Integrate Zoho CRM Deals with Airtable Using Pabbly Connect

Learn how to automate the process of adding new Zoho CRM deals to Airtable using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Zoho CRM and Airtable Integration

In this tutorial, we will explore how to use Pabbly Connect to automate the process of adding new deals from Zoho CRM to Airtable. This integration allows business owners to streamline their workflow by eliminating the manual entry of deal data.

By leveraging Pabbly Connect, you can ensure that every new deal created in Zoho CRM is automatically recorded in your Airtable database. This automation not only saves time but also reduces the risk of errors associated with manual data entry.

2. Setting Up Pabbly Connect Workflow

To begin, log in to your Pabbly Connect account. If you don’t have an account, you can sign up for free. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button.

Next, name your workflow, for example, ‘Zoho CRM to Airtable’ and click on ‘Create’. This opens a new window with two sections: the Trigger section and the Action section.

• In the Trigger section, search for ‘Zoho CRM’ and select it.
• Choose ‘New Module Entry’ as the trigger event.
• Connect your Zoho CRM account by clicking on ‘Connect’ and entering your domain.

After setting up the trigger, you will need to select the ‘Deals’ module to ensure that the workflow captures new deal entries.

3. Connecting Zoho CRM to Pabbly Connect

Once you have set up the trigger, it’s time to connect your Zoho CRM account to Pabbly Connect. Click on ‘Connect with Zoho CRM Account’ and enter your domain. You can find your domain in the URL of your Zoho CRM account.

After entering your domain, click on ‘Save’. Pabbly Connect will automatically detect your logged-in Zoho CRM account and prompt you for authorization. Click on ‘Accept’ to establish the connection.

• Select the ‘Deals’ module from the dropdown list.
• Click on ‘Save and Send Test Request’ to ensure the connection is working.

With this setup, Pabbly Connect will be ready to capture new deal entries from Zoho CRM.

4. Creating a New Deal in Zoho CRM

To test the integration, create a new deal in your Zoho CRM account. Click on the ‘Create Deal’ button and fill in the necessary details such as the deal name, amount, closing date, and account name.

For example, enter the deal name as ‘Test Deal’, the amount as $5,000, and the closing date as today’s date. After filling in all required fields, click on ‘Save’. This action will trigger Pabbly Connect to capture the new deal details.

Make sure to enter all required fields like deal name, amount, closing date, and stage. After saving, return to Pabbly Connect to see if the deal details have been captured.

Once the deal is created, check the Pabbly Connect dashboard to confirm that it has received the new deal information.

5. Adding New Deal Details to Airtable Using Pabbly Connect

Now that Pabbly Connect has captured the new deal details, the next step is to send this information to Airtable. Scroll down to the Action section in your workflow and search for ‘Airtable’.

Select ‘Create Record’ as the action event and connect your Airtable account by entering the API token. You can find this token in the Airtable account settings under the API section.

Choose the base ID where you want to add the deal details. Select the table where the new deals will be recorded. Map the fields from Zoho CRM to the corresponding fields in Airtable.

After mapping all the fields, click on ‘Save and Send Test Request’. This will add the new deal as a record in your Airtable database.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of adding new deals from Zoho CRM to Airtable. This integration not only saves time but also ensures data accuracy across your platforms. By following the steps outlined in this tutorial, you can set up your automation workflow in just a few minutes.

Start using Pabbly Connect today to streamline your business processes and enhance productivity!