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URL: https://www.cdata.com/kb/tech/zohocrm-spreadsheets-google-sheets.rst

⇱ Access Live Zoho CRM Data in Google Sheets through Connect Spreadsheets

Access Live Zoho CRM Data in Google Sheets through Connect Spreadsheets

👁 Cameron Leblanc
Cameron Leblanc
Senior Technology Evangelist
Use Connect Spreadsheets by CData to gain access to live Zoho CRM data from your Google Sheets.

Looking for Connect AI instructions?

Your Connect AI account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!


Google Sheets is a web-based spreadsheet program provided by Google. When integrated with Connect Spreadsheets by CData, you can effortlessly gain access to Zoho CRM data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Zoho CRM within Connect Spreadsheets and accessing live Zoho CRM data seamlessly within Google Sheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

This setup requires a Connect Spreadsheets account and the Connect Spreadsheets Add-On for Google Sheets. To get started, sign up a free Connect Spreadsheets account and install the free Connect Spreadsheets Google Sheets Add-On.


Configure Zoho CRM Connectivity for Google Sheets

Connectivity to Zoho CRM from Google Sheets is made possible through Connect Spreadsheets. To work with Zoho CRM data from Google Sheets, we start by creating and configuring a Zoho CRM connection.

  1. Log into Connect Spreadsheets, click Sources and click Add Connection 👁 Adding a Connection
  2. Select "Zoho CRM" from the Add Connection panel 👁 Selecting a data source
  3. Zoho CRM uses OAuth to authenticate. Click "Sign in" to authenticate with Zoho CRM. 👁 Authenticating with OAuth (Salesforce is shown).

With the connection configured, you are ready to connect to Zoho CRM data from Google Sheets.

Access Live Zoho CRM Data from Google Sheets

The steps below outline connecting to Connect Spreadsheets from Google Sheets to access live Zoho CRM data.

  1. Log into Google Sheets, create a new sheet (or open an existing one).
  2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
  3. Search for Connect Spreadsheets Add-On and install the Add-on. 👁 Install the Add-On
  4. Authorize the Add-On. 👁 Authorize the Add-On
  5. Back in Google Sheets, click Add-ons and open the Connect Spreadsheets Add-On. 👁 Opening the Add-On
  6. In the Add-On panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account 👁 Authenticating with Connect Spreadsheets
  7. In the Connect Spreadsheets panel in Google Sheets, click Import 👁 Connect Spreadsheets panel in Google Sheets
  8. Choose a Connection (e.g. ZohoCRM1), Table (e.g. Accounts, and Columns to import 👁 Choosing a Connection, Table, and Columns
  9. Optionally add Filters, Sorting, and a Limit 👁 Filters, Sorting, Limits
  10. Click Execute to import the data and opt to overwrite the existing sheet or create a new one. 👁 Opting where to import the data

Live Access to Zoho CRM Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Zoho CRM data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

👁 Imported data (Salesforce is shown)

Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.