Integrate Microsoft Exchange with Zoho Sheet

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About Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

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 Microsoft Exchange + Zoho Sheet quick connects for faster integration? Here’s our list of the best Microsoft Exchange + Zoho Sheet quick connects.

Explore quick connects
Connect Microsoft Exchange + Zoho Sheet in easier way

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

  • Triggers
  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

  • 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
  • Create Event

    Create Event

  • 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 Microsoft Exchange & Zoho Sheet Integrations Work

  1. Step 1: Choose Microsoft Exchange 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 Microsoft Exchange to Zoho Sheet.

    (2 minutes)

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

Integration of Microsoft Exchange and Zoho Sheet

  • Microsoft Exchange?
  • Microsoft Exchange is one of the most popular email platforms that are widely used by many industries globally for communication between employees and clients. It has so much in common with Zoho Sheet, which is a web-based cloud accounting software.

  • Zoho Sheet?
  • Zoho Sheet is an online accounting software that allows users to create custom reports based on their business data. Users can also easily integrate Zoho Sheet with other tops like Google Drive, Dropbox, Box.net, SugarCRM, etc. for sharing data between teams.

  • Integration of Microsoft Exchange and Zoho Sheet
  • Microsoft Exchange and Zoho Sheet are two tops that are widely used by businesses worldwide. Both these tops can be integrated with each other in order to share data between teams. Zoho Sheet has an option called “Connectivity” which allows users to integrate their top with other applications like Google Drive, Dropbox, Box.net, SugarCRM, etc. through the use of “Zoho Connect” (Zoho’s integration platform. Therefore, when you send or receive emails from Microsoft Exchange in your inbox, you can export the emails into Zoho Sheet quickly. This will allow you to auto-fill the information received in the emails into the respective cells of the sheet. Moreover, if you receive an email from a client regarding a project that has been assigned to you earlier, you can import the email into Zoho Sheet and mark it as a task within the project. You can also add attachments into Zoho Sheet which can come from Microsoft Exchange or any other source that you want to track. These tasks will be automatically linked to the corresponding tasks in Microsoft Exchange so that you do not have to manually add them from one application to the other. In short, it saves a lot of time and increases productivity drastically.

  • Benefits of Integration of Microsoft Exchange and Zoho Sheet
  • The integration of Microsoft Exchange and Zoho Sheet helps businesses to improve their productivity by a significant margin. The benefits include:

    Schedule Meetings/Events Easily. If you receive an invitation from a client to attend a meeting or event via email, you can simply integrate that email into Zoho Sheet and schedule a meeting or event in a convenient date and time slot. It will make your life easier if you have a busy schedule and you do not need to call from one device to another to create a meeting or an event entry in your calendar. Instead, you can do this directly from your email account or from your desktop application. You can also add extra information such as location, date and time in the event cell.

    Customized Project Management. You can add multiple tasks into the same project and then mark them with different cpors in order to identify different types of projects in accordance with their relevance and importance. Each task in the project will be automatically linked to the corresponding task in Microsoft Exchange so that no information is lost or deleted during transfer. Moreover, when you add an attachment in Zoho Sheet such as a Word document or a PDF file, it will be automatically linked with the corresponding task so that if any changes occur later on, all retrieved attachments will be updated accordingly. This feature also allows you to update the status of the task without having to spend hours on creating separate entries for each task in Microsoft Exchange and then updating them afterwards in Zoho Sheet. Hence, it saves a lot of time and increases productivity significantly.

    Share Information. The integration of Microsoft Exchange and Zoho Sheet allows businesses to share information between teams easily without having to send any documents manually from one team member to another. Once you connect both these tops together, you can share data such as contacts lists, appointments, tasks etc. through email right from the app itself without having to spend any time on sending emails back and forth. If you receive an email about any new appointment or task via email from your manager or teammate, simply click on it to open it in Zoho Sheet and then add it under the appropriate project. If you are not able to attend the meeting or event due to some unavoidable circumstances, simply mark it as “Cancelled” or “Postponed” by clicking on the relevant task cell without having to send an email back to your teammates or manager asking them to cancel or postpone the appointment. This feature saves time significantly because you do not need to go back and forth between multiple platforms just to inform someone about something that has already been done. Moreover, if your manager sends an email regarding an important event or meeting without informing you beforehand, you can simply forward it directly to your manager’s mailbox so that he/she will be aware of your absence at the meeting without wasting any time on calling you individually. This way, you are sure that your manager will be informed about your absence without spending even half an hour on calling you individually just because he/she forgot to tell you about something important beforehand.

    Conclusion

    Microsoft Exchange and Zoho Sheet are two powerful tops which are being used by millions of users worldwide for their day-to-day operations. However, due to the lack of integration between these two tops, users are forced to waste their precious time on manually copying data from one application to another instead of doing what they do best – their actual jobs! The integration of these two tops removes all boundaries between them so that you do not have to waste any time on manually entering information into one application after another for every single task that you perform every day. Hence, if your company uses either one (or both. of these tops then I would recommend using them along with each other because it will save a lot of time for all employees who are using them!

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    Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm