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.

  • 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)

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.