App Spotlight: Google Sheets AppiWorks for Zoho CRM

AppiWorks is an iPaaS / aPaaS platform that enables you to connect to any applications, perform actions and automate your process flow. It is an all-in-one platform solution for building automation solutions for your business by integrating with all necessary applications in your business.

"Google Sheets AppiWorks for Zoho CRM" is an extension of Zoho CRM that brings AppiWorks' platform integration and automation capabilities with Google Sheets directly on the Zoho CRM application.

Need

Spreadsheets are popular due to their versatility and ease of use, enabling users to organize, analyze, and manipulate data efficiently. They provide a visual and structured interface that simplifies complex calculations and data management tasks, making them indispensable for businesses, academia, and personal use. 

Google Sheets is one of the popular cloud-based spreadsheet solutions in the modern world. Google Sheets is very useful in terms of CRM, businesses can more easily manage and analyze customer data. They can also create customized reports and dashboards to gain insights into their sales and marketing efforts. 

Zoho CRM needs easy and strong integration with Google Sheets for efficient data management and analysis, enabling seamless synchronization, real-time updates, advanced reporting, and collaborative workflows, maximizing productivity, and providing valuable insights for sales and marketing efforts. This is why businesses often require the integration of Zoho CRM with Google Sheets.

Solution

"Google Sheets AppiWorks for Zoho CRM" is an extension of the Zoho CRM  that brings the AppiWorks platform's intelligent integration & hyper-automation capabilities to deeply connect, integrate and automate workflows with Google Sheets directly from the Zoho CRM application dashboard.

• This extension provides automated exporting of data to Google Sheets immediately on creation or editing from Zoho CRM. 

• Provides on-demand exporting of selected bulk data from Zoho CRM to Google Sheets. 

• It allows users to import data from Google Sheets directly into the Zoho CRM application.

• Provides comprehensive controls to users to preview the records before import to ensure they are correct

• Supports scheduled and incremental import, so that the data can be kept up-to-date automatically.

• It also enables users to view Google Sheets data within the Zoho CRM module's widget, providing a customized view of data. 

Benefit

"Google Sheets AppiWorks for Zoho CRM" brings in no code integration and automation benefits for every user of Zoho CRM for all their integration needs with Google Sheets. 

• Google Sheets AppiWorks being available as an extension inside Zoho CRM avoids context switching to other applications to implement integration and automation.

• It reduces human efforts and eliminates any human-made mistakes in integration and automation orchestration.

• Supports bulk operations such as Exporting, Importing, and Viewing records right inside Zoho CRM from Google Sheets.

• Provides comprehensive visual progress of each operation with clear status and messages.

• Stepped and guided service configuration with automatic mapping of fields reduces the effort of setting up complex integrations.