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.


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Create rows in Zoho Sheet for closed Zoho CRM deals

Zoho CRM + Zoho Sheet

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Supported triggers and actions

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

All Triggers - A trigger kickstarts the flow

New lead

Triggers when a new lead is created

New module

Triggers when a new module is created

User created or updated

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

Entry created or updated

Triggers when a record entry is created or updated

New user

Triggers when a new user is created

New contact

Triggers when a new contact is created

New module entry

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

Updated deal

Triggers when an existing deal is updated

New note

Triggers when a new note is added

Updated module entry

Triggers when an entry is updated in the selected module

Row created

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

Row created - WorkDrive

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

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 or updated - WorkDrive

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

Row updated in a column range

Triggers when a row is updated in a column range

Spreadsheet created

Triggers when a new spreadsheet is created

Row updated in a column

Triggers when a row is updated in a column

Worksheet created

Triggers when a new worksheet is created in the selected spreadsheet

All Actions - Actions are the automated tasks

Update module entry

Updates the specified module entry

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

Remove tags

Removes tags from the specified record

Add note

Adds a note to the selected module

Update related module entry

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

Add tags

Adds tags to the specified record

Raise signal

Raises a signal to Zoho CRM

Create module entry

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

Create or update lead

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

Create or update module entry

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

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

Send email template

Sends an email to the specified users

Update user

Updates the details of an existing user based on user ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch event

Fetches an event by its title or unique ID

Fetch email template

Fetches an email template by name

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

Clone module entry

Clones an existing module entry

Fetch account

Fetches an account by its name 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

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 - WorkDrive

Creates a row in a spreadsheet stored in Zoho WorkDrive

Create row

Creates a new row in the selected worksheet

Create workbook from template

Creates a new workbook from an existing template

Create worksheet - WorkDrive

Creates a new worksheet in Zoho WorkDrive

Create worksheet

Creates a new worksheet in the selected spreadsheet

Create spreadsheet

Creates a new spreadsheet

Update row

Updates a specified row in the selected worksheet

Update row - WorkDrive

Updates a row in a spreadsheet stored in Zoho WorkDrive

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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Technical and Operations Head, TruAct

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