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Zoho CRM Google Sheets
When a task is registered in Zoho CRM, add it to Google Sheets.
Try this template
Zoho CRM Google Sheets

When a task is registered in Zoho CRM, add it to Google Sheets.

Launch this workflow to connect Zoho CRM & Google Sheets !
Try this template

■Overview

This is a flow that adds tasks to Google Sheets when they are registered in Zoho CRM.

‍

■Recommended for‍

1. Those who use Zoho CRM to manage sales activities

・Those who manage follow-up tasks

・Sales teams that have implemented Zoho CRM to streamline sales activities

‍

2. Those who manage tasks with Google Sheets

・Those who centrally manage team tasks with Google Sheets

・Those who use Google Sheets to share project progress

‍
■Benefits of using this template

By using Zoho CRM, you can streamline the sales process and reduce the workload. Additionally, if you centrally manage team tasks with Google Sheets, you can also share task information registered in Zoho CRM, making information sharing smoother.

However, if you manually add tasks from Zoho CRM to Google Sheets, there is a possibility of input errors or omissions. By using this template, tasks registered in Zoho CRM can be automatically added to Google Sheets, preventing human errors.

Automating the addition of tasks to Google Sheets eliminates the need for manual task entry, allowing for more efficient operations.

‍

■Notes‍

・Please integrate both Zoho CRM and Google Sheets with Yoom.

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About the Apps
Zoho CRM
At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.
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About the apps you use
Zoho CRM
At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.
see details
Templates
Register a lead in Zoho CRM from the signature information of an email received in Outlook.
Try it
This is a flow for registering leads in Zoho CRM from signature information in emails received in Outlook. By using this flow, there is no need for manual data entry, leading to improved work efficiency. It reduces working time, thereby contributing to increased productivity.
View details Try it
Register a lead in Zoho CRM from the signature information of an email received in Outlook.
When a lead is created or updated in Zoho CRM, notify Slack.
Try it
When a new lead is created or updated in Zoho CRM, a notification is automatically sent to the specified Slack channel. The content of the notification and the target Slack channel can be customized.‍
View details Try it
When a lead is created or updated in Zoho CRM, notify Slack.
When a lead is registered in Zoho CRM, add it to Google Sheets.
Try it
When a lead is registered in Zoho CRM, this flow adds it to a Google Spreadsheet. Automatic information synchronization enables smooth follow-ups. Additionally, centralizing lead information management allows for more efficient sales activities and marketing.
View details Try it
When a lead is registered in Zoho CRM, add it to Google Sheets.
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At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
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No-Code API Actions
Executable API actions
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Zoho CRM
Google Sheets
Flowbot triggers
    When a new lead is created
    When a new account is created
    When an account is created or updated
    When a lead is created or updated
    When a lead is created (Webhook)
    When Lead is Updated (Webhook)
    When Account is Created (Webhook)
    When Account is Updated (Webhook)
    When Contact is Created (Webhook)
    When Contact is Updated (Webhook)
    Deal Created (Webhook)
    Deal Updated (Webhook)
    Task Created (Webhook)
    Task Updated (Webhook)
    Specific Field in Deal Updated (Webhook)
    When a specific lead field is updated (Webhook)
    When a specific account field is updated (Webhook)
    When a specific contact field is updated (Webhook)
    When a specific task field is updated (Webhook)
    When an event is created (Webhook)
    When an event is updated (Webhook)
    When a specific field of an event is updated (Webhook)
    When a Call is Created (Webhook)
    When a Call is Updated (Webhook)
    When a Contact is Created (Polling Trigger)
    When a Contact is Updated (Polling Trigger)
    When a row is added
    When a row is updated
Flowbot operations
    Get Lead ID List
    Get Lead Details
    Create Lead
    Update Lead Information
    Search Leads
    Get Account ID List
    Get Account Details
    Create Account
    Update Account Information
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Get Deal ID List
    Get Deal Details
    Create Deal
    Update Deal Information
    Search Deals
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Information
    Download Lead Attachments
    Get Account Attachment Information
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Get Contact Details
    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Details
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Get Call
    Get Fields of a Specific Tab
    Create Record in Custom Module
    Search Custom Module Records
    Update Record in Custom Module
    Delete custom module record
    Get specific custom module record
    Associate Lead with Campaign
    Search Calls
    Get call details
    Search webhooks
    Get Contact ID List
    Update Lead Custom Field (Multi-Select)
    Update Account Custom Field (Multi-Select)
    Update Deal Custom Field (Multi-Select)
    Get Records via COQL Query
    Set a value in a cell
    Get values
    Clear values
    Create a new spreadsheet
    Copy a sheet (tab)
    Add a new sheet (tab)
    Delete Sheet (Tab)
    Replace values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Info
    Get sheet names
    Apply a formula to a range
    Enter values in a range
    Embed an image in a cell
    Sort by specific column
    Hide a sheet
    Add a note to the specified cells
    Insert columns
    Delete columns
    Write values to multiple columns
Flowbot triggers
    When a new lead is created
    When a new account is created
    When an account is created or updated
    When a lead is created or updated
    When a lead is created (Webhook)
    When Lead is Updated (Webhook)
    When Account is Created (Webhook)
    When Account is Updated (Webhook)
    When Contact is Created (Webhook)
    When Contact is Updated (Webhook)
    Deal Created (Webhook)
    Deal Updated (Webhook)
    Task Created (Webhook)
    Task Updated (Webhook)
    Specific Field in Deal Updated (Webhook)
    When a specific lead field is updated (Webhook)
    When a specific account field is updated (Webhook)
    When a specific contact field is updated (Webhook)
    When a specific task field is updated (Webhook)
    When an event is created (Webhook)
    When an event is updated (Webhook)
    When a specific field of an event is updated (Webhook)
    When a Call is Created (Webhook)
    When a Call is Updated (Webhook)
    When a Contact is Created (Polling Trigger)
    When a Contact is Updated (Polling Trigger)
Flowbot operations
    Get Lead ID List
    Get Lead Details
    Create Lead
    Update Lead Information
    Search Leads
    Get Account ID List
    Get Account Details
    Create Account
    Update Account Information
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Get Deal ID List
    Get Deal Details
    Create Deal
    Update Deal Information
    Search Deals
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Information
    Download Lead Attachments
    Get Account Attachment Information
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Get Contact Details
    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Details
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Get Call
    Get Fields of a Specific Tab
    Create Record in Custom Module
    Search Custom Module Records
    Update Record in Custom Module
    Delete custom module record
    Get specific custom module record
    Associate Lead with Campaign
    Search Calls
    Get call details
    Search webhooks
    Get Contact ID List
    Update Lead Custom Field (Multi-Select)
    Update Account Custom Field (Multi-Select)
    Update Deal Custom Field (Multi-Select)
    Get Records via COQL Query
Flowbot triggers
    When a row is added
    When a row is updated
Flowbot operations
    Set a value in a cell
    Get values
    Clear values
    Create a new spreadsheet
    Copy a sheet (tab)
    Add a new sheet (tab)
    Delete Sheet (Tab)
    Replace values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Info
    Get sheet names
    Apply a formula to a range
    Enter values in a range
    Embed an image in a cell
    Sort by specific column
    Hide a sheet
    Add a note to the specified cells
    Insert columns
    Delete columns
    Write values to multiple columns
Tab 1
Tab 2
Tab 3
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Zoho CRMとGoogle スプレッドシートの連携イメージ
2025/05/21
Yoom use case
How to integrate Zoho CRM with Google Sheets to add tasks registered in Zoho CRM to Google Sheets
e.koyama
e.koyama