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.

> Synchronize between Google Sheet and 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.

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.

Synchronize Objects in Zoho CRM

Select service as Synchronize

Select the business.
Select the Modules option.
Select the Object.
Add filters if it is required.
Enter the max results.

Synchronize settings:

Synchronization Keys:

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

Conflict Resolution:

When Synchronization happens, there could be a conflict of data between Google Sheets and Zoho CRM.

Zoho CRM Wins
Sheet Wins

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

Here the Zoho CRM data is edited and on execution this data will be updated in Google Sheet.

Choose the Synchronization sheet.
Initially, the sheet should be empty. So choose a sheet that is newly created or an empty sheet.

In order to get the data for the first time click on Execute button.

It will show the prompt in order to get the data into the sheet for the first time.
Click on Get Now. It will fetch the data into the sheet.

Once you have the data in the sheet it will show the result column.
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)

The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Zoho CRM will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheet.
Click on Refresh icon to refresh the data.

If the data are synced successfully the following screen appears.
Click on Close to close the configuration.

Sample Output

The Status column in the Google Sheet shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.

Sheet Wins

Select Sheet Wins.
The latest updated data from Google Sheet will be updated into Zoho CRM.
You can edit the sheet data (if you do not have data follow the steps mentioned in Zoho CRM wins section)
Click on Execute.

The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Zoho CRM will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheet.
Click on Refresh icon to refresh the data.

If the data are synced successfully the following screen appears.
Click on Close to close the configuration.

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.

Refer General FAQ