How to Add Zoho CRM Records in Airtable Using Pabbly Connect

Learn how to integrate Zoho CRM with Airtable using Pabbly Connect in this step-by-step tutorial. Automate your lead management effortlessly. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Zoho CRM and Airtable Integration

To start integrating Zoho CRM with Airtable, we need to access Pabbly Connect. Begin by visiting the Pabbly Connect website at Pabbly.com/connect. If you’re a new user, you can sign up for free and get 100 free tasks every month.

Once signed in, the Pabbly Connect dashboard will appear. Here, you can see all your applications. Click on the ‘Access Now’ button under Pabbly Connect to proceed with creating your automation workflow.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will prompt you to name your workflow. Enter ‘How to Add Zoho CRM Records in Airtable’ as the name.

• Provide a meaningful name for your workflow.
• Select a folder for organization; choose ‘Airtable Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

Now that your workflow is created, you will see two sections: Trigger and Action. The Trigger is the event that starts your workflow, while the Action is what happens as a result.

3. Setting Up the Trigger for Zoho CRM

To set up the trigger in Pabbly Connect, click on the dropdown to select your trigger application. Choose ‘Zoho CRM’ as the trigger application and select ‘New Module Entry Instant’ as the trigger event. This means that whenever a new lead is created in Zoho CRM, it will trigger the automation.

Next, click on the ‘Connect’ button to connect Zoho CRM to Pabbly Connect. A new dialog box will appear asking for a new connection. Click on ‘Add New Connection’ and then select ‘Connect with Zoho CRM’.

• Enter the domain of your Zoho CRM account.
• Authorize the connection by clicking ‘Accept’ when prompted.
• Select the module name as ‘Leads’ to capture lead data.

Once you have completed these steps, click on ‘Save and Send Test Request’ to ensure the connection is working correctly. This will allow you to test if Pabbly Connect captures the lead data accurately.

4. Setting Up the Action for Airtable

Now, it’s time to set up the action step in Pabbly Connect. Click on the action application dropdown and select ‘Airtable’. For the action event, choose ‘Create Record’ to automatically create a record in Airtable when a new lead is generated.

Click ‘Connect’ to link Airtable with Pabbly Connect. In the connection window, select ‘Add New Connection’. Choose the base where you want to create the record, which is ‘Zoho CRM Leads’. After granting access, you will be prompted to fill in the necessary fields.

Map the fields from Zoho CRM to Airtable, including First Name, Last Name, Email, and Phone Number. Ensure that the mapped data is dynamic for future records. Click ‘Save and Send Test Request’ to verify the integration.

After completing these mappings, check your Airtable to confirm that the record has been successfully created. This indicates that the integration between Zoho CRM and Airtable through Pabbly Connect is functioning correctly.

5. Testing the Integration Between Zoho CRM and Airtable

To ensure everything is set up correctly, generate a test lead in Zoho CRM. Fill out the form with details such as First Name, Last Name, Email, and Phone Number. After submitting the form, check back in Pabbly Connect to see if the lead data has been captured.

If the lead appears in the test response, it confirms that Pabbly Connect is successfully capturing the data from Zoho CRM. Next, open Airtable to verify that a new record for the lead has been created. This step is crucial to ensure that your automation works seamlessly.

Repeat this process with different test leads to confirm that every new lead created in Zoho CRM is reflected in Airtable. This integration saves time and ensures that your lead management is efficient and automated through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to integrate Zoho CRM with Airtable using Pabbly Connect. By following these steps, you can automate your lead management process efficiently. With this integration, every new lead generated in Zoho CRM is automatically recorded in Airtable, streamlining your workflow.