How to Automatically Export Zoho CRM data

Click on Settings from the Side nav.

Click the "+" icon to start the configuration.

Prepare a destination spreadsheet with all headers

Select the required modules.

Select the destination spreadsheet.

Select the sheet tab with data.

Switch on Auto Export to Google Sheet to automatically export data from Zoho to Google Sheet.

Select 'on create' or 'on edit' or even both.

Click on the Settings icon to start the mapping of the sheet fields with the module fields.

Clicking on the refresh icon will refresh the google sheet.

Apply Filters if required using the corresponding icon.

Open your CRM and start creating records.

Click on save and same record will be available automatically inside your destination spreadsheet.