How can I filter for transactions from loyal customers?

You can filter transactions by customer loyalty criteria, such as frequency of purchases or total spend. Simply specify the criteria, and DryMerge will ensure the data is filtered accordingly.

Can I use custom fields from Zoho CRM in my analysis?

Yes, you can include custom fields from Zoho CRM in your Excel analysis. Provide the details of the fields you need, and DryMerge will incorporate them into the automation.

Which people use this automation? What do they use it for?

Business analysts and marketing strategists use this automation to understand customer behavior, thereby enhancing targeted marketing efforts and improving sales tactics.

Microsoft Excel + Zoho CRM

Analyze Customer Buying Patterns in Microsoft Excel with Data from Zoho CRM

Gain insights into your customers' buying behaviors by exporting transaction data from Zoho CRM to Microsoft Excel. This automation allows you to identify trends, preferences, and patterns that can inform your marketing and sales strategies.

New Customer Transaction

Triggers when a new transaction is recorded in Zoho CRM.

Update Buying Patterns

Exports data to Excel for analysis of buying patterns.

See more Microsoft Excel to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

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Microsoft Excel + Zoho CRM

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Microsoft Excel + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Analyze customer buying patterns in Microsoft Excel with data from Zoho CRM"

Analyze customer buying patterns in Microsoft Excel with data from Zoho CRM

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Microsoft Excel + Zoho CRM.

Update Sheet

Updates an existing Excel sheet

List Sheets

Lists all sheets in an Excel workbook

Read Sheet

Reads the contents of an Excel sheet

New Microsoft Excel Workbook

Triggers when a new Excel workbook is created

Added or Updated Microsoft Excel Row

Triggers when a new row is added or an existing row is updated in a Microsoft Excel worksheet

Create Zoho CRM Task

Creates a new task in Zoho CRM

Update Zoho CRM Task

Updates an existing task in Zoho CRM

Get Zoho CRM Task

Retrieves details of a specific task from Zoho CRM

Create Zoho CRM Deal

Creates a new deal in Zoho CRM

Update Zoho CRM Deal

Updates an existing deal in Zoho CRM

Get Zoho CRM Deal

Retrieves details of a specific deal from Zoho CRM

Create Zoho CRM Contact

Creates a new contact in Zoho CRM

App details

Microsoft Excel

Microsoft Excel is a spreadsheet program used for data analysis, visualization, and complex calculations. Read, write, and manipulate data for powerful data management and reporting.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.

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Salesforce

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HubSpot

CRM Platform

Get Started with DryMerge

Start automating today.

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