Zoho CRM logo

Sync Zoho CRM data to Sourcetable

Zoho CRM

Zoho CRM is an online sales and Customer Relationship Management (CRM) software that manages sales, marketing and support for businesses in a single platform, to convert promising leads into deals and boost customer retention and loyalty. It can be used to track important customer service KPIs such as sales pipeline progress, client retention rate and customer satisfaction.

Sync Zoho CRM data to Sourcetable

Zoho CRM logo
Sourcetable logo

Find out how to make the most of your Zoho CRM data with Sourcetable

Sourcetable Benefits

Data & analytics

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.

Different charts and graphs as an example of data and analytics like Churn, LTV, ROAS, etc.


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.

All your business data in one place

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.

Icons of example integrations all converging into a sourcetable spreadsheet representing how you can source data from virtually any service

Find out how to get the most from Zoho CRM with Sourcetable

A Magic Wand

Smart Templates

Use out of the box, tried and tested templates to merge sales and customer data, and enhance data collaboration across your entire organisation.

A Magic Wand

Quick Analysis

Analyze your Zoho CRM data alongside findings from separate platforms, generating cross channel reports in the blink of an eye.

A Magic Wand

Ease Of use

Compile and query all your Zoho CRM data in one spreadsheet to identify the business insights behind the numbers and improve your customer service.

Who uses Zoho CRM data in Sourcetable

📈 Marketing and Advertising professionals

👷🏿 Sales and Sales Ops folk

👂 Customer Support Professionals

🚀 Founders

🛍️ Ecommerce businesses

Sample companies

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

  • B2B Platforms

  • B2C Marketplaces

  • Subscription services

What makes Sourcetable special?

A Magic Wand


Connect and query data from Zoho CRM with insights from 30+ other sources, to drive decisions and improve customer experience.

A Magic Wand


Use Sourcetable to automate manual work like adding tickets to your team's project management app, or creating tickets from form entries.

A Magic Wand


Create and share workflow templates based on your Zoho CRM customer history, no coding required.

Frequently Asked Questions

How do I sync my Zoho CRM data to Sourcetable?
Sourcetable is currently in Closed Beta. Sign up to the Beta here to tell us a little about yourself and request information on how to sync your Zoho CRM data.
How easy is it to visualize my Zoho CRM data using Sourcetable?
Sourcetable comes with a full Visualization suite including charts, graphs, conditional formatting, pivot tables and everything you might need to create visually appealing, shareable reports.
What common integrations do people combine with Zoho CRM?
Sourcetable spreadsheets are designed to be intuitive and user-friendly, so anyone can view key performance metrics from Zoho CRM - and other CRM platforms such as Salesforce and Zendesk - easily and at a glance.

Connect your Zoho CRM Data

Analyze data, automate reports and create live dashboards
for all your business applications, without code. Get unlimited access free for 14 days.