Connect ZohoCRM to Sisense with Zero API Maintenance

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What is ZohoCRM?

ZohoCRM is a comprehensive customer relationship management platform designed to help large enterprises streamline their sales processes and manage customer interactions. By using ZohoCRM, companies can track leads, prospects, and customer accounts, automate marketing campaigns, and generate detailed reports to make data-driven decisions. The platform also offers seamless integration with other business apps, making it an essential tool for enterprises seeking to improve their sales performance and customer satisfaction.

What is Sisense?

Sisense is a powerful business intelligence and data visualization tool that enables large enterprises to analyze and visualize complex data sets in real-time. With its easy-to-use interface and drag-and-drop functionality, Sisense allows users to create customized dashboards and reports, providing valuable insights into business performance. By leveraging Sisense, enterprises can make informed decisions, identify trends, and spot potential issues before they become critical. The platform's scalability and ability to handle large volumes of data make it an ideal choice for organizations with vast amounts of information to process.

Connecting ZohoCRM to Sisense

Connecting ZohoCRM to Sisense involves several steps:

  • First, you need to create an API token in ZohoCRM to enable secure data transfer between the two platforms.
  • Next, you must configure the Sisense data connector for ZohoCRM, which requires entering the API token and specifying the data you wish to extract from ZohoCRM to Sisense.
  • Once the data connector is set up, you can import data from ZohoCRM to Sisense by creating a new data source and selecting the appropriate connector.
  • After importing the data, you can create customized ZohoCRM Sisense dashboards and reports to analyze and visualize your sales and customer information.
  • Finally, you can schedule regular data syncs between ZohoCRM and Sisense to ensure your reports and dashboards are always up-to-date with the latest information.
  • Alternatively, you can use Improvado, an advanced marketing analytics platform, to simplify the process of connecting ZohoCRM to Sisense. Improvado offers a complete data pipeline, from data extraction and transformation to data visualization, making it an ideal solution for enterprises looking to streamline their marketing analytics.

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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 Sisense with Improvado

Improvado is the best solution for connecting ZohoCRM to Sisense for several reasons. The platform is specifically designed for large enterprises, handling large volumes of data with ease. Improvado's data connector for Sisense ZohoCRM automates the process of extracting data from ZohoCRM, ensuring that your Sisense dashboards and reports always include the most relevant metrics and dimensions. Additionally, Improvado's customization capabilities enable you to tailor your data visualizations to meet your organization's specific needs.

Moreover, Improvado's customer support team is dedicated to helping you get the most out of your marketing analytics, providing expert guidance and assistance when needed. By choosing Improvado, you can centralize your marketing and sales data within Sisense, enabling you to make more informed decisions and drive better business outcomes.

Summary of connection ZohoCRM to Sisense

In summary, connecting ZohoCRM and Sisense can provide significant benefits for large enterprises, such as improved sales performance, enhanced customer satisfaction, and more informed decision-making. By using Improvado as your data connector for Sisense ZohoCRM, you can simplify the process and ensure that your data visualizations are always accurate and up-to-date. The platform's scalability, customization capabilities, high-quality customer support, and ability to handle large volumes of data make it an ideal choice for organizations seeking to centralize their marketing and sales data. To learn more about how Improvado can help your organization, 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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