How to Import Tasks Data from Zoho CRM into Google Sheets

using Coefficient google-sheets Add-in (500k+ users)

Discover how to import live Tasks data from Zoho CRM into Google Sheets using Coefficient for better task management and collaboration.

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Importing Tasks data from Zoho CRM into Google Sheets helps you manage tasks and collaborate effectively. Coefficient makes this process seamless and automatic.

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

TLDR

  • Step 1:

    Step 1. Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace.

  • Step 2:

    Step 2. Connect your Zoho CRM account and select the Tasks object to import.

  • Step 3:

    Step 3. (Optional) Enable auto-refresh to keep your data updated automatically.

Available Zoho CRM Objects

  • Calls
  • Leads
  • Accounts
  • Tasks
  • Organizations
  • Contacts
  • Deals
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Auto-refresh options for imported data with daily, hourly, and weekly scheduling.
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