Zoho CRM

Query from Zoho CRM into Google Sheets or Post data from Google Sheets into Zoho CRM using Sheet Director.

What is Sheet Director?

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

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.
  • Select the destination sheet to save the data or create a new sheet by clicking the Add new icon.

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)

Mapping

  • After selecting the entity it will ask for intelligent mapping
  • If you need to do intelligent mapping click on yes
  • Intelligent mapping will map the matching fields automatically
  • You can do manual mapping by selecting Column drop down
  • You can delete the field by click on delete icon on top of each filed map
  • You can't delete mandatory* fields
  • Click on execute will ask for confirmation
  • Click save to save the service
  • It will show number of records ready to post
  • Click post now to post the records on Zoho CRM.

Sample Output

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