How can I filter which notes get recorded in Zoho CRM?

DryMerge allows you to set filters based on keywords, dates, or Google Sheet tabs to determine which notes get recorded. Specify your criteria and we'll take care of it.

Can I use the same setup for different teams?

Yes, you can customize the setup for different teams. Just specify the adjustments needed, and DryMerge will handle the rest.

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

Sales representatives and account managers use this automation to keep accurate and detailed records of their meetings, ensuring all relevant information is easily accessible.

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Google Sheets + Zoho CRM

Record Meeting Notes from Google Sheets in Zoho CRM

Easily record and manage meeting notes by syncing them from Google Sheets to Zoho CRM. Great for sales representatives and account managers who need to keep detailed records of client interactions.

New Meeting Notes

Triggers when new meeting notes are added to your Google Sheet.

Update Zoho CRM

Updates Zoho CRM with the new meeting notes.

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

or pick a common variation below

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Google Sheets + Zoho CRM

Update Zoho CRM Fields from Google Sheets Data

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, "Record meeting notes from Google Sheets in Zoho CRM"

Record meeting notes from Google Sheets in 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 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

Added or Updated Google Sheet Row

Triggers when a row is added or updated 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.