Zoho Bigin

Google Sheets + Zoho Bigin Integration

Query from Zoho Bigin into Google Sheets or Post data from Google Sheets into Zoho Bigin or Synchronize data between Google Sheets and Zoho Bigin

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 Bigin?

Zoho Bigin is a simple pipeline-centric CRM tool suitable for small businesses. With user-friendliness as its focal point, Zoho Bigin offers a suite of CRM features to streamline sales processes, close more deals, and accelerate growth. Moreover, you can easily upgrade to Zoho CRM once your business expands and outgrows Zoho Bigin.

Zoho Bigin to Google Sheets: Use Case(s)

> Pull data from Zoho Bigin objects and store it into a spreadsheet - Query

> Post data from Google Sheets into Zoho Bigin - Post

> Synchronize data between Google Sheets and Zoho Bigin - Synchronize

Zoho Bigin

Sheet Director

Google Sheets

Setting Up Zoho Bigin in Sheet Director

Choose App and Service :

Zoho Bigin Configuration 

Zoho Bigin to Google Sheet Query

Note: 

Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Google Sheet to Zoho Bigin – Post

Entity

Source Sheet

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

Mapping

Sample Output


Google Sheet to Zoho Bigin – Synchronize

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheets with data in Zoho Bigin.

Conflict Resolution: 

Zoho Bigin Wins: Latest data from Zoho Bigin will be updated in Google Sheets.

Google Sheet Wins: Latest data from Google Sheets will be updated in Bigin.

Note: The major requirement in synchronization is to 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 Bigin Wins

Sample Output

Google sheet Wins

Sample Output