through the integration process. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Zoho CRM and Airtable Integration

To start integrating Zoho CRM records into Airtable, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and enjoy 100 free tasks every month.

After logging in, you will be directed to the Pabbly Connect dashboard. Here, you will see various applications. Click on Pabbly Connect to initiate the integration process. This is where the automation between Zoho CRM and Airtable will be set up.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click the ‘Create Workflow’ button in the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow. Enter a name such as ‘How to Add Zoho CRM Records in Airtable’ and select a folder for your workflow.

• Enter the workflow name.
• Choose a folder like ‘Airtable Automations’.
• Click on the ‘Create’ button to finalize your workflow.

Once your workflow is created, you will see two sections: Trigger and Action. The Trigger is where you will define what starts the automation, and the Action is what happens as a result. This setup is crucial for the automation process.

3. Setting Up the Trigger with Zoho CRM

In this step, you will set up the Trigger in Pabbly Connect. Click on the arrow in the Trigger section and select ‘Zoho CRM’ as your Trigger application. For the Trigger event, choose ‘New Module Entry Instant’. This means that whenever a new lead is created in Zoho CRM, it will trigger the automation.

Next, click on ‘Connect’ to establish a connection between Zoho CRM and Pabbly Connect. A new window will appear where you can add a new connection. You will need to provide the domain of your Zoho CRM account, which you can find in your Zoho CRM URL. Paste this domain into the dialog box and click on ‘Save’.

• Authorize the connection by clicking ‘Accept’.
• Select the module name as ‘Leads’.
• Click on ‘Save and Send Test Request’ to test the connection.

After this, you will generate a test lead in Zoho CRM to ensure that Pabbly Connect captures the response correctly. This is essential to confirm that the integration is functioning as expected.

4. Setting Up the Action in Airtable

Once the Trigger is successfully set up, it’s time to configure the Action step in Pabbly Connect. In the Action section, select ‘Airtable’ as your application. For the Action event, choose ‘Create Record’. This will allow you to create a new record in Airtable for every new lead generated in Zoho CRM.

Click on ‘Connect’ to link Airtable with Pabbly Connect. You will need to add a new connection and select the base where you want to create the records. Choose the ‘Zoho CRM Leads’ base and grant access to Pabbly Connect.

Select the table, usually named ‘Table 1’. Map the fields such as First Name, Last Name, Email, and Phone Number from the previous step. Click on ‘Save and Send Test Request’ to finalize the setup.

If everything is set up correctly, you should see a confirmation that the record has been created in Airtable. This means the integration between Zoho CRM and Airtable via Pabbly Connect is successful.

5. Testing the Integration

To ensure that the integration works correctly, generate another lead using the Zoho CRM form. Fill in the details such as First Name, Last Name, Email, and Phone Number, then submit the form. This will create a new lead in Zoho CRM.

After submitting the form, check your Airtable base to see if the new record appears. If the record is created successfully, it confirms that Pabbly Connect is effectively capturing leads from Zoho CRM and transferring them to Airtable automatically.

Repeat this process with different test leads to verify the consistency of the integration. This automation saves time and ensures that all leads are recorded in Airtable without manual entry.

Conclusion

In this tutorial, we demonstrated how to automate the process of adding Zoho CRM records into Airtable using Pabbly Connect. By following these steps, you can ensure that every new lead is captured seamlessly, enhancing your workflow efficiency.