This guide contains all permissions and requirements for connecting your Zoho CRM data to Supermetrics.
You can connect to data sources from the Data sources page on the Supermetrics Hub. On the Hub, you can also share an authentication link to connect to a data source you don't have direct access to.
After you connect to the data source on the Hub, you can use the data source connection in all available destinations.
Required permissions
You need to create an application to connect your Zoho CRM data to Supermetrics.
- Go to Zoho Developer Console.
- Choose client type: Server-based Applications.
- In the Client Name field, enter "supermetrics".
- In the Homepage URL field, enter "supermetrics.com".
- In the Authorized Redirect URIs field, enter "https://supermetrics.com/login-complete".
Visit Zoho CRM's API documentation for more details.
Query types
When connecting to the Zoho CRM, you need to select a query type. The query type defines the metrics and dimensions available.
- Leads report: Data on the status and performance of your sales leads
- Deals report: Data on the progress and performance of your sales deals
Connection instructions
When connecting to Zoho CRