Integrate Pipedrive with Zoho Sheet

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

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About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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

Explore quick connects
Connect Pipedrive + Zoho Sheet in easier way

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

  • Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • 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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

  • 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 Pipedrive & Zoho Sheet Integrations Work

  1. Step 1: Choose Pipedrive 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 Pipedrive to Zoho Sheet.

    (2 minutes)

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

Integration of Pipedrive and Zoho Sheet

Pipedrive?

Pipedrive is a ‘Sales pipeline management software’. The application is used to manage and organize the sales process. It is mainly used by small to medium scale businesses to manage their leads, contacts, and opportunities. The application streamlines the entire sales process by organizing all your sales activities in a single place. Its email marketing feature allows you to send emails to your customers and leads automatically. It also has various other features like CRM, analytics, invoicing, and reporting which are very helpful for small and medium scale businesses.

Zoho Sheet?

Zoho Sheet is a spreadsheet application on the cloud. It helps users to work on spreadsheets from anywhere using any device. Its features include advanced formulas, conditional formatting, pivot tables, charting, and many more. It makes it easy to cplaborate with others on the same spreadsheet.

Integration of Pipedrive and Zoho Sheet

Pipedrive and Zoho Sheet are two great tops that help you organize your business better. You can use Pipedrive to get new leads and Zoho Sheet to analyze their data. With the integration of Pipedrive and Zoho Sheet you can manage all your sales data in one place along with customer information and other details.

Fig 1. Integration between Pipedrive and Zoho Sheet

Benefits of Integration of Pipedrive and Zoho Sheet

With the integration of Pipedrive and Zoho Sheet, there are several benefits of using both the tops together for your small or medium scale business.

  • Easy Data Management. Pipedrive saves all your sales activities in one place therefore making it easy to analyze everything at one place. This also makes it easier for you to manage your sales data. On the other hand, Zoho Sheet allows you to easily analyze your sales data with its many powerful features like conditional formatting, pivot tables, charting, sorting, filtering etc. So, combining both helps you to easily manage your sales data in a single place.
  • Cplaboration. Zoho Sheets comes with cplaborative features which make it easy for you to share your spreadsheets with others so that they can edit and update them from anywhere using any device. Using Pipedrive’s email marketing feature you can create emails which can be sent automatically to your contacts thereby keeping them updated about your business activities. So, when you combine both these tops it becomes easy for you to cplaborate with others on the same spreadsheet.
  • Time Saving. You can save a lot of time by using both these tops as they make it easier for you to organize your business better. They also allow you to perform more tasks simultaneously unlike if you were using any standalone top. For example, you can create an email campaign using Pipedrive’s email marketing feature and at the same time update your spreadsheet with new leads using Zoho Sheet. Therefore, if you combine these tops then you will be able to do more things simultaneously which helps you save a lot of time in carrying out your daily tasks.

In this article we discussed how Pipedrive and Zoho Sheet can be used together to carry out day-to-day tasks in a faster manner. There are various other benefits of using both these tops together. Using them together can help you save more time and organize all your business activities in one place making it easier for you to analyze all data at one place.

The process to integrate Pipedrive 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 January 25,2023 05:21 pm