Connect Airtable and Zoho CRM

Many teams plan and research in Airtable and sell from Zoho CRM. FlowMattic moves records between them from your WordPress site: a new Airtable record becomes a Zoho CRM account, lead or contact, and entries created, edited or deleted in a Zoho CRM module are written back to your base. Operations and sales work from the same data.

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5 triggers 82 actions 7 example workflows 1 ready-made template Unlimited runs

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When this happens in Airtable1 trigger

Do this in Zoho CRM75 actions

1. TriggerNew Record

2. ActionCreate Account

When Airtable fires New Record, FlowMattic runs Create Account in Zoho CRM with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

Airtable and Zoho CRM workflows you can build

Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.

Ready-made template

Create a Zoho CRM account from each new Airtable record

A company added to your Airtable base becomes an account in Zoho CRM with the fields you map, so sales can start work without retyping it.

New RecordCreate Account

View the template

Turn Airtable sign-ups into Zoho CRM leads without duplicates

Find or Create Lead checks the email first, so a person already in the CRM is not added again when they appear in another Airtable table.

New RecordFind or Create Lead

Update the contact if it exists, create it if not

Search the contact by email, then a Router runs Update Contact for a known person and Create Contact for a new one, keeping one record each.

New RecordSearch Contact by EmailRouterUpdate Contact

Copy new Zoho CRM deals into an Airtable base

Each deal created in Zoho CRM is added to a deals table in Airtable, where operations plan delivery and resources with their own fields.

Create Module Entry (Webhook)Create Record

Keep Airtable in step when a Zoho CRM entry changes

When an entry is updated in Zoho CRM, find the matching Airtable record by its Zoho ID and update it, so stage and owner stay the same in both.

Update Module Entry (Webhook)Search RecordUpdate Record

Remove the Airtable record when the CRM entry is deleted

Deleting an entry in Zoho CRM finds its Airtable record and deletes it, so the base does not keep leads the sales team has thrown out.

Delete Module Entry (Webhook)Search RecordDelete Record

Add Airtable call notes to the Zoho CRM contact

Notes logged in an Airtable calls table are attached to the right contact with Add Notes to Module, so the account history lives in the CRM.

New RecordSearch Contact by EmailAdd Notes to Module

Set up: Zoho CRM accounts from Airtable

At the end, every new record in your chosen Airtable table creates an account in Zoho CRM.

Connect Airtable
In FlowMattic, open Connects and add your Airtable account with access to the base that holds the companies.
Connect Zoho CRM
Add a Zoho CRM connection with a user who can create accounts in your organisation.
Start with New Record
Create a workflow with the Airtable New Record trigger, choose the base and table, then add a test record so FlowMattic captures its fields.
Add Create Account
Add a Zoho CRM Create Account step and map the company name, website, phone and industry from the record.
Test and switch on
Test the step, check the new account in Zoho CRM and switch the workflow on.

Import the ready-made template Beginner, about 5 min to set up

From Airtable	To Zoho CRM
Company	Account Name
Website	Website
Phone	Phone
Industry	Industry
Owner email	Description

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Good to know

In Airtable the workflow starts from New Record, so edits to an existing Airtable record do not reach Zoho CRM by themselves. Changes made in Zoho CRM come back through the module entry triggers.
The Zoho CRM triggers are webhook based. Follow each trigger's instructions to send the module's events from Zoho CRM to the workflow, and pick the module, such as Deals or Leads.
Running both directions at once can loop. Store the Zoho record ID in an Airtable field and the Airtable record ID in Zoho, and filter out changes the workflow made itself.
Field names depend on your base and your Zoho CRM layout, so the mapping above is an example.

Airtable

Integration page

Triggers (1)

New RecordTriggers when a new record is created

Actions (7)

Create RecordCreates a new record
Update RecordUpdates an existing record
Get RecordGet the detail of an existing record
Get All RecordsGet all records from a table
Search RecordSearch for records using a filter formula
Search Record by ViewSearch for records filtered by a specific view
Delete RecordDelete an existing record

Zoho CRM

Integration page

Triggers (4)

Create Module Entry (Webhook)Triggers when a new entry is created in the specific module.
Create Or Update Module Entry (Webhook)Triggers when a new entry is created or when an existing entry is updated in the specific module.
Update Module Entry (Webhook)Triggers when an existing entry is updated in the specific module.
Delete Module Entry (Webhook)Triggers when an entry is deleted in the specific module.

