Connect Zoho Sheet and BoardCrm to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Sheet
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
Enable Integrations or automations with these events of Zoho Sheet and BoardCrm
Enable Integrations or automations with these events of Zoho Sheet and BoardCrm
Actions
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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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your Zoho Sheet and BoardCrm accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Sheet triggers actions in BoardCrm (or vice versa).
Absolutely. You can customize how Zoho Sheet data is recorded in BoardCrm. This includes choosing which data fields go into which fields of BoardCrm, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Sheet and BoardCrm 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 BoardCrm. 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 BoardCrm
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
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