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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
Google Docs Alternatives

Looking for the Google Docs Alternatives? Here is the list of top Google Docs Alternatives

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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?

Zoho CRM is a free customer relationship management software that helps small businesses to manage their customer relationships, sales, marketing, and other aspects of their business. It is an online software that can be accessed from anywhere using any device connected to the internet.

Google Docs?

Google Docs is an online document-creation and cplaboration top that is part of the office suite created by Google. It is a cplection of tops and services that includes word processing, spreadsheets, presentations, forms, drawings, and more.

Integration of Zoho CRM and Google Docs

Zoho CRM is more than just a customer relationship management software. It provides integration with Google Docs. This integration allows users to view and edit Google Docs files directly in Zoho CRM. The integration also allows users to convert the data from Zoho CRM to Google Docs format for further editing in the latter. Conversion to Google Docs format is useful for users who prefer to edit their documents using web-based Google Docs.

Zoho CRM and Google Docs can also be integrated to allow users to open Zoho CRM documents in Google Docs. This allows users to edit these documents in Google Docs and then convert them back to Zoho CRM format or another format using the “Convert” option. This option can be found along with the “View” option when users click on the file name in the right pane.

Both Zoho CRM and Google Docs offer online applications that can be used on any device connected to the internet. These applications are different from downloadable desktop versions of these applications. The online applications are easy to use and require very low or no initial investment. They are ideal for small businesses that do not have much money to invest in their business software.

Benefits of Integration of Zoho CRM and Google Docs

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.