Actions (75)

Insert/Update Record with Subform DataCreates or updates a record in any module along with subform data.
Insert/Update Record with Assignment RuleCreates or updates a record using CRM assignment rules.
Insert/Update Record (Legacy)Creates or updates records using the legacy upsert method.
Global SearchSearches records across a module using keywords.
Search Lead by EmailSearches for a lead by email address.
Search Contact by EmailSearches for a contact by email address.
Search Lead via PhoneSearches for a lead by phone number.
Search Contact via PhoneSearches for a contact by phone number.
Search Module EntrySearches records in any module using criteria.
Create LeadCreates a new lead.
Create ContactCreates a new contact.
Create AccountCreates a new account.
Create DealCreates a new deal.
Create ProductCreates a new product.
Create QuoteCreates a new quote.
Create Sales OrderCreates a new sales order.
Create InvoiceCreates a new invoice.
Create Lead CallCreates a call activity associated with a lead.
Create Contact CallCreates a call activity associated with a contact.
Create Lead TaskCreates a task associated with a lead.
Create Contact TaskCreates a task associated with a contact.
Update Lead CallUpdates a call activity associated with a lead.
Update Contact CallUpdates a call activity associated with a contact.
Update Lead TaskUpdates a task associated with a lead.
Update Contact TaskUpdates a task associated with a contact.
Convert LeadConverts a lead to a contact, account, and/or deal.
Find or Create ContactFinds a contact by email or creates one if not found.
Find or Create LeadFinds a lead by email or creates one if not found.
Add Tag to ContactAdds one or more tags to a contact record.
Add Tag to LeadAdds one or more tags to a lead record.
Add Tag to ModuleAdds tags to records in any module.
Add Notes to ModuleAdds a note to a record in any module.
Update LeadUpdates an existing lead record.
Update ContactUpdates an existing contact record.
Update AccountUpdates an existing account record.
Update DealUpdates an existing deal record.
Update ProductUpdates an existing product record.
Update QuoteUpdates an existing quote record.
Update Sales OrderUpdates an existing sales order record.
Update InvoiceUpdates an existing invoice record.
Update Note by IDUpdates an existing note by its ID.
Get LeadRetrieves a lead record by ID.
Get Lead MetadataRetrieves metadata/field definitions for the Leads module.
Get ContactRetrieves a contact record by ID.
Get AccountRetrieves an account record by ID.
Get DealRetrieves a deal record by ID.
Get ProductRetrieves a product record by ID.
Get QuoteRetrieves a quote record by ID.
Get Sales OrderRetrieves a sales order record by ID.
Get InvoiceRetrieves an invoice record by ID.
Get Note by IDRetrieves a specific note record by its ID.
Get All NotesRetrieves all notes.
Delete LeadDeletes a lead record by ID.
Delete ContactDeletes a contact record by ID.
Delete AccountDeletes an account record by ID.
Delete DealDeletes a deal record by ID.
Delete ProductDeletes a product record by ID.
Delete QuoteDeletes a quote record by ID.
Delete Sales OrderDeletes a sales order record by ID.
Delete InvoiceDeletes an invoice record by ID.
Delete UserDeletes a CRM user by ID.
List ModulesRetrieves all available modules.
List FieldsRetrieves all fields for a specific module.
List OrganizationsRetrieves organization details.
Get UsersRetrieves a list of users in the CRM.
Add UserAdds a new user to the CRM organization.
List LeadsRetrieves a list of leads with optional filters.
List ContactsRetrieves a list of contacts with optional filters.
List AccountsRetrieves a list of accounts with optional filters.
List DealsRetrieves a list of deals with optional filters.
List ProductsRetrieves a list of products with optional filters.
List VendorsRetrieves a list of vendors.
List InvoicesRetrieves a list of invoices with optional filters.
List Sales OrdersRetrieves a list of sales orders with optional filters.
List QuotesRetrieves a list of quotes with optional filters.

Why run this pair with FlowMattic

Airtable and Zoho CRM connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

Each team keeps its tool

Operations stay in Airtable views and sales stay in Zoho CRM, while the records they share match.

Both directions, one builder

Airtable records create CRM entries, and CRM changes update Airtable, all from workflows on the same canvas.

Customer data on your server

FlowMattic runs on your own WordPress site with unlimited runs, so every sync passes through your server at no per-task cost.

Common questions

How do I send Airtable records to Zoho CRM?

Create a FlowMattic workflow with the Airtable New Record trigger, then add a Zoho CRM step such as Create Account, Create Lead or Find or Create Contact and map the record's fields.

Can Zoho CRM changes update Airtable?

Yes. Use Update Module Entry (Webhook) on the module you need, find the Airtable record with Search Record and change it with Update Record.

How do I avoid duplicate leads in Zoho CRM?

Use Find or Create Lead, which looks the email up before creating. For contacts, Search Contact by Email with a Router does the same job.

Can one Airtable record create a lead and a deal?

Yes. Add Create Lead and then Create Deal in the same workflow, or create a contact first and map its ID into the deal.

Which Zoho CRM modules can trigger a workflow?

The module entry triggers work with the module you choose, such as Leads, Contacts, Accounts or Deals. Use Create Or Update Module Entry (Webhook) if you want both events in one workflow.

Did not find your answer? You can browse the help center or ask us directly.

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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Airtable integration 1.1.0, Zoho CRM integration 1.0.0.