Problem Statement:

To integrate Zoho CRM and Zoho Projects with Google Sheets, develop a function in the custom functions. This function will create a link between Google Sheets and the Zoho CRM and Projects-specific module.

All of the fields from the Zoho CRM and Projects modules, such as the "Quotes" module, should appear in the linked Google sheet associated with the user account once the connection has been made. Additionally, a number of modifications ought to be feasible. For example, generating, editing, and removing records from the quotes module ought to be displayed in the users' Google Sheet, which is linked to the CRM and Projects and vice versa.

Prerequisites for CRM:

  1. I will add a button to the Quotes util menu that, when clicked, will redirect the user to the authentication page, which I have constructed with Nodejs, Expressjs, and MongoDB.
  2. I want to utilize Zoho Connections to authenticate with Google Sheets, but it will be deprecated soon, therefore I've created my own authentication page for users.
  3. As soon as the user authenticates with their Google Sheets account, a link is established with Zoho CRM.
  4. I will add a new button for the export and import function, which will allow the user to not only display the quotes data or any other specific module data in Google Sheets, but also manipulate the data in Google Sheets, and when he clicks on the import button in Zoho CRM, all of the changes made in Google Sheets will be displayed except some changes in sub modules of Zoho CRM.

Prerequisites for Projects:

  1. I will attach code with an automation whenever user updates task in Zoho projects.
  2. I want to utilize Zoho Connections to authenticate with Google Sheets, but it will be deprecated soon, therefore I've created my own authentication page for users.
  3. As soon as the user authenticates with their Google Sheets account, a link is established with Zoho CRM.
  4. The automtion will trigger whenever the user updates the fields inside Task module in Zoho Projects.

FlowChart Link:

Mermaid Diagram: Zoho CRM and Projects Integration with Google Sheets

Program Code for Zoho CRM:

Quotes Sheet Connection: