Connector Database / Zoho CRM
Analyze your Zoho CRM data with AI
Build interactive dashboards, generate automated reports, and unlock business intelligence insights from your Zoho CRM data with AI-powered assistant.
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Start with a question
Generate automated reports and business intelligence insights from your Zoho CRM data—as fast as you can ask them.
Build dashboards and data visualizations
Transform your conversation into dynamic data visualizations on an intuitive data canvas.
Integrate all your data
Unify your Zoho CRM data with DuckDB-powered data warehouse including S3, PostgreSQL and HubSpot.
Available Zoho CRM Data
Extracts Zoho CRM objects as modules (standard and custom), such as Leads, Contacts, Accounts, Deals, Activities, Products, and more. Enables end-to-end sales and pipeline analysis, customer lifecycle tracking, activity reporting, and enrichment of analytics with CRM metadata (fields, picklists) discovered from your Zoho tenant.
Deal
Represents sales opportunities from qualification to close; enables analysis of pipeline coverage, stage conversion, win rates, deal velocity, and revenue forecasting.
Lead
Prospective individuals or organizations prior to qualification; supports funnel analysis, lead source performance, conversion to contacts/accounts/deals, and response-time SLAs.
Contact
People associated with accounts and opportunities; used for segmentation, engagement tracking, lifecycle status, and measuring activity impact on opportunity outcomes.
Account
Companies or organizations you sell to; enables account-based reporting, revenue concentration and cohort analysis, and pipeline/bookings by segment or territory.
Activity
Logged tasks, calls, and meetings linked to leads, contacts, accounts, or deals; supports measurement of seller productivity, cadence adherence, follow-up timeliness, and engagement effectiveness.
Product
Catalog items associated with opportunities; enables product mix and pricing analysis, revenue by product, attach rates, and cross-sell/upsell performance.
Custom Module
Tenant-specific objects tailored to unique processes (e.g., subscriptions, assets, tickets); unlock domain-specific KPIs when combined with standard CRM entities.
Authentication Required
Connects securely to your Zoho CRM account using OAuth 2.0 with a refresh token
Getting started with
Zoho CRM Analytics & Business Intelligence
Connect your Zoho CRM data
Connect to Zoho CRM once and automatically sync data to your centralized data warehouse for real-time reporting and analytics.
Build business intelligence models
Create automated reports, dashboards, and data visualizations with customizable business logic and AI-powered insights for consistent analytics across your organization.
Generate reports and insights
Create interactive dashboards, automated reports, and data visualizations with AI-powered business intelligence. Share live analytics and scheduled reporting with your team.
Want to see how easy it is to get started?
Zoho CRM usersDefinite
People love Definite because it lets you focus on what matters. Setting up your own data infrastructure doesn't make your beer taste better. Skip the tedium and start at analytics.
I was leading the efforts of setting up a business intelligence function. I was surprised how complex this all was to do even today. It's something that every tech company would need at some point but it hasn't been simplified. You need a whole team focused on building a data warehouse, setting up the right pipelines, and then integrating a BI tool on top.Definite wasn't only the answer to this problem, it tackled the next problem I knew I'd have as soon as the BI tool was ready — how do we get non-technical teams and people to learn and utilise such a tool.
Our analytics before Definite consisted of dozens of Excel sheets that took hours to update. Manual updates led to errors. Everyone questioned the accuracy of the numbers. Many people just stopped looking at the reports.After Definite, everything ran like clockwork.We immediately saved thousands of dollars per month in the time spent updating reports and have built strategies (e.g. improved ROI on ad spend, inventory management, etc.) on the data that will yield millions to our bottom line.
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