![]() ![]() Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications. You can create more data sources and new visualizations, build reports, and more - all without replicating Zoho CRM data. Now you have a direct, cloud-to-cloud connection to live Zoho CRM data from your Looker Studio workbook. Live Access to Zoho CRM Data from Cloud Applications Select Dimensions and Measures to customize your visualization.Select a visualization style and add it to the report.If needed, modify columns, click Create Report, and add the data source to the report.Accounts) or use a Custom Query and click Connect to continue In the CData Connect Cloud Connector in Looker Studio select a Connection (e.g.Click Authorize to authenticate with your CData Connect Cloud instance.Click Authorize and allow access to your Google account.Log into Looker Studio, click data sources, create a new data source, and choose CData Connect Cloud Connector.The steps below outline connecting to CData Connect Cloud from Looker Studio to create a new Zoho CRM data source and build a simple visualization from the data. Zoho Analytics allows you to import the data stored in different Cloud databases such as Amazon RDS, Amazon Redshift, Amazon Athena, Microsoft Azure, Google BigQuery, Google Cloud SQL, Snowflake, Oracle Cloud, IBM Cloud, Heroku PostgreSQL, Panoply, and so on for advanced reporting & analysis. Visualize Live Zoho CRM Data in Looker Studio With the connection configured, you are ready to connect to Zoho CRM data from Looker Studio. Navigate to the Permissions tab in the Add Zoho CRM Connection page and update the User-based permissions.Click "Sign in" to authenticate with Zoho CRM. ![]() Select "Zoho CRM" from the Add Connection panel.Log into Connect Cloud, click Connections and click Add Connection.Connect to Zoho CRM in Connect CloudĬData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources. With full-fledged Email Calendar and Contacts packed into one single app Zoho Mail is the. Get more information on the CData Connect Cloud and sign up for a free trial at. Zoho CRM is an online Sales CRM software that manages your sales. Convert free members into paying customers by sending customized e-mails with attractive offers and discounts.Ĭonduct your events without any hiccups from the word "go." Share the event registration form with your audience to gather vital details such as the number of attendees and their food preferences.This article requires a CData Connect Cloud instance and the CData Connect Cloud Connector for Looker Studio. Nurture and engage with clients who've signed up for your offerings. Measure how well your products or services are being received by your clients. Let your customer success team get in touch with the existing customers to earn their loyalty.Ĭollect valuable feedback from your customers and analyze their input to identify areas of improvement. Gather the best possible contact information from prospective customers and reach out to them to close more deals than ever before. Using an attractive web-to-lead or lead capture form, kick-start your sales activities as soon as you receive customer data in your Zoho CRM account. By collecting smart data from your form respondents, personalize your sales approach, and impress your prospects. ![]()
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