How to integrate Google Sheets with Zoho CRM to create a contact in Zoho CRM when a row is added in Google Sheets

To everyone responsible for managing customer and project information, have you ever thought, "I wish this job could be easier..." in your daily tasks? For example, you might find it cumbersome to update information when managing customer data across multiple systems.

There is a solution to these concerns! By using Yoom to integrate Google Sheets with Zoho CRM, not only does information management become easier, but data consistency is maintained, and you can expect a reduction in work errors. Additionally, it can save time, potentially reducing work-related stress! Why not make your work easier and more efficient with app integration?

Benefits of Integrating Google Sheets with Zoho CRM

Integrating Google Sheets with Zoho CRM not only centralizes customer and project data for easier management but also saves time and effort in management.

Benefit 1. Prevent Information Discrepancies with Centralized Data Management

By integrating Google Sheets with Zoho CRM, you can manage all customer data on a single platform, preventing information discrepancies. As someone responsible for customer management, managing information across multiple systems can be really challenging, right? It takes time just to find where the data is, and you might miss important information.

However, by connecting Sheets and Zoho CRM, you can resolve these issues. For example, when you add new customer information to Sheets, it automatically reflects in Zoho CRM, eliminating the need to enter the same information multiple times. This ensures data consistency and improves the overall visibility of your operations, allowing for smoother management.

Benefit 2. Save Time and Effort with Automation

Using the integration between Google Sheets and Zoho CRM, tedious manual tasks are automated, significantly saving time and effort on data entry and updates. Are you spending time manually entering customer information or updating it repeatedly in your daily tasks? When managed by multiple people, additional confirmation tasks might be necessary.

Such tasks tend to become monotonous, and many people have likely experienced making careless mistakes. However, by integrating apps, you can reduce the effort involved, leading to time and effort savings. Additionally, with fewer mistakes, managing information without stress can be considered a benefit, don't you think?

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How to Create an Integration Flow between Google Sheets and Zoho CRM

Let's actually integrate Google Sheets with Zoho CRM using Yoom.
This flow is "Create a contact in Zoho CRM when a row is added in Google Sheets" and can be completed in three steps.

Set the trigger in Google Sheets
Set up contact information in Zoho CRM
Configure the Google Sheets that updates the information

Click "Try it" from the banner below to proceed with the setup immediately.

Preparation

First, link your account by registering Yoom and each app in My Apps.

Once logged into Yoom, click on "+ New Connection" from the "My Apps" menu on the left side.

Search by app name, then enter the necessary login information for both Google Sheets and Zoho CRM.

Once registered in My Apps, verify that the app name appears in the list.

Preparation is now complete. Next, proceed to flow settings.

Next, copy the template to My Project and create a flow bot.
If you haven't copied it yet, please copy the flow bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the page you moved to
3. Register for Yoom
※ If you have already completed registration, the login screen will be displayed, so please log in.

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Setting up the App Trigger

First, click on the first flow "When a row is added".
On the first screen, the account information set in advance preparation is reflected.

There is no need to change the title and trigger action, so if there is no problem with the account information, click "Next".

Next, set the trigger activation interval and the range of the spreadsheet to be read.
The trigger activation interval is "How often to check if a Google Spreadsheet row has been updated?", so set it according to your business needs.

After entering all the required fields, click "Test" to check for errors.
If an error occurs, refer to the link below to resolve all issues and click "Retest".

About error causes and solutions

If there are no errors, proceed to the next step by clicking "Save".

Setting up Zoho CRM

Next, click on the second flow "Create Account".
As with the first one, the linked account information is reflected on the first page, so check it and click "Next".

On the next page, enter the account information to be registered in Zoho CRM.
Only the account name and Zoho domain are required fields, but more than 20 other fields can be set.

After entering all the necessary information, click "Test" to check for errors and ensure the output is correct.
If you want to add or modify the output information, refer to the link below.

How to obtain output using JSON PATH

Once confirmed, click "Save" to complete the Zoho CRM setup.

Setting up the Google Spreadsheet to Update

Click on the last flow "Update Record".
As before, the linked account information is reflected, but below that, enter the information for the Google Spreadsheet to be linked.

Set the table range if necessary.
Once the necessary information is entered, click "Next" to proceed.

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On the next screen, set the conditions and values for updating the record.
Multiple conditions can be set, so enter what is necessary.

Note that due to the nature of Google Spreadsheets, a search condition of "empty" will fail, so please set the content accordingly.
Refer to the link below for how to handle this.

Notes and solutions for obtaining records in Google Spreadsheets

Enter all the required fields and click "Test" to check for errors.
If there are no issues, click "Save" to complete all settings!

Finally, turn on the trigger to start the flow.
Now, when customer information is updated in Google Spreadsheets, it will be reflected in Zoho CRM.

Other Automation Examples Using Google Sheets and Zoho CRM

There are many other examples of automation using Google Sheets and Zoho CRM available on Yoom, so let me introduce them.

1. The flow introduced this time was an addition, but there is also a flow where information in Zoho CRM is automatically updated when Google Sheets is updated. By using both integrations, you can manage client information perfectly.

2. When a lead is created in Zoho CRM, you can also set up notifications to be sent to Slack or LINE WORKS. Receiving notifications makes customer management easier and may lead to a quicker approach.

Summary

Did you find the integration of Google Sheets and Zoho CRM beneficial for managing customers and projects? By utilizing this integration, you can centrally manage customer and project information, preventing data discrepancies. Additionally, it reduces the manual effort required for data entry, saving time and labor. Furthermore, maintaining data consistency reduces operational errors, leading to more accurate information management.

With Yoom, you can automate your tasks by integrating Google Sheets and Zoho CRM without any coding. Try the methods introduced in this article to enhance your work efficiency and take a step towards achieving better results.