Zoho CRM + Zoho Sheet

Update module entries in Zoho CRM when columns in Zoho Sheet are updated

Stay updated on your customer interactions with this automation workflow. When there's an update in any column in your Zoho Sheet within the WorkDrive app, a new or updated module entry gets created in Zoho CRM. This way, you can save time updating information manually and focus on nurturing customer relationships.

Stay updated on your customer interactions with this automation workflow. When there's an update in any column in your Zoho Sheet within the WorkDrive app, a new or updated module entry gets created in Zoho CRM. This way, you can save time updating information manually and focus on nurturing customer relationships.

  1. When this happens...
    Zoho SheetZoho Sheet
    Updated Column (WorkDrive)

    Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.

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

    Create or update module entries

    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