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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
Hope you can help . Thank you very much
Solved! Go to Solution.
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:
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
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
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/
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
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:
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