Zoho Sheet
Zoho CRM
zapier

An automated workflow using zapier

Connects Zoho Sheet + Zoho CRM

Add leads to Zoho CRM by adding new rows to Zoho Sheets

About this workflow template

This automation scenario allows you to connect Zoho Sheet and Zoho CRM

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Categories

Zoho Sheet and Zoho CRM can also be integrated using automation tools other than zapier:

Diagram

Add leads to Zoho CRM by adding new rows to Zoho Sheets
Workflow diagram: Zoho Sheet + Zoho CRM integration

How it works?

When this trigger fires in Zoho Sheet

Zoho Sheet

New Row in Zoho Sheet

Triggers when a new row is created in a specified worksheet.

Then this action happens in Zoho CRM

Zoho CRM

Create/Update Module Entry in Zoho CRM

Create or update module entries

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add leads to Zoho CRM by adding new rows to Zoho Sheets.

Part I

Configure Applications

First, we need to connect Zoho Sheet and Zoho CRM to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Zoho Sheet to Zapier.

    Connect Zoho Sheet to Zapier.

    Give Zapier access to your Zoho Sheet account, using Zoho Sheet credentials.

  • Connect Zoho CRM to Zapier.

    Connect Zoho CRM to Zapier.

    Give Zapier access to your Zoho CRM account, using Zoho CRM credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Zoho Sheet

    Set up a Trigger action for Zoho Sheet

    Choose the following trigger: New Row (Triggers when a new row is created in a specified worksheet.).

  • Then set up an Action for Zoho CRM

    Then set up an Action for Zoho CRM

    Choose this action: Create/Update Module Entry (Create or update module entries).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Zoho Sheet and Zoho CRM.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Add leads to Zoho CRM by adding new rows to Zoho Sheets!

Supported triggers and actions

  • Zoho CRM

    New lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    zapierautomateio
    triggerbyzapierautomateio
  • Zoho CRM

    New contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    zapierautomateio
    triggerbyzapierautomateio
  • Zoho CRM

    New module entry

    Triggers instantaneously when any entry is created in the specified module.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Zoho CRM

    Watch objects

    Triggers when a new object is created or updated.

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    triggerbyintegromat
  • Zoho CRM

    New/updated module entry

    Triggers instantaneously when any entry is created or updated in the specified module.

    zapier
    triggerbyzapier
  • Zoho CRM

    New or updated contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    zapier
    triggerbyzapier
  • Zoho Sheet

    Create row

    Creates a new row in the specified worksheet.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zoho Sheet

    Create row (workdrive)

    Creates a new row in the specified worksheet.

    zapierintegrately
    actionbyzapierintegrately
  • Zoho Sheet

    Set content to a range

    Sets the CSV content to the specified range.

    integromat
    actionbyintegromat
  • Zoho Sheet

    Update row

    Updates a particular row based on its index.

    zapierautomateiointegratelypabbly-connect
    actionbyzapierautomateiointegratelypabbly-connect
  • Zoho Sheet

    Create worksheet

    Creates a new worksheet in the specified workbook.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zoho Sheet

    Search and update row

    Searches and then updates a row based on some criteria.

    zapierintegrately
    actionbyzapierintegrately

Apps you need

Zoho CRM

Zoho CRM

CRM

A comprehensive customer relationship management tool for businesses

Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.