Custom Zoho CRM dashboards

The Zoho CRM integration is an on-demand, SaaS-based customer relationship management (CRM) software solution designed to manage sales, marketing, contacts, customer support, and other business functions.

Sales Marketing Customer Service

Partner website

www.zoho.com/crm

About Zoho CRM

Zoho CRM empowers a global network of over 150,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue.

Additional help

help.plecto.com/data-management/integration-guides/zohocrm

www.plecto.com/blog/integrations/zohocrm

Create real-time Zoho CRM dashboard with Plecto

ZOHO CRM x PLECTO Whether you use Zoho’s CRM’s solution for Customer Experience, Enterprise, Insurance or one of the many more CRM solutions Zoho provides, you are able to import this data directly into Plecto and visualize it just as you want. Get your visual Zoho CRM overview on a dashboard with real-time updates. GAMIFICATION Plecto’s gamification features can help motivate the team to outperform the previous day or to simply stay within the correct lane hitting the goals at all times. Make it fun for the team to go to work everyday with achievements, contests and popping notifications. CUSTOMIZABLE KPIS When you import the data into Plecto, note that you will be presented to some pre-built KPIs. However these are NOT the only KPIs you are able to use and visualize in Plecto, you are able to build and tailor your own KPIs exactly as you want them. Plecto imports the raw data and you will be able to combine the fields as wished. This also means that you are able to mix data from different platforms into one single KPI! 14-DAY FREE TRIAL Sign up for the trial and see how easy you can start visualizing your Zoho CRM data! Plecto also offers a personal demo so you can see how Plecto can help you and your team!

What types of data can you import from Zoho CRM?

Cases

Technical details for Zoho CRM Cases

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Products

Technical details for Zoho CRM Products

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Quotes

Technical details for Zoho CRM Quotes

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Invoices

Technical details for Zoho CRM Invoices

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Sales orders

Technical details for Zoho CRM Sales orders

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Vendors

Technical details for Zoho CRM Vendors

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Purchase orders

Technical details for Zoho CRM Purchase orders

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Leads

Technical details for Zoho CRM Leads

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Deals

Technical details for Zoho CRM Deals

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Accounts

Technical details for Zoho CRM Accounts

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Price books

Technical details for Zoho CRM Price books

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Solutions

Technical details for Zoho CRM Solutions

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Contacts

Technical details for Zoho CRM Contacts

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Campaigns

Technical details for Zoho CRM Campaigns

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Events

Technical details for Zoho CRM Events

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Calls

Technical details for Zoho CRM Calls

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Activities

Technical details for Zoho CRM Activities

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Tasks

Technical details for Zoho CRM Tasks

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Pre-built Zoho CRM KPIs

Browse our extensive library of pre-built Zoho CRM KPIs or customize and create your own.

Win Rate of Deals

The amount of won deals compared to the total opportunities created during a certain period.

Value of New Deals

Amount of money your potential new client’s account is worth.

Number of Won Deals

Count of the number of opportunities that have turned into clients.

Number of New Tasks

Count of your pending tasks.

Number of Calls Completed

Count of the support calls that have already been successfully answered.

Number of Tasks Completed

Count of the total amount of tasks that each employee has completed.

Number of Leads Created

Potential customers that have shown some interest in your company or product.

Number of Booked Meetings

Overview of the number of pending meetings you have in a certain period of time.

Value of Lost Deals

Amount of money the company is not going to earn due to a lost client.

Duration of All Calls

Time spent talking on the phone with potential or current customers per day.

New MRR

New subscriptions that have been added recently and that will, therefore, contribute to your MRR.

Number of Meetings Completed

Total number of meetings a team or employee has already had in the last period measured.

Number of New Leads

Potential future customers that have shown some interest in your company or product in the last period.

Number of New Deals Created

Total number of new clients that your company has welcomed over the last period.

Average Call Duration

Average time spent by your entire team in their calls with clients.

Value of Won Deals

Amount of money your new client’s account is worth.

Number of Lost Deals

Count of the number of opportunities that haven’t turned into clients.

Don't see the KPI you are looking for?

Build your own KPIs to use for custom widgets with our easy-to-use formula editor.

How it works

1. Connect your data sources

One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.

See our integrations

2. Build dashboards

Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.

Learn more about our dashboards

3. Boost team performance

Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.

Read our customer stories

Boost performance with real-time insights

Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.