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Adding Zoho Sheet View Components to Your Zoho CRM Homepage

Are you looking to add a Zoho Sheet View to your CRM homepage for a more consolidated and efficient work process?

Step 1: Customize Your Homepage

To start, navigate to your Zoho CRM homepage and look for the customization option. The aim here is to add a new component, specifically a widget, to your homepage.

Step 2: Create a New Widget

Head over to Setup and select Widgets. Here, you’ll create a new widget by clicking on the ‘Create New’ button. Name your widget and make sure to set its type as “Homepage Dashboard” and its hosting as “external”.

Sheet view components to Zoho CRM Widget screenshot

Step 3: Linking the Zoho Sheet

For this part, you’ll need a link from the Zoho Sheet that you want to display on your CRM homepage. Open your desired sheet and click on the ‘Share’ button, followed by ‘Publish.’
Note: Make sure the publishing settings are limited to your organization.

Within the embed code, you’ll find the link you need. Copy this specific link and head back to your newly created widget in the CRM. Paste the link and save the widget settings.

Step 5: Add and Save the Widget

Refresh the Setup page to see the newly created widget. Select the widget and click on ‘Add’. Finally, save your settings to finalize the addition.

A Few Tips and Warnings

  • The sheet on your homepage will be editable.
  • Beware of the bug that makes the first cell selected by default, which may lead to unintended changes.

Conclusion

Adding a Zoho Sheet view to your Zoho CRM homepage enhances your workflow, but do keep in mind the minor bug about the editable sheet. Following these simple steps should make the process straightforward.

Happy customizing your Zoho CRM homepage! Feel free to drop any questions or issues you may encounter. And for additional resources, be sure to check out our Resource Library!

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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