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.
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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/zohocrm www.plecto.com/blog/integrations/zohocrmCreate real-time Zoho CRM dashboard with Plecto
Visualizing your Zoho CRM data on a Plecto dashboard in real-time is a powerful way to create a complete overview of your most important sales activities, KPIs, and business metrics.
Create a fully customized Zoho CRM dashboard for your needs with a Plecto Dashboard, and add value to your Zoho CRM data with meaningful visualizations. Display your Zoho CRM data on a wide variety of widgets, including graphs, speed-o-meters, tables and use conditional colors to easily identify progress towards your goal. Make use of Plecto’s unique gamification features by creating leaderboards that spark motivation amongst your team. Set up custom notifications that trigger every time an employee achieves a goal like reaching a new milestone or closing a sale.
Take your dashboard to the next level, and combine your Zoho CRM data with services like Freshdesk, Relatel, and hundreds more. With Plecto's integration to Zoho CRM the options are endless. You are able to create, edit, iterate and display Zoho CRM dashboards focused on sales hit rate and quota attainments. You can display your Zoho CRM dashboards on TV screens across your office, on your computer or access them from your device thanks to our iOS and Android app.
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
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
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
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
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
Pre-built Zoho CRM KPIs
Browse our extensive library of pre-built Zoho CRM KPIs or customize and create your own.
The amount of won deals compared to the total opportunities created during a certain period.
Potential customers that have shown some interest in your company or product.
Overview of the number of pending meetings you have in a certain period of time.
New subscriptions that have been added recently and that will, therefore, contribute to your MRR.
Total number of meetings a team or employee has already had in the last period measured.
Potential future customers that have shown some interest in your company or product in the last period.
Total number of new clients that your company has welcomed over the last period.
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.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.
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.
