Analyze Marketing Metrics from Zoho CRM in Power BI
About Zoho CRM
About 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.
Second Step: Go to “Select Destination” and Choose Power BI Desktop/Web
Third Step: Select the fields on the right, and in Power Bi click on “Get data” from WEB.
And copy the URL in the box below:
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