By using the free Data Fetcher extension for Airtable, you can quickly and easily import data from Zoho CRM into an Airtable base.
If you don't already have a Zoho CRM account, you can sign up here.
For this example, we'll be importing a list of deals from Zoho CRM into Airtable. Data Fetcher's Zoho CRM Airtable integration can also be used to import other data from Zoho, such as contacts, leads or events.
What is Zoho CRM?
Zoho CRM is a customer relationship management platform used to manage leads and combine customer support activities and marketing on one platform.
Install Data Fetcher
If you haven't already, you'll need to create an Airtable base and install Data Fetcher by visiting the Airtable marketplace. Data Fetcher is a free extension used to import many different types of data from different applications and websites into Airtable.
Once the extension has been added to your base, create a new Data Fetcher account or sign in to your existing account using the 'Have an account?' button on the bottom left.
It's also possible to sign-up for Data Fetcher with your Google account by selecting 'Continue with Google'.
Import Zoho CRM Data to Airtable
Data Fetcher requests are how data is imported into Airtable. You can create multiple requests within one installation of Data Fetcher in an Airtable base.
Click on 'Create your first request' from the Data Fetcher home screen.
We need to select a different Application in Data Fetcher depending on which domain your Zoho CRM account uses. Log in to Zoho CRM and check your browser's URL bar.
If you see `.com`, like the image above, then select 'Zoho CRM (.com)' for the Application in Data Fetcher.
If you see `zoho.eu`, select the 'Zoho CRM (.eu) for the Application.
Next, you'll need to authorize your Zoho CRM account to connect to Data Fetcher by clicking '+ New Zoho CRM (.com) Connection'.
Then log into your Zoho CRM account.
Click 'Accept' to allow Data Fetcher access to the data in your Zoho CRM account.
Next, in Data Fetcher select 'List all deals' for Endpoint.
Give your request a name such as 'Import Zoho Deals' and click 'Save & Continue'.
On the next screen, use the Fields option to specify which fields from your Zoho deals to import.
For this example, we'll import: 'Deal owner', 'Amount', 'Deal Name', 'Stage' and 'Closing Date'.
The Custom view option allows you to only import specific deals (e.g. 'Deals closing this month' or 'New last week'). For this example, we'll leave it blank.
Click 'Save & Run'.
The Response field mapping modal will now open and you can choose which fields to import from your deals in Zoho CMS.
For each field you import, you can either map it to an existing field in your spreadsheet or create a new one. You are also able to choose an Airtable field type for any new fields and specify a name.
Click Filter all to remove any pre-selected fields, then use the Find field search bar to easily locate the fields you want to import.
For this example, we will import the following fields: 'Owner email', 'Deal Name', 'Amount', 'Stage', 'Id' and 'Closing Date'.
Map the 'Amount' field to a currency field and make sure you import the 'Id' field as we'll use this to ensure our data is syncing properly.
Click 'Save & Run'.
The Zoho CRM Airtable integration will run and you'll see the imported Zoho CRM deals in your Airtable base.
In order to ensure Data Fetcher is able to match up items in Zoho with records in Airtable, navigate to 'Advanced settings' in Data Fetcher and for Update Based on Field select 'Id'. (We can use any unique field such as 'Id' to do this.)
Click 'Save'
Automatic Zoho CRM Airtable Integration
At the moment you need to manually click 'Run' in Data Fetcher to import any updates to your Zoho deals. It is however possible to run the request automatically at regular intervals using scheduling.
Scheduling is a paid Data Fetcher feature, so if you haven't already, you will need to upgrade your account. In Data Fetcher, scroll to Schedule and click 'Upgrade'.
Choose a plan from the different options depending on your needs and enter your payment details.
Back in Data Fetcher, click 'I've done this'.
Under Schedule click '+ Authorize'.
A window will open and prompt you to authorize the Airtable bases you want Data Fetcher to have access to.
We recommend selecting 'All current and future bases in all current and future workspaces' to avoid any issues with having to unauthorize bases in the future.
Click 'Grant access'.
Back in Data Fetcher, Schedule this request will now have toggled to on.
Select a schedule for the Zoho CRM Airtable integration based on intervals of 'Minutes', 'Hours', 'Days' or 'Months'. Click 'Save', and any changes to your Zoho deals will automatically import into your Airtable base on your chosen schedule.
What other Zoho CRM Data can I import to Airtable?
By choosing a different Endpoint in the Data Fetcher Zoho CRM Airtable integration, you can import many different types of data from your Zoho CRM account.
For example, to import leads rather than deals, select 'List all leads'.
You can also try these endpoints:
- List all accounts
- List all campaigns
- List all events
- List all tasks
The other steps are the same. You'll need to map the leads field to the fields in your table and set an Update Based on Field. You can then set a schedule to import these automatically.
