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ntruong1994
Frequent Visitor

Connect PowerBI to Zoho CRM

Hi all,

 

Could you please show me how to connect PowerBI to ZOHO CRM to get raw data directly from tables such as Leads , Deals , Clients. I tried to connect it by using Zoho Creator but it didn't work since I don't have workspaces/project

 

ntruong1994_0-1672102837803.png

 

Hope you can help . Thank you very much 

 

2 ACCEPTED SOLUTIONS
v-xiaoyan-msft
Community Support
Community Support

Hi @ntruong1994 ,

 

You can follow this blog to use web connector to connect which is simliar with this issue:

Integrating data onto Power BI from INSIGHTLY CRM 

 

In addition, you can try to use the third-party connector to connect to Zoho CRM:

Zoho CRM Power BI Connector 

Refer this document:

Author and Share Power BI Reports on Real-Time Zoho CRM Data 

 

For original post :Connect to Zoho CRM - Microsoft Power BI Community

 

 

Best regards.
Community Support Team_ Caitlyn

View solution in original post

RachelGomez1619
Helper II
Helper II

You can connect Zoho CRM and Power Bi via Skyvia — the no-coding integration solution. This integration isn't performed directly — Skyvia provides it through a database or cloud data warehouse with automatic schema creation. Then you can connect Power BI to this database or data warehouse easily.

 

Regards,

Rachel Gomez

View solution in original post

3 REPLIES 3
Aryna
Helper V
Helper V

Hi @ntruong1994 , you can use Power Bi connectors. I used this one: https://vidi-corp.com/zoho-books-connector-to-power-bi-tableau-looker-studio/

RachelGomez1619
Helper II
Helper II

You can connect Zoho CRM and Power Bi via Skyvia — the no-coding integration solution. This integration isn't performed directly — Skyvia provides it through a database or cloud data warehouse with automatic schema creation. Then you can connect Power BI to this database or data warehouse easily.

 

Regards,

Rachel Gomez

v-xiaoyan-msft
Community Support
Community Support

Hi @ntruong1994 ,

 

You can follow this blog to use web connector to connect which is simliar with this issue:

Integrating data onto Power BI from INSIGHTLY CRM 

 

In addition, you can try to use the third-party connector to connect to Zoho CRM:

Zoho CRM Power BI Connector 

Refer this document:

Author and Share Power BI Reports on Real-Time Zoho CRM Data 

 

For original post :Connect to Zoho CRM - Microsoft Power BI Community

 

 

Best regards.
Community Support Team_ Caitlyn

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