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Get the Report →Access Live Zoho CRM Data in Google Sheets
Use CData Connect Cloud to gain access to live Zoho CRM data from your Google Sheets.
Google Sheets is a web-based spreadsheet program provided by Google. When integrated with CData Connect Cloud, 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 your Connect Cloud instance and accessing live Zoho CRM data seamlessly within Google Sheets.
CData Connect Cloud offers a seamless cloud-to-cloud interface designed for Zoho CRM, enabling effortless access to live Zoho CRM data directly within Google Sheets. Use the dedicated Connect Cloud Google Sheets Plug-In to connect with live Zoho CRM data. With built-in optimized data processing, CData Connect Cloud efficiently channels all supported query operations, including filters, JOINs, and more, directly to Zoho CRM. This leverages server-side processing to promptly retrieve the desired Zoho CRM data.
This setup requires a CData Connect Cloud instance and the CData Connect Cloud Add-On for Google Sheets. To get started, sign up a free trial of Connect Cloud and install the free Connect Cloud Google Sheets Add-On.
Configure Zoho CRM Connectivity for Google Sheets
Connectivity to Zoho CRM from Google Sheets is made possible through CData Connect Cloud. To work with Zoho CRM data from Google Sheets, we start by creating and configuring a Zoho CRM connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Zoho CRM" from the Add Connection panel
- Zoho CRM uses OAuth to authenticate. Click "Sign in" to authenticate with Zoho CRM.
- Navigate to the Permissions tab in the Add Zoho CRM Connection page and update the User-based permissions.
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 CData Connect Cloud from Google Sheets to access live Zoho CRM data.
- Log into Google Sheets, create a new sheet (or open an existing one).
- Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
- Search for CData Connect Cloud Add-On and install the Add-on.
- Authorize the Add-On.
- Back in Google Sheets, click Add-ons and open the CData Connect Cloud Add-On.
- In the Add-On panel, click Authorize to authenticate with your CData Connect Cloud instance
- In the CData Connect Cloud panel in Google Sheets, click Import
- Choose a Connection (e.g. ZohoCRM1), Table (e.g. Accounts, and Columns to import
- Optionally add Filters, Sorting, and a Limit
- Click Execute 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.
Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.