Connect Zoho CRM to Power BI in 2023

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Analyze Your Marketing Metrics from Zoho CRM in Power BI

How to connect Zoho CRM to Power BI in 2023

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

power bi zoho connector step 1

 

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

Connect Zoho CRM to Power BI: Step 2

 

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

Connect Zoho CRM to Power BI: Step 3

 

And copy the URL in the box below:

Zoho CRM Power BI Integration

 

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Extract Zoho CRM data to Power BI with Windsor.ai

See the value and return on every marketing touchpoint

data warehouse

Providing 50+ marketing data streams, we make sure that all the data we integrate is fresh and accessible by marketeers, whenever they want.

insights

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

Import Zoho CRM data into Power BI and measure what matters