How to Export New Zoho CRM Module Entries into Google Sheets Automatically Using Pabbly Connect

Learn how to automatically export new entries from Zoho CRM to Google Sheets using Pabbly Connect with this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To export new Zoho CRM module entries into Google Sheets automatically, start by accessing Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly, enabling efficient data transfer.

Once you log in to your Pabbly Connect account, navigate to the dashboard. Here, you can create a new workflow specifically for integrating Zoho CRM and Google Sheets.

2. Creating a Workflow in Pabbly Connect

To set up the integration, click on the ‘Create Workflow’ button in Pabbly Connect. Name your workflow, such as ‘Export Zoho CRM to Google Sheets’. This helps you identify the purpose of the workflow later.

• Click on the ‘Choose App’ option.
• Select ‘Zoho CRM’ as the trigger application.
• Choose the trigger event, such as ‘New Module Entry’.

After selecting the appropriate options, click on the ‘Connect’ button to link your Zoho CRM account with Pabbly Connect. You will need to authenticate your account by following the prompts.

3. Setting Up Google Sheets in Pabbly Connect

Next, you will configure Google Sheets as the action application in your Pabbly Connect workflow. Click on the ‘Choose App’ option again and select ‘Google Sheets’.

• Select the action event, such as ‘Add New Row’.
• Connect your Google Sheets account by following the authentication process.
• Choose the specific Google Sheet where you want to export the data.

After setting up the Google Sheets integration, you can map the fields from Zoho CRM to the corresponding columns in Google Sheets. This mapping ensures that the data is organized correctly.

4. Testing the Integration with Pabbly Connect

Once you have configured both applications, it’s crucial to test the integration. In Pabbly Connect, click on the ‘Test & Review’ button. This action will initiate a test to ensure that the data from Zoho CRM is being exported to Google Sheets correctly.

If the test is successful, you will see the new entry in your Google Sheet. This step confirms that your integration is working as intended, and you can now automate the process of exporting new entries.

5. Activating Your Pabbly Connect Workflow

After successful testing, activate your workflow in Pabbly Connect. This action will ensure that every time a new entry is added in Zoho CRM, it will automatically be exported to Google Sheets.

To activate, simply toggle the switch to ‘On’ in your workflow settings. Now, you can sit back and let Pabbly Connect handle the automation for you!

Conclusion

In this tutorial, we explored how to export new Zoho CRM module entries into Google Sheets automatically using Pabbly Connect. By following these steps, you can streamline your data management processes and enhance productivity without manual effort.