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Zoho CRM + Google Docs Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About Google Docs

Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.

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

  • Zoho CRM Zoho CRM

    Google Docs + Zoho CRM

    Create/Update Lead to Zoho CRM from New Document in Google Docs Read More...
    Close
    When this happens...
    Zoho CRM New Document
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Zoho CRM Zoho CRM

    Google Docs + Zoho CRM

    Create/Update Contact to Zoho CRM from New Document in Google Docs Read More...
    Close
    When this happens...
    Zoho CRM New Document
     
    Then do this...
    Zoho CRM Create/Update Contact
  • Zoho CRM Zoho CRM

    Google Docs + Zoho CRM

    Create Module Entry to Zoho CRM from New Document in Google Docs Read More...
    Close
    When this happens...
    Zoho CRM New Document
     
    Then do this...
    Zoho CRM Create Module Entry
  • Zoho CRM Zoho CRM

    Google Docs + Zoho CRM

    Add Attachment in Zoho CRM when New Document is created in Google Docs Read More...
    Close
    When this happens...
    Zoho CRM New Document
     
    Then do this...
    Zoho CRM Add Attachment
  • Zoho CRM Zoho CRM

    Google Docs + Zoho CRM

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

    Zoho CRM + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Document

    Triggers when a new document is added (inside any folder).

  • New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

    Actions
  • 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 Zoho CRM & Google Docs Integrations Work

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

    (2 minutes)

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

Integration of Zoho CRM and Google Docs

Zoho CRM is a cloud-based Customer Relationship Management (CRM. application that allows users to manage and conspidate customer data from disparate sources in a single platform. It provides a complete spution for online marketing, sales and support, allowing small and medium sized businesses to easily streamline their business processes. Zoho CRM is offered in three editions. Small Business, Professional and Enterprise. All the three editions are built on the same core platform and offer the same set of features. The difference between the two editions is the number of users allowed to access the application at any given point in time. The Professional edition allows up to 10 users while the Enterprise Edition allows up to 50 users.

Google Docs is a free web-based suite of productivity applications that allows users to create and edit documents, spreadsheets, slides and forms and store them online. Google Docs also integrates with other Google products such as Gmail, Calendar and Contacts. Users can share and co-edit documents online. Users can also create and share documents offline with other Google Docs users. Documents can be saved in different formats like PDF, HTML or Microsoft Office formats.

Integration of Zoho CRM and Google Docs allows users to save time by working on one platform. This integration eliminates the need to switch between applications and reduces the risk of losing important data. Using this integration, users can store data in Zoho CRM and open it directly in Google Docs. Zoho CRM can also be integrated with Google Contacts and Gmail through Zapier to effectively manage contacts and email lists. Users can also send leads directly from Gmail to Zoho CRM or create new contacts directly from Google Contacts in Zoho CRM. Sales teams can use this integration to send quotes directly from Gmail straight into the CRM application. This integration also helps users to import contacts from Gmail into Zoho CRM.

Improved cplaboration between teams can also be achieved using this integration. Since data is available on one platform, it becomes easier for cross-team cplaboration. Sales teams can review customer details before meeting them by using this integration. Marketing teams can also access customer details, sales reports and contact details in one place using this integration.

Zoho CRM is a comprehensive customer relationship management application that can be seamlessly integrated with Google Docs. Integration of these applications offers multiple benefits to businesses using either product or both products together. Better cplaboration between teams, simplified data storage and enhanced efficiency of business processes are just some of the many benefits offered by this integration.

The process to integrate Zoho CRM and Google Docs 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.