Zoho CRM

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What is Zoho CRM Connector?

Zoho CRM Connector is a Looker Studio connector that helps to connect Looker Studio with Zoho CRM and use it as a data source in Looker Studio.

Zoho CRM Connector turns your data into informative dashboards and reports that are easy to read, easy to share, and fully customizable.

What is Zoho CRM?

Zoho CRM is an online customer relationship management software for managing your sales, marketing, support in a single system. Zoho CRM helps businesses of all sizes build excellent customer relationships, with features like an inbuilt AI sales assistant, sales pipeline management, marketing automation, analytics, and more.

How does it work?

Step 1: Choose "Zoho CRM" connector from Google Looker Studio Partner Gallery

Step 2: Click on the 'AUTHORIZE' button for authorizing your google account.

Step 3: Once you are authorized to google account then you need to authorize for third-party service. In this case Zoho CRM.

Step 4: Click on 'AUTHORIZE' button for authorizing your Zoho CRM account.

Step 5: Click on 'Accept' button for authorization.

Step 6: Choose the Object you want to use.

Step 7: Click on 'Connect' button.

Step 8: The available fields from the Object are listed.

Step 9: Use this as a data source and continue normally with designing your report in Looker Studio.

Step 10: Click on the 'Create Report' button.

Step 11: You can customize the dashboard as you want.

Note: Zoho CRM Looker Studio Connectors supports all data centers. You can check out all the supported data centers here.

Pricing

Sample Use Case: Creating an Invoices Dashboard in Looker Studio

This section explains how to create a full-fledged invoices report using the Zoho CRM → Looker Studio integration. The example demonstrates how to analyze invoice data using tables, metrics, filters, and charts.

Use Case Overview

Create an Invoices Dashboard that includes:

A table listing Zoho CRM invoices with account name, subject, due date, and amounts
A scorecard showing the Total Invoices count
A date range filter to analyze invoices by period
A pie chart showing Invoices by Account Name

Prerequisites

Zoho CRM account with the Invoices module enabled
Zoho CRM Looker Studio extension installed
Access to Looker Studio
Authorized Zoho CRM connection

Step 1: Create a New Report in Looker Studio

Open Looker Studio
Click Create → Report
Select the Zoho CRM connector from the list of available data sources
Authorize access if prompted
Click Add to Report

Step 2: Add a Table for Zoho CRM Invoices

In the report editor, click Add a chart
Select Table
Draw the table on the report canvas
In the Data panel:
- Set Dimension to Account Name
- Add the following Fields:
  - Subject
  - Due Date
Adjust column order or labels if required

📌 This table displays a detailed list of invoices with key financial information.

Step 3: Add Total Invoices Count Metric

Click Add a chart
Select Scorecard
Place the scorecard on the report
In the Data panel:
- Set Metric to Invoice ID
- Set Aggregation to COUNT

📊 This metric shows the total number of invoices available in Zoho CRM.

Step 4: Add “Invoices by Account Name” Chart

Click Add a chart → Pie chart
Place it on the report
Configure the chart:
- Dimension: Account Name
- Metric: Total Amount or Invoice Count

📈 This visualization shows the distribution of invoices by customer account.

Step 5: Customize the Report (Optional)

Rename chart titles for clarity (e.g., “Zoho CRM Invoices Dashboard”, “Total Invoices”)
Apply filters to show specific contact segments
Adjust styling (colors, fonts, alignment) to match your branding