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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Bringing your Zoho CRM Deals data into Google Sheets helps you track your sales pipeline, analyze deal stages, and build custom reports.
Instead of manual exports, you can set up a live connection that updates automatically.
This guide shows you how to import your Zoho CRM Deals data into Google Sheets using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient from the Google Workspace Marketplace and connect your Zoho CRM account.
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Step 2:
Step 2. Select Import from… and choose the Deals object from Zoho CRM.
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Step 3:
Step 3. Configure your import settings and pull the data into your sheet.
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Step 4:
Step 4. Set up auto-refresh to keep your deals data current automatically.
Importing your Zoho CRM Deals data into Google Sheets is simple with Coefficient. Follow these steps to get started:
Step 1: Install and Connect Coefficient
First, you need to add Coefficient to your Google Sheet.
- Open Google Sheets.
- Go to Extensions > Add-ons > Get add-ons.
- Search for “Coefficient” and install it from the Google Workspace Marketplace.
Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.
In the Coefficient sidebar, click “Import from…” and find Zoho CRM in the list of connectors. You’ll be guided to connect your Zoho CRM account securely.
Step 2: Import Zoho CRM Deals Data
After connecting, you’ll see options for importing data from Zoho CRM.
- Select “Objects”.
- Choose “Deals” from the list of available objects.
You can then select specific fields, apply filters, and sort the data before importing. Once ready, click the “Import” button.
Your Zoho CRM Deals data will load directly into your Google Sheet.
Step 3: Set Up Auto-Refresh (Optional)
To keep your Deals data in Google Sheets always up to date, set up an automatic refresh schedule.
In the Coefficient sidebar, find your imported data.
- Click the “Refresh” button or the three-dot menu next to your import.
- Select “Schedule Refresh”.
- Choose your desired frequency (e.g., daily, hourly, weekly) and time.
Coefficient will now automatically update your sheet with the latest data from Zoho CRM based on your schedule.
Available Zoho CRM Objects
- Organizations
- Leads
- Contacts
- Accounts
- Deals
- Tasks
Related Zoho CRM Use Cases
How to Import Organizations Data from Zoho CRM into Google Sheets
Discover how to import live Organizations data from Zoho CRM into Google Sheets using Coefficient for better company data management and collaboration.
How to Import Contacts Data from Zoho CRM into Google Sheets
Learn how to import live Contacts data from Zoho CRM into Google Sheets using Coefficient for better contact management and analysis.
How to Import Leads Data from Zoho CRM into Google Sheets
Learn how to import live Leads data from Zoho CRM into Google Sheets using Coefficient for better lead tracking and analysis.
Frequently Asked Questions
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How to get Deals from Zoho CRM?
You can manually export Deals data from Zoho CRM, but this takes time and the data quickly goes out of date. Coefficient connects directly to Zoho CRM, letting you import live Deals data into Google Sheets easily.
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How do I get a list of Deals in Zoho CRM?
Zoho CRM shows your deals, but getting a full list into a spreadsheet for analysis is tricky. Coefficient pulls a complete list of Deals from Zoho CRM right into Google Sheets, making analysis simple.
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How do I import Deals from Google Sheets to Zoho CRM?
Zoho CRM allows manual deal creation, but bulk imports from spreadsheets are complex. Coefficient supports two-way sync, enabling you to create new deals in Google Sheets and push them directly into Zoho CRM.
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How do I update Deals from Google Sheets to Zoho CRM?
Updating deals in Zoho CRM usually requires manual edits or complex tools. With Coefficient’s two-way sync, you can edit your Zoho CRM Deals data directly within Google Sheets and push those changes back to Zoho CRM effortlessly.
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How to automate importing Zoho CRM Deals to Google Sheets daily?
Keeping deal data current manually is hard. Coefficient’s auto-refresh feature can update your Zoho CRM Deals data in Google Sheets automatically every day, hour, or week.
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