Customer data
Zoho CRM
In progress
Leads, deals, pipeline and won revenue.
Built. Opens to customers once our Zoho app is registered.
Checked against the app on .
What it reads
- Deals won
- Won value
- Deals created
- Win rate
- Pipeline value
- Leads created
- Lead conversion rate
- Average deal size
How it can be cut
- Pipeline
- Deal owner
- Lead source
- Deal stage
- Lost reason
- Industry
Status history
- In progress
Built. Opens to customers once our Zoho app is registered.
Each change here is also an entry on the changelog.
How the figures are kept
- A morning's collection uses about 12 requests of the org's daily Zoho API allowance for a small org.
- Money stays in each deal's own currency; deals in two currencies are never added together.
What it does not do
- Open deals and pipeline value are recorded daily from the day you connect.
Connecting
- Sign in with Zoho and approve read-only access to your CRM. Any Zoho data centre works.
- Your Zoho CRM org is connected automatically. There is nothing to pick.
Read-only wherever the provider allows it. Tokens are encrypted at rest and a connection can be revoked at any time.
How data is handledOnce connected
- Pulled daily at the hour your workspace chooses, with fourteen months of history where the provider allows.
- Every figure keeps the request and response that produced it.
- Available to every answer, dashboard and deck in the workspace.