Connect Zoho Sheet and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Row Created or Updated
Worksheet Updated
New Worksheet
Update columns
New Workbook
Choose an Action
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
Ready to use Zoho Sheet and Apptivo CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Row Created or Updated
Triggers when a new row is added or an existing row is updated in a selected Zoho Sheet worksheet. You can choose whether the trigger runs for new rows, updates, or both.
Worksheet Updated
Set up notifications to trigger when rows are added or changed in a Zoho Sheet worksheet.
New Worksheet
Trigger When a new Worksheet created
Update columns
Update values across a selected column range in a worksheet.
New Workbook
Trigger when a new workbook created
Do thisActions
Action is the task that follows automatically within your Zoho Sheet integrations.
Create Worksheet
Creates a new worksheet within a spreadsheet.
Get all Workbooks
Lists all existing workbooks.
Copy worksheet - same workbook
Copies or duplicates an existing worksheet within the same workbook.
Rename worksheet
Renames an existing worksheet within a workbook.
Create Workbook
Creates a new Zoho Sheet workbook using the specified workbook name
Create Row
Create a new row into a specified worksheet at the given row index
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Frequently Asked Questions
To start, connect both your Zoho Sheet and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sheet triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how Zoho Sheet data is recorded in Apptivo CRM. This includes choosing which data fields go into which fields of Apptivo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Sheet and Apptivo CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho Sheet and Apptivo CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zoho Sheet
Zoho Sheet is a cloud-based spreadsheet application that allows users to create, edit, and share spreadsheets in real time.
Learn MoreAbout Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
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