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.
Convert more leads, engage with customers, and grow your revenue when visualizing your ZohoCRM data in Plecto. Get a complete overview of your companies expected revenue, leads and deals.
Setup a dashboard for your Support team to follow their most important KPIs. Improve agent productivity and increase customer happiness when visualizing the Zoho data like phone calls and tasks.
Setup contest for your teams and have them compete player vs. player or team vs. team. Create an environment where fun and games is a part of going to work everyday! You chose the timeframe and what the competition is all about. You can even set a price on the line and visualize it next to the real-time data!
Create notifications for when your team closes a new deal. The notification can trigger based on a result of a formula (which you can decide for yourself) or based on a new or updated registration. Experience how the positive vibes will spread in the office after each notification!
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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
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?
Invoices
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
Quotes
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
Products
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
Solutions
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
Purchase orders
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
Accounts
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
Campaigns
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
Calls
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
Deals
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.
