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  • Zoho and Zoho Sheets Integration

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    Abhishek Rastogi
    20 views11 pages
    This document describes how to integrate Zoho CRM and Zoho Sheets so that whenever a new contact is created in Zoho CRM, it will automatically be updated in Zoho Sheets. The steps are to log into Zoho CRM, select the Zoho Flow application, create a new flow, and configure it to trigger on new contact creation in CRM and create a new row in the linked Zoho Sheets. Fields are mapped between CRM and Sheets and the flow is saved.

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    This document describes how to integrate Zoho CRM and Zoho Sheets so that whenever a new contact is created in Zoho CRM, it will automatically be updated in Zoho Sheets. The steps are to log into Zoho CRM, select the Zoho Flow application, create a new flow, and configure it to trigger on new contact creation in CRM and create a new row in the linked Zoho Sheets. Fields are mapped between CRM and Sheets and the flow is saved.

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    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    20 views11 pages

    Zoho and Zoho Sheets Integration

    Uploaded by

    Abhishek Rastogi
    This document describes how to integrate Zoho CRM and Zoho Sheets so that whenever a new contact is created in Zoho CRM, it will automatically be updated in Zoho Sheets. The steps are to log into Zoho CRM, select the Zoho Flow application, create a new flow, and configure it to trigger on new contact creation in CRM and create a new row in the linked Zoho Sheets. Fields are mapped between CRM and Sheets and the flow is saved.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 11

    Zoho CRM and Zoho Sheets Integration

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Who are we?

    ● Cloud Analogy is the world’s leading Salesforce development and consulting company of certified CRM
    administrators, developers, and consultants. Our CRM specialists have deep domain knowledge and skillful
    expertise in providing the best-in-class Salesforce implementation, consulting, and migration services.
    ● Do you require any assistance with Salesforce development, CRM
    implementation, data migration, Field Service Lightning, Salesforce

    integration with third-party tools, and more? Contact Cloud Analogy now!

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Clients Requirements
    1. Whenever we Create a contact in Zoho CRM, it will automatically
    get updated in Zoho Sheets.

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Our Solution

    Login to Zoho Select Zoho


    flow. Zoho Sheet
    CRM
    Updated

    Click on Create New


    Application. Flow.

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Steps for Zoho CRM & Zoho
    Sheets integration are as
    follows:

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Step 1: Logged in to Zoho CRM, Click on application and select Zoho Flow. With Zoho flow we can
    Integrate Zoho Crm to other

    Step 2: Click on Create Flow

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Step 3: Fill out name of the Flow and description of the Flow..

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Step 4: Our flow looks like this, here New Contact stands for creating a new contact, Realtime is a
    trigger, Create Row means it will automatically create row in Zoho sheets.

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Wrapping Up

    Step 1: Created a new contact with the required fields on Zoho CRM.

    Step 2: As soon as you created a contact in zoho CRM, it will automatically


    updated in zoho Sheets

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Conclusion

    While creating the flow, we have to make the connection. While connecting
    Zoho sheets to Zoho CRM, we mapped the fields and saved the flow.
    When we will turn on the flow, it will automatically update the Zoho sheet we
    connected.

    cloud.analogy info@cloudanalogy.com +1(415)830-3899


    Thank You

    cloud.analogy info@cloudanalogy.com +1(415)830-3899

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