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.
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DryMerge lets you automate work between apps with plain English. Here's how it works.
Create weekly summary reports in Google Docs for Zoho CRM activities
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"
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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.
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
Supported triggers and actions
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
New Lead
Triggers when a new lead is created in Zoho CRM
New Contact
Triggers when a new contact is created in Zoho CRM
New Deal
Triggers when a new deal is created in Zoho CRM
About Google Docs
Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.
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About 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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