Zoho CRM
Zoho CRM is a comprehensive Customer Relationship Management platform that helps businesses manage sales, marketing, and customer support across all channels. It provides a central system to organize, automate, and analyze customer data.
Connecting Zoho CRM to Whatsdash lets you quickly and easily review your sales pipeline health, lead generation efficiency, and overall revenue performance by tracking leads, contacts, accounts, and opportunities in a unified dashboard.
Why Connect Zoho CRM to Whatsdash?
Integrating your Zoho CRM data with Whatsdash transforms raw customer and sales data into focused, actionable reports, making it easier for sales managers and executives to track goals and forecast revenue.
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Pipeline Visibility : Visualize the Sales Pipeline by Stage, monitor the Revenue, and track Time to Close to accurately forecast revenue and pinpoint bottlenecks.
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Lead-to-Opportunity Metrics : Blend CRM Lead Source data with marketing campaign Metrics to measure the conversion rate from initial lead to qualified opportunity.
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Revenue & Retention : Consolidate top-line metrics like Total Converted Revenue, Number of New Accounts, and Customer Retention alongside financial and marketing data.
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Simplified, Blended Reporting : Create instant, visual reports using Zoho CRM data blended with other sources without having to navigate complex CRM reporting tools.
📋 Steps to Integrate your Zoho CRM account to Whatsdash
✔️ Navigate to the 'Integrations' page using the Navigation bar.
✔️ Select Zoho CRM from the Available Integrations.
✔️ Click the + button to open the "Zoho" authorization window.
✔️ Select your Zoho Data Center : You will first be directed to a screen to choose your regional data center . This ensures Whatsdash connects to the correct Zoho server.
✔️ You will then be redirected to the Zoho Sign-in page. Log in with the Zoho account that has administrative access to your Zoho Campaigns data.
✔️ Grant Whatsdash the necessary permissions to Read your Campaign and List data.
✔️ Once authenticated, you will be directed back to Whatsdash. Your Zoho Campaigns Integration will appear in the Connected Integrations list.
✔️ You can now create or customize dashboards using your Zoho Campaigns Metrics and Dimensions.
👉 How to visualize this data in your dashboard, visit the Dashboard Documentation Guide
🔗 Zoho CRM Metrics
The table below lists the Zoho CRM Metrics available through the Whatsdash Zoho CRM Integration.
| Name | Category | Why it’s useful |
|---|---|---|
| Accounts | Accounts | Helps you track the total number of accounts managed within your CRM. |
| Converted Leads | Leads | Measures how effectively your team converts leads into opportunities or customers. |
| Leads | Leads | Tracks potential customers who have shown interest but aren’t yet qualified. |
| Annual Revenue | Leads | Helps estimate the financial potential of each lead based on their yearly income. |
| No of Employees | Leads | Useful for understanding the company size and tailoring sales strategies accordingly. |
| Contacts | Contacts | Represents key individuals or business connections relevant to sales and customer relations. |
| Amount | Deals | Tracks potential or actual revenue linked to a sales deal for better forecasting. |
| Deals | Deals | Monitors and manages sales opportunities throughout the pipeline. |
| Won Amount | Deals | Displays the total revenue generated from successfully closed deals. |
| Won Deals | Deals | Indicates the number of deals that reached the “Closed Won” stage, showing success rate. |
| Win Rate | Deals | Evaluates overall sales performance by comparing won deals against total deals. |
| Lost Amount | Deals | Identifies potential revenue lost to understand where deals fail. |
| Expected Revenue | Deals | Provides estimated future income from ongoing or potential deals. |
| Probability | Deals | Indicates the likelihood of closing a specific deal, helping with sales forecasting. |
| Tasks | Tasks | Helps track assigned and pending activities for better time and workflow management. |
| Meetings | Events | Shows how many meetings are scheduled or completed to maintain client engagement. |
| Calls | Calls | Tracks the number of calls made or received for sales follow-ups or customer service. |
| Campaigns | Campaigns | Helps manage and evaluate marketing initiatives promoting products or services. |
| Actual Cost | Campaigns | Monitors actual expenses incurred in running marketing campaigns. |
| Budgeted Cost | Campaigns | Tracks planned campaign budgets to compare against actual spending. |
| Expected Revenue | Campaigns | Estimates potential financial return from campaign activities. |
| Expected Response | Campaigns | Measures anticipated audience engagement or participation in a campaign. |
| Num Sent | Campaigns | Indicates the number of recipients targeted in a marketing campaign. |
🔗 Zoho CRM Dimensions
The table below lists the Zoho CRM Dimensions available through the Whatsdash Zoho CRM Integration.
| Name | Category | Why it’s useful |
|---|---|---|
| Lead Source | Leads | Helps identify where your leads originate from (e.g., ads, referrals, or organic), improving marketing attribution. |
| Lead Status | Leads | Tracks the current stage of a lead in the sales funnel for better pipeline management. |
| Rating | Leads | Allows sales teams to prioritize leads based on quality or potential value. |
| Stage | Deals | Helps monitor progress through different sales stages and identify conversion bottlenecks. |
| Type | Deals | Categorizes deals by type (e.g., new business, renewal) for more accurate reporting. |
| Priority | Tasks | Assists in managing workload by defining the urgency or importance of each task. |
| Status | Tasks | Indicates whether a task is pending, in progress, or completed for workflow tracking. |
| Call Type | Calls | Differentiates between call categories like outbound, inbound, or follow-up. |
| Call Purpose | Calls | Helps track the intent behind a call (e.g., sales, support, follow-up). |
| Call Result | Calls | Captures the outcome of each call to evaluate call effectiveness and next steps. |
🔗 Explore More Integrations
Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.
👉 Visit the Integrations Page to explore all available connections