The Zoho CRM connector for Zoho Analytics allows you to import your CRM data directly into Zoho Analytics and build detailed reports and dashboards on your sales pipeline, lead performance, deal activity, and customer data. By combining the power of Zoho CRM's data with Zoho Analytics' reporting capabilities, your sales and marketing teams gain deeper visibility into performance trends and opportunities.

What Data Is Synced

The connector imports data from the core Zoho CRM modules, including:

• Leads
• Contacts
• Accounts
• Deals (Opportunities)
• Activities (Calls, Tasks, Events, Meetings)
• Products
• Campaigns
• Cases and Solutions
• Custom Modules

Setting Up the Connector

1. In Zoho Analytics, navigate to the Import Data option and select Zoho CRM from the list of connectors.
2. Authenticate with your Zoho CRM account credentials.
3. Select the modules you want to import and configure the sync schedule.
4. Choose the data synchronisation frequency: hourly, daily, or weekly.
5. Click Import to begin the initial data pull and create your workspace.

Pre-Built Reports and Dashboards

When you set up the Zoho CRM connector, Zoho Analytics automatically creates a set of pre-built reports and dashboards covering common sales analytics use cases, including:

• Sales pipeline analysis by stage and value
• Lead source performance and conversion rates
• Deal win and loss analysis
• Sales rep performance comparisons
• Revenue forecasting and trend charts
• Campaign effectiveness reports

Automatic Data Synchronisation

After the initial import, Zoho Analytics periodically syncs new and updated records from Zoho CRM according to your configured schedule, ensuring your reports always reflect the latest CRM data.