Export New Zoho CRM Module Entries into Google Sheets Automatically with Pabbly Connect

Learn how to automatically export new Zoho CRM module entries into Google Sheets using Pabbly Connect. Follow our detailed tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start exporting new Zoho CRM module entries into Google Sheets automatically, first access Pabbly Connect. This platform is essential for creating seamless integrations between various applications.

Log into your Pabbly Connect account and navigate to the dashboard. Here, you will initiate the process of connecting your Zoho CRM account with Google Sheets.

2. Create a New Workflow in Pabbly Connect

Once you are in Pabbly Connect, create a new workflow. This is where you will define the trigger and action for your integration.

Click on the ‘Create Workflow’ button. Name your workflow something like ‘Export Zoho CRM to Google Sheets’ for easy identification.

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

With your workflow set up, you will be able to specify the exact details of the Zoho CRM entries you want to export.

3. Configure the Zoho CRM Trigger in Pabbly Connect

Next, configure the Zoho CRM trigger settings in Pabbly Connect. This step is crucial for ensuring that the integration works smoothly.

Connect your Zoho CRM account by clicking on the ‘Connect’ button and follow the prompts to authorize Pabbly Connect to access your Zoho data. Select the specific module from which you want to export entries.

• Choose the desired CRM module.
• Map the fields from Zoho CRM to Google Sheets.
• Test the trigger to ensure it captures new entries correctly.

Testing your trigger is essential to confirm that everything is set up correctly before proceeding to the next step.

4. Set Up the Google Sheets Action in Pabbly Connect

After successfully configuring the trigger, it’s time to set up the action in Google Sheets using Pabbly Connect. This action will dictate how the data from Zoho CRM is exported.

Select Google Sheets as your action application and choose the action event, such as ‘Add Row’. This will allow new entries from Zoho CRM to be added to your Google Sheets automatically.

Map the fields from the Zoho CRM trigger to the corresponding columns in Google Sheets to ensure data is organized correctly. This step is crucial for maintaining data integrity.

5. Test and Activate Your Workflow

Finally, test your entire workflow in Pabbly Connect to ensure everything functions as expected. This step is critical for confirming that new entries from Zoho CRM are successfully exported to Google Sheets.

Once the test is successful, activate your workflow. This will enable the automatic export of new Zoho CRM module entries into Google Sheets without any manual effort.

Now, every time a new entry is created in your Zoho CRM module, it will automatically reflect in your Google Sheets, streamlining your data management process.

Conclusion

In conclusion, using Pabbly Connect to export new Zoho CRM module entries into Google Sheets automatically simplifies your workflow. By following these steps, you can ensure seamless integration and efficient data management.