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.

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

What types of data can you import from Zoho CRM?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Value of New Deals

Number of Won Deals

Number of New Tasks

Number of Calls Completed

Number of Tasks Completed

Number of Leads Created

Number of Booked Meetings

Value of Lost Deals

Duration of All Calls

Number of Meetings Completed

Number of New Leads

Number of New Deals Created

Average Call Duration

Value of Won Deals

Number of Lost Deals

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 the most popular CRM, support, marketing and other business systems.

See our integrations

2. Build dashboards

Use our prebuilt KPIs 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%.

Read our customer stories

Boost performance with real-time insights

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