Integration · Data
Import Zoho CRM data into Airtable
4 ready-made templates that bring Zoho CRM data into Airtable, with the same preview, match key and revert as every Rowvela import.
After the pilot. The template is built. Its ready-made OAuth connection waits for the provider’s app review and becomes available after the pilot. Until then you can connect the same API with your own OAuth client.
What you can import
| Template | What it does |
|---|---|
| Leads | Imports the selected field API names from one CRM module. Numeric pages switch to page tokens when available; credentials remain pinned to the selected data centre. |
| Contacts | Imports the selected field API names from one CRM module. Numeric pages switch to page tokens when available; credentials remain pinned to the selected data centre. |
| Accounts | Imports the selected field API names from one CRM module. Numeric pages switch to page tokens when available; credentials remain pinned to the selected data centre. |
| Deals | Imports the selected field API names from one CRM module. Numeric pages switch to page tokens when available; credentials remain pinned to the selected data centre. |
Connecting
Connect a Zoho Server-based OAuth client for the same production data centre in Settings. Read-only Leads, Contacts, Accounts and Deals scopes are requested. Sandbox/developer environments are not supported.
Provider reference: Zoho CRM API documentation.
How it works in Rowvela
- 01
Apply the template
Pick it in the integration catalog and fill in its parameters. It becomes an ordinary import you can inspect and change.
- 02
Add credentials
Enter the key or connect the account in Authentication. Secrets are encrypted and never shown again.
- 03
Map to your table
Suggested mappings and a match key are filled in; adjust them to your Airtable fields.
- 04
Review the preview
See every new and changed record before anything is written, then schedule it or run it on demand.