Weekly

Get a weekly CSV of all your leads

Every Monday you get every Zoho CRM lead in a spreadsheet, with status and source.

Runs: Weekly
Apps: Zoho CRM
AI: Not needed
Access: ZohoCRM.modules.leads.READ

Send this to your assistant

Create a ClickRuntime automation: every Monday at 7am, email me all Zoho CRM leads as a CSV with name, company, email, status and lead source.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Add to ChatGPT Add to Claude

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

Marketing wants to run a list through an email tool, finance wants to reconcile lead sources against ad spend, and an advisor asks for a copy of the database before a due diligence review. Each time, someone logs into Zoho CRM, builds a view, exports a file and mails it around, and the CRM's export is capped and sometimes asks for admin rights. Backups of lead data are rarely taken, so a bad import or a deleted view could lose years of contacts.

Each week, every lead in Zoho CRM is read page by page, because the API returns a limited number of records per request. The pages are combined into CSV text with the main fields, and an email delivers it to you. The same file serves as a safety copy and as a ready input for other tools.

Handy for small teams without a data warehouse and for anyone who has been asked for a lead list one too many times.

What you get out of it

A weekly backup of lead data
If a mass update goes wrong, last week's file shows what the records looked like. Rolling back by hand becomes possible, which is better than discovering that nobody has a copy.
Lists ready for other tools
The CSV opens in a spreadsheet or imports into an email platform. You skip the export dialogs each time someone asks for a list, and the answer to a request is a file already in your inbox.
No admin hand-holding
The export runs on a schedule and arrives by email, so people who lack export permissions still get what they need. Nobody has to wait for an admin to find time between other jobs.
Due diligence and audit readiness
When an investor, auditor or acquirer asks for lead records, you have recent files on hand. Requests are answered the same day and nobody scrambles through a CRM to build a list.
Trends from snapshots
Comparing two weekly files shows how many leads were added, changed or removed. That is a cheap way to see growth without building a report in the CRM. Spot-checks take minutes.
Protection from accidental deletion
A deleted view or a mistaken bulk delete can lose years of contacts. A copy stored in your mailbox means the worst case is a week of lost changes. The file is ready whenever you need it.

How it works

What happens, step by step

Every Monday ClickRuntime goes through every lead in your Zoho CRM, page by page.
For each lead it takes the name, company, email, lead status and lead source.
You get an email with all of them as CSV text, ready to paste into a spreadsheet, with the total in the subject line.

Before it runs live

Connect Zoho CRM

What you get

RunsWeekly

Get a weekly CSV of all your leadstoday, 9:00Succeeded

Email · Zoho CRM leads (412)Full_Name,Company,Email,Lead_Status,Lead_Source Dana Lee,Acme,dana@acme.example,Contacted,Web Download

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Run it at a different time, more or less often, or only on weekdays
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Zoho CRM steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

export_all_leads.pyexample

from clickruntime import on_trigger, credentials, http, notify

FIELDS = ["Full_Name", "Company", "Email", "Lead_Status", "Lead_Source"]

@on_trigger
def run(event):
    h = {"Authorization": f"Zoho-oauthtoken {credentials.connection('zoho', 'work')}"}
    rows, token = [",".join(FIELDS)], None
    while True:
        params = {"fields": ",".join(FIELDS), "per_page": 200, **({"page_token": token} if token else {})}
        r = http.get("https://www.zohoapis.com/crm/v8/Leads", params=params, headers=h)
        if r.status_code == 204:
            break
        body = r.json()
        rows += [",".join(str(l.get(f) or "").replace(",", " ") for f in FIELDS) for l in body["data"]]
        token = body["info"].get("next_page_token")
        if not body["info"]["more_records"]:
            break
    notify.email_me(f"Zoho CRM leads ({len(rows) - 1})", "\n".join(rows))
    return {"leads": len(rows) - 1}

FAQ

Common questions

Is there a limit on how many leads are exported?

The automation pages through all leads, so large databases are covered, though a very large file may be better delivered as a link than as an attachment. Email size limits apply to attachments. Large files are better delivered as a link than attached.

Which lead fields are in the file?

The standard fields such as name, company, email, phone, source, status and created date are included by default. Custom fields can be added to the columns if your team relies on them. Custom fields can be added to the columns.

Is the file secure?

It is sent to the email address you set, and the Zoho CRM connection is held as a secret. Because lead data is personal information, send it only to people who should have it. Send it only to people who should have lead data.

What permissions does it need?

ZohoCRM.modules.leads.READ. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run each time it runs (weekly). Checks that find nothing to do and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

On a schedule