Integrate Zoho CRM with Zoho Sheet

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Create rows in Zoho Sheet for closed Zoho CRM deals


Zoho Flow can help you keep a record of all the deals you've won. Every time a deal is updated to "Closed Won" in Zoho CRM, this flow automatically adds a new row in Zoho Sheet.


How it works
1. The status of a deal is updated to 'Closed Won' in Zoho CRM.
2. Zoho Flow adds a new row in Zoho Sheet.




Use this flow
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Create rows in Zoho Sheet for closed Zoho CRM deals

Zoho CRM + Zoho Sheet

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Connect Zoho CRM and Zoho Sheet with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Zoho CRM and Zoho Sheet using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New user

Triggers when a new user is created

New note

Triggers when a new note is added

New module

Triggers when a new module is created

New contact

Triggers when a new contact is created

Entry created or updated

Triggers when a record entry is created or updated

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Updated module entry

Triggers when an entry is updated in the selected module

New lead

Triggers when a new lead is created

Updated deal

Triggers when an existing deal is updated

User created or updated

Triggers when the details of an existing user are created or updated

Worksheet created - WorkDrive

Triggers when a new worksheet is created in WorkDrive

Row created or updated

Triggers when a row is added or updated in the selected worksheet

Row created - WorkDrive

Triggers when a new row is created in a spreadsheet stored in Zoho WorkDrive

Row created

Triggers when a new row is added at the bottom of the selected worksheet

Worksheet created

Triggers when a new worksheet is created in the selected spreadsheet

Spreadsheet created

Triggers when a new spreadsheet is created

Row created or updated - WorkDrive

Triggers when a row is created or updated in a spreadsheet stored in Zoho WorkDrive

All Actions - Actions are the automated tasks

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Raise signal

Raises a signal to Zoho CRM

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Update related module entry

Relates an entry in this module with an entry in another module

Remove tags

Removes tags from the specified record

Add note

Adds a note to the selected module

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

Update module entry

Updates the specified module entry

Add tags

Adds tags to the specified record

Send email template

Sends an email to the specified users

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Send mail merge

Sends a mail merge with details of the selected record

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Update user

Updates the details of an existing user based on user ID

Fetch event

Fetches an event by its title or unique ID

Fetch email template

Fetches an email template by name

Fetch lead

Fetches a lead by email address or unique ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch inventory template

Fetches an inventory template using ID

Clone module entry

Clones an existing module entry

Fetch account

Fetches an account by its name or unique ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch contact

Fetches a contact by email address, unique ID, or name

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

Create row

Creates a new row in the selected worksheet

Create row - WorkDrive

Creates a row in a spreadsheet stored in Zoho WorkDrive

Create workbook from template

Creates a new workbook from an existing template

Create worksheet

Creates a new worksheet in the selected spreadsheet

Create worksheet - WorkDrive

Creates a new worksheet in Zoho WorkDrive

Create spreadsheet

Creates a new spreadsheet

Update row - WorkDrive

Updates a row in a spreadsheet stored in Zoho WorkDrive

Update row

Updates a specified row in the selected worksheet

Delete row

Deletes the specified row in a worksheet

Delete row - WorkDrive

Deletes a row in a spreadsheet stored in Zoho WorkDrive

Fetch row

Fetches a row by column value

Fetch row - WorkDrive

Fetches a row from a spreadsheet stored in Zoho WorkDrive

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

What is Zoho Sheet?

Zoho Sheet is an online spreadsheet application that lets you create, share, collaborate, and publish spreadsheets from anywhere. You can control access to your sheets, change language preferences, and add visuals to represent your data better.

Popular Spreadsheet Zoho

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Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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