Integrate Zoho CRM with Zoho Sheet
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Create rows in Zoho Sheet for closed Zoho CRM deals
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.
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 note
Triggers when a new note is added
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
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New lead
Triggers when a new lead is created
New contact
Triggers when a new contact is created
New user
Triggers when a new user is created
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
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Add tags
Adds tags to the specified record
Add user
Adds a new user
Draft email template
Drafts an email based on the selected template
Send mail merge
Sends a mail merge with details of the selected record
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Raise signal
Raises a signal to Zoho CRM
Remove tags
Removes tags from the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update module entry
Updates the specified module entry
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add note
Adds a note to the selected module
Update user
Updates the details of an existing user based on user ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
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 event
Fetches an event by its title or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
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?
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.
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