Zoho CRM + Zoho Sheet

Zoho CRM + Zoho Sheet integrations

Create or update Zoho CRM module entries from new or updated rows in Zoho Sheet

Maintain an organized customer relationship management process with this automation that works between Zoho Sheet and Zoho CRM. When a new or updated row is detected in your Zoho Sheet, this workflow will efficiently reflect these changes in your Zoho CRM by creating or updating a module entry. Save time, eliminate manual data entry, and ensure consistent data across your business apps with this streamlined process.

When this happens...
New or Updated RowTriggers when a new row is added or an existing row is modified in a specified worksheet.
TriggerInstant
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with Zoho Sheet and Zoho CRM

Discover other triggers and actions you can use with Zoho Sheet and Zoho CRM

- Workbook
  Required
- Worksheet
  Required
Trigger
Instant
Try It
- Workbook
  Required
Trigger
Instant
Try It
- Workbook
  Required
- Worksheet
  Required
Trigger
Instant
Try It
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
Trigger
Instant
Try It
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Instant
Try It

- Workbook
  Required
- Worksheet
  Required
Action
Write
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Operator
  Required
- Lookup Data
  Required
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write

- Workbook
  Required
- Worksheet
  Required
- Row Index
  Required
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row Index
  Required
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Operator
  Required
- Lookup Data
  Required
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row Index
  Required
Action
Write
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Operator
  Required
- Lookup Data
  Required
- 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
Polling
Try It
- Module
  Required
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
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

New Workbook
Triggers when a new workbook is created.
Trigger
Instant
Try It
- Workbook
  Required
- Worksheet
  Required
- Column
  Required
Trigger
Instant
Try It
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Instant
Try It
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
- Column
  Required
Trigger
Instant
Try It
- Workbook
  Required
- Worksheet
  Required
- Row Index
  Required
Action
Write
- Workbook
  Required
- Worksheet Name
Action
Write
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Operator
  Required
- Lookup Data
  Required
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet Name
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Operator
  Required
- Lookup Data
  Required
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Operator
  Required
- Lookup Data
  Required
- 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
Polling
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
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

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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 moreLearn moreHelpHelp

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Spreadsheets

Zoho

Zoho CRM + Zoho Sheet

Zoho CRM + Zoho Sheet

Create or update Zoho CRM module entries from new or updated rows in Zoho Sheet

More things you can do with Zoho Sheet and Zoho CRM

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