How to integrate Zoho CRM with Google Sheets to add tasks registered in Zoho CRM to Google Sheets

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

Step 2: Setting up a trigger that activates when a task is created in Zoho CRM

1. Open the copied template.
※ You can change the title from the red-framed section in the image below.

2. Click on the Flowbot's "App Trigger: When a task is created (Webhook)".

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3. Select the linked account and action.
Change the title if necessary and click "Next".

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4. Set up the API connection for the app trigger.
Enter the Zoho domain and channel ID.

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※ The red-framed section in the image below shows the reference position of the channel ID included in the URL when you open the Zoho CRM admin screen.

5. Click "Test".

6. If the test is successful, click "Next".

7. After creating a task in Zoho CRM, click "Test".

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8. If the test is successful, click "Save".

Step 3: Setting up an action to retrieve task information from Zoho CRM

1. Click on the Flowbot's "Integrate with App: Retrieve Task".

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2. Select the linked account and action.
Change the title if necessary and click "Next".

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3. Set up the API connection.
Enter the Zoho domain and task ID.
※ Use the output obtained in Step 2 to enter the task ID.

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※ When you click on the input field, candidates will be displayed, so please select the relevant item.

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4. Click "Test".

5. If there are any items you want to sync with Google Sheets other than those displayed in the "Output" field, click "+ Add value to retrieve" to set it up.
※ Reference: How to add "Retrieved Value: Output"

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6. Click "Save".

Step 4: Setting up an action to add a record to Google Sheets

1. Select the Flowbot's "Operate Database: Add Record".

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2. Select the linked account and action.
・Title: Change if necessary.
・Each item in "Database Integration": Enter/select based on the notes below each field.

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3. Click "Next".

4. Perform detailed settings for database operations.
Use the outputs obtained so far to enter values for each field of the record to be added.

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※ The image below is an example of output reference.

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5. Click "Test".

6. If the test is successful, click "Save".

This completes the flow "Add to Google Sheets when a task is registered in Zoho CRM".
Switch the trigger of the saved flow to "ON" to activate it.

Flowbot template used this time
Add to Google Sheets when a task is registered in Zoho CRM

Other automation examples using Zoho CRM and Google Spreadsheets

In addition to the flows introduced here, you can use the APIs of Zoho CRM and Google Spreadsheets to automate various tasks.
All of them can be used with simple settings, so if you are interested in any of them, please give them a try!

Other automation examples using Zoho CRM and Google Spreadsheets

When a row is added, you can create an account in Zoho CRM, and when a lead is registered in Zoho CRM, you can add it to Google Spreadsheets. You can also update the account information in Zoho CRM after updating the information.

Examples of automation using Zoho CRM

Add leads when they are registered in Zoho CRM

By automatically updating information without having to manually transcribe it, you can follow up smoothly.

Add a task when it is registered in Zoho CRM

When a task is registered in Zoho CRM, you can automatically add a task, preventing incorrect input or omissions.

When a customer is registered in Zoho CRM, create a folder for each customer

This eliminates the need to manually create folders, prevents human errors such as forgetting to create a folder or creating duplicates, and makes document management smoother.

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Examples of automation using Google Spreadsheets

Add a record when a row is added in Google Sheets

This will eliminate the need for manual data entry, which should reduce data entry errors and ensure data accuracy.

When a row is added in Google Sheets, add users and contacts

Since manual transcription is no longer necessary, this prevents human errors such as input errors, omissions, and duplicate registrations, and allows for smooth information sharing.

Create a folder when a row is added in Google Spreadsheet

This can reduce manual work and may prevent human errors such as mistyping a folder name or forgetting to create it.

Benefits of integrating Zoho CRM with Google Sheets

Benefit 1: Improved work efficiency

By automating the synchronization of task information through integration, you can eliminate the need to manually record and share information. Sales team members and project managers can reduce their work time by automatically registering tasks and consolidating data, allowing them to focus on negotiations, creating materials, and adjusting progress schedules. In addition, reducing the occurrence of human errors when transcribing should lead to improved accuracy of information reflected in Google Sheets.

Benefit 2: Real-time information sharing

Since all team members can view the same task information in real time, project management will proceed smoothly. Even in companies with many remote work or operations across multiple locations, the latest progress can be grasped in a timely manner. It may also lead to the prevention of project delays and improvement of the performance of the entire team.

For example, as soon as a sales representative creates a task for creating materials in Zoho CRM, that information is reflected in the task list file in Google Sheets shared with the team. Other team members can see the corresponding deals and customer information all at once, so they can smoothly provide the data necessary to execute the task. In addition, if the data is reflected when the task information is updated, the person in charge can check the progress of the deal and whether there are any overdue tasks at once.

Summary

We introduced a method to integrate Zoho CRM with Google Sheets to automatically sync task information. This integration reduces the hassle of manual input and prevents transcription errors. Real-time information sharing is expected to improve work efficiency for the entire team, including not only task assignees but also managers. We encourage you to use Yoom to take advantage of this integration.