)
Written by
Table of Contents
“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 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
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
-
How to get Leads from Zoho CRM?
You can manually export Leads 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 Leads data into Google Sheets easily.
-
How do I get a list of Leads in Zoho CRM?
Zoho CRM shows your leads, but getting a full list into a spreadsheet for analysis is tricky. Coefficient pulls a complete list of Leads from Zoho CRM right into Google Sheets, making analysis simple.
-
How do I import Leads from Google Sheets to Zoho CRM?
Zoho CRM allows manual lead creation, but bulk imports from spreadsheets are complex. Coefficient supports two-way sync, enabling you to create new leads in Google Sheets and push them directly into Zoho CRM.
-
How do I update Leads from Google Sheets to Zoho CRM?
Updating leads in Zoho CRM usually requires manual edits or complex tools. With Coefficient’s two-way sync, you can edit your Zoho CRM Leads data directly within Google Sheets and push those changes back to Zoho CRM effortlessly.
-
How to automate importing Zoho CRM Leads to Google Sheets daily?
Keeping lead data current manually is hard. Coefficient’s auto-refresh feature can update your Zoho CRM Leads data in Google Sheets automatically every day, hour, or week.
Trusted By Over 50,000 Companies
