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Integrate Zoho CRM with Zoho Sheet
Send information between Zoho CRM and Zoho Sheet automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create rows in Zoho Sheet for closed Zoho CRM deals
How it works
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Create rows in Zoho Sheet for closed Zoho CRM deals
Zoho CRM + Zoho Sheet
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Build your own integrations between Zoho CRM and Zoho Sheet
Connect Zoho CRM and Zoho Sheet with over 850+ 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
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New contact
Triggers when a new contact is created
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Updated module entry
Triggers when an entry is updated in the selected module
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New lead
Triggers when a new lead is created
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New user
Triggers when a new user is created
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New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
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Updated deal
Triggers when an existing deal is updated
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New module
Triggers when a new module is created
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Entry created or updated
Triggers when a record entry is created or updated
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New note
Triggers when a new note is added
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User created or updated
Triggers when the details of an existing user are created or updated
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Row created
Triggers when a new row is added at the bottom of the selected worksheet
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Worksheet created
Triggers when a new worksheet is created in the selected spreadsheet
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Row updated in a column
Triggers when a row is updated in a column
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Spreadsheet created
Triggers when a new spreadsheet is created
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Worksheet created - WorkDrive
Triggers when a new worksheet is created in WorkDrive
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Row created - WorkDrive
Triggers when a new row is created in a spreadsheet stored in Zoho WorkDrive
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Row updated in a column range
Triggers when a row is updated in a column range
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Row created or updated - WorkDrive
Triggers when a row is created or updated in a spreadsheet stored in Zoho WorkDrive
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Row created or updated
Triggers when a row is added or updated in the selected worksheet
All Actions - Actions are the automated tasks
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Send mail merge
Sends a mail merge with details of the selected record
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Draft email template
Drafts an email based on the selected template
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Update module entry
Updates the specified module entry
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Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
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Send email template
Sends an email to the specified users
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Convert lead to contact
Converts a lead to a contact
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Add user
Adds a new user
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Add tags
Adds tags to the specified record
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Remove tags
Removes tags from the specified record
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Raise signal
Raises a signal to Zoho CRM
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Add note
Adds a note to the selected module
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Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
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Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
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Update related module entry
Relates an entry in this module with an entry in another module
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Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
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Update user
Updates the details of an existing user based on user ID
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Fetch email template
Fetches an email template by name
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Fetch contact
Fetches a contact by email address, unique ID, or name
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Fetch lead
Fetches a lead by email address or unique ID
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Fetch account
Fetches an account by its name or unique ID
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Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
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Fetch event
Fetches an event by its title or unique ID
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Fetch user
Fetches the details of an existing user by name or email address
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Clone module entry
Clones an existing module entry
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Fetch inventory template
Fetches an inventory template using ID
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Cancel call
Cancels a event
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Delete module entry
Deletes the specified entry
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Fetch product
Fetches a product by its name or unique ID
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Fetch module entry
Fetches a module entry by the specified values
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Create row
Creates a new row in the selected worksheet
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Create worksheet
Creates a new worksheet in the selected spreadsheet
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Create worksheet - WorkDrive
Creates a new worksheet in Zoho WorkDrive
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Create spreadsheet
Creates a new spreadsheet
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Create row - WorkDrive
Creates a row in a spreadsheet stored in Zoho WorkDrive
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Create workbook from template
Creates a new workbook from an existing template
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Update row
Updates a specified row in the selected worksheet
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Update row - WorkDrive
Updates a row in a spreadsheet stored in Zoho WorkDrive
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Delete row
Deletes the specified row in a worksheet
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Delete row - WorkDrive
Deletes a row in a spreadsheet stored in Zoho WorkDrive
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Fetch row
Fetches a row by column value
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Fetch row - WorkDrive
Fetches a row from a spreadsheet stored in Zoho WorkDrive
What is Zoho CRM?
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.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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