Zoho Analytics + Zoho CRM

Update rows in Zoho Analytics when new contacts are added in Zoho CRM

Stay on top of your customer data with this efficient workflow. When you add a new contact in Zoho CRM, it ensures your Zoho Analytics chart is updated in real time. This improvement in data consistency allows you to spend more time focusing on building relationships with your contacts, and less time managing your data. Enjoy seamless, automatic information flow between your Zoho apps.

Stay on top of your customer data with this efficient workflow. When you add a new contact in Zoho CRM, it ensures your Zoho Analytics chart is updated in real time. This improvement in data consistency allows you to spend more time focusing on building relationships with your contacts, and less time managing your data. Enjoy seamless, automatic information flow between your Zoho apps.

  1. When this happens...
    Zoho CRMZoho CRM
    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    TriggerPolling
  2. automatically do this!
    Zoho AnalyticsZoho Analytics
    Update Row

    Update existing row in a Zoho Analytics table.

    ActionWrite
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Supported triggers and actions

  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Polling
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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zoho-analytics logo

About Zoho Analytics

Zoho Analytics is a self-service BI that lets you create visually appealing data visualizations and insightful dashboards.
Learn more

Related categories

  • Analytics
  • Zoho
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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