Zoho CRM

Sheet Director is a G Suite add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho etc.

It is available in the G Suite Marketplace and Chrome Web Store. Please check Installation instructions to install the add-on.

What is Zoho CRM?

Zoho CRM is an web-based CRM designed to attract, retain, and satisfy customers to grow their business. It works well regardless if you're a small business, an entrepreneur, or a large enterprise. Zoho CRM can automate daily business activities, track sales, and engage customers in different platforms

Zoho CRM to Google Sheets: Use Case(s)

> Pull all data from Zoho CRM objects and store it into a spreadsheet.

> Push all data from spreadsheet to Zoho CRM.

Zoho CRM

Sheet Director

Google Sheets

Setting Up Zoho CRM in Sheet Director

Choose App and Service :

Select Zoho CRM from the list of applications.
Select Service.

Zoho CRM Configuration

Click on connect to Zoho CRM to connect to Zoho CRM so that you can pull data.

Zoho CRM to Google Sheet - Query

If Zoho CRM is connected successfully the following screen appears.
Select the required fields.

Click on '+' button below Filter(s) to add filter.
Click on '+' button below Sort By to add sorting.
Select the maximum result that is required.

Destination Settings:

Select the required destination Sheet. (or)
Create a new sheet by clicking the add icon.
Mention the starting cell.
Switch on include header if required.
Switch on clear sheet before execution to clear the existing sheet data.

Scheduler Settings:

Switch on Run automatically to execute services automatically in background.

Notification Settings:

Switch on Notify on Execution if notification email needs to be send during execution.
Click on Setup Email Template and customize the email as required.
Click on Pick Drive Files to attach files from Drive to email.
Switch on Add attachments from Google Sheets to add attachments from Google sheets.
Select the required sheet tab.
Select Full Sheet or Range.
If range is selected select the required range.
Switch on Attach PDF to attach the sheet tab as PDF.

Click on execute to pull the data into sheet.
Click save to save the service.

Sample Output

Google Sheet to Zoho CRM - Post

Entity

Select the business you want.
Select the entity object that you need to post to.
Select Apply Template or Setup Manually.
Select Apply Template to add a default template.
Select Setup Manually to select manually.

Source Sheet

Choose the sheet that contains post records.
Enter the Start at cell value.

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)

Select the Status column
If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)
Select the Result column
If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)