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Zoho CRM + Zoho Sheet

Update and search rows in Zoho Sheet whenever module entries are updated in Zoho CRM

Keep your Zoho CRM and Zoho Sheet closely intertwined with this workflow. Every time you update a module entry in your Zoho CRM, corresponding rows in your Zoho Sheet will be searched and updated. This streamlines your data management process, ensuring that any changes in your CRM are reflected accurately in your spreadsheets. Save time and maintain consistency across your tools with this workflow.

Keep your Zoho CRM and Zoho Sheet closely intertwined with this workflow. Every time you update a module entry in your Zoho CRM, corresponding rows in your Zoho Sheet will be searched and updated. This streamlines your data management process, ensuring that any changes in your CRM are reflected accurately in your spreadsheets. Save time and maintain consistency across your tools with this workflow.

  1. When this happens...
    Zoho CRMZoho CRM
    Updated Module Entry

    Triggers instantaneously when a module entry is updated

    TriggerInstant
  2. automatically do this!
    Zoho SheetZoho Sheet
    Search and Update Row

    Searches and then updates a row based on some criteria.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and 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
  • Zoho CRM triggers, actions, and search

    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
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and 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
  • Zoho CRM triggers, actions, and search

    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
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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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