Zoho CRM + Zoho Sheet

Create new Zoho CRM module entries from new Zoho Sheet rows

Keep your CRM updated smoothly with this streamlined workflow. When you add a new row in Zoho Sheet, it prompts an entry creation in Zoho CRM's selected module. This automated solution significantly reduces manual data entry, keeping your customer relationship management effortlessly up-to-date with the latest details from your spreadsheets.

Keep your CRM updated smoothly with this streamlined workflow. When you add a new row in Zoho Sheet, it prompts an entry creation in Zoho CRM's selected module. This automated solution significantly reduces manual data entry, keeping your customer relationship management effortlessly up-to-date with the latest details from your spreadsheets.

  1. When this happens...
    Zoho SheetZoho Sheet
    New Row

    Triggers when a new row is created in a specified worksheet.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

What does this mean?
    • WorkbookRequired

    • WorksheetRequired

    Trigger
    Instant
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    • WorkbookRequired

    Trigger
    Instant
    Try It
    • WorkbookRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Team

    • Team FolderRequired

    • Folder

    • WorkbookRequired

    Trigger
    Instant
    Try It
  • Zoho Sheet triggers, actions, and search

    New Workbook

    Triggers when a new workbook is created.

    Trigger
    Instant
    Try It
    • WorkbookRequired

    • WorksheetRequired

    • ColumnRequired

    Trigger
    Instant
    Try It
    • Team

    • Team FolderRequired

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Team

    • Team FolderRequired

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    • ColumnRequired

    Trigger
    Instant
    Try It
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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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About Zoho Sheet

Zoho Sheet is a cloud-based spreadsheet software that allows you to create, edit, share and collaborate on spreadsheets in real time.
Learn moreHelp

Related categories

  • Spreadsheets
  • Zoho