Connect PowerBI to Zoho CRM

[ntruong1994]

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 

[v-xiaoyan-msft · Accepted 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:

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

[Aryna]

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 · Accepted solution]

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 · Accepted 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:

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