Zoho CRM reporting in a live spreadsheet (planned)

Planned reports

What you will build on Zoho CRM

Each is one formula on live data. These are examples of the syntax: the column names will follow Zoho CRM's own fields once the integration ships.

=data.deals.sum(amount, stage, A2)

Pipeline by stage. Deal value and count per stage, weighted by probability.

=data.activities.count(id, owner, A2, type, B1)

Activity scorecard. Calls, meetings and e-mails per rep and week.

=data.deals.count(id, owner, A2, stage, "Won")/(data.deals.count(id, owner, A2, stage, "Won")+data.deals.count(id, owner, A2, stage, "Lost"))

Win rate by owner. Won deals against closed deals per sales rep.

=data.deals.sum(amount, close_month, A2)

Forecast vs target. Expected revenue per month next to targets you type into the sheet.

The data

Tables from Zoho CRM

Deals · Contacts · Companies · Activities · Owners · Pipelines

How it will run

Your data stays in Zoho CRM

Sheets will open inside Zoho CRM, as an app in its own interface, and read your data through Zoho CRM's API with your permission. We plan to list it in the Zoho Marketplace.

Want it?

Vote for Sheets for Zoho CRM

A thumbs up moves Zoho CRM up the roadmap. Leave your e-mail address too and we write once, when it ships.

CRM: works today

HubSpotready

deals, contacts and activities

CRM: also planned

Pipedriveplanned

deals, contacts and activities

Salesforceplanned

deals, contacts and activities

Keapplanned

deals, contacts and activities

Microsoft Dynamics 365planned

deals, contacts and activities

FAQ

Questions

Is Sheets for Zoho CRM available?

Not yet. Zoho CRM is on the Sheets roadmap. Give it a thumbs up and leave your e-mail address on this page: we tell you when it is ready, and the votes decide what we build next.

What will Sheets read from Zoho CRM?

Your deals, contacts and activities, as tables: Deals, Contacts, Companies, Activities, Owners, and Pipelines. Each table becomes a data source that formulas, pivot tables and charts read live.

Will Sheets change anything in Zoho CRM?

It is planned read-only: Sheets reads your Zoho CRM data and does not change it.

What works today?

Sheets works today with QuickBooks Online, Xero, Shopify, WooCommerce, BigCommerce, HubSpot, FreshBooks, monday.com, and Asana.

Want Sheets for Zoho CRM?

Requests decide what we build next. We write once, when it is ready.

Tell me when it's ready

85 tools on the integrations page