Connect ZohoCRM to Excel Power Query to Get Analysis-Ready Data

Streamline marketing decision-making with Improvado.

Book a call

What is ZohoCRM?

ZohoCRM is a comprehensive customer relationship management (CRM) platform designed to help large enterprises streamline sales, marketing, and customer support processes. By integrating all customer interactions and data, ZohoCRM enables businesses to make data-driven decisions, improve customer engagement, and ultimately increase revenue. Some of the key benefits of using ZohoCRM for enterprises include enhanced lead management, improved sales force automation, and better collaboration between teams.

What is Excel Power Query?

Excel Power Query is a powerful data transformation and data analysis tool within Microsoft Excel, allowing enterprises to connect, combine, and refine data from various sources for better decision-making. With Power Query, users can perform advanced data manipulation tasks, such as filtering, sorting, and pivoting, all within Excel's familiar interface. Enterprises benefit from using Excel Power Query as it simplifies data preparation, reduces the need for manual data entry, and enables quick data analysis and visualization.

Connecting ZohoCRM to Excel Power Query

Connecting ZohoCRM to Excel Power Query can be achieved through several methods:

  • Using ZohoCRM's built-in export functionality to generate a CSV file, which can then be imported into Excel and transformed using Power Query.
  • Utilizing ZohoCRM's API to directly connect Excel Power Query to ZohoCRM. This method requires some technical knowledge and may involve programming in a language such as Python or R.
  • Employing a third-party data connector for Excel Power Query ZohoCRM, which simplifies the process of connecting the two platforms. Some popular connectors include Microsoft's Power Platform, Skyvia, and CData.
  • Choosing Improvado as your preferred solution for connecting ZohoCRM to Excel Power Query. With Improvado, enterprises benefit from a complete data pipeline, covering everything from data extraction and load to data transformation, normalization, and visualization. This eliminates the need for manual data handling and ensures that you can easily visualize ZohoCRM data in Excel Power Query.

Request a quote, and we'll
follow up with you shortly

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
Free onboarding
Free marketing stack analysis

Connecting ZohoCRM to Excel Power Query with Improvado

Improvado sets itself apart as the best solution for connecting ZohoCRM to Excel Power Query by offering a host of advantages:

  • Scalability: Improvado can handle large volumes of data from multiple sources, making it ideal for large enterprises.
  • Customization: With Improvado, users can choose from a wide range of metrics and dimensions when extracting data from ZohoCRM, ensuring that the resulting data set is tailored to their specific needs.
  • Quality customer support: Improvado's dedicated support team is available to assist with any issues or questions that may arise during the data integration process.
  • Centralization: By connecting ZohoCRM to Excel Power Query using Improvado, enterprises can centralize their marketing and sales data, making it easier to analyze and visualize overall performance.

Summary of connection ZohoCRM to Excel Power Query

In summary, connecting ZohoCRM and Excel Power Query can greatly benefit enterprises by enabling them to make data-driven decisions and streamline their marketing and sales processes. While there are several methods to connect these platforms, Improvado stands out as the best solution, offering scalability, customization, high-quality customer support, and the ability to process large volumes of data. By centralizing marketing and sales data using Improvado, businesses can unlock the full potential of their ZohoCRM and Excel Power Query integration. To learn more about how Improvado can help your enterprise, book a call with one of our 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.

Do more with
Zoho CRM

Do more with
Excel Power Query

Take your marketing reporting to new heights