Zoho CRM + Zoho Sheet

Zoho CRM + Zoho Sheet integrations

Update and search rows in Zoho Sheet whenever module entries are updated in Zoho CRM

Keep your Zoho CRM and Zoho Sheet closely intertwined with this workflow. Every time you update a module entry in your Zoho CRM, corresponding rows in your Zoho Sheet will be searched and updated. This streamlines your data management process, ensuring that any changes in your CRM are reflected accurately in your spreadsheets. Save time and maintain consistency across your tools with this workflow.

When this happens...
Updated Module EntryTriggers instantaneously when a module entry is updated
TriggerInstant
automatically do this!
Search and Update RowSearches and then updates a row based on some criteria.
ActionWrite

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More things you can do with Zoho CRM and Zoho Sheet

Discover other triggers and actions you can use with Zoho CRM and Zoho Sheet

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
New Workbook
Triggers when a new workbook is created.
Trigger
Instant
Try It
- Workbook
  Required
- Worksheet
  Required
- Column
  Required
Trigger
Instant
Try It
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Instant
Try It
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
- Column
  Required
Trigger
Instant
Try It
- Workbook
  Required
- Worksheet
  Required
- Row Index
  Required
Action
Write
- Workbook
  Required
- Worksheet Name
Action
Write
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Operator
  Required
- Lookup Data
  Required
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet Name
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Operator
  Required
- Lookup Data
  Required
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Operator
  Required
- Lookup Data
  Required
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- Search From End
Action
Search

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Workbook
  Required
- Worksheet
  Required
Trigger
Instant
Try It
- Workbook
  Required
Trigger
Instant
Try It
- Workbook
  Required
- Worksheet
  Required
Trigger
Instant
Try It
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
Trigger
Instant
Try It
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Instant
Try It
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Operator
  Required
- Lookup Data
  Required
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Workbook
  Required
- Worksheet
  Required
- Row Index
  Required
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row Index
  Required
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Operator
  Required
- Lookup Data
  Required
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- First Match Only
Action
Write
- Team
- Team Folder
  Required
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row Index
  Required
Action
Write
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Operator
  Required
- Lookup Data
  Required
- Additional Lookup Column
- Additional Lookup Operator
- Additional Lookup Data
- Search From End
Action
Search

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

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About Zoho Sheet

Zoho Sheet is a cloud-based spreadsheet software that allows you to create, edit, share and collaborate on spreadsheets in real time.

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Spreadsheets

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Zoho CRM + Zoho Sheet

Zoho CRM + Zoho Sheet

Update and search rows in Zoho Sheet whenever module entries are updated in Zoho CRM

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