Follow these steps to connect your Zoho Sheet and automate your tasks effortlessly.
Step 1: Select Zoho Sheet from viaSocket’s Library of Apps
Find Zoho Sheet: Use the search bar to locate Zoho Sheet from the list of available apps.
Select Zoho Sheet: Click on Zoho Sheet to begin the integration process.
Step 2: Authenticate
Authentication Prompt: After selecting Zoho Sheet, viaSocket will prompt you to authenticate your Zoho Sheet account.
Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Sheet data. Click 'Accept' to proceed.
Log In to Zoho Sheet: If you are not already logged in, you will be asked to log into your Zoho Sheet account.
Map Data Fields, Test and Save
- Ensure that data from the triggering app is correctly mapped to the fields in Zoho Sheet. This might involve mapping email content to a lead’s details or form submissions to contact records.
- Before finalizing, run a test to ensure everything is set up correctly.
- Once you are satisfied with the test results, save your step.