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:
When this trigger fires in Zoho Sheet
Triggers when a new row is created in a specified worksheet.
Then this action happens in Zoho CRM
Create or update module entries
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
First, we need to connect Zoho Sheet and Zoho CRM to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Zoho Sheet to Zapier.
Give Zapier access to your Zoho Sheet account, using Zoho Sheet credentials.
Connect Zoho CRM to Zapier.
Give Zapier access to your Zoho CRM account, using Zoho CRM credentials.
Part II
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
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
Choose this action: Create/Update Module Entry (Create or update module entries).
Part III
Finally, we need to test this automation and publish it.
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 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!
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.
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.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new object is created or updated.
Triggers instantaneously when any entry is created or updated in the specified module.
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.
Creates a new row in the specified worksheet.
Creates a new row in the specified worksheet.
Sets the CSV content to the specified range.
Updates a particular row based on its index.
Creates a new worksheet in the specified workbook.
Searches and then updates a row based on some criteria.
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 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.