Integrate Zoho CRM with Zoho Sheet
Send information between Zoho CRM and Zoho Sheet automatically, without writing any code, using Zoho Flow.
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Create rows in Zoho Sheet for closed Zoho CRM deals
Zoho Flow can help you keep a record of all the deals you've won. Every time a deal is updated to "Closed Won" in Zoho CRM, this flow automatically adds a new row in Zoho Sheet.
How it works
1. The status of a deal is updated to 'Closed Won' in Zoho CRM.
2. Zoho Flow adds a new row in Zoho Sheet.
Create rows in Zoho Sheet for closed Zoho CRM deals
Zoho CRM + Zoho Sheet
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Supported triggers and actions
Integrate Zoho CRM and Zoho Sheet using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
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
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
Worksheet created
Triggers when a new worksheet is created in the selected spreadsheet
Row created - WorkDrive
Triggers when a new row is created in a spreadsheet stored in Zoho WorkDrive
Row created
Triggers when a new row is added at the bottom of the selected worksheet
Row created or updated
Triggers when a row is added or updated in the selected worksheet
Row created or updated - WorkDrive
Triggers when a row is created or updated in a spreadsheet stored in Zoho WorkDrive
Worksheet created - WorkDrive
Triggers when a new worksheet is created in WorkDrive
Spreadsheet created
Triggers when a new spreadsheet is created
All Actions - Actions are the automated tasks
Add note
Adds a note to the selected module
Remove tags
Removes tags from the specified record
Update related module entry
Relates an entry in this module with an entry in another module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Update module entry
Updates the specified module entry
Add user
Adds a new user
Convert lead to contact
Converts a lead to a contact
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send email template
Sends an email to the specified users
Add tags
Adds tags to the specified record
Raise signal
Raises a signal to Zoho CRM
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Update user
Updates the details of an existing user based on user ID
Fetch event
Fetches an event by its title or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch lead
Fetches a lead by email address or unique ID
Fetch email template
Fetches an email template by name
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 account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Create worksheet
Creates a new worksheet in the selected spreadsheet
Create row
Creates a new row in the selected worksheet
Create worksheet - WorkDrive
Creates a new worksheet in Zoho WorkDrive
Create row - WorkDrive
Creates a row in a spreadsheet stored in Zoho WorkDrive
Create spreadsheet
Creates a new spreadsheet
Create workbook from template
Creates a new workbook from an existing template
Update row - WorkDrive
Updates a row in a spreadsheet stored in Zoho WorkDrive
Update row
Updates a specified row in the selected worksheet
Delete row - WorkDrive
Deletes a row in a spreadsheet stored in Zoho WorkDrive
Delete row
Deletes the specified row in a worksheet
Fetch row
Fetches a row by column value
Fetch row - WorkDrive
Fetches a row from a spreadsheet stored in Zoho WorkDrive
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.
Similar apps
What is Zoho Sheet?
Zoho Sheet is an online spreadsheet application that lets you create, share, collaborate, and publish spreadsheets from anywhere. You can control access to your sheets, change language preferences, and add visuals to represent your data better.
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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.
Learn more >It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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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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