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

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

Yoom's Google Sheets ＆  Zoho CRM  are ready to use! Automate tasks instantly—just copy the template!
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■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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API Actions That can be No-Code
Executable API actions
everything
Google Sheets
Zoho CRM
Flowbot triggers
    When a row is added
    When a row is updated
    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)
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    When Contact is Created (Webhook)
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    Task Created (Webhook)
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    Specific Field in Deal Updated (Webhook)
    When a specific lead field is updated (Webhook)
    When a specific account field is updated (Webhook)
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    When an event is created (Webhook)
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    When a specific field of an event is updated (Webhook)
    When a Call is Created (Webhook)
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    When a Contact is Created (Polling Trigger)
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Flowbot operations
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    Search Accounts
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    Update Account Custom Fields
    Get Deal IDs
    Get Deal Details
    Create Deal
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    Attach File to Account
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    Get Lead Attachment Details
    Download Lead Attachment
    Retrieve Account Attachment Details
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    Get Deal Attachment Information
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    Search Records in a Custom Module
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    Delete a Record from a Custom Module
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    Get Call Details
    Search Webhooks
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Flowbot triggers
    When a row is added
    When a row is updated
Flowbot operations
    Write a value to a cell
    Get values
    Clear values
    Create a new spreadsheet
    Copy a sheet (tab)
    Add a new sheet (tab)
    Delete a sheet (tab)
    Replace values
    Rename a sheet (tab)
    Delete rows
    Get Spreadsheet Info
    Get Sheet Names
    Fill a Formula Across a Range
    Write Values to a Range
    Insert an Image into a Cell
    Sort by a specific column
    Hide a sheet
    Add a note to the specified cells
    Insert columns
    Delete columns
    Enter values into 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)
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    When an event is created (Webhook)
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    Get Lead Details
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    Update Lead Information
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    Update Account
    Search Accounts
    Update Lead Custom Fields
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    Get Deal IDs
    Get Deal Details
    Create Deal
    Update Deal Details
    Search Deals
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Details
    Download Lead Attachment
    Retrieve Account Attachment Details
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Get Contact Details
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    Update Contact
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    Attach File to Contact
    Get Contact Attachment Info
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Get Call
    Retrieve Field Metadata for a Specific Module
    Create a Record in a Custom Module
    Search Records in a Custom Module
    Update a Record in a Custom Module
    Delete a Record from a Custom Module
    Get a specific record from a custom module
    Search Calls
    Get Call Details
    Search Webhooks
    Get Contact IDs
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How to integrate Zoho CRM with Google Sheets to add tasks registered in Zoho CRM to Google Sheets
2025/05/21
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How to integrate Zoho CRM with Google Sheets to add tasks registered in Zoho CRM to Google Sheets
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