Connect Zoho CRM and Google Sheets

Zoho CRM holds the pipeline, but reports, imports and quick reviews often happen in Google Sheets. FlowMattic connects them so leads and deal changes are logged to a sheet, rows added by the team become Zoho CRM leads, and a weekly snapshot of open deals lands in its own tab. Workflows run on your own WordPress site.

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When this happens in Zoho CRM4 triggers

Do this in Google Sheets19 actions

1. TriggerCreate Module Entry (Webhook)

2. ActionAdd New Row

When Zoho CRM fires Create Module Entry (Webhook), FlowMattic runs Add New Row in Google Sheets with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

Zoho CRM and Google Sheets workflows you can build

Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.

Log each new Zoho CRM lead in Google Sheets

A new lead adds a row with name, company, source and owner, so marketing can count leads by source in a sheet without a CRM report.

Create Module Entry (Webhook)Add New Row

Keep a deal sheet current as stages change

When a deal is updated, Lookup Row Data finds its row by deal ID and Update Row writes the new stage and amount, so the sheet matches the pipeline.

Update Module Entry (Webhook)Lookup Row DataUpdate Row

Create Zoho CRM leads from rows the team adds

Event staff or partners add contacts to a shared sheet. Each new row finds or creates the lead in Zoho CRM, so no one needs a CRM login to hand over a lead.

New Spreadsheet RowFind or Create Lead

Convert leads marked qualified in the sheet

When someone sets the status column to qualified, the workflow finds the lead by email and converts it in Zoho CRM, so reviews done in the sheet take effect in the CRM.

Update Specific Column ValueFilterSearch Lead by EmailConvert Lead

Save a weekly snapshot of all deals

Every Monday a Schedule lists your deals and imports them into a new tab, giving finance a dated record of the pipeline to compare week by week.

ScheduleList DealsCreate New SheetImport CSV or JSON to Existing Sheet

Remove a record's row when it is deleted in the CRM

A deletion in the module you watch looks up the row by record ID and deletes it, so the sheet does not keep reporting leads or deals that no longer exist.

Delete Module Entry (Webhook)Lookup Row DataDelete Row

Set up: log new leads in a sheet

At the end, every lead created in Zoho CRM is added as a row in your Google Sheet.

Prepare the sheet
Create a header row such as Lead ID, Name, Company, Email, Source and Owner.
Connect both apps
In FlowMattic, add your Zoho CRM account and a Google account that can edit the sheet under Connects.
Choose the webhook trigger
Start a workflow with Create Module Entry (Webhook) for the Leads module and add the webhook in Zoho CRM as the trigger explains.
Capture and map
Create a test lead, then add Google Sheets' Add New Row, map the lead fields to the columns, test it and switch the workflow on.

From Zoho CRM	To Google Sheets
Lead ID	Lead ID
Full name	Name
Company	Company
Email	Email
Lead source	Source
Lead owner	Owner

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Good to know

Zoho CRM's triggers are webhook based, so each module you watch needs its webhook set up in Zoho CRM.
Keep the Zoho CRM record ID in its own column. The update and delete workflows use it to find the right row.
Writing to the sheet you watch can start the sheet workflow again. Watch one tab for new leads and log CRM changes to another.

Zoho CRM

Integration page

Triggers (4)

Create Module Entry (Webhook)Triggers when a new entry is created in the specific module.
Create Or Update Module Entry (Webhook)Triggers when a new entry is created or when an existing entry is updated in the specific module.
Update Module Entry (Webhook)Triggers when an existing entry is updated in the specific module.
Delete Module Entry (Webhook)Triggers when an entry is deleted in the specific module.

Actions (75)

