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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
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
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