How can I filter leads by their follow-up priority?

DryMerge allows you to filter leads based on their priority level, ensuring high-priority leads are followed up promptly.

Can I customize the follow-up task details?

Yes, you can. Describe how you want the follow-up tasks to be detailed, and DryMerge will configure the automation accordingly.

Which people use this automation? What do they use it for?

Sales representatives use this automation to streamline their follow-up process and ensure timely engagement with new leads.

Home Contact Pricing Apps Blog

Airtable + Zoho CRM

Create Follow-Up Tasks in Airtable for New Zoho CRM Leads

Ensure no lead is left unattended by creating follow-up tasks in Airtable for every new lead added in Zoho CRM. This automation helps you stay organized and proactive in your lead management.

New Zoho Lead

Triggers when a new lead is added to Zoho CRM.

Create Follow-Up Task

Creates a follow-up task in Airtable.

See more Airtable to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Maintain Marketing Lists in Airtable from Zoho CRM Contacts

Airtable + Zoho CRM

Add New Zoho CRM Contacts to Airtable

Airtable + Zoho CRM

Track Zoho CRM Deals in Airtable

Airtable + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create follow-up tasks in Airtable for new Zoho CRM leads"

Create follow-up tasks in Airtable for new Zoho CRM leads

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Airtable + Zoho CRM.

List Bases

Lists all bases in Airtable

Get Base Schema

Gets the schema of a specific base in Airtable

Create Base

Creates a new base in Airtable

Create Comment

Creates a new comment on an Airtable record

Update Comment

Updates an existing comment on an Airtable record

List Comments

Lists all comments on an Airtable record

Delete Comment

Deletes a comment from an Airtable record

Create Field

Creates a new field in an Airtable table

Create Record

Creates a new record in an Airtable table

Read Record

Reads details of a record in an Airtable table

Update Record

Updates an existing record in an Airtable table

Delete Record

Deletes a record from an Airtable table

App details

Airtable

Airtable is a low-code platform for building collaborative apps. Create, update, and sync records, and connect your databases with other tools.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.