Category: Zoho CRM

Accessing your Zoho CRM Contacts data in Google Sheets helps you manage customer information, analyze leads, and build 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 Contacts data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect your Zoho CRM account.

• Step 2:

  Step 2. Select Import from… and choose the Contacts object from Zoho CRM.

• Step 3:

  Step 3. Configure your import settings and pull the data into your sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your contacts data current automatically.

Importing your Zoho CRM Contacts 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 Contacts Data

After connecting, you’ll see options for importing data from Zoho CRM.

• Select “Objects”.
• Choose “Contacts” 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 Contacts data will load directly into your Google Sheet.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Contacts 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

Bringing your Zoho CRM Leads data into Google Sheets helps you track potential customers, analyze lead sources, 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 Leads data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect your Zoho CRM account.

• Step 2:

  Step 2. Select Import from… and choose the Leads object from Zoho CRM.

• Step 3:

  Step 3. Configure your import settings and pull the data into your sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your leads data current automatically.

Importing your Zoho CRM Leads 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 Leads Data

After connecting, you’ll see options for importing data from Zoho CRM.

• Select “Objects”.
• Choose “Leads” 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 Leads data will load directly into your Google Sheet.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Leads 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

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

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect your Zoho CRM account.

• Step 2:

  Step 2. Select Import from… and choose the Deals object from Zoho CRM.

• Step 3:

  Step 3. Configure your import settings and pull the data into your sheet.

• 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

Accessing your Zoho CRM Accounts data in Google Sheets helps you manage company information, analyze accounts, and build 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 Accounts data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect your Zoho CRM account.

• Step 2:

  Step 2. Select Import from… and choose the Accounts object from Zoho CRM.

• Step 3:

  Step 3. Configure your import settings and pull the data into your sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your accounts data current automatically.

Importing your Zoho CRM Accounts 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 Accounts Data

After connecting, you’ll see options for importing data from Zoho CRM.

• Select “Objects”.
• Choose “Accounts” 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 Accounts data will load directly into your Google Sheet.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Accounts 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

Accessing your Zoho CRM Tasks data in Google Sheets helps you manage to-do lists, track task completion, and report on team workload.

Instead of manual exports, you can set up a live connection that updates automatically.

This guide shows you how to import your Zoho CRM Tasks data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect your Zoho CRM account.

• Step 2:

  Step 2. Select Import from… and choose the Tasks object from Zoho CRM.

• Step 3:

  Step 3. Configure your import settings and pull the data into your sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your tasks data current automatically.

Importing your Zoho CRM Tasks 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 Tasks Data

After connecting, you’ll see options for importing data from Zoho CRM.

• Select “Objects”.
• Choose “Tasks” 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 Tasks data will load directly into your Google Sheet.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Tasks 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

Accessing your Zoho CRM Calls data in Google Sheets helps you track call logs, analyze communication history, and build reports on sales activities.

Instead of manual exports, you can set up a live connection that updates automatically.

This guide shows you how to import your Zoho CRM Calls data into Google Sheets using Coefficient.

TLDR

• Step 1:

  Step 1. Install Coefficient from the Google Workspace Marketplace and connect your Zoho CRM account.

• Step 2:

  Step 2. Select Import from… and choose the Calls object from Zoho CRM.

• Step 3:

  Step 3. Configure your import settings and pull the data into your sheet.

• Step 4:

  Step 4. Set up auto-refresh to keep your calls data current automatically.

Importing your Zoho CRM Calls 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 Calls Data

After connecting, you’ll see options for importing data from Zoho CRM.

• Select “Objects”.
• Choose “Calls” 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 Calls data will load directly into your Google Sheet.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Calls 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