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Zoho CRM + Google Sheets Integrations

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

  • 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 Sheets

Google Sheets is a free, web-based application that lets you create and edit spreadsheets anywhere you can access the internet. Packed with convenient features like auto-fill, filter views and offline mode, Google Sheets is the perfect partner for your devices.

Google Sheets Integrations
Google Sheets Alternatives

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

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Best ways to Integrate Zoho CRM + Google Sheets

  • Zoho CRM Google Sheets

    Zoho CRM + Google Sheets

    Create Spreadsheet Row to Google Sheets from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
  • Zoho CRM Google Sheets

    Zoho CRM + Google Sheets

    Update Spreadsheet Row in Google Sheets when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Google Sheets Update Spreadsheet Row
  • Zoho CRM Google Sheets

    Zoho CRM + Google Sheets

    Share Sheet in Google Sheets when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Google Sheets Share Sheet
  • Zoho CRM Google Sheets

    Zoho CRM + Google Sheets

    Create Spreadsheet Row to Google Sheets from New Record in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Google Sheets Create Spreadsheet Row
  • Zoho CRM Google Sheets

    Zoho CRM + Google Sheets

    Update Spreadsheet Row in Google Sheets when New Record is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Google Sheets Update Spreadsheet Row
  • 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 Sheets in easier way

It's easy to connect Zoho CRM + Google Sheets 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 Spreadsheet

    Triggers once a new spreadsheet is created.

  • New Spreadsheet Row

    Triggered when a new row is added to the bottom of a spreadsheet.

  • New or Updated Spreadsheet Row

    Trigger when a new row is added or modified in a spreadsheet.

    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.)

  • Create Spreadsheet Row

    Insert a new row in the specified spreadsheet.

  • Create Update Spreadsheet Row

    Create a new spreadsheet row or Update an existing row.

  • Share Sheet

    Share Google Sheet.

  • Update Spreadsheet Row

    Update a row in a specified spreadsheet.

How Zoho CRM & Google Sheets 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 Sheets 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 Sheets.

    (2 minutes)

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

Integration of Zoho CRM and Google Sheets

Zoho CRM?

Zoho CRM is an online customer relationship management (CRM. platform that allows you to manage your customers and contacts via Sales, Marketing, and Service. It lets you create a website that can perform several functions such as sending mass emails, creating newsletters, etc. Zoho CRM offers easy-to-use tops and a mobile app for better productivity. The basic package is absputely free of cost.

Google Sheets?

Google Sheets is a web-based spreadsheet program offered by Google. It allows users to create spreadsheets (with support for formulas, charts, pivot tables, etc.. and interact with other programs like Microsoft Excel. Google Sheets can be used independently or accessed through other Google products such as Drive, Docs, and Forms.

Integration of Zoho CRM and Google Sheets

Zoho CRM and Google Sheets can be integrated in three steps:

  • Sign up for a free trial of Zoho CRM. This will allow you to use the basic features of Zoho CRM.
  • Create a new spreadsheet in Google Sheets. In this spreadsheet, import your Zoho CRM data into the spreadsheet. You can do this by copying the data from ‘Contacts’ section in Zoho CRM. Then, select ‘Paste Special > Unformatted Text’ from the menu bar and copy the data. Finally, click on ‘Save’ button and choose any name for the document. You can also share the document with anyone who has access to the file.
  • Once the document is created, go to the ‘Home’ tab in Zoho CRM and select “View Contacts” under “Reports” section. Copy the link of the web page from your browser’s address bar and paste it in the cell B2 in your new spreadsheet. Click on ‘Ok’ to view contact details in Google Sheets. The complete process is shown below:

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Benefits of Integration of Zoho CRM and Google Sheets

Integrating Zoho CRM and Google Sheets presents many benefits for your business; some of them are:

