Google Sheets Synch for ZOHO CRM

Google Sheets Sync for ZOHO extension

Need to integrate Zoho CRM with Google Sheets? Send your leads, contacts or any other information to Zoho CRM with a few clicks! The extension works with user-selected modules of Zoho CRM.

Setting up an extension

1.Install the extension. Specify the access token Zoho CRM .

2.Create and add a service account Google Sheets

3. Add a link to Google Tables

4. Synchronize leads from Google Sheets with Zoho CRM.

Functions

- Matches all customizable fields in Google Tables.

- Supports campaign synchronization

- Supports scheduled synchronization

- Synchronizes up to a hundred leads per request API

How to synchronize data from Google Sheets to CRM:

Specify token- https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM%2Fcrmapi&DISPLAY_NAME=googlesheets.
Create a service account Google and upload it to the extension settings:

- go to - https://console.developers.google.com

- Create a new project.

- Click Enable API. Locate and enable API Google Disk.

- Create credentials for the web server to access the application data.

- Name the service account and assign it the Project Editor role.

- Load JSON

Quick video instructions - https://s3.amazonaws.com/com.twilio.prod.twilio -docs/original_images/ google-developer-console .gif

3. Load JSON in Settings, Service Account field Google Sheets.

4. To begin downloading, go to the Goggle Sheets link (Note! Open access to Google Sheet - anyone with the link can access it), then click Next.

5. Select the name of the sheet.

6. Select the name of the module into which the data will be loaded.

7. Match the import fields of table Google with the data in Zoho CRM.