Real-time Zoho dashboards with Plecto

Zoho CRM x Plecto

Whether you use Zoho’s CRM’s solution for Customer Experience, Enterprise, Insurance or one of the many more CRM solutions Zoho provides, you are able to import this data directly into Plecto and visualize it just as you want. Get your visual Zoho CRM overview on a dashboard with real-time updates.

Gamification

Plecto’s gamification features can help motivate the team to outperform the previous day or to simply stay within the correct lane hitting the goals at all times. Make it fun for the team to go to work everyday with achievements, contests and popping notifications.

Customizable KPIs

When you integrate your Zoho data into Plecto, you'll see pre-built KPIs, but don't forget that you can also customize and create your own. With raw data imports, you can combine fields and even merge data from multiple platforms into a single KPI.

Technical details

Types of data you
can import

Types of data Update frequency Default member field Default date field Supports custom fields Supports automatic registration deletion Supports relations
Products Every 2m Owner Created_Time
Contacts Every 2m Owner Created_Time
Campaigns Every 2m Owner Created_Time
Events Every 2m Owner Created_Time
Calls Every 2m Owner Created_Time
Accounts Every 2m Owner Created_Time
Activities Every 2m Owner Created_Time
Cases Every 2m Owner Created_Time
Price books Every 2m Owner Created_Time
Sales orders Every 2m Owner Created_Time
Vendors Every 2m Owner Created_Time
Purchase orders Every 2m Owner Created_Time
Leads Every 2m Owner Created_Time
Deals Every 2m Owner Created_Time
Solutions Every 2m Owner Created_Time
Quotes Every 2m Owner Created_Time
Invoices Every 2m Owner Created_Time
Tasks Every 2m Owner Created_Time
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