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.

When this happens...
New Row
Triggers when a new row is created in a specified worksheet.
TriggerInstant
automatically do this!
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
Try It
- WorkbookRequired
Trigger
Instant
Try It
- WorkbookRequired
- WorksheetRequired
Trigger
Instant
Try It
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
Trigger
Instant
Try It
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Instant
Try It

- WorkbookRequired
- WorksheetRequired
Action
Write
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup OperatorRequired
- Lookup DataRequired
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write

- WorkbookRequired
- WorksheetRequired
- Row IndexRequired
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
- Row IndexRequired
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup OperatorRequired
- Lookup DataRequired
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
- Row IndexRequired
Action
Write
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup OperatorRequired
- Lookup DataRequired
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- Search From End
Action
Search
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write

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
- WorkbookRequired
- WorksheetRequired
- Row IndexRequired
Action
Write
- WorkbookRequired
- Worksheet Name
Action
Write
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup OperatorRequired
- Lookup DataRequired
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- Worksheet Name
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup OperatorRequired
- Lookup DataRequired
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Team
- Team FolderRequired
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup OperatorRequired
- Lookup DataRequired
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- Search From End
Action
Search
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write

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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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 more Help

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Zoho CRM + Zoho Sheet

Create new Zoho CRM module entries from new Zoho Sheet rows

New Row

WorksheetRequired

New Worksheet

WorkbookRequired

New or Updated Row

WorkbookRequired

WorksheetRequired

New Worksheet (WorkDrive)

Team

Team FolderRequired

Folder

WorkbookRequired

New or Updated Row (WorkDrive)

Team

Team FolderRequired

Folder

WorkbookRequired

WorksheetRequired

Create Row

WorkbookRequired

WorksheetRequired

Search and Delete Row

WorkbookRequired

WorksheetRequired

Lookup ColumnRequired

Lookup OperatorRequired

Lookup DataRequired

Additional Lookup Column

Additional Lookup Operator

Additional Lookup Data

First Match Only

Update Row

WorkbookRequired

WorksheetRequired

Row IndexRequired

Delete Row (WorkDrive)

Team

Team FolderRequired

Folder

WorkbookRequired

WorksheetRequired

Row IndexRequired

Search and Delete Row (WorkDrive)

Team

Team FolderRequired

Folder

WorkbookRequired

WorksheetRequired

Lookup ColumnRequired

Lookup OperatorRequired

Lookup DataRequired

Additional Lookup Column

Additional Lookup Operator

Additional Lookup Data

First Match Only

Update Row (WorkDrive)

Team

Team FolderRequired

Folder

WorkbookRequired

WorksheetRequired

Row IndexRequired

Search Row

WorkbookRequired

WorksheetRequired

Lookup ColumnRequired

Lookup OperatorRequired

Lookup DataRequired

Additional Lookup Column

Additional Lookup Operator

Additional Lookup Data

Search From End

New Contact

New Module Entry

ModuleRequired