Zoho CRM Data Integration

The Zoho CRM Connector integrates with WhatsdashTM to provide real-time data access and create detailed, visually compelling reports on the dashboard.
Connect Zoho CRM Account
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Key features to use Zoho CRM on WhatsdashTM

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Lead and Contact Management

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Sales Pipeline Management

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Email and Communication Integration

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Automation and Workflow Rules

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Reporting and Analytics

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Customizable Dashboards

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Multi-Channel Marketing

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AI-Powered Sales Insights

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Mobile CRM Access

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Third-Party Integrations

Pre-Built Template View

You can now explore and preview pre-built templates before applying them. Instantly streamline your WhatsApp automation with ready-to-use workflows—no coding required. Just preview, select, and deploy in a click!

View Our Zoho CRM Templates

Integrating Zoho CRM with WhatsdashTM

Zoho CRM enables businesses to manage leads, track sales, and enhance customer relationships with a comprehensive suite of tools. It offers features like automation, reporting, and analytics to streamline operations and improve sales performance.

By integrating Zoho CRM with WhatsdashTM, you can track customer interactions, analyze sales trends, and optimize CRM strategies in real time. This seamless connection helps boost sales efficiency and improve customer engagement, driving business growth.

How to connect Zoho CRM account with WhatsdashTM

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All the Metrics and Dimensions you need for Zoho CRM

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Dimensions

23

Metrics

Consolidate your Zoho CRM statistics into a single, understandable dashboard.

Improve efficiency with widgets preloaded with key KPIs. Just drag and drop and you're done, turning data tracking into a seamless experience. Easily extend your analysis.

Converted Leads

Converted Leads

The process of converting a lead involves transitioning it from the Lead object to other standard objects.
Leads

Leads

Leads are individuals or entities who have shown interest in your products or services but haven't yet been qualified as a customer.
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Available Metrics, Segments, & Dimensions

Users typically incorporate specific metrics and dimensions when compiling reports for their Zoho CRM analytics.

Accounts

Annual Revenue

No of Employees

Contacts

Amount

Deals

Won Amount

Won Deals

Win Rate

Probability

Expected Revenue

Lost Amount

Campaigns

Meetings

Tasks

Actual Cost

Expected Revenue

Budgeted Cost

We have more 60+ metrics and dimensions available for your business.
Feel free to connect and create your custom dashboard.

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