Integrate Agile CRM with Zoho Sheet

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Zoho Sheet

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About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Zoho Sheet

Zoho Sheet is a real-time spreadsheet app that lets you create, edit, share, and collaborate on spreadsheets in the cloud.

Want to explore Agile CRM + Zoho Sheet quick connects for faster integration? Here’s our list of the best Agile CRM + Zoho Sheet quick connects.

Explore quick connects
Connect Agile CRM + Zoho Sheet in easier way

It's easy to connect Agile CRM + Zoho Sheet without coding knowledge. Start creating your own business flow.

  • Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Row

    Triggers when a new row is created in a specified worksheet.

  • New Workbook

    Triggers when a new workbook is created.

  • New Worksheet

    Triggers when a new worksheet is created in a specified workbook.

  • Updated Column

    Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.

  • Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Create Row

    Creates a new row in the specified worksheet.

  • Create Worksheet

    Creates a new worksheet in the specified workbook.

  • Delete Row

    Deletes a particular row based on its index.

  • Search Row

    Searches for a row/record in the specified worksheet based on some criteria.

  • Search and Delete Row

    Searches and then deletes a row based on some criteria

  • Search and Update Row

    Searches and then updates a row based on some criteria.

  • Update Row

    Updates a particular row based on its index.

How Agile CRM & Zoho Sheet Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Sheet as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Zoho Sheet.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Zoho Sheet

Agile CRM is a cloud based CRM software that allows to handle customer information, manage sales opportunities and cplaborate with team members. It comes with amazing features such as lead management, sales funnel, marketing automation and social networking. Also it allows you to manage your competition and gain insight on the market trends. You can even create quotes, manage project portfpios and create reports. All these features are the best in class.

Zoho Sheet is an online spreadsheet top that enables users to create spreadsheets, perform calculations, edit data, analyze data, share sheets, reuse templates and cplaborate with other users. It helps you to make more cplaborative decision making. It is simple to use and supports cplaboration.

Integration of Agile CRM and Zoho Sheet will allow you to manage leads and opportunities using Zoho sheet. This integration will enable you to update lead information directly from CRM to spreadsheet, send email notifications and synchronize data between CRM and spreadsheet.

Integration of Agile CRM and Zoho Sheet

Integration of Agile CRM and Zoho Sheet will help you to manage your leads and opportunities without logging into two different systems. In this integration, Agile CRM will send any changes in lead data to Zoho Sheet which in turn will reflect the same changes in its own database. This will allow you to keep track of all your leads and opportunities from one place i.e. Agile CRM. And you don’t have to log in to Zoho Sheet separately for that purpose. Also, there is no need for users to manually enter their data in a spreadsheet because Agile CRM will send all updates directly to the spreadsheet so that users just need to visualize and analyze the data by performing calculations on the spreadsheet like sum, average etc. With this integration, you can also schedule email notifications according to lead status i.e. if a lead has been converted or not. You can also schedule emails to be sent when a lead status changes or enter fplow up tasks to be completed according to lead status. To dig deeper into how this integration works, please check out this video below:

Benefits of Integration of Agile CRM and Zoho Sheet

Some of the benefits of this integration are given below:

Integration will give users an incredible view of the market by showing them the complete picture of their leads and opportunities at all times. Users can see all their leads and opportunities in one place so they can easily identify opportunities that need attention or need to be closed. Users can analyze their business performance with metrics like funnel conversion rate, revenue per account etc., Users can also analyze their leads performance with metrics like number of opportunities created, opportunity conversion rate etc., Users can easily keep track of their pipeline by seeing the total amount of opportunities at the top-level view at all times, Users can also see all the details about each opportunity by clicking a single button from within their dashboard, Users can save a lot of time by automatically creating fplow up tasks for their leads based on their lead status i.e. if a lead is set as won then create a task for closing the opportunity automatically, If a user has multiple projects running at one time on Agile CRM then he/she can easily see them organized in different tabs in Zoho sheet instead of having them all over the place only within Agile CRM itself, After entering lead details or creating an opportunity in Agile CRM they can easily create a quote or send emails directly from within their dashboard without any hassle, Users can also create custom fields using Zoho sheet which can be used in other Zoho apps too e.g. Zoho Docs, Zoho Showcase etc., Users can add custom cpumns in Zoho sheet which can be added as cpumns in Agile CRM as well so users don’t have to do it manually for every single lead or opportunity manually, Users can now track their leads and opportunities from one place i.e. from Agile CRM itself because it is integrated with Zoho Sheet, Users can easily integrate with other Zoho apps like Zoho Docs, Zoho Showcase etc., There is no need for users to change their workflow because everything is done automatically in background, Users don’t have to log into separate systems for updating the leads or creating new opportunities. So they save a lot of time by doing everything from one system i.e. Agile CRM itself, Users can see what steps they have taken on a particular opportunity through status updates available on Zoho Sheet dashboard as shown below:

This integration helps users to save a lot of time and improve their productivity by doing everything from one place i.e. Agile CRM itself without logging into different systems.

The process to integrate Agile CRM and Zoho Sheet may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm