Zoho CRM

Google Sheets + Zoho CRM Integration

Query from Zoho CRM into Google Sheets or Post data from Google Sheets into Zoho CRM or Synchronize data between Google Sheets & Zoho CRM

What is Sheet Director?

Sheet Director is a Google Workspace 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 Google Workspace Marketplace. Please check the 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 data from Zoho CRM objects and store it into a spreadsheet - Query

> Push data from spreadsheet to Zoho CRM - Post

> Synchronize data between Google Sheet and Zoho CRM - Synchronize

Zoho CRM

Sheet Director

Google Sheets

Demo Video: How to integrate Google Sheets & Zoho CRM?

Setting Up Zoho CRM in Sheet Director

Choose App and Service : 

Zoho CRM Configuration

Zoho CRM to Google Sheet - Query

How to find API names?


Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Google Sheet to Zoho CRM - Post


Source Sheet

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


Sample Output

It will show the count of number of records posted successfully and failed to post. 

Synchronize Objects in Zoho CRM

Synchronize settings:

Synchronization Keys: 

The keys will be used for matching rows in Google Sheet with data in Zoho CRM. 

Conflict Resolution: 

Zoho CRM Wins: Latest data from Zoho CRM will be updated into Google Sheet. 

Sheet Wins: Latest data from Google Sheet will be updated into Zoho CRM. 

Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed. 

Zoho CRM Wins

Sample Output

Sheet Wins


While posting to Zoho CRM app in Sheet Director I'm getting the following error. How to resolve it?

Error: "code":"INVALID_MODULE","details":{},"message":"the module name given seems to be invalid","status":"error"} Code: 400 

It gives the above error because the module is not having permission to get/post in your environment. You can click here for more information on how to set up permission for the module explicitly.