Home > Destinations > Google Sheets > Zoho CRM

Connect Zoho CRM to Google Sheets

Import Zoho CRM data into Google Sheets with Catchr. Build custom reports, schedule refreshes, and replace manual CSV exports without code.

Looker Studio
Power BI
Google Sheets
BigQuery
Snowflake

Trusted by teams that would rather improve campaigns than copy cells.

What a Zoho CRM export cannot do, and a connected sheet can

CRM Manager exports one account, one date range, one set of columns. Catchr keeps the same query running, so the sheet you built last month still fills itself this month.

The Monday-morning scramble, deleted

No more opening every CRM account, changing every date range, downloading every CSV, and rebuilding the same report before the weekly meeting.

One campaign. One shared language.

Organize each source in its own clean tab, then bring spend, traffic, leads, and revenue together in the views your team actually uses.

A file your team can actually work in

Add forecasts, targets, comments, formulas, client notes, and custom calculations around your campaign data.

How to connect Zoho CRM to Google Sheets

No scripts to maintain. No API documentation to study. No recurring CSV ritual.

Step one

Install the Google Sheets add-on

Add Catchr to Google Sheets from the Google Workspace Marketplace, then open it from the spreadsheet where you want to work.

Step Two

Launch the Catchr add-on

Open Google Sheets and start the Catchr add-on. Sign in with your Catchr account.

Step Three

Configure your import

Choose Zoho CRM, the CRM accounts, the metrics and dimensions, the date range, and the cell where the data should land.

Step Four

Refresh automatically

Run your first import, then schedule automatic refreshes to keep your spreadsheet up to date while your formulas, charts, and pivot tables continue working.

Zoho CRM metrics and dimensions available in Google Sheets

Access 0 metrics and 461 dimensions from Zoho CRM connectors including Deals Lead Source, Leads Lead Source, Deals Campaign Source, Campaigns Campaign Name, Leads Converted Date Time, .

0

Available metrics

461

Available dimensions

Five tabs that replace five recurring Zoho CRM headaches

Use Catchr to create dashboards that show what is working, what is wasting budget, and where performance is changing.

What changed since yesterday?

Track .

Use formulas or conditional formatting to highlight sudden spend increases, falling conversion volume, or acquisition costs moving outside your target range.

The media buyer opens one tab and immediately knows where to investigate.

Will we hit the plan?

Compare planned budget with actual spend by client, account, campaign, or market.

Calculate how much of the month has passed, how much of the budget has been consumed, and where the campaign is likely to finish at its current pace.

Spot overdelivery and underspending before the end-of-month explanation.

Where should the next budget move go?

Place Zoho CRM beside other channel.

Compare the KPIs that can genuinely be shared across platforms, while preserving channel-specific metrics like in their own source tabs.

The result is not a forced attribution model. It is a clearer view of how each channel is contributing.

What can we explain in five minutes?

What should we repeat next time?

Keep a structured history of campaign performance, targets, observations, and decisions.

Compare launches, promotions, seasons, creative concepts, or audiences using a reporting structure that remains under your control.

The spreadsheet becomes more than a weekly deliverable. It becomes the memory of your acquisition team.

Zoho CRM to Google Sheets pricing

Choose your plan by the number of platforms and accounts you report on.

Starter

For freelancers and small teams.

$ 24 /mo

Billed monthly · cancel anytime

Platforms3
Accounts10
Start free trial

Growth

For agencies managing more clients.

$ 239 /mo

Billed monthly · cancel anytime

Platforms10
Accounts100
Start free trial

Scale

For teams reporting at scale.

$ 599 /mo

Billed monthly · cancel anytime

Platforms25
Accounts500
Start free trial

Customer testimonials

What our customers say about us.

85 %
Faster
Reporting time

After three years of use, Catchr has become essential for both our teams and our clients. So far, it has been our best solution for compiling and analyzing data from different advertising platforms. It’s easy to set up, and the customer service is responsive and excellent.

Valentin Keravel
CEO, Laio – Agency

With Catchr’s automated API, we can finally collect and centralize all advertising data, connect it with booking information, and calculate the real ROAS for our restaurant clients. It gives them full visibility, more autonomy, and the ability to optimize campaigns to maximize ROI.

Corentin Largeron
Freelance
30
hours saved

The solution is a real game changer, providing optimal time savings for our data reporting. The major strength of the solution is their highly responsive and professional support.

Corentin Largeron
CEO at The Browz – Agency

Zoho CRM to Google Sheets: FAQs

Answers to common questions about connecting Zoho CRM data to Google Sheets.

How do I import Zoho CRM records into Google Sheets?

Install or open the Catchr add-on in Google Sheets, connect Zoho CRM, and choose the source account(s) you need. Use Get Data to import accounts and contacts into a dedicated raw-data tab.

Which Zoho CRM accounts, contacts, pipeline fields, dates, and filters can I select?

Select accounts, contacts, and companies with the relevant contact dimensions available from Zoho CRM. Set the account(s), date range, and filters before importing a focused result into Google Sheets.

Can Zoho CRM pipeline data refresh automatically in Google Sheets?

Schedule the Zoho CRM query to refresh hourly, daily, weekly, or monthly. Keep accounts and contacts current on the cadence that fits a report tracking pipeline value, created deals, won deals, and win rate by owner.

Will Zoho CRM refreshes preserve my pipeline formulas and sales dashboards?

Keep imported Zoho CRM rows for accounts and contacts in a dedicated data tab, with formulas, charts, and pivot tables in report tabs. Refreshes update the query output while Google Sheets retains its sharing controls.

What sales decisions can I make with Zoho CRM data in Google Sheets?

Build a Zoho CRM report that summarizes pipeline value, created deals, won deals, and win rate by owner. Compare accounts with contacts in Google Sheets to guide pipeline prioritization and sales coaching.

Still have a question?

Our team is always here to answer any questions you may have about our data connector.

Your next report should not start with five exports

Connect your marketing platforms and build a data workflow your entire agency can use.

14 days free-trial
No credit-card required
100+ sources