Airtable AppiWorks

Interact with Airtable directly from Zoho CRM

What is Airtable AppiWorks?

Airtable AppiWorks for Zoho CRM is a Zoho CRM extension that integrates Zoho CRM and Airtable. It helps users to export data from Zoho CRM to Airtable, import data from Airtable to Zoho CRM, and show contextual data from Airtable inside Zoho CRM.  

Why do you need it?

If you are looking at integrating Zoho CRM with Airtable and getting your processes automated, look no further. Airtable AppiWorks for Zoho CRM covers you fully. 

How Does It Work ?

See the demo video on how to use Airtable AppiWorks for Zoho CRM 

Key Features


✅ Auto Interaction: Automatically insert records into Airtable database when a new task or any record from other modules in a Zoho CRM is created or Updated.

✅ On Demand Interaction: Insert records into Airtable database on selected tasks or any records in a Zoho CRM module.

✅ Bulk Import: Import data from Airtable directly into Zoho CRM with a guided setup.

View Contextual data: Show related data from Airtable databse inside Zoho CRM module GUI

Configurable Services: An automation system that lets you take control of your integration and automation needs between Zoho CRM and  Airtable.

Sample Use Cases


► Insert contacts/Leads details into your Airtable table when a new Lead/Contact (or any other Zoho module) is inserted.

► Export selected records from Zoho CRM into Airtable.

► Import records from the Airtable database into Zoho CRM modules.

► View related data from Airtable inside Zoho CRM module GUI

Installation

Setup




Establishing and maintaining Airtable connection :

In order to Establish Airtable Connection you can either choose from an existing connection Or Create a new one.


Creating a new Airtable Connection :


*Mapping is required for import/export automation types.

How to create an Export service? 

Mapping Configuration:  *Mapping is required for import/export automation types.



Notes:


How to execute export service manually?

In manual execution, you can execute services for multiple records. 

How to create an Import service?

How to create a View service?