Logging in to Zoho CRM

In order to start working with Zoho CRM from your Google Spreadsheet, you’ll first need to log in to your Zoho instance. To do that, click on Add-ins -> G-Connector for Zoho CRM -> Login:

In the next dialog box, click on Login:

Once you log in to Zoho, you’ll need to give G-Connector certain permissions in order to be able to work with your Zoho CRM data:

Once logged, in – close the login tab and the add-in menu will populate with all the available functions:

The add-in is also available in the Zoho Marketplace.