- Log in to Zoho CRM and click "Marketplace" icon from the top menu.
- Search for “Google Sheets”, then select your preferred extension.
- Click on "Start free trial".
- Select the checkbox to accept the terms, then click "Continue”.
- Select the required checkboxes to authorize integration[a][b][c][d][e][f], then click “Continue to Install”.
- Choose Users/ Profiles, then click "Confirm".
How To Integrate Google Sheets With Zoho CRM
Use this interactive demo to learn how to integrate Google Sheets with Zoho CRM.
📌 Why this matters
This integration transforms your spreadsheet data into actionable CRM records, eliminating manual data entry and reducing errors. You can automatically sync leads, contacts, and deals from Google Sheets directly into Zoho CRM, maintaining real-time data consistency across platforms. Beyond basic data transfer, this connection enables sophisticated workflows where your team can collect information through familiar spreadsheet interfaces while your sales processes benefit from proper CRM structure, lead scoring, and automated follow-ups that would be impossible with spreadsheets alone.
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