Google Sheets + Zoho CRM Integration

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1.

Spreadsheet row is created in Google Sheets
Spreadsheet row is created or updated in Google Sheets
Spreadsheet is created in Google Sheets
Worksheet is created in Google Sheets
Contact is created in Zoho CRM
Contact is updated in Zoho CRM
Module entry is created/updated in Zoho CRM Instant
Module entry is updated in Zoho CRM Instant
Module entry is added in Zoho CRM Instant
Lead is created in Zoho CRM
Lead is updated in Zoho CRM
User is created in Zoho CRM

2.

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Ready Workflows for Google Sheets + Zoho CRM Integration

Just click on the workflow you want to automate

Most popular automations

Create Zoho CRM module for new Google Sheets row

Spreadsheets are an essential tool for organizing and analyzing data. However, many users find that they need to use multiple spreadsheets to integrate their data fully. There are many reasons to do so.

For example, a user might want to store data from different sources in different spreadsheets to keep the data organized and easy to find. Additionally, a user might want to record different types of data in separate spreadsheets to make the data more manageable.

This is where this Google Sheets - Zoho CRM integration comes in handy. It automatically creates a new module in a Zoho CRM whenever a new row is added to in Google Sheets. This would save businesses the time and effort of manually adding new data to their spreadsheets.

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Create Zoho CRM contact for new Google Sheets row

Automatically creating Zoho CRM contact records for new Google Sheets row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

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Create Google Sheets row for new Zoho CRM contact

When a new contact is created in your Zoho CRM, you can automatically create a row for them in your Google Sheets. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!

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When Spreadsheet is created in Google Sheets, Create module entry in Zoho CRM

Google Sheets + Zoho CRM Integration

When Spreadsheet row is created in Google Sheets > Check any condition > Convert lead in Zoho CRM

Google Sheets + Zoho CRM Integration

When Spreadsheet row is created in Google Sheets > Search contact in Zoho CRM > Check condition > (If found) > Update module entry in Zoho CRM > (Else) > Convert lead in Zoho CRM

Google Sheets + Zoho CRM Integration

When Spreadsheet row is created in Google Sheets > Search contact in Zoho CRM > Check condition > (If found) > Create or Update Module Entry in Zoho CRM > (Else) > Convert lead in Zoho CRM

Google Sheets + Zoho CRM Integration

When Spreadsheet row is created in Google Sheets > Search lead in Zoho CRM > Check condition > (If found) > Update module entry in Zoho CRM > (Else) > Convert lead in Zoho CRM

Google Sheets + Zoho CRM Integration

When Spreadsheet row is created in Google Sheets > Search lead in Zoho CRM > Check condition > (If found) > Create or Update Module Entry in Zoho CRM > (Else) > Convert lead in Zoho CRM

Google Sheets + Zoho CRM Integration

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How to Integrate Google Sheets with Zoho CRM?

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Steps to Integrate Google Sheets with Zoho CRM

To integrate Google Sheets with Zoho CRM using Integrately, follow these steps:

Log in to Integrately.
Search & select ‘Google Sheets’ and ‘Zoho CRM’.
Choose the desired 1-click automation.
Log in to securely connect your Google Sheets account.
Log in to securely connect your Zoho CRM account.
Map the fields between Google Sheets and Zoho CRM.
Test & activate the automation.

Your integration is now live!🥳

Integrate Google Sheets with Zoho CRM for Free

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Who Is This Integration For?

Sales Teams

Small Business Owners

Marketing Managers

Data Analysts

Customer Support Teams

Sales Teams

Sales teams often struggle to keep their CRM updated with the latest lead data from various sources, such as spreadsheets maintained by marketing. They frequently waste time manually entering data that could lead to errors, impacting follow-ups.

Small Business Owners

Small business owners often juggle multiple tasks and need an efficient way to sync customer data between tools to keep operations smooth. Manually updating CRMs with contact information can be a tedious process.

Marketing Managers

Marketing managers collect data from lead generation campaigns in spreadsheets but face challenges in efficiently transferring this data to CRM systems to ensure sales teams can act quickly.

Data Analysts

Data analysts need to maintain accurate records of customer interactions and data consistency between reporting tools like spreadsheets and CRM systems for proper analytics and reporting.

