Google Sheets AppiWorks

Interact with Google Sheets directly from Zoho CRM

What is Google Sheets AppiWorks?

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. 

Why do you need?

If you are looking at integrating Zoho CRM with Google Sheets and getting your processes automated, look no further. Google Sheets AppiWorks for Zoho CRM covers you fully. 

How does it work?

See the demo video on how to use Google Sheets AppiWorks for Zoho CRM 

Key Features

✅ Auto Interaction: Automatically insert a row into Google Sheets when a new contact/ lead or any record in a Zoho CRM module is created.

✅ On Demand Interaction: Insert rows into Google Sheets on selected contacts/ leads or any records in a Zoho CRM module.

✅ Bulk Import: Import data from Google Sheets/view into Zoho CRM with a guided setup.

View Contextual data: Show related data from Google Sheets/view inside Zoho CRM module GUI

Configurable Services: A fully configurable automation that lets you take control of your integration and automation needs between Zoho CRM and Google Sheets.

Sample Use Cases

► Insert a new row into the Google Sheets when a new lead is created on Zoho CRM

► Export 200 selected contacts from Zoho CRM into the Google Sheets

► Import contacts from the Google Sheets into Zoho CRM Contacts.

► View related invoices or payments data from a homegrown system (that runs on Google Sheets)

Read more Articles on Google Sheets AppiWorks for Zoho CRM



How to create an Export service? 


How to execute export service manually?

In manual execution, you can execute services for multiple records. 

How to create an Import service?

How to create a View service?

How to achieve Auto export for the Custom Modules in Google Sheets AppiWorks?

If you want to automatically export the content of your custom modules to Google Sheets, you will need to configure Zoho CRM automation workflow rules and create custom function to trigger AppiWorks. Please follow the instructions below.

Step 1: Configure automation workflow rule

Step 2: Configure a new Function to trigger AppiWorks


Step 3: Setup Argument mapping to your Custom Module

Step 4: Configure an Export type service on your Custom Module

Finally, configure an export-type service in Google Sheets AppiWorks for your Custom Module with relevant field mapping. Refer to the above section on configuring export service. The workflow rule will be triggered on creating or editing a record in the Configured custom module.

Test it and roll it out to widespread usage 🚀