Zoho CRM lets businesses gain insight and generate data on every stage of their sales cycle, from lead generation to capturing, conversion, retention and loyalty. Sourcetable is an ideal tool for querying key data from Zoho CRM and other platforms in one simple, accessible spreadsheet – allowing users to analyze rep performance, build Activity and Campaign Reports and gauge user churn at a glance.
Syncing Zoho CRM data to Sourcetable keeps it centralized and fully accessible, so everyone on your team will be able to track your business’ CRM data quickly and easily, no knowledge of SQL required.
Sourcetable intuitively brings together key data from over 30 different platforms and databases, including Zoho CRM, letting businesses analyze ongoing performance at a glance, and inform next steps while saving time for what matters most – selling your products.
Use out of the box, tried and tested templates to merge sales and customer data, and enhance data collaboration across your entire organisation.
Analyze your Zoho CRM data alongside findings from separate platforms, generating cross channel reports in the blink of an eye.
Compile and query all your Zoho CRM data in one spreadsheet to identify the business insights behind the numbers and improve your customer service.
Online businesses integrating Zoho CRM with Sourcetable have access to all relevant data on accounts, contacts, leads, opportunities, engagement and overall performance.
Software as a Service(SaaS) companies
Retail online stores(eCommerce)
Connect and query data from Zoho CRM with insights from 30+ other sources, to drive decisions and improve customer experience.
Use Sourcetable to automate manual work like adding tickets to your team's project management app, or creating tickets from form entries.
Create and share workflow templates based on your Zoho CRM customer history, no coding required.