How to Add Zoho CRM Records in Airtable Using Pabbly Connect

Learn how to seamlessly integrate Zoho CRM with Airtable using Pabbly Connect. This step-by-step tutorial guides you through the entire process. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To add Zoho CRM records in Airtable, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website, where you can log in or sign up for a free account.

Once logged in, you will see the dashboard. Here, select Pabbly Connect by clicking on the ‘Access Now’ button. This will take you to the Pabbly Connect dashboard, where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

Creating a workflow is essential for connecting Zoho CRM to Airtable through Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

• Enter a name for your workflow, such as ‘How to Add Zoho CRM Records in Airtable’.
• Select a folder where you want to save this workflow, like ‘Airtable Automations’.

After naming your workflow and selecting the folder, click on the ‘Create’ button to finalize the setup. You will now see two sections: Trigger and Action, which are crucial for the automation process.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Click on the dropdown arrow in the Trigger section and select ‘Zoho CRM’ as the trigger application.

Then, choose ‘New Module Entry Instant’ as the trigger event. Click on ‘Connect’ to establish a connection between Zoho CRM and Pabbly Connect. If you are creating a new connection, select ‘Add New Connection’ and input your Zoho CRM domain, which you can find in the URL of your Zoho CRM account.

• Paste the domain (e.g., zoho.com) into the provided field.
• Click ‘Save’ and then ‘Accept’ to authorize the connection.

After setting up the trigger, select ‘Leads’ as the module name to capture lead data generated in Zoho CRM.

4. Setting Up the Action in Pabbly Connect

Now that the trigger is set, it’s time to configure the action step in Pabbly Connect. Choose ‘Airtable’ as the action application and select ‘Create Record’ as the action event.

Click on ‘Connect’ to link Airtable with Pabbly Connect. Select ‘Add New Connection’, and choose the Airtable base where you want to create the record. Make sure to grant access to Pabbly Connect for seamless data transfer.

Select the base named ‘Zoho CRM Leads’. Choose ‘Table 1’ as the table where the records will be created.

Map the fields such as First Name, Last Name, Email, and Phone Number from the Zoho CRM data to the corresponding fields in Airtable. This mapping ensures that the data is dynamically updated whenever a new lead is generated.

5. Testing the Integration in Pabbly Connect

With the action step configured, it’s time to test the integration. Fill out the lead form in Zoho CRM with sample data and submit it. This will trigger the workflow in Pabbly Connect.

After submitting the form, check your Pabbly Connect workflow for the captured response. If everything is set up correctly, you should see the lead data populated in the workflow.

Verify that the lead details appear in the Pabbly Connect dashboard. Open Airtable to confirm that a new record has been created with the submitted lead information.

This successful test confirms that the integration between Zoho CRM and Airtable via Pabbly Connect is working flawlessly. You can now automate lead management effectively.

Conclusion

Integrating Zoho CRM with Airtable using Pabbly Connect streamlines lead management by automating record creation. This tutorial guides you through the setup process, ensuring a seamless experience for managing your leads.