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Zoho CRM Automation Workflow

1. Purpose​

This workflow syncs new Zoho CRM leads into a Google Sheet every hour. It pulls recent leads, keeps only those created in the last 60 minutes, and appends or updates matching rows in Sheets so ops and sales have a live lead list without manual CRM exports.

Tags: Google Sheets, Leads, Zoho CRM
Status: Active

2. Trigger​

Type: Cron (Scheduled)

Details:

Schedule: Every 1 hour

Node: Schedule Trigger (Every 1 hour)

The workflow runs on a fixed hourly schedule while Active.

3. Step-by-Step Process​

Step 1: Every 1 hour​

What happens here: Starts the workflow on the hourly schedule.

What input it uses: None (schedule trigger).

Why this step is needed: Keeps the Google Sheet close to real-time without webhook setup on Zoho.

Step 2: Get Recent Zoho Leads​

What happens here: Fetches leads from Zoho CRM.

Operation: getAll: lead

What input it uses: Zoho CRM OAuth credentials stored in n8n.

What output it produces: List of Zoho lead records.

Why this step is needed: Source of truth for new and recent leads.

Step 3: Prepare Lead Time​

What happens here: Transforms / normalizes lead timestamp fields so the next IF can compare "created in last 60 minutes".

Operation: Manual / Set (edit fields)

What input it uses: Lead records from Zoho.

What output it produces: Lead items with prepared time values.

Why this step is needed: Makes the new-lead window check reliable across Zoho time formats.

Step 4: IF New Lead (last 60 min)​

What happens here: Filters leads to those created within the last 60 minutes.

Branches:

  • true - continue to Google Sheets
  • false - stop for that item (older leads are skipped)

Why this step is needed: Avoids rewriting the whole lead history every hour; only fresh leads sync.

Step 5: Append or Update Google Sheet​

What happens here: Writes the filtered lead into Google Sheets.

Operation: appendOrUpdate: sheet

What input it uses: New-lead items from the IF true branch.

What output it produces: Updated / appended sheet rows.

Why this step is needed: Downstream teams work from the sheet (reporting, outreach handoff).

4. Workflow Logic Summary​

  1. Every hour, load recent Zoho CRM leads
  2. Prepare lead created-time fields
  3. Keep only leads from the last 60 minutes
  4. Append or update those leads in Google Sheets

5. Diagram / Screenshot​

Linear flow in n8n Editor:

Every 1 hour
  -> Get Recent Zoho Leads (getAll: lead)
  -> Prepare Lead Time (manual / set)
  -> IF New Lead (last 60 min)
       true  -> Append or Update Google Sheet (appendOrUpdate: sheet)
       false -> (stop)

6. Dependencies​

Zoho CRM​

  • Purpose: Source of lead records
  • Operation used: Get all leads (getAll: lead)
  • Requires Auth: Yes (Zoho CRM credentials in n8n)

Google Sheets​

  • Purpose: Destination for new leads (append or update)
  • Operation used: appendOrUpdate: sheet
  • Requires Auth: Yes (Google Sheets OAuth in n8n)

External Services​

ServiceRole
Zoho CRMLead source
Google SheetsLead sync target

n8n Instance​

Workflow URL: https://agent.fsgarage.in/workflow/HcjywJN9CelYxSIs

Workflow Name: Zoho crm automation

Workflow ID: HcjywJN9CelYxSIs

n8n Instance URL: https://agent.fsgarage.in