How to Add Updated Zoho CRM Deal in Google Sheets Using Pabbly Connect

Learn how to automate adding updated Zoho CRM deals in Google Sheets with Pabbly Connect. Follow this detailed step-by-step tutorial to streamline your sales process.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To add updated Zoho CRM deals in Google Sheets, you must first access Pabbly Connect. This powerful automation platform allows seamless integration between Zoho CRM and Google Sheets, streamlining your workflow.

Begin by visiting the Pabbly Connect website. If you already have an account, simply sign in. If you are a new user, you can sign up for free and receive 100 tasks each month. Once logged in, you will see all Pabbly products, from which you will select Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After selecting Pabbly Connect, you will be taken to the dashboard. To create a new automation, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear, prompting you to name your workflow.

• Enter a name for your workflow, such as ‘Add Updated Zoho CRM Deal in Google Sheets.’
• Select a folder to save your workflow, for example, ‘Google Sheets Automations.’
• Click the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger section is where you define what event will start the automation, while the Action section determines what happens as a result.

3. Setting Up the Trigger with Zoho CRM

In the Trigger section of Pabbly Connect, select Zoho CRM as the trigger application. For the trigger event, choose ‘Update Module Entry Instant.’ This will allow Pabbly Connect to capture updates from your Zoho CRM deals.

Next, click the ‘Connect’ button to link your Zoho CRM account. A dialog box will appear asking for your Zoho domain. Copy your Zoho domain from your Zoho account URL and paste it into the connection dialog. After saving, authorize Pabbly Connect to access your Zoho CRM data.

• Select the module name as ‘Deals’ to capture updates related to your sales deals.
• Click on ‘Save and Test Request’ to ensure the connection is successful.

Once the trigger is set, update an existing deal in your Zoho CRM to test if Pabbly Connect captures the update correctly. If successful, you will see the deal details reflected in Pabbly Connect.

4. Adding a Filter Condition

After confirming that Pabbly Connect has captured the deal update, the next step is to add a filter condition to ensure only deals marked as ‘Closed Won’ are processed. For this, select ‘Filter by Pabbly’ as the action application. using Pabbly Connect

Set the action event to ‘Filter Values.’ Here, you will define the condition that the deal stage must equal ‘Closed Won.’ Click on ‘Connect’ and then configure the filter settings.

Select the stage field from the previous step’s response. Enter ‘Closed Won’ as the value to filter.

After configuring the filter, click on ‘Save and Test Request.’ This will ensure that only the deals meeting the criteria will proceed to the next action step.

5. Adding the Deal to Google Sheets

Now that the filter is set, the final action step is to add the deal details to Google Sheets. In the Action section of Pabbly Connect, select Google Sheets as the application and choose ‘Add New Row’ as the action event.

Click on ‘Connect’ and authorize Pabbly Connect to access your Google Sheets account. After authorization, select the spreadsheet where you want to store the deal details. Ensure that the headers in your Google Sheets match the data fields you will be mapping.

Map the corresponding fields from Zoho CRM to the columns in your Google Sheets. Click on ‘Send Test Request’ to verify that the data is correctly added.

Once the test is successful, check your Google Sheets to confirm that the updated deal information has been recorded accurately. This completes the automation process using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate the process of adding updated Zoho CRM deals into Google Sheets using Pabbly Connect. By setting up triggers, filters, and actions, you can streamline your sales tracking and keep your records up-to-date effortlessly. This integration not only saves time but also enhances your decision-making capabilities with real-time data.