CRM & SHEET INTERFACING OR INTEGRATION
Hello All.
In a perfect world CRM needs to access data in a spreadsheet either on xls or a zoho sheet. In my example I just want to use a zip code and another corresponding field and return a value to zoho CRM. I have a set of complex tables that has nothing to do with the data in the CRM which is why it is not there. While the information I need is a little more elaborate, this is the use case. I'm not sure of the best way to may a sheet return me a value based on some fields I have in the CRM under accoutns.
Zoho says they do not support vlookup or sheet integration.
I might be a able to create custom sheet but this would be messy to contain the data I need.
The spreadsheet I'm references is 2000 rows.
Any suggestions would be great!