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  • Zoho and Google Sheets Integration

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    Abhishek Rastogi
    48 views11 pages
    The document describes how to integrate Zoho CRM and Google Sheets so that whenever a lead is created in Zoho CRM, it will automatically be updated in Google Sheets. The integration is done using Zoho Flow, which allows connecting Zoho CRM to other applications. The steps include logging into Zoho CRM, selecting Zoho Flow, creating a new flow, selecting the New Lead trigger and Create Row action, and mapping the fields between the applications.

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    The document describes how to integrate Zoho CRM and Google Sheets so that whenever a lead is created in Zoho CRM, it will automatically be updated in Google Sheets. The integration is done using Zoho Flow, which allows connecting Zoho CRM to other applications. The steps include logging into Zoho CRM, selecting Zoho Flow, creating a new flow, selecting the New Lead trigger and Create Row action, and mapping the fields between the applications.

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    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    Download as pptx, pdf, or txt
    48 views11 pages

    Zoho and Google Sheets Integration

    Uploaded by

    Abhishek Rastogi
    The document describes how to integrate Zoho CRM and Google Sheets so that whenever a lead is created in Zoho CRM, it will automatically be updated in Google Sheets. The integration is done using Zoho Flow, which allows connecting Zoho CRM to other applications. The steps include logging into Zoho CRM, selecting Zoho Flow, creating a new flow, selecting the New Lead trigger and Create Row action, and mapping the fields between the applications.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    of 11

    Zoho CRM and Google Sheets Integration

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Who are we?

    ● Cloud Analogy is the world’s leading Salesforce development and consulting company of certified CRM
    administrators, developers, and consultants. Our CRM specialists have deep domain knowledge and skillful
    expertise in providing the best-in-class Salesforce implementation, consulting, and migration services.
    ● Do you require any assistance with Salesforce development, CRM
    implementation, data migration, Field Service Lightning, Salesforce

    integration with third-party tools, and more? Contact Cloud Analogy now!

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Clients Requirements
    1. Whenever we Create a lead in Zoho CRM, it will automatically get
    updated in Google Sheets.

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Our Solution

    Login to Zoho Select Zoho


    flow. Google Sheet
    CRM
    Updated

    Click on Create New


    Application. Flow.

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Steps for Zoho CRM & Google
    Sheets integration are as
    follows:

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Step 1: Logged in to Zoho CRM, Click on application and select Zoho Flow. With Zoho flow we can
    Integrate Zoho Crm to other

    Step 2: Click on Create Flow

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Step 3: Fill out name of the Flow and description of the Flow..

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Step 4: Our flow looks like this, here New lead stands for creating a new lead, Realtime is a trigger,
    Create Row means it will automatically create row in Google sheets.

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Wrapping Up

    Step 1: Created a new Opportunity record with the required fields.

    Step 2: As soon as you created a lead in zoho CRM, it will automatically get
    redirected into google sheets.

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Conclusion

    While creating the flow, we have to make the connection. While connecting
    Google sheets to Zoho CRM, we mapped the fields and saved the flow.
    When we will turn on the flow, it will automatically update the google sheet
    we connected.

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Thank You

    cloud.analogy info@cloudanalogy.com +1(415)830-3899

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