![]() Select Connect to CRM from the To section and enter the details of your CRM. Once you’re in Zapier’s dashboard, you’ll need to create a new Zap. ![]() Once you’ve chosen a CRM, you’ll need to sign up for an account at Zapier. So, to summarize: the message body updates properly using the Zap, but not the date of the most recent email. First, find a CRM that you’d like to integrate with Zapier. The date of the most recent message always remains the same as the original message from the sender. Zapier Interfaces App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier. With Zapiers 6,000 integrations, you can unify your tools within a connected system to improve your teams efficiency and deepen their impact. However, upon running the Zap after following these directions, the message body text in my Airtable base’s record is updated, but not the date of the most recent message. Connect Airtable and VideoAsk to integrate crucial parts of your business. We can set it up so that the Date of last contact field of our Airtable base gets updated with the Date data of the most recent triggering Gmail, and the Last message field of our Airtable base gets updated with the Body HTML of the most recent triggering Gmail. With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end Check out the following list of triggers and actions you can use with Airtable, Zoho Forms, and Zoho CRM. ) to find and update records) to create a multi-step Zap to record the “last contacted date” of a particular contact in my Airtable base. Do even more with Airtable + Zoho Forms + Zoho CRM. Here are some of the business-critical workflows that people automate with Zapier. With Zapier, you can integrate everything from basic data entry to end-to-end processes. I have followed the directions in the helpful support page (. Connect Redtail CRM and Airtable to integrate crucial parts of your business.
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