CODEWITHSUNDEEP
google-sheetslooker-studiozoho
Lee Peters
Lee Peters

Reputation: 11

How can I implement CRUD integration between Google Sheets and Zoho CRM leads module?

Summed up, I'm seeking to replicate the Zoho leads funnel in Google Data Studio. When complete, a lead should move from one stage to another within Google Data Studio in real time or once per day as it is updated in Zoho CRM.

I currently have each stage in the funnel broken out as an individual spreadsheet which receives data from Zoho Flow when new leads are created but I have not found a way to update Google sheets as a lead progresses down the funnel.

I have tried various Zoho Flows, a blended data approach through Google Data Studio, scheduling a Zoho report, programmatically using Sheets and Zoho API, and a workflow using Zoho webhooks all with no luck.

Thanks for any advice folks can give!

Upvotes: 1

Views: 491

Answers (1)

user13935115
user13935115

Reputation: 1

In this case, you can configure a trigger as per your choice in Zoho CRM and then you can use Fetch Row action and connect it to Update row action in Google sheets. Please refer to the below image-

Image

Upvotes: -1

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