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Zoho CRM + Google Docs Integrations

Appy Pie Connect allows you to automate multiple workflows between Zoho CRM and Google Docs

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

About Google Docs

Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.

Google Docs Integrations
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Best Zoho CRM and Google Docs Integrations

  • Zoho CRM Office 365

    Zoho CRM + Office 365

    Update Office 365 with new Zoho CRM contacts Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Office 365 Create Contact
    If you're looking for an easier way to add all your Zoho CRM contacts to Office 365, you have come to the right place. Set it up and every time a new contact is added in your Zoho CRM account, we will automatically add it to Office 365, keeping you free from repetitive manual work in the process. Enjoy the benefits of workflow automation, integrate Zoho CRM with Office 365 now!
    How It Works
    • A new contact is added in Zoho CRM
    • Appy Pie Connect adds it to Office 365
    What is Needed
    • A Zoho CRM account
    • An Office 365 account
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Add Your Zoho CRM Contacts to MailChimp Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    This integration enables you to add your Zoho CRM contacts to MailChimp Newsletter List without any manual efforts. After setting up this integration, whenever you add someone to your Zoho CRM, Appy Pie Connect will automatically add that contact to your MailChimp newsletter list. This Connect is one of the smartest ways to grow your CRM list.
    How it Works
    • Someone new is added to your Zoho CRM
    • Appy Pie Connect will automatically add the info of that contact to your MailChimp mailing list.
    What You Need
    • A Zoho CRM
    • A MailChimp List
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Create MailChimp Subscribers from New Zoho CRM Leads Read More...
    When this happens...
    Zoho CRM New Lead
     
    Then do this...
    MailChimp Add/Update Subscriber
    Automatically add new Zoho CRM leads to MailChimp by using our MailChimp – Zoho CRM integration. After setting this integration up, whenever a new lead is added to Zoho CRM, Appy Pie Connect will automatically add that lead to Zoho CRM as a new subscriber. Don’t wait! Try this Connect now and automate the tedious tasks in your workflow.
    How this MailChimp-Trello integration works
    • A new lead is created in Zoho CRM
    • Appy Pie Connect adds that lead to MailChimp as a new subscriber.
    What You Need
    • A MailChimp Account
    • A Zoho CRM Account
  • Zoho CRM Zoho CRM

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
    When this happens...
    Zoho CRM New Email
     
    Then do this...
    Zoho CRM Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • Zoho CRM Zoho CRM

    Google Sheets + Zoho CRM

    Add New Google Sheets Spreadsheet Rows to Zoho CRM as Leads Read More...
    When this happens...
    Zoho CRM New or Updated Spreadsheet Row
     
    Then do this...
    Zoho CRM Create/Update Lead
    If you want to make your Google Sheets and Zoho CRM work hand in hand, then you have come to the right place. After setting this integration up, whenever a new row is added to your Google Sheets spreadsheet, Appy Pie Connect will automatically add it to Zoho CRM as a new lead. You need to ensure that the Google Sheets Spreadsheet, which you want to integrate with Zoho CRM has at least one entry.
    Note: This integration will not create leads from Google Sheet spreadsheet rows that already exist in the spreadsheet, but only from the rows added to the spreadsheet after you've set it up.
    How It Works
    • Triggers when a new row is added to Google Sheets spreadsheet
    • Appy Pie Connect automatically adds that row to Zoho CRM as a new lead
    What You Need
    • A Google Sheets Spreadsheet
    • A Zoho CRM account
  • Zoho CRM Zoho CRM

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    {{item.message}} Read More...
    When this happens...
    Zoho CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Zoho CRM + Google Docs in easier way

It's easy to connect Zoho CRM + Google Docs without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • New Document

    Triggers when a new document is added (inside any folder).

  • New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

    Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Zoho CRM & Google Docs Integrations Work

  1. Step 1: Choose Zoho CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Zoho CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Google Docs as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Google Docs with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Zoho CRM and Google Docs

Zoho CRM?

Zoho CRM is a free customer relationship management software that helps small businesses to manage their customer relationships, sales, marketing, and other aspects of their business. It is an online software that can be accessed from anywhere using any device connected to the internet.

Google Docs?

Google Docs is an online document-creation and cplaboration top that is part of the office suite created by Google. It is a cplection of tops and services that includes word processing, spreadsheets, presentations, forms, drawings, and more.

Integration of Zoho CRM and Google Docs

Zoho CRM is more than just a customer relationship management software. It provides integration with Google Docs. This integration allows users to view and edit Google Docs files directly in Zoho CRM. The integration also allows users to convert the data from Zoho CRM to Google Docs format for further editing in the latter. Conversion to Google Docs format is useful for users who prefer to edit their documents using web-based Google Docs.

Zoho CRM and Google Docs can also be integrated to allow users to open Zoho CRM documents in Google Docs. This allows users to edit these documents in Google Docs and then convert them back to Zoho CRM format or another format using the “Convert” option. This option can be found along with the “View” option when users click on the file name in the right pane.

Both Zoho CRM and Google Docs offer online applications that can be used on any device connected to the internet. These applications are different from downloadable desktop versions of these applications. The online applications are easy to use and require very low or no initial investment. They are ideal for small businesses that do not have much money to invest in their business software.

Benefits of Integration of Zoho CRM and Google Docs

The process to integrate Zoho CRM and Google Docs 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.