I'm interested in integrating Zoho CRM with Power BI

Hi everyone, I'm interested in integrating Zoho CRM with Power BI using Windsor.ai.


Has anyone here done this before and can offer some advice?

Yes, I've actually integrated Zoho CRM with Power BI using this site and it was a pretty smooth process. First, you'll need to connect your Zoho CRM account to https://windsor.ai/connect/zoho-crm-power-bi-integration/ and authorize the data transfer. Once that's done, you can use the Windsor.ai connector in Power BI to access your Zoho CRM data and build your visualizations. Zoho CRM has a lot of data fields, so it can be helpful to start with a subset of the data and gradually add more as needed.

If you need more advanced analytics or want to combine Zoho CRM data with other sources, a tool like Windsor.ai can be a helpful addition to your tech stack.

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