Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.
Zoho Sheet is a cloud-based spreadsheet software that allows you to create, edit, share and collaborate on spreadsheets in real time.Zoho Sheet Integrations
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It's easy to connect HubSpot CRM + Zoho Sheet without coding knowledge. Start creating your own business flow.
Triggers when a new company is created.
Triggered every time a new contact is created in HubSpot.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Triggers when a new deal is created.
Triggers when a new deal enters a stage.
Triggers when a new row is created in a specified worksheet.
Triggers when a new workbook is created.
Triggers when a new worksheet is created in a specified workbook.
Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.
Creates a new company.
Creates a new deal.
Create a new contact or update an existing contact based on email address.
Updates an existing company.
Updates an existing deal.
Creates a new row in the specified worksheet.
Creates a new worksheet in the specified workbook.
Deletes a particular row based on its index.
Searches for a row/record in the specified worksheet based on some criteria.
Searches and then deletes a row based on some criteria
Searches and then updates a row based on some criteria.
Updates a particular row based on its index.
HubSpot CRM is a content management system for marketing. It allows the user to create and manage content, including articles, blogs, social media posts, and more. It also allows tracking of inbound leads and tracks the users’ activities across the web during the process.
Zoho Sheet is an online spreadsheet software which allows users to create spreadsheets. In addition to basic functions, the software enables the creation of charts and graphs, pivot tables, macros and sheets within shared workbooks, and cplaboration with other users.
The integration of Zoho Sheet and HubSpot CRM makes it easy for users to track their activities. This will help them in making more informed decisions based on data generated from the two platforms. The data can be pulled into HubSpot using Zapier, thus creating a single source of data. It will enable users to use all the features available in both of these two applications and use them as one unified top for their business development needs.
Benefits of integrating Zoho Sheet and HubSpot CRM include:
HubSpot CRM helps you track your leads by sending each lead a welcome email with a link to fill out a form asking for basic information such as their name, company name, email address, etc. To this form, you can add a Google Form which is linked to your Zoho Sheet. You can add questions that require them to share details about their company, its products or services, etc. Thus, you have a list of leads for your sales team to fplow up with.
To generate reports from your data in HubSpot CRM, you’ll need to export the data and import it into a spreadsheet app like Zoho Sheet. You can then generate reports from this data using formulas or pivot tables in Zoho Sheet. These reports can then be exported as .csv files which can be imported into your HubSpot CRM account for further analysis. Thus, you can get your reports without having to export the data from your CRM directly in the browser which could take a lot of time.
Using the integration of Zoho Sheet and HubSpot CRM, you can allow other team members to get invpved in tracking your lead nurturing process across multiple teams and departments within your company. Each team can create a separate spreadsheet for recording their activity and the changes in status of each lead. Thus, when they’re all combined into the master spreadsheet in Zoho Sheet, you’ll have a clear picture of where each lead stands in terms of actions taken and the status of each lead. This will enable you to identify bottlenecks in your sales funnel and implement changes to improve your productivity.
The process to integrate HubSpot CRM and Zoho Sheet may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.