Let us explore how you can integrate Google Sheets with Zoho CRM – following this integration, whenever data is added to a new row of your Google Sheets spreadsheet it will automatically be used to create leads in Zoho CRM.
This automation requires a one-time setup for which we will use Pabbly Connect.
We will first link Google Sheets with Pabbly Connect to capture the event details, then link Pabbly Connect with Zoho CRM and create a lead in Zoho CRM using the captured data.
Steps to Automatically Create New Zoho CRM Leads from Google Sheets
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between Google Sheets and Pabbly Connect
3. Setup Zoho CRM as the Action App to Create Leads
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a Connection between Google Sheets and Pabbly Connect
We will now look at the steps through which we will establish a link between Google Sheets and Pabbly Connect. This will help us to fetch the data from Google Sheets.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Google Sheets.
Choose ‘Google Sheets’ as the Trigger App and select ‘New or Updated Spreadsheet Row’ as a Trigger Event.
B. Webhook URL
A new Webhook URL will get generated. You will use this Webhook URL to create a connection with your Google Sheets account. Copy the Webhook URL.
As soon as you Copy the Webhook URL, Pabbly Connect will start looking to capture data from Google Sheets, as indicated by the rotating Waiting For Webhook Response button.
C. Connect Google Sheets Account
To connect with your Google Sheets account, open the sheet where you want to enter the data, click on Extensions > Add-ons > Get add-ons, and search for ‘Pabbly Connect Webhook’.
Install the Pabbly Connect Webhook extension.
After installing the add-on, again click on Extension > Pabbly Connect Webhooks > Initial Setup.
Paste the Webhook URL that we copied earlier, and in the Trigger Column, mention the name of the last column in which the data is available, and click on ‘Send Test’.
Now, click on Extension > Pabbly Connect Webhooks > ‘Send On Event’.
Now, click on Extension > Pabbly Connect Webhooks > ‘Send On Event’.
Switch back to Pabbly Connect, expand Response Received, and the data you entered must be visible, thus confirming our established connection.
We have established a link between Google Sheets and Pabbly Connect. Pabbly Connect will now automatically capture the data entered in Google Sheets.
Step 3:- Setup Zoho CRM as the Action App to Create Leads
A. Action App
Action allows us to choose the application that will get executed by the workflow trigger.
Upon capturing the data from Google Sheets, we want to create leads in Zoho CRM. Therefore, Zoho CRM will be our Action App.
Choose ‘Zoho CRM’ as your Action App, select ‘Create Lead’ as an Action Event, and click on ‘Connect’
B. Connect with Zoho CRM Account
To connect your Zoho CRM account, select ‘Add New Connection’, and click on ‘Connect With Zoho CRM’.
C. Map Necessary Fields
Now that you have connected your Zoho CRM account, all you need is to map the necessary details from the step above. Mapping ensures our data remains dynamic and changes as per the received responses.
Similarly, map the other fields, leaving the other ones empty, and click on ‘Save & Send Test Request’.
As soon as you click on Save & Send Test Request, a lead will get added to your Zoho CRM account.
Our automation is complete. We have successfully integrated Google Sheets with Zoho CRM. Each time you add data to your Google Sheets spreadsheet, it will automatically create a new lead in Zoho CRM.
You can copy this entire workflow by clicking this link.
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