Google Sheets AppiWorks for Zoho CRM is a Zoho CRM extension that integrates Zoho CRM and Google Sheets. It helps users to export data from Zoho CRM to Google Sheets, import data from Google Sheets to Zoho CRM, and show contextual data from Google Sheets inside Zoho CRM.  

Pro Tip 1: Bulk Export Leads from Zoho CRM to Google Sheets

Let's consider a real-world scenario for an organization. Suppose "XYZ Shipping Corp" has 1000 leads stored in Zoho CRM's leads module, and there is a requirement to make these leads available in Google Sheets for the sales team. This could be a daunting task, but fortunately, Google Sheets AppiWorks for Zoho CRM can make it easier by integrating Google Sheets directly into the Zoho CRM dashboard.

With Google Sheets AppiWorks, you can automate the process of exporting all 1000 leads from Zoho CRM to Google Sheets. Whenever a new lead is created or an existing lead is updated in Zoho CRM, the data can be configured to automatically reflect in Google Sheets. Additionally, if you only want to export selected leads from Zoho CRM to Google Sheets, you can use the platform's manual export feature to choose the specific leads and export them to Google Sheets.

By leveraging the power of AppiWorks for Zoho CRM, organizations can seamlessly integrate Zoho CRM with Google Sheets and automate the process of data export and import, saving time and streamlining workflows.

Pro Tip 2: Bulk Create Contacts from Google Sheets into Zoho CRM

Another helpful tip is to mass-create contacts from Google Sheets and seamlessly load them into Zoho CRM's Contacts module. Consider that your team has collected 2000 contacts information in a Google Sheet and needs to create them in Zoho CRM. This can be a time-consuming task, but fortunately, Google Sheets AppiWorks for Zoho CRM offers an automated solution to simplify the process.

With Google Sheets AppiWorks, you can easily query contacts from Google Sheets and view them directly within the Zoho CRM application. Then, you can select the desired contacts and import them into the Zoho CRM Contacts module quickly and easily.

Pro Tip 3: Efficiently Import and Sync Contacts between Google Sheets and Zoho CRM

Consider that your team continues to collect contact details on an ongoing basis and you need to continuously load those into Zoho CRM. Google Sheets AppiWorks offers scheduled-based incremental imports, allowing you to set up automatic data imports at specified intervals to keep your data up-to-date.

Google Sheets AppiWorks for Zoho CRM also includes intelligent mapping capabilities, which help streamline the process by automatically identifying and mapping similar fields between the two applications. This reduces the amount of manual work required and ensures that the data is accurately imported into Zoho CRM.

Pro Tip 4: Visualize the data from Google Sheets right inside Zoho CRM

If you want to view the data from Google Sheets in the Zoho CRM module tab, you can use Google Sheets AppiWorks for Zoho CRM to visually present relevant data. For example, with Google Sheets AppiWorks, you can see the related data of contact from Google Sheets like family members, visits, etc of the contact by clicking on the contact and viewing the AppiWorks tab. You have configurable control over setting up what information to be seen in the tab.

These features make Google Sheets AppiWorks for Zoho CRM a powerful integration platform that sets it apart from the rest.