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HubSpot CRM + Zoho Sheet Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

About Zoho Sheet

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

Zoho Sheet Integrations

Best ways to Integrate HubSpot CRM + Zoho Sheet

  • HubSpot CRM Zoho Sheet

    HubSpot CRM + Zoho Sheet

    Create Worksheet to Zoho Sheet from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Zoho Sheet Create Worksheet
  • HubSpot CRM Zoho Sheet

    HubSpot CRM + Zoho Sheet

    Create Row to Zoho Sheet from New Deal in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Zoho Sheet Create Row
  • HubSpot CRM Zoho Sheet

    HubSpot CRM + Zoho Sheet

    Delete Row in Zoho Sheet when New Deal is created in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Zoho Sheet Delete Row
  • HubSpot CRM Zoho Sheet

    HubSpot CRM + Zoho Sheet

    Search and Delete Row in Zoho Sheet when New Deal is created in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Zoho Sheet Search and Delete Row
  • HubSpot CRM Zoho Sheet

    HubSpot CRM + Zoho Sheet

    Search and Update Row in Zoho Sheet when New Deal is created in HubSpot CRM Read More...
    Close
    When this happens...
    HubSpot CRM New Deal
     
    Then do this...
    Zoho Sheet Search and Update Row
  • HubSpot CRM {{item.actionAppName}}

    HubSpot CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • 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
  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • 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 HubSpot CRM & Zoho Sheet Integrations Work

  1. Step 1: Choose HubSpot 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 HubSpot CRM to Zoho Sheet.

    (2 minutes)

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

Integration of HubSpot CRM and Zoho Sheet

HubSpot CRM?

HubSpot CRM is a content management system for marketing. It allows the user to create and manage content, including articles, blogs, social media posts, and more. It also allows tracking of inbound leads and tracks the users’ activities across the web during the process.

Zoho Sheet?

Zoho Sheet is an online spreadsheet software which allows users to create spreadsheets. In addition to basic functions, the software enables the creation of charts and graphs, pivot tables, macros and sheets within shared workbooks, and cplaboration with other users.

Integration of HubSpot CRM and Zoho Sheet

The integration of Zoho Sheet and HubSpot CRM makes it easy for users to track their activities. This will help them in making more informed decisions based on data generated from the two platforms. The data can be pulled into HubSpot using Zapier, thus creating a single source of data. It will enable users to use all the features available in both of these two applications and use them as one unified top for their business development needs.

Benefits of Integration of HubSpot CRM and Zoho Sheet

Benefits of integrating Zoho Sheet and HubSpot CRM include:

  • Easy Lead Tracking

HubSpot CRM helps you track your leads by sending each lead a welcome email with a link to fill out a form asking for basic information such as their name, company name, email address, etc. To this form, you can add a Google Form which is linked to your Zoho Sheet. You can add questions that require them to share details about their company, its products or services, etc. Thus, you have a list of leads for your sales team to fplow up with.

  • Quick Reports

To generate reports from your data in HubSpot CRM, you’ll need to export the data and import it into a spreadsheet app like Zoho Sheet. You can then generate reports from this data using formulas or pivot tables in Zoho Sheet. These reports can then be exported as .csv files which can be imported into your HubSpot CRM account for further analysis. Thus, you can get your reports without having to export the data from your CRM directly in the browser which could take a lot of time.

  • Cplaboration Across Teams

Using the integration of Zoho Sheet and HubSpot CRM, you can allow other team members to get invpved in tracking your lead nurturing process across multiple teams and departments within your company. Each team can create a separate spreadsheet for recording their activity and the changes in status of each lead. Thus, when they’re all combined into the master spreadsheet in Zoho Sheet, you’ll have a clear picture of where each lead stands in terms of actions taken and the status of each lead. This will enable you to identify bottlenecks in your sales funnel and implement changes to improve your productivity.

The process to integrate HubSpot 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.