Want an effective lead management solution to assist sales teams for better lead conversion to boost sales process automation? There couldn’t be a better solution than Zoho CRM.
Zoho CRM is defined as the on-demand, SaaS-based customer relationship management (CRM) software solution designed to manage sales, marketing, contacts, customer support, and other business functions.
Zoho CRM is available in a number of editions. Zoho.com offers Free, Standard, Professional and Enterprise editions of its CRM software. Basically, this means that you can access different packages of Zoho with different feature sets, allowing business owners to choose the features that meet the specific business requirements while controlling the overall cost of the CRM package.
Zoho CRM and Airtable Integration is a perfect combination to manage and track all your customer data and accounts from a shared database. Integrating Zoho CRM with Airtable can help you keep track of sales leads, inventory management, & more using tables.
Introduction to Airtable
Airtable is a cloud collaboration tool that combines the features of a database and the format of a spreadsheet in such a way that allows users’ to organize each and everything seamlessly. It works like a spreadsheet and does all database related things such as file attachments, images, checklists, and links.
Airtable also adds data easily with a built-in form builder. Users can create a database, set up column types, add records, link tables to one another, collaborate, sort records and publish views to external websites.
Benefits of Zoho CRM and Airtable Integration
- Enable users to manage spreadsheets with the power of a database to organize data in a timely manner.
- Allow users to add attachments directly to your worksheet that includes images, videos, and barcodes.
- Allow uploading and storing large files, from 1GB to 25GB.
- Facilitate two-way syncing to carry out actions when working offline.
Cloud Analogy - Project on Zoho CRM and Airtable Integration
Let us now discuss the project done by Cloud Analogy wherein the client had the following requirement:
The client wanted us to integrate the Airtable and Zoho CRM so that when a new entry is recorded to a table in Airtable, it should be sent to the Zoho CRM Lead module.
We integrated Airtable and Zoho CRM with the help of a third-party integration tool, i.e., Zapier.
Before moving further, let’s take a quick overview of Zoho CRM, Airtable, and Zapier.
What is Zapier?
Zapier is an online automation tool that connects more than 1,500 web applications so that they can operate together.
What is Zap?
A Zap is a method by which information is transferred between Zapier-enabled applications. It transmits data from one app to another based on a system of triggers and actions.
Trigger – It is the initial event that commands Zapier to start an action.
Action – It is the process that happens in the connected application after the trigger has occurred.
Integration of Zoho CRM and Airtable
To integrate Zoho CRM with Airtable through Zapier, we need to proceed with the following steps:
Step 1: Created a new zap on Zapier.
Step 2: We select ‘Airtable’ as the trigger app.
Step 3: We selected the criteria as ‘New Record’ which means the zap triggers when a new record is available on Airtable. We connected an account of Airtable and then set up the Airtable record on which we want the trigger to run.
Step 4: Now the trigger app was ready-to-use.
Step 5: Also, we added a filter as the client wanted us to do it in such a way that Zapier can only fetch some filtered data. Moreover, data got added to the Zoho CRM Lead module.
Step 1: Selected ‘Zoho CRM’ as the action app.
Step 2: Selected the action as ‘Create Lead’ which means the zap triggers when a new record is available on Airtable, and a new lead was created on Zoho CRM. We connected an account of Zoho CRM on which the action needs to be performed.
Now we mapped the Lead module fields from Zoho CRM to Airtable Base table fields.
Step 1: A new entry was made on the Airtable Base Table.
Step 2: We activated the zap and then ran it manually to test, whether it is running fine or not.
Step 3: When we ran the zap, it found the new entry on the Airtable base table that we made earlier.
A new lead was created on Zoho CRM with the same entries we created on Airtable.
Looking for expert guidance for integrating and managing your online applications with Zoho CRM? Contact Cloud Analogy, one of the world’s leading Zoho Implementation Partners, has experienced teams of Zoho Certified Consultants who can help you in realizing your business potential and improve your business productivity. We offer affordable, reliable Zoho CRM Consultancy Service to ensure that our clients get the most out of your Zoho investment. Choose the best Zoho Consulting Services now!