'Deals closing this month' or 'New last week'). The Custom view option allows you to only import specific deals (e.g. On the next screen, use the Fields option to specify which fields from your Zoho deals to import.įor this example, we'll import: 'Deal owner', 'Amount', 'Deal Name', 'Stage' and 'Closing Date'. Give your request a name such as 'Import Zoho Deals' and click 'Save & Continue'. Next, in Data Fetcher select 'List all deals' for Endpoint. Next, you'll need to authorize your Zoho CRM account to connect to Data Fetcher by clicking '+ New Zoho CRM (.com) Connection'.Ĭlick 'Accept' to allow Data Fetcher access to the data in your Zoho CRM account. If you see ``, select the 'Zoho CRM (.eu) for the Application.
If you see `.com`, like the image above, then select 'Zoho CRM (.com)' for the Application in Data Fetcher. Log in to Zoho CRM and check your browser's URL bar. We need to select a different Application in Data Fetcher depending on which domain your Zoho CRM account uses. You can create multiple requests within one installation of Data Fetcher in an Airtable base.Ĭlick on 'Create your first request' from the Data Fetcher home screen. Import Zoho CRM Data to Airtableĭata Fetcher requests are how data is imported into Airtable. It's also possible to sign-up for Data Fetcher with your Google account by selecting 'Continue with Google'. 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.
Using airtable as a crm free#
Data Fetcher is a free extension used to import many different types of data from different applications and websites into Airtable.
Using airtable as a crm install#
If you haven't already, you'll need to create an Airtable base and install Data Fetcher by visiting the Airtable marketplace. Zoho CRM is a customer relationship management platform used to manage leads and combine customer support activities and marketing on one platform. Data Fetcher's Zoho CRM Airtable integration can also be used to import other data from Zoho, such as contacts, leads or events. If you don't already have a Zoho CRM account, you can sign up here.įor this example, we'll be importing a list of deals from Zoho CRM into Airtable. By using the free Data Fetcher extension for Airtable, you can quickly and easily import data from Zoho CRM into an Airtable base.
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