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Automatically retrieve Zoho CRM call records on a schedule and log them in Google Sheets

Automatically retrieve Zoho CRM call records on a schedule and log them in Google Sheets

Launch this workflow to connect Zoho CRM & Google Sheets !
■Overview
Call history with customers accumulated in Zoho CRM is essential for improving sales activities, but manually compiling and managing this data can be time-consuming. This workflow automatically retrieves call history from Zoho CRM on a regular basis and records it in Google Sheets. Spend less time on tedious data compilation and more time putting your data to work.
■Who Is This Template For?
  • Sales representatives and managers who manually compile and manage Zoho CRM call history
  • Anyone who finds manual data entry time-consuming when analyzing data in Google Sheets
  • Anyone looking to automate and streamline operations using Zoho CRM call history data
■Benefits of Using This Template
  • Automatically retrieve Zoho CRM call history on a schedule and spend the time saved from manual compilation on other tasks.
  • Reduce manual data transfers to help prevent human errors such as entry mistakes and missing records.
■Workflow
  1. First, connect Zoho CRM and Google Sheets to Yoom.
  2. Next, select the schedule trigger and configure the workflow to run at your preferred intervals.
  3. Next, set up the “Search Calls” action in Zoho CRM to retrieve the required call history.
  4. Next, set up the “Delete Values” action in Google Sheets to clear the existing data.
  5. Next, configure the repeating function to process each retrieved call history record individually.
  6. Finally, set up the “Add Record” action in Google Sheets to append each call history record to the sheet.
※ “Trigger”: An action that starts the workflow. “Operation”: An action that performs a process within the workflow after the trigger starts.
■Customize This Workflow
  • For the schedule trigger, set the time, day of the week, interval, and other settings according to your needs.
  • When searching for calls in Zoho CRM, customize the search fields and keywords based on the data you want to retrieve.
  • Set the Google Sheets file or sheet where values are deleted and records are updated according to the files you manage.
  • Choose which Zoho CRM details to sync with Google Sheets, such as the call date and time, call participant, and subject.
■Notes
  • Connect both Zoho CRM and Google Sheets to Yoom.
  • The “Repeat the Same Process” operation is available only on the Team and Success plans. On the Free and Mini plans, configured workflow operations and Data Connect may result in errors.
  • Paid plans, including the Team and Success plans, come with a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.
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No-Code API Actions
Executable API actions
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 a List of Lead IDs
    Get Lead Information
    Create Lead
    Update Lead Information
    Search Leads
    Get a List of Account IDs
    Get Account Information
    Create Account
    Update Account Information
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Retrieve Deal ID List
    Retrieve Deal Information
    Create Deal
    Update Deal Information
    Search Deal Information
    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
    Retrieve Contact Information
    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
    Retrieve Call
    Get Fields of a Specific Tab
    Create Record in Custom Module
    Search Custom Tab Records
    Update Record in Custom Module
    Delete Custom Module Record
    Get Specific Custom Module Record
    Associate Lead with Campaign
    Search Calls
    Retrieve Call Information
    Search Webhooks
    Get List of Contact IDs
    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
    Add Rows
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 a List of Lead IDs
    Get Lead Information
    Create Lead
    Update Lead Information
    Search Leads
    Get a List of Account IDs
    Get Account Information
    Create Account
    Update Account Information
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Retrieve Deal ID List
    Retrieve Deal Information
    Create Deal
    Update Deal Information
    Search Deal Information
    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
    Retrieve Contact Information
    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
    Retrieve Call
    Get Fields of a Specific Tab
    Create Record in Custom Module
    Search Custom Tab Records
    Update Record in Custom Module
    Delete Custom Module Record
    Get Specific Custom Module Record
    Associate Lead with Campaign
    Search Calls
    Retrieve Call Information
    Search Webhooks
    Get List of Contact IDs
    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
    Add Rows
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