How can I specify which deals are included in the report?

DryMerge allows you to choose specific filter criteria for including deals in your report, such as deal size, stage, or closing date. Specify your criteria, and DryMerge will handle the rest.

Can I also include historical data in the reports?

Yes, you can include historical data in your reports. Describe the data range and specifics, and DryMerge will configure the report accordingly.

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

Sales analysts and managers use this automation to generate accurate sales reports, aiding in strategic planning and performance reviews.

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Google Sheets + Zoho CRM

Generate Sale Reports in Google Sheets from Zoho CRM Deals

Automate your sales reporting by generating comprehensive reports in Google Sheets from Zoho CRM deal data. This is ideal for sales analysts and managers who need timely and accurate insights for decision-making and performance tracking.

New Deal Closed

Triggers when a deal is successfully closed in Zoho CRM.

Add Deal to Report

Adds the deal details to a sales report in Google Sheets.

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

or pick a common variation below

Generate Monthly Reports in Google Sheets from Zoho CRM Data

Google Sheets + Zoho CRM

Record Meeting Notes from Google Sheets in Zoho CRM

Google Sheets + Zoho CRM

Update Google Sheets with Zoho CRM Lead Scores

Google Sheets + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate sale reports in Google Sheets from Zoho CRM deals"

Generate sale reports in Google Sheets from Zoho CRM deals

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 Sheets + Zoho CRM.

Delete Sheet

Handles the deletion of Google Sheets' first tab

Read Sheet

Handles reading from Google Sheets' first tab

Create Tab

Creates a new tab in Google Sheets

Update Sheet

Handles updates to Google Sheets' first tab

Search Sheets

Searches Google Sheets

List Sheets

Lists all Google Sheets sorted by creation date

New Google Sheet

Triggers when a new Google Sheet is created

Updated Google Sheet Data

Triggers when data is added, updated, or deleted in a Google Sheet

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

App details

Google Sheets

Google Sheets is a web-based spreadsheet application for creating, editing, and collaborating on spreadsheets. Read, write, and manipulate data for powerful data management and analysis.

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.