Can I filter to include only sales activities?

Yes, you can filter to include only sales activities. Specify the types of activities you want to include, and DryMerge will ensure the report focuses on these.

Can the summary report be formatted in a specific template?

Yes, provide the template details for your summary reports, and DryMerge will follow this format for all generated documents.

What kind of permissions do I need?

Grant DryMerge editing permissions in Google Docs to allow creation and updating of summary reports. This ensures all activities can be accurately documented.

Who would benefit from this automation?

Sales managers and team leads use this automation to stay on top of team activities and keep everyone informed with structured weekly reports.

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Google Docs + Zoho CRM

Create Weekly Summary Reports in Google Docs for Zoho CRM Activities

Keep your team informed by creating a weekly summary report in Google Docs that consolidates recent activities from Zoho CRM. This automation helps teams review past activities and plan for the upcoming week, enhancing productivity and transparency.

Weekly Activity Summary

Detects a week's worth of activities in your Zoho CRM.

Generate Summary Report

Creates a detailed Google Docs report summarizing the week's activities.

See more Google Docs to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Document Employee Performance in Google Docs for Zoho CRM Updates

Google Docs + Zoho CRM

Create Follow-Up Action Items in Google Docs for Zoho CRM Tasks

Google Docs + Zoho CRM

Document Team Meeting Outcomes in Google Docs for Zoho CRM Events

Google Docs + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create weekly summary reports in Google Docs for Zoho CRM activities"

Create weekly summary reports in Google Docs for Zoho CRM activities

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 Google Docs + Zoho CRM.

Create Doc

Creates a new Google Doc

Delete Doc

Deletes a Google Doc

Update Doc

Updates an existing Google Doc

Read Doc

Reads details of a Google Doc

Search Docs

Searches Google Docs

New Google Doc

Triggers when a new Google Doc is created

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

App details

Google Docs

Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.

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.

Related apps

Notion

Workspace Collaboration

Microsoft Teams

Team Collaboration

Salesforce

Sales CRM

HubSpot

CRM Platform

Get Started with DryMerge

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