What is Zoho CRM Connector?
Zoho CRM Connector is a Looker Studio connector that helps to connect Looker Studio with Zoho CRM and use it as a data source in Looker Studio.
Zoho CRM Connector turns your data into informative dashboards and reports that are easy to read, easy to share, and fully customizable.
What is Zoho CRM?
Zoho CRM is an online customer relationship management software for managing your sales, marketing, support in a single system. Zoho CRM helps businesses of all sizes build excellent customer relationships, with features like an inbuilt AI sales assistant, sales pipeline management, marketing automation, analytics, and more.
How does it work?
Step 1: Choose "Zoho CRM" connector from Google Looker Studio Partner Gallery
Step 2: Click on the 'AUTHORIZE' button for authorizing your google account.
Step 3: Once you are authorized to google account then you need to authorize for third-party service. In this case Zoho CRM.
Step 4: Click on 'AUTHORIZE' button for authorizing your Zoho CRM account.
Step 5: Click on 'Accept' button for authorization.
Step 6: Choose the Object you want to use.
Step 7: Click on 'Connect' button.
Step 8: The available fields from the Object are listed.
Step 9: Use this as a data source and continue normally with designing your report in Looker Studio.
Step 10: Click on the 'Create Report' button.
Step 11: You can customize the dashboard as you want.
Zoho - Looker Studio Dashboard
An example of a dashboard created in Looker Studio with Zoho CRM Data Connector.