Connect ZohoCRM to Chartio for Real-Time Data Flow

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What is ZohoCRM?

ZohoCRM is a comprehensive customer relationship management platform designed to streamline sales, marketing, and customer support processes for large enterprises. By providing a centralized database of customer information, ZohoCRM enables businesses to manage leads, track customer interactions, automate workflows, and analyze data to make informed decisions. The platform's robust features help enterprise companies enhance customer engagement, improve team collaboration, and boost overall productivity.

What is Chartio?

Chartio is a powerful business intelligence and data visualization tool that allows enterprise companies to visualize and analyze their data in real time. With an intuitive drag-and-drop interface, Chartio enables users to create custom dashboards and reports without the need for extensive technical knowledge. Its flexibility and scalability make it an ideal solution for large organizations looking to gain insights from their data and make data-driven decisions. By seamlessly connecting to various data sources, Chartio helps businesses unlock valuable insights and drive growth.

Connecting ZohoCRM to Chartio

Connecting ZohoCRM to Chartio can be achieved through several methods, including:

  • Using ZohoCRM's native integration with Chartio, which allows you to visualize your ZohoCRM data directly within the Chartio platform
  • Exporting data from ZohoCRM and importing it into Chartio using CSV files or other file formats
  • Utilizing third-party tools or connectors to link ZohoCRM with Chartio and synchronize data between the two platforms
  • Creating custom scripts or APIs to extract, transform, and load data from ZohoCRM to Chartio
  • Opting for an all-in-one solution like Improvado, which not only simplifies the process of connecting ZohoCRM to Chartio but also provides advanced data extraction and transformation capabilities

However, using Improvado as a data extraction and load solution has several advantages over other methods, as it is specifically designed to handle large volumes of data, automate data workflows, and provide a seamless integration process.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
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Connecting ZohoCRM to Chartio with Improvado

Improvado is the best solution for connecting ZohoCRM to Chartio, thanks to its ability to handle complex data pipelines with ease. With Improvado, you can automatically extract metrics and dimensions from ZohoCRM using the platform's pre-built data connectors. The platform also takes care of data transformation and normalization, making it easy to visualize and analyze your ZohoCRM data in Chartio.

Moreover, Improvado's scalable and customizable solution allows you to efficiently centralize all your marketing and sales data, saving you time and resources. The platform's high-quality customer support ensures that you receive the help you need when connecting ZohoCRM to Chartio or resolving any data-related issues.

Summary of connection ZohoCRM to Chartio

In summary, connecting ZohoCRM to Chartio can be accomplished through various methods, but using Improvado offers significant benefits, including scalability, customization, high-quality customer support, and the ability to process large volumes of data. By centralizing marketing and sales data, Improvado makes it easy to visualize and analyze your ZohoCRM data in Chartio, driving data-driven decisions and business growth. To learn more about how Improvado can help you, book a call with one of their experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

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