![]() ![]() Once the mapping is complete you are ready to review your data. This process is once again very intuitive and one of the big reasons why Zapier is the most used automation tool in the world. Once you have defined your data source and data destination, it is time to map the fields up so that the right Airtable information gets sent to the correct field in Google sheets. Step 3: Mapping Airtable to Google Sheets Airtable to Zendesk, easily connect the apps that you use to start building. Once this step is completed, I am ready to ask Zapier to transfer over everything from Airtable to Google sheets. Zoho CRM integrates with 6,000 other apps on Zapier - its the easiest way. ![]() In my case I am using Google sheets: I simply set up a column for each field I want to migrate over to Google Sheets. Now, say we wanted to be notified via email whenever we get a new account (a new account record is created in our table). In our 'Accounts' table we keep track of all our client accounts. In order to do what you need to set up the destination of your data. For this example, we will be using the Sales CRM template. The next step is to define where we want our data to send and in what format. Step 2: Setup your destination - Google Sheets Zapier lets you send info between Airtable and Simple CRM automaticallyno code required. Zapiers automation tools make it easy to connect Airtable and Simple CRM. Anyone new to Zapier, basically what you are doing here is asking Zapier to get your Airtable database that you can reuse in future steps. Set up the Airtable trigger, and make magic happen automatically in Simple CRM. ![]() Anyone familiar with Zapier will find this part of the process intuitive. The first step is to connect my Airtable base as the source data in Zapier. In this example, I am going to migrate my Airtable base to Google Sheets. There are a few simple steps that you need to take in order to set up the workflow that sends information from one database to the other. Rex CRM integrates with the world leader in automation, Zapier. ![]()
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