AppiWorks is an iPaaS/aPaaS platform designed to connect various applications, perform actions, and automate process flows. It provides a comprehensive solution for building automation tailored to your business needs by integrating essential applications.

Airtable AppiWorks for Zoho CRM" is an extension of Zoho CRM that integrates AppiWorks' powerful platform with Airtable, enabling seamless automation and enhanced functionality directly within Zoho CRM.

Need

Airtable is a versatile and user-friendly database management solution that combines the simplicity of a spreadsheet with the power of a database. It allows users to organize, manage, and collaborate on data seamlessly. With customizable views, powerful filtering options, and rich field types, Airtable is an ideal tool for project management, content planning, inventory tracking, and much more. Its intuitive interface and robust API integrations make it a popular choice for teams looking to streamline their workflows. 

Zoho CRM is a comprehensive customer relationship management platform designed to help businesses manage their sales, marketing, and customer support activities. It offers a wide range of features including lead and contact management, sales automation, analytics, and reporting. Zoho CRM enables organizations to gain valuable insights into customer behavior, optimize their sales processes, and enhance customer engagement. With its customizable modules and extensive integration capabilities, Zoho CRM is suitable for businesses of all sizes aiming to improve their customer relationship management. 

Integrating Airtable with Zoho CRM can significantly enhance business operations by combining the strengths of both platforms. This integration allows for seamless data synchronization between the two systems, ensuring that customer information, project details, and other critical data are always up-to-date. By leveraging Airtable's flexible database capabilities alongside Zoho CRM's powerful customer management features, businesses can improve their data organization, enhance team collaboration, and streamline their workflows. This integration is particularly beneficial for teams that need to manage complex projects and customer interactions efficiently, ultimately leading to increased productivity and better decision-making. 

Solution

"Airtable AppiWorks for Zoho CRM" is an extension of the Zoho CRM  that brings the AppiWorks platform's intelligent integration & hyper-automation capabilities to deeply connect, integrate and automate workflows with Airtable directly from the Zoho CRM application dashboard. It integrates Zoho CRM and Airtable. It helps users to export data from Zoho CRM to the Airtable database, import data from Airtable to Zoho CRM, and show contextual data from Airtable inside Zoho CRM modules.

• This extension provides automated exporting of data to Airtable immediately on creation or editing of a record from Zoho CRM. 

• Provides on-demand exporting of selected bulk data from Zoho CRM to Airtable. 

• It allows users to import data from Airtable directly into the Zoho CRM application.

• Provides comprehensive controls to users to preview the records before import to ensure they are correct

• Supports scheduled and incremental import, so that the data can be kept up-to-date automatically.

• It also enables users to view Airtable data within the Zoho CRM module's widget, providing a customized view of data. 

Benefit

"Airtable AppiWorks for Zoho CRM" brings in no code integration and automation benefits for every user of Zoho CRM for all their integration needs with Airtable. 

• Airtable AppiWorks being available as an extension inside Zoho CRM avoids context switching to the other application to implement integration and automation.

• It reduces human efforts and eliminates any human-made mistakes in integration and automation orchestration.

• Supports bulk operations such as Exporting, Importing, and Viewing records right inside Zoho CRM from Airtable.

• Provides comprehensive visual progress of each operation with clear status and messages.

• Stepped and guided service configuration with automatic mapping of fields reduces the effort of setting up complex integrations.