Integrate Zoho CRM with Google Sheets

Send information between Zoho CRM and Google Sheets automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Zoho CRM and Google Sheets using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New lead

Triggers when a new lead is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

User created or updated

Triggers when the details of an existing user are created or updated

Entry created or updated

Triggers when a record entry is created or updated

New contact

Triggers when a new contact is created

New module

Triggers when a new module is created

New note

Triggers when a new note is added

New user

Triggers when a new user is created

Updated deal

Triggers when an existing deal is updated

Updated module entry

Triggers when an entry is updated in the selected module

Spreadsheet created

Triggers when a new spreadsheet is created

Row added - New version

Triggers when a new row is added to the bottom of the selected worksheet

Row added - Old version

Triggers when a new row is added to the bottom of the selected worksheet. (Will be deprecated soon)

Worksheet created

Triggers when a new worksheet is created in the selected spreadsheet

All Actions - Actions are the automated tasks

Send mail merge

Sends a mail merge with details of the selected record

Update related module entry

Relates an entry in this module with an entry in another module

Convert lead to contact

Converts a lead to a contact

Update module entry

Updates the specified module entry

Remove tags

Removes tags from the specified record

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Raise signal

Raises a signal to Zoho CRM

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Add note

Adds a note to the selected module

Add tags

Adds tags to the specified record

Send email template

Sends an email to the specified users

Add user

Adds a new user

Update user

Updates the details of an existing user based on user ID

Fetch account

Fetches an account by its name or unique ID

Fetch user

Fetches a user by name or email address

Fetch email template

Fetches an email template by name

Fetch event

Fetches an event by its title or unique ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch inventory template

Fetches an inventory template using ID

Fetch lead

Fetches a lead by email address or unique ID

Clone module entry

Clones an existing module entry

Delete module entry

Deletes the specified entry

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

Create spreadsheet

Creates a new spreadsheet

Create row - New version

Creates a new row in the selected worksheet

Create row - Old version

Creates a new row in the selected worksheet. (Will be deprecated soon)

Update row - New version

Updates the specified row in the selected worksheet

Update row - Old version

Updates the specified row in the selected worksheet. (Will be deprecated soon)

Fetch row - Old version

Fetches an existing row by the given value. (Will be deprecated soon)

Fetch row - New version

Fetches an existing row by the given value

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

What is Google Sheets?

Google Sheets lets you create and edit spreadsheets online. You can collaborate with others, define formulas, and create graphs and charts easily.

Google Popular Spreadsheet

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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Head of Operations, AAA Band Rentals

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Toto

Technical Engineer, Master Liveaboards

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