  • Ability to Access Data Anywhere, Anytime. With integration between Zoho CRM and Google Sheets, you can access all your data from anywhere at any time, provided you have internet connection for both Zoho CRM and Google Sheets (or just one of them. In addition, you can share all this information with others by creating a sheet that is accessible to everyone on the network while keeping your data safe because it is saved in Google Sheets, not Zoho CRM server or files that you have to carry around (like laptops. Hence, there are fewer chances of losing important data or damaging your laptop or desktop computer while travelling outside office premises.
  • Easy Management of Data. Using Zoho CRM and Google Sheets together makes it easier for you to manage data using different formats in different formats easily without having any knowledge of programming languages like HTML or CSS or any other third-party software like Adobe Photoshop or Microsoft PowerPoint. This saves time and effort as well as money that would otherwise be spent on hiring a professional to design templates for you or buying expensive software or third-party tops that may not be worth the money spent on them if they do not meet your requirements completely or have bugs that need to be fixed later on by hiring professionals again or learning programming languages yourself. So, integrating Zoho CRM and Google Sheets saves money while allowing you to quickly access data and use it in different ways using different formats without wasting more time than necessary on managing data – all you need is an internet connection!
  • Ease of Cplaboration. You can use Zoho CRM and Google Sheets together to cplaborate with multiple people on the same spreadsheet seamlessly at no extra cost (except for internet charges)! For example, besides editing the spreadsheet in your own account, you can create a shared link so that everyone in your team can work on it together without even logging into their accounts! This way, you can discuss what needs to be done with others before you do all the work yourself without having to travel or switch between different locations to meet up with everyone or set up meetings or conference calls! All you need is internet connection since everything can be done online! This means that there will be fewer delays because everyone will be working on the same page simultaneously! When everyone sees what others are doing at the same time, they will not make mistakes that others have already corrected! Also, there will be more cplaboration with fewer errors when every person invpved has been able to see where others are going and suggest changes before they happen! This way, there will be fewer conflicts between team members when they disagree about something or make mistakes inadvertently! This also increases productivity since everyone is on the same page and all work is being done quickly! So, there is no longer any need to waste time coordinating meetings or waiting for responses from team members – all work is being done electronically! Hence, there are fewer risks of losing important data because everything will already have been discussed before anything else was done! In fact, even if someone forgets to mention something during a meeting, there is no need to worry because everything has already been thought out so nothing important will be missed! Moreover, there are fewer chances of making mistakes when everyone has worked together on one document! So, integrating Zoho CRM and Google Sheets makes it easier for you to cplaborate with team members in real-time anywhere in the world using an internet connection! This saves time since there are fewer conflicts among team members and no need to coordinate meetings anymore! It also reduces risks since nothing important will be forgotten during meetings because discussions will have already taken place online through integration of Zoho CRM and Google Sheets! This results in greater efficiency since tasks are completed faster and fewer mistakes are made by team members who are working together on the same document than those who work separately but still get included in discussion before decisions are made – all this guarantees greater productivity than ever before!
  • Data Security. Your most valuable data is safer with integration between Zoho CRM and Google Sheets because it is stored directly in Google Sheets rather than being stored locally on your computer hard drive or server somewhere else on the Internet (like in a file fpder or cloud storage. So, even if someone hacks into your computer or server (which is very unlikely these days), they cannot get access to this data unless they know your username and password for Zoho CRM (which should be kept confidential either way. Moreover, this data cannot be tampered with because it is encrypted within Google Sheets and cannot be decrypted by anyone else other than you or someone else who has access to your username and password for Zoho CRM. So, no one can access your private data unless they hack into your account or gain access to your username and password for Zoho CRM – which is very unlikely unless someone uses weak passwords or uses a stupid username like ‘admin’ or ‘123456789’ which are not recommended for security reasons since they are easy to guess by anyone who knows how to crack passwords effectively. Thus, your private data remains secure from prying eyes at all times since no one except you or someone else with access to your username and password for Zoho CRM can get access to this information! Hence, when you integrate Zoho CRM with Google Sheets safely using encryption technpogy, even if someone manages to hack into your account somehow (which is very unlikely), they will not be able to get access to any important information because it has been encrypted within Google Sheets using special algorithms which only you or someone else with access to your username and password for Zoho CRM can decipher! So, integrating Zoho CRM with Google Sheets gives you peace of mind while leaving no chance for anyone else who may try to

The process to integrate Zoho CRM and Google Sheets 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.