Connect ZohoCRM to Metabase Without SQL

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What is ZohoCRM?

ZohoCRM is a comprehensive customer relationship management (CRM) software designed to help enterprise companies streamline their sales, marketing, and customer support processes. It offers a range of features, including lead management, sales force automation, and marketing automation, allowing businesses to manage customer data, track sales activities, and generate actionable insights. With ZohoCRM, enterprise companies can benefit from improved sales performance, enhanced customer engagement, and better decision-making.

What is Metabase?

Metabase is an open-source business intelligence (BI) and data visualization tool that enables enterprise companies to explore, analyze, and visualize their data. With its user-friendly interface, Metabase allows non-technical users to create custom dashboards, share reports, and gain insights from their data without the need for complex coding or SQL queries. By using Metabase, enterprise companies can benefit from better data-driven decision-making, increased operational efficiency, and enhanced collaboration between teams.

Connecting ZohoCRM to Metabase

Connecting ZohoCRM to Metabase can be done in several ways:

  • Directly using Metabase's native connectors: Metabase provides built-in connectors for various data sources, which can be used to connect ZohoCRM to Metabase. This method requires entering the appropriate connection details, such as the API key and URL, in the Metabase interface.
  • Using an ETL (Extract, Transform, Load) tool: ETL tools can be used to extract data from ZohoCRM, transform it into a suitable format, and load it into Metabase. Popular ETL tools include Apache NiFi, Talend, and Microsoft SSIS.
  • Developing a custom integration: For more specific requirements, a custom integration can be built to connect ZohoCRM to Metabase. This involves developing a script or application that uses the ZohoCRM API to extract data and load it into Metabase.
  • Using Improvado: Improvado is an advanced marketing analytics platform that offers a complete data pipeline solution, from data extraction and transformation to normalization and visualization. With Improvado, connecting ZohoCRM to Metabase becomes a seamless and efficient process, eliminating the need for manual data handling or custom development.

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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 Metabase with Improvado

Improvado is the ideal solution for connecting ZohoCRM to Metabase for several reasons:

  • Scalability: Improvado is designed to handle large volumes of data, making it perfect for enterprise companies with extensive data sets.
  • Customization: Improvado allows users to customize the data extraction process, including selecting specific metrics and dimensions to be extracted from ZohoCRM.
  • Data transformation and normalization: Improvado includes built-in data transformation and normalization capabilities, ensuring that data from ZohoCRM is in the correct format for Metabase.
  • Centralized data management: With Improvado, marketing and sales data from multiple sources can be centralized, simplifying the process of connecting ZohoCRM to Metabase and other BI tools.
  • High-quality customer support: Improvado offers dedicated support to help users with any issues or questions they may have when connecting ZohoCRM to Metabase.

Summary of connection ZohoCRM to Metabase

In summary, connecting ZohoCRM to Metabase can be achieved in several ways, but using Improvado offers numerous benefits, including scalability, customization, high-quality customer support, and the ability to process large volumes of data. Additionally, Improvado enables the centralization of marketing and sales data, making it easier for enterprise companies to manage their data effectively and leverage it for better decision-making. To learn more about how Improvado can help you connect ZohoCRM to Metabase, 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.

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