Airtable + Zoho CRM + Zoho Projects Integrations

How to connect Airtable + Zoho CRM + Zoho Projects

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Do even more with Airtable + Zoho CRM + Zoho Projects

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Airtable, Zoho CRM, and Zoho Projects. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

- BaseRequired
- TableRequired
- Limit to View
- Include file contents?
Trigger
Scheduled
Try It
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Lookup FieldRequired
- Secondary Lookup Field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
- Max Records
Action
Search

- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
- Max Records
Action
Search or write
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It

- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
- ProjectRequired
- Folder
Trigger
Scheduled
Try It
- ProjectRequired
Trigger
Scheduled
Try It
- Status
- ProjectRequired
Trigger
Scheduled
Try It
- ProjectRequired
- Log NameRequired
- Notes
- DateRequired
- Billing StatusRequired
- HoursRequired
Action
Write
- ProjectRequired
- Milestone NameRequired
- Who Is Responsible?Required
- Milestone FlagRequired
Action
Write
- ProjectRequired
- Task List
- Task NameRequired
- Description
- Start Date
- End Date
- Who Is Responsible?
Action
Write
- Project IdRequired
- Project NameRequired
- Project Description
- Start Date
- End Date
- Owner
- Task Layout
- Group Name
- Task & Issue Prefix
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Owner NameRequired
Action
Search

- BaseRequired
- TableRequired
- Help Text
- Which timestamp field should this Zap use to check for updates?Required
- Limit to View
- Include file contents?
Trigger
Scheduled
Try It
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search or write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ProjectRequired
Trigger
Scheduled
Try It
- ProjectRequired
- UsersRequired
- TimeRequired
- DateRequired
- Billing StatusRequired
- Task/BugRequired
Trigger
Scheduled
Try It
New Project
Trigger when a new project is created.
Trigger
Scheduled
Try It
- ProjectRequired
Trigger
Scheduled
Try It
- ProjectRequired
- Bug TitleRequired
- Description
- Assign To
- Attachement
- Module
- Flag
Action
Write
- Project NameRequired
- Project Description
- Project Template
- Start Date
- End Date
- Owner
- Task Layout
- Group Name
Action
Write
- ProjectRequired
- Task List NameRequired
- Flag
Action
Write
- ProjectRequired
- Folder
- FileRequired
Action
Write
- Enter Search KeyRequired
Action
Search

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How Airtable + Zoho CRM + Zoho Projects Integrations Work

Step 1: Authenticate Airtable, Zoho CRM, and Zoho Projects.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Airtable + Zoho CRM + Zoho Projects

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Learn more Help

Related categories

Databases

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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

Related categories

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Pipedrive

CRM (Customer Relationship Management)

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CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zoho Projects

Zoho Projects is an online project management app that helps you plan your work and keep track of your progress. It also lets the people in the project communicate easily, discuss ideas, and stay updated. This lets you deliver quality results on time.

Learn more

Airtable + Zoho CRM + Zoho Projects Integrations

How to connect Airtable + Zoho CRM + Zoho Projects

Do even more with Airtable + Zoho CRM + Zoho Projects

New Record

Create Record

Create or Update Record

Update Record

Find Many Records (With Line Item Support)

Find or Create Record(s) (With Line Item Support)

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

New File

New Milestone

New Task

Add Log Time

Create Milestone

Create Task

Update Project

API Request (Beta)

Find Project Owner

New or Updated Record

Create Records (With Line Item Support)

Delete Record

API Request (Beta)

Find Record

Find or Create Record

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

New Bug

New Log Time

New Project

New Task List

Create Bug

Create Project

Create Task List

Upload File

Find Project

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About Airtable

Related categories

Similar apps

Quickbase

Zoho Creator

Smartsheet

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About Zoho Projects

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Kantata OX

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Other Airtable + Zoho CRM Integrations

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