Insert/Update Record with Subform DataCreates or updates a record in any module along with subform data.
Insert/Update Record with Assignment RuleCreates or updates a record using CRM assignment rules.
Insert/Update Record (Legacy)Creates or updates records using the legacy upsert method.
Global SearchSearches records across a module using keywords.
Search Lead by EmailSearches for a lead by email address.
Search Contact by EmailSearches for a contact by email address.
Search Lead via PhoneSearches for a lead by phone number.
Search Contact via PhoneSearches for a contact by phone number.
Search Module EntrySearches records in any module using criteria.
Create LeadCreates a new lead.
Create ContactCreates a new contact.
Create AccountCreates a new account.
Create DealCreates a new deal.
Create ProductCreates a new product.
Create QuoteCreates a new quote.
Create Sales OrderCreates a new sales order.
Create InvoiceCreates a new invoice.
Create Lead CallCreates a call activity associated with a lead.
Create Contact CallCreates a call activity associated with a contact.
Create Lead TaskCreates a task associated with a lead.
Create Contact TaskCreates a task associated with a contact.
Update Lead CallUpdates a call activity associated with a lead.
Update Contact CallUpdates a call activity associated with a contact.
Update Lead TaskUpdates a task associated with a lead.
Update Contact TaskUpdates a task associated with a contact.
Convert LeadConverts a lead to a contact, account, and/or deal.
Find or Create ContactFinds a contact by email or creates one if not found.
Find or Create LeadFinds a lead by email or creates one if not found.
Add Tag to ContactAdds one or more tags to a contact record.
Add Tag to LeadAdds one or more tags to a lead record.
Add Tag to ModuleAdds tags to records in any module.
Add Notes to ModuleAdds a note to a record in any module.
Update LeadUpdates an existing lead record.
Update ContactUpdates an existing contact record.
Update AccountUpdates an existing account record.
Update DealUpdates an existing deal record.
Update ProductUpdates an existing product record.
Update QuoteUpdates an existing quote record.
Update Sales OrderUpdates an existing sales order record.
Update InvoiceUpdates an existing invoice record.
Update Note by IDUpdates an existing note by its ID.
Get LeadRetrieves a lead record by ID.
Get Lead MetadataRetrieves metadata/field definitions for the Leads module.
Get ContactRetrieves a contact record by ID.
Get AccountRetrieves an account record by ID.
Get DealRetrieves a deal record by ID.
Get ProductRetrieves a product record by ID.
Get QuoteRetrieves a quote record by ID.
Get Sales OrderRetrieves a sales order record by ID.
Get InvoiceRetrieves an invoice record by ID.
Get Note by IDRetrieves a specific note record by its ID.
Get All NotesRetrieves all notes.
Delete LeadDeletes a lead record by ID.
Delete ContactDeletes a contact record by ID.
Delete AccountDeletes an account record by ID.
Delete DealDeletes a deal record by ID.
Delete ProductDeletes a product record by ID.
Delete QuoteDeletes a quote record by ID.
Delete Sales OrderDeletes a sales order record by ID.
Delete InvoiceDeletes an invoice record by ID.
Delete UserDeletes a CRM user by ID.
List ModulesRetrieves all available modules.
List FieldsRetrieves all fields for a specific module.
List OrganizationsRetrieves organization details.
Get UsersRetrieves a list of users in the CRM.
Add UserAdds a new user to the CRM organization.
List LeadsRetrieves a list of leads with optional filters.
List ContactsRetrieves a list of contacts with optional filters.
List AccountsRetrieves a list of accounts with optional filters.
List DealsRetrieves a list of deals with optional filters.
List ProductsRetrieves a list of products with optional filters.
List VendorsRetrieves a list of vendors.
List InvoicesRetrieves a list of invoices with optional filters.
List Sales OrdersRetrieves a list of sales orders with optional filters.
List QuotesRetrieves a list of quotes with optional filters.

Google Sheets

Integration page

Triggers (6)

New Spreadsheet RowTrigger when a new row is added to the spreadsheet
New Or Updated Spreadsheet RowTrigger when a row is updated in the spreadsheet
Deleted Spreadsheet RowTrigger when a row is deleted from the spreadsheet
Update Cell DataTrigger when any cell is updated in the spreadsheet
Update Specific Cell DataTrigger when a specific cell is updated in the spreadsheet
Update Specific Column ValueTrigger when a specific column value is updated in the spreadsheet

Actions (19)

Add New RowAdd a new row with mapped data
Update RowUpdate existing row in specific spreadsheet with mapped data
Delete RowDelete row by ID in specific spreadsheet
Clear Row DataClear data or row by ID in specific spreadsheet
Lookup Row DataSearch for data in specific spreadsheet
Get Cell DataGet data for particular cell in specific spreadsheet
Update Cell DataUpdate data for particular cell in specific spreadsheet
Get Row CountGet total number of rows in specific spreadsheet
Get Row DataGet rows data from the sheet based on specified range
Create Spreadsheet ColumnCreate a new column in specific spreadsheet
Create New SheetCreate a new sheet in specific spreadsheet
Import CSV or JSON to Existing SheetImport CSV or JSON data to existing sheet in specific spreadsheet
Copy SheetCopy a sheet to another or within the same spreadsheet
Get RowsRetrieve rows in JSON format for use with Iterator
Export sheet to CSVExport the selected sheet to CSV format and save to WordPress Media Library
Export Sheet to ExcelExport the spreadsheet to Excel (.xlsx) format and save to WordPress Media Library
Export Sheet to PDFExport the spreadsheet to PDF format and save to WordPress Media Library
Export Sheet to OpenDocumentExport the spreadsheet to OpenDocument (.ods) format and save to WordPress Media Library
Export Sheet to TSVExport the selected sheet to TSV format and save to WordPress Media Library

Why run this pair with FlowMattic

Zoho CRM and Google Sheets connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

Reports without CRM seats

Anyone with the sheet can see leads and deals, and only the people who sell need a Zoho CRM login.

The sheet can feed the CRM

Google Sheets triggers on new rows and column changes let the team create, convert or update CRM records from a spreadsheet.

Every change, no per-task cost

Runs are unlimited and run on your WordPress server, so logging every deal update costs nothing extra.

Common questions

Can I export all existing Zoho CRM contacts to a sheet?

Yes. Run List Contacts once from a Schedule and send the result to Import CSV or JSON to Existing Sheet, or loop over it with Iterator and Add New Row.

Will a sheet row create duplicate leads?

Use Find or Create Lead, which looks for the lead first, or search with Search Lead by Email and a Router before Create Lead.

Can I update deal amounts from the sheet?

Yes. Start from Update Specific Column Value on the amount column, and use Update Deal with the deal ID stored in the row.

Does this work for modules other than leads and deals?

Yes. The webhook triggers work with the module you choose, and there are actions for contacts, accounts, products, quotes, sales orders and invoices.

Did not find your answer? You can browse the help center or ask us directly.

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Reviewed 23 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Zoho CRM integration 1.0.0, Google Sheets integration 2.2.4.