Question

Populating multiple cells for records in a Zoho Sheet from Zoho CRM

  • 9 December 2021
  • 3 replies
  • 25 views

So we use Zoho CRM and have a Zap to populate a Zoho Sheet based on entries… I’ve been able to setup NEW ENTRY and SEARCH/UPDATE ENTRY in Sheets for the most part… but we’ve got a lot of records that we’d like to see in the Worksheet that were created before the Zap was active… 

Is there a way to maybe just edit one of the target fields that would trigger the NEW/UPDATE ENTRY Zap that would say “Ok, you just updated an order… the BOOLEAN = FALSE for the key cell… so I need to populate the updated field and while I’m at it, make sure all the other columns are filled in too.”

Basically, be able to go into the records that were created before the Zap was active and update one of the target fields to populate the entire row with the record information.

I’m using a Filter and Paths for the NEW and UPDATE/SEARCH EXISTING entry… but I feel like there could be a way to accomplish what I’m trying to do. 


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3 replies

Userlevel 7
Badge +14

Hi @TheTintShopEmporium 

If you export the data to a GSheet, then you can use Transfer by Zapier: https://transfer.zapier.com/new

I can’t export from Zoho to Gsheets… Zoho isn’t an option to “transfer from” as of yet… But I did send a request to have it added.  Thanks though. :)

Userlevel 7
Badge +14

@TheTintShopEmporium 

Link about how to export from Zoho Sheets: https://help.zoho.com/portal/en/kb/sheet/getting-started-with-zoho-sheet/articles/export-a-spreadsheet-from-zoho-sheet-6-9-2019

 

Then you can use GSheets as the Transfer by Zapier source.