Customer Support Teams

Customer support teams often receive updates about clients in spreadsheets that need to be reflected in CRM systems immediately to provide up-to-date support and improve client satisfaction.

Try This Integration – No Code Needed

What Can You Automate With Google Sheets + Zoho CRM

Automatically Add New Leads from Google Sheets to Zoho CRM

Whenever you add a new row to your Google Sheet, this integration instantly creates a new lead in Zoho CRM. This means you can easily capture and act on new leads without wasted time or errors.

Update Contacts in Zoho CRM When Google Sheets Data Changes

Keep your CRM data fresh and accurate by automatically updating contacts in Zoho CRM whenever corresponding data changes in your Google Sheet. This saves you from manual entry and ensures real-time accuracy.

Create Zoho CRM Tasks from Google Sheets Entries

You can swiftly convert Google Sheets entries into tasks within Zoho CRM. This helps you manage your workflow more effectively, ensuring no important follow-up is forgotten or delayed.

Sync Sheet Edits to Zoho CRM Notes

Every time you edit a specific cell in your Google Sheet, automatically append the change as a note in the related Zoho CRM contact. This creates a handy audit trail for client interactions.

Generate Custom Reports in Google Sheets from Zoho CRM Data

Pull specific data from Zoho CRM automatically into your Google Sheets. This lets you create and customize reports effortlessly, leveraging Zoho data for deeper insights.

And much more...

Start Automating In Minutes

Top 10 Most Popular Google Sheets Automations from
Integrately Community

Just click on the workflow you want to automate

Create GoToWebinar registrant for new Google Sheets row

Send WhatsApp message for new Google Sheets row

Create Google Sheets row for new message received in WhatsApp

Create HubSpot contact for new Google Sheets row

Send WhatsApp message for updated Google Sheets row

Create GoToWebinar registrant for new Google Sheets row

Send WhatsApp message for new Google Sheets row

Create Google Sheets row for new message received in WhatsApp

Create HubSpot contact for new Google Sheets row

Send WhatsApp message for updated Google Sheets row

Create ClickUp task for new Google Sheets row

Create Google Sheets row for new Shopify order

Create CompanyHub contact for new Google Sheets row

Create Trello card for new Google Sheets row

Create Google Sheets row for new Instamojo payment

Create ClickUp task for new Google Sheets row

Create Google Sheets row for new Shopify order

Create CompanyHub contact for new Google Sheets row

Create Trello card for new Google Sheets row

Create Google Sheets row for new Instamojo payment

Top 10 Most Popular Zoho CRM Automations from
Integrately Community

Most popular

01

Create Zoho CRM module for new Elementor Forms form submission

02

Create Zoho CRM module for new whatsapp event received in WA Web Plus

03

Create Zoho CRM module for new Google Sheets row

04

Send AiSensy template message for updated Zoho CRM module

05

Create Zoho CRM module for new Elite Funnels form submission

cloud

app integration

06

Create Zoho CRM module for new message received in WhatsApp

07

Create Zoho CRM contact for new Google Sheets row

08

Create Zoho CRM module for new WPForms form submission

09

Create Zoho CRM module for new Webflow form submission

10

Create Zoho CRM module for new Tally response

How Integrately Works?

How Integrately Works?

1

Select Automation

Select a trigger from Google Sheets

2

Connect Accounts

Connect Accounts

That’s it! You just connected Google Sheets to Trello

3

Automation is ready

Setup an action from Trello

Connect Google Sheets + Zoho CRM Now

In Just 1 Click!

Price Comparison with Popular Alternatives

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Frequently Asked Questions

How much does it cost to integrate Google Sheets with Zoho CRM using Integrately?

Great news - you can integrate Google Sheets with Zoho CRM for free! Integrately offers a 14-day trial and a free forever plan. When you're ready to grow, our plans start at just $19.99/month. And we offer 2.5X-7.5X more tasks for the price than most popular automation platforms.

What kind of automations can I create between Google Sheets and Zoho CRM?

How quickly can I get an integration running in Integrately?

Is technical knowledge required for integration?

How does Integrately protect my business data and handle security?

Where can I find help if something goes wrong?

What’s the difference between Tasks and Automations?

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