Zoho CRM Power BI Connector

Analyze Marketing Metrics from Zoho CRM in Power BI


The benefits of connecting Zoho to Power BI automatically in 2024

Here are some reasons why you might want to connect Zoho CRM to Power BI:

  • Power BI allows you to create comprehensive dashboards that consolidate data from various sources, including Zoho CRM. This provides a centralized view of your sales, customer interactions, and other relevant metrics.
  • Power BI enables real-time reporting by connecting directly to your Zoho CRM data. This ensures that the insights and visualizations are based on the most up-to-date information, allowing for more accurate and timely decision-making.
  • Power BI offers advanced analytics capabilities, allowing you to perform in-depth analysis on your Zoho CRM data. This includes trend analysis, forecasting, and identifying patterns that can inform strategic decisions.
  • Power BI enables scheduled data refresh, automating the process of updating reports and dashboards with the latest information from Zoho CRM.


How to connect Zoho CRM to Power BI

First step: Register or log in if you already have an account.

You need to select Zoho CRM as a Data Source and Grant Access to Windsor.ai.

Analyze Your Zoho CRM with Power BI

Second Step: Go to “Select Destination” and Choose Power BI Desktop/Web

Select Power BI


Third Step: Select the fields on the right, and in Power Bi click on “Get data” from WEB.

Power Bi click on “Get data” from WEB

And copy the URL in the box below:

copy URL in box

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Zoho CRM metrics available for streaming into Power BI

Extract Zoho CRM data to Power BI with Windsor.ai

See the value and return on every marketing touchpoint

data warehouse

Providing 70+ marketing data streams, we make sure that all the data we integrate is fresh and accessible by marketers, whenever they want.


Spend less time on manual data loading and spreadsheets. Focus on delighting your customers.

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