Google Sheets to Zoho CRM integration

Your spreadsheet of contacts and deals, in Zoho CRM

CRM Connector reads your Google Sheet, or an Excel or CSV file, and brings contacts and deals into Zoho CRM, matched before anything is created. Edit a row and the change follows.

  • Google sign in, or an Excel or CSV upload
  • Zoho CRM stays the system of record
Google Sheets logoZoho CRM logo

One way, into Zoho CRM

At a glance

Contacts and deals from your sheet arrive in Zoho CRM and stay current.

Google Sheets logoZoho CRM logo

What syncs

  • ContactsOne way
  • DealsOne way
What holds for each system on its own:How Google Sheets behavesHow Zoho CRM behaves

How it runs

One way, into Zoho CRM

Google Sheets sends and Zoho CRM receives, for every record type. A change made in Zoho CRM stays there and is never sent back into Google Sheets.

Options for Google Sheets and Zoho CRM

  • Only records from a date you pick
  • Only records above an amount you pick
  • Everyone, customers only or leads only
  • Only contacts with a tag you pick
How a sync from Google Sheets into Zoho CRM runs, step by step

Record by record

What flows from Google Sheets into Zoho CRM

Which Google Sheets field matches which Zoho CRM field, and what each change does.

One way, from Google Sheets into Zoho CRM

Google Sheets logoFieldsZoho CRM logo
  • Name, or first and last nameOn every changeFirst name, last name
  • CompanyWhen createdAccount name
  • EmailOn every changeEmail
  • PhoneOn every changePhone
  • Street, city, state, postcode, countryOn every changeStreet, city, state, postal code, country
  • Second address lineOnly in Google SheetsNot in Zoho CRM
  • TagsOnly in Google SheetsNot in Zoho CRM

It happens in Google Sheets, then in Zoho CRM

  • A new row

    • Looked for in Zoho CRM on the exact email, then on the phone for a contact without another email, and updated when found.
    • Otherwise a new contact is created.
  • Rows with the same email

    Rows that share the key column you picked, an email by default, make one contact, so a customer listed on several rows is never created twice.

  • A cell changes

    The same change is made to the Zoho CRM contact on the next sync, where Zoho CRM takes it.

  • A row is deleted

    The contact stays in Zoho CRM: a sync never deletes.

FAQ

Questions about Google Sheets and Zoho CRM?

Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.

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Ask ChatGPT or Claude about Google Sheets and Zoho CRM

CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.

You
With CRM Connector Platform, what can I sync from Google Sheets into Zoho CRM?

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Sign in to Google Sheets and Zoho CRM, confirm what flows into Zoho CRM, and watch the first sync run.