This extension effectively integrates Zoho CRM and Zoho Sheets with a streamlined Workflow. It allows the user to update the fields of the same module or other related modules to the headers and fields in the Zoho Sheet.
Installation and Configuration
- First, install the extension Zoho CRM Magic Lookup Extension for Zoho Sheet from the Zoho MarketPlace.
- Click on the Connect button corresponding to the Zoho Sheets to connect the Zoho Sheet with the extension.
- Login to your Zoho Sheet with your login credentials.
- Now click on the Authorize button corresponding to the Zoho CRM.
- Then click on Accept by allowing Vlookup to access your Zoho Account.
- The Zoho CRM Magic Lookup extension’s home page will be displayed.
- Configure the Workflow settings by creating a new configuration. For that, Click on New Configuration.
Configuration Settings
Lookup Workflow Name
First, provide the Workflow name based on the nature of your workflow
Select Zoho CRM Module
Then Select the Zoho module on which you need to update the data. For example, Contacts, Leads, etc.
CRM Field for Lookup
Select the desired field from the drop-down based on which you need to update the record. For example: Mailing State
CRM Field to Update
Select the desired field to Update in your Zoho CRM. For example: Contact Owner.
Select Zoho Sheet
From the drop-down menu, select the desired Zoho Sheet from which you need to fetch the field to be updated and the Rows of the desired field.
Sheet Field for Lookup
Here you can select the Field header of Zoho Sheet based on which you need to update it in the Zoho CRM. For example: The header field is related to the field based(Mailing State in the above example). Based on the header it will fetch the desired row.
Sheet Field to Update: Select the field of the Zoho Sheet that you want to update in the Zoho CRM. For example Email Id.
How the Extension Works
From the examples mentioned above, Based on the Mailing State, the contact owner field will be updated in the Zoho CRM. It will fetch the desired row with the field header Mailing state and update the contact owner field with the corresponding email ID.
Audit Logs
- Every trigger and action of your Workflow will be tracked on a single Audit page.
- All the success and Failure statuses of the record update or error in the Workflow will be displayed efficiently.
- The error in Workflow implies that if you select the field to be updated as contact owner and the field to fetch from Zoho Sheet as Contact number then the Audit shows the failure status due to the error in the Workflow