How to integrate Google Sheets – ClickUp bundle using Zapier?

Build new leads in the Zoho CRM every time new rows are created in Google Sheets. It makes the lead management more smoother and ensures that nobody is falling through the cracks so to speak.

Creating new leads on Zoho CRM when a new row is created on a spreadsheet

How the integration works:

• A new row is created on the specified spreadsheet on Sheets

•  Zapier creates new leads in Zoho CRM

1. On the “Home” tab, click on “Create”

2. In the dropdown menu, select “Zaps”

Setting up the trigger event

3. Trigger event is the event that occurs in the target app and informs Zapier to start the Zap.

4. Select the trigger event app

5. Select “New Spreadsheet Row” in the dropdown menu and click “Continue”. This way, the trigger will only activate when a new spreadsheet row is created

6. Select your Google account and click “Continue”

7. Fill out the required fields and click on “Continue”

8. Test the trigger by clicking on the corresponding button

9. The system should display all the information if everything is correct. Click on “Continue with selected record”

Setting up the action in Google Calendar

10. Select the target app

11. Select “Create Module Entry” as an action to do when a new spreadsheet row is created

12. Select your Zoho CRM account and click “Continue”

13. Fill out the required fields and click “Continue“

14. Test the connection between Google Sheets and Zoho CRM

15. Click “Publish”

After that, the Zap is now created, set up, and working