Zoho CRM

Zoho CRM to Google Sheets: 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

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.

Filters

  • Configure Filter to filter the executed data as required.

Destination Settings:

  • Configure the destination settings to save the executed data.

Scheduler Settings:

  • Switch on Run automatically to execute services automatically in background.

Notification Settings:

  • Configure the Notification settings to setup the email templates and add attachments.

  • 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)

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.

FAQ

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.