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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.

Zoho CRM dashboard
Zoho CRM
+
Plecto

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

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Deals

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

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

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Calls

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Contacts

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Invoices

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

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

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Quotes

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Vendors

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Tasks

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Products

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

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

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Cases

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

Activities

Update frequency
Every 2m

Default member field
Owner

Default date field
Created_Time

Supports custom fields?
Yes

Supports automatic registration deletion?
No

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.

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

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

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