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Google Sheets + Zoho CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Google Sheets and Zoho CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Google Sheets

Google Sheets is a free, web-based application that lets you create and edit spreadsheets anywhere you can access the internet. Packed with convenient features like auto-fill, filter views and offline mode, Google Sheets is the perfect partner for your devices.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best ways to Integrate Google Sheets + Zoho CRM

  • Google Sheets Zoho CRM

    Google Sheets + Zoho CRM

    Add New Google Sheets Spreadsheet Rows to Zoho CRM as Leads Read More...
    Close
    When this happens...
    Google Sheets New or Updated Spreadsheet Row
     
    Then do this...
    Zoho CRM Create/Update Lead
    If you want to make your Google Sheets and Zoho CRM work hand in hand, then you have come to the right place. After setting this integration up, whenever a new row is added to your Google Sheets spreadsheet, Appy Pie Connect will automatically add it to Zoho CRM as a new lead. You need to ensure that the Google Sheets Spreadsheet, which you want to integrate with Zoho CRM has at least one entry.
    Note: This integration will not create leads from Google Sheet spreadsheet rows that already exist in the spreadsheet, but only from the rows added to the spreadsheet after you've set it up.
    How It Works
    • Triggers when a new row is added to Google Sheets spreadsheet
    • Appy Pie Connect automatically adds that row to Zoho CRM as a new lead
    What You Need
    • A Google Sheets Spreadsheet
    • A Zoho CRM account
  • Google Sheets Zoho CRM

    Google Sheets + Zoho CRM

    Create/Update Contact to Zoho CRM from New or Updated Spreadsheet Row in Google Sheets Read More...
    Close
    When this happens...
    Google Sheets New or Updated Spreadsheet Row
     
    Then do this...
    Zoho CRM Create/Update Contact
  • Google Sheets Zoho CRM

    Google Sheets + Zoho CRM

    Create Module Entry to Zoho CRM from New or Updated Spreadsheet Row in Google Sheets Read More...
    Close
    When this happens...
    Google Sheets New or Updated Spreadsheet Row
     
    Then do this...
    Zoho CRM Create Module Entry
  • Google Sheets Zoho CRM

    Google Sheets + Zoho CRM

    Add Attachment in Zoho CRM when New or Updated Spreadsheet Row is created in Google Sheets Read More...
    Close
    When this happens...
    Google Sheets New or Updated Spreadsheet Row
     
    Then do this...
    Zoho CRM Add Attachment
  • Google Sheets Zoho CRM

    Google Sheets + Zoho CRM

    Create/Update Lead to Zoho CRM from New Spreadsheet in Google Sheets Read More...
    Close
    When this happens...
    Google Sheets New Spreadsheet
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Google Sheets {{item.actionAppName}}

    Google Sheets + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Google Sheets + Zoho CRM in easier way

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

    Triggers
  • New Spreadsheet

    Triggers once a new spreadsheet is created.

  • New Spreadsheet Row

    Triggered when a new row is added to the bottom of a spreadsheet.

  • New or Updated Spreadsheet Row

    Trigger when a new row is added or modified in a spreadsheet.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Create Spreadsheet Row

    Insert a new row in the specified spreadsheet.

  • Create Update Spreadsheet Row

    Create a new spreadsheet row or Update an existing row.

  • Share Sheet

    Share Google Sheet.

  • Update Spreadsheet Row

    Update a row in a specified spreadsheet.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Google Sheets & Zoho CRM Integrations Work

  1. Step 1: Choose Google Sheets 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 CRM 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 Google Sheets to Zoho CRM.

    (2 minutes)

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

Integration of Google Sheets and Zoho CRM

Google sheets and Zoho CRM is an application that performs data analysis and integration. Google sheets is a spreadsheet application which is provided by Google, whereas Zoho CRM is a customer relationship management service which is developed by Zoho Corporation. The integration of both applications is done in a way that data from Google Sheets can be imported into or exported to Zoho CRM.

The data from Google Sheets can be imported into Zoho CRM through the fplowing means:

  • Google Sheets-Zoho CRM import.
  • Zoho CRM-Google Sheets export.
  • Google Sheets-Zoho CRM import

Imports are made through the use of spreadsheet ID and the sheet name of the source Google Sheets. The steps invpved are as fplows:

Step 1. Create a Zoho CRM account.

Step 2. Set up Google API credentials in your Zoho CRM account.

Step 3. In Zoho CRM, go to Settings > Integration, and click on the Google Sheets icon. This will open the Google Sheets Integration dialog window.

Step 4. The first step for import is to create a new mapping. Enter an appropriate name for it, map the cpumns, and select the appropriate data type for each cpumn. Click Save & Continue.

Step 5. In this step, you need to select the spreadsheet that you want to import. When adding a new mapping, you will see a prompt to select the spreadsheet that you want to import. You can also select the spreadsheet later under the map page. Click Save & Continue

Step 6. In this step, you need to select the fields that you want to import from your source spreadsheet. You will see a prompt to select which fields to import from your spreadsheet. If you want to select more than one field, you have to click on ‘Add field’ and enter the field name. You can also add custom fields. Click Save & Continue.

Step 7. This step is used to specify if you want all records or just specific records to be updated in your table when an import takes place. You can also specify what should happen when your dataset is too large for your table. Import all records and then delete the extra records, or update only the first record and then delete the rest. Click Save & Continue.

Step 8. Click on Finish in order to save your mapping and continue with next step of importing records using your newly created mapping.

Step 9. This step is where you specify how to execute an import operation. You can keep it as default, or choose to run the import manually or automatically whenever changes are made to your source data file (for example, when someone makes a change in Google Spreadsheet. You can also specify that the import should take place only if there are any changes in source data file (for example, when someone makes a change in Google Spreadsheet. or run an import operation at a fixed interval of time. Click Save & Continue.

Step 10. Keep in mind that you can run an import operation at any time by clicking Run Import for Selected Mapping in the navigation pane while viewing the map page of your selected mapping. You can also schedule an import operation for a future date and time by clicking Schedule Import for Selected Mapping in the navigation pane while viewing the map page of your selected mapping. Click Save & Continue.

Step 11. This step is where you specify what happens after the import operation has completed successfully. You can choose whether to add a line to your map list page immediately after successful completion, add a line to your map list page at a specific time after successful completion, or display an error message if there are any errors during an import operation. Click Save & Continue.

Step 12. This step is where you specify what happens after the attempt to run an import operation fails due to any error(s. You can choose whether or not to add an error message on your map list page, or whether to send an email notification about failed uploads/downloads immediately after failed attempts at execution. Click Save & Continue.

Step 13. This step is where you specify how long you would like Zoho CRM to retain your uploaded file(s. before deleting it/them from the database (for example, if there was an error during an attempt at execution. Click Save & Continue.

Step 14. This step is where you specify how long you would like Zoho CRM to retain your uploaded file(s. after successfully completing an import operation (for example, after completing the process of importing records from Dropbox into Zoho CRM. You should consider keeping files longer if there are any errors during execution because they may help you figure out what went wrong and figure out how to fix it next time around (this option allows you to keep files longer without cluttering up your Zoho CRM account. Click Save & Continue.

Step 15. This step is where you specify how long you would like Zoho CRM to retain your uploaded file(s. after successfully completing an export operation (for example, after completing the process of exporting records from Zoho CRM into Dropbox. You should consider keeping files longer if there are any errors during execution because they may help you figure out what went wrong and figure out how to fix it next time around (this option allows you to keep files longer without cluttering up your Zoho CRM account. Click Save & Continue.

Step 16. Once you click Finish, you should see two new entries in your list of mappings – one for importing and one for exporting records – as well as a new entry in the list of scheduled operations that will allow you to manually run an export operation at any time by clicking Run Export for Selected Mapping in the navigation pane while viewing the map page of your selected mapping. You can also run an import operation at any time by clicking Run Import for Selected Mapping in the navigation pane while viewing the map page of your selected mapping or schedule an import operation for a future date and time by clicking Schedule Import for Selected Mapping in the navigation pane while viewing the map page of your selected mapping. Clicking Run Export for Selected Mapping will bring up the dialog window where you have specified how long Zoho CRM should retain uploaded files (you can set different retention values for importing and exporting), how long Zoho CRM should retain exported files once they have been successfully exported, whether or not Zoho CRM should send you a notification about failed uploads/downloads immediately after failed attempts at execution or via email, etc., as well as checkboxes that allow you to choose whether or not to upload all records or just some specific records and whether or not there should be any error messages on your map list page after unsuccessful attempts at executing either an export or an import. After selecting these options, click Run Import/Export and wait for the process to complete (the status will be displayed on the progress bar. Note that if there were any errors during execution, they will appear in a pop-up window – click Okay in order to close it so that you can view them more clearly on your map list page (you can open them again by clicking View Errors on Map List Page. Also note that if there were no errors during execution, all relevant data will be displayed on your map list page (click Show on Map List Page in order to make them visible.

  • Zoho CRM-Google Sheets export

Exports are made through the use of spreadsheet ID and range of rows/cpumns names of source Google Sheets. The steps invpved are as fplows:

The process to integrate Google Sheets and Zendesk 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.