Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Zoho CRM with Google Sheets, you need to access Pabbly Connect. Open a new tab and search for Pabbly Connect to reach the landing page.

Here, you will find options to sign in or sign up for free. If you are a new user, signing up provides you with 100 free tasks each month to test the integration. Once you log in, you will be directed to the dashboard where you can create your workflow.

2. Creating a Workflow in Pabbly Connect

Now that you are on the dashboard of Pabbly Connect, click on the “Create Workflow” option. Use the AI feature to generate your workflow automatically by providing a simple prompt.

For this integration, enter the prompt: “Track Zoho CRM leads to Google Sheets automatically.” This will set up the trigger event for whenever a new lead is created in Zoho CRM, allowing the data to be added to Google Sheets.

  • Select “Create using AI”.
  • Provide the prompt for tracking leads.
  • Open the workflow to build the connection.

After setting up the trigger, proceed to connect Zoho CRM with Pabbly Connect to capture new leads effectively.

3. Connecting Zoho CRM to Pabbly Connect

In this step, you will connect your Zoho CRM account to Pabbly Connect. Click on the “Add New Connection” option and choose to connect with Zoho CRM. You will need to provide your Zoho account domain.

Find your domain in your Zoho CRM URL. Once you enter the domain, click the “Accept” button to grant access. Now, select the module name as “Leads” to ensure that new leads are captured accurately.

  • Enter your Zoho CRM domain.
  • Select “Leads” as the module name.
  • Click “Save and Send Test Request” to capture the last lead.

Once the connection is established, Pabbly Connect will check for new leads every 10 minutes, ensuring your Google Sheets is always updated.

4. Setting Up Google Sheets with Pabbly Connect

Now it’s time to set up Google Sheets within Pabbly Connect. Click on the connect button and add a new connection by signing in with your Google account. Grant the necessary permissions for Pabbly Connect to access your Google Sheets.

After signing in, select the spreadsheet you want to use, which in this case is named “Leads Data”. Make sure to choose the correct sheet where the lead details will be recorded.

  • Choose the Google account linked to your spreadsheet.
  • Select “Leads Data” as your spreadsheet.
  • Map the fields from Zoho CRM to Google Sheets.

After mapping the fields, click on “Save and Send Test Request” to ensure that the lead details are successfully added to Google Sheets.

5. Finalizing the Integration Between Zoho CRM and Google Sheets

With all the connections established, Pabbly Connect will now automatically sync new leads from Zoho CRM to Google Sheets. Whenever a new lead is created, the details will be recorded in your spreadsheet.

This automation saves time and reduces the risk of errors, ensuring that your lead management is efficient. You can always check your Google Sheets to confirm that the lead data has been captured correctly.

In summary, using Pabbly Connect to integrate Zoho CRM with Google Sheets allows for seamless data management, making it easier to keep track of your leads.

Conclusion

This tutorial walks you through integrating Zoho CRM with Google Sheets using Pabbly Connect. Automating this process enhances lead management and ensures accuracy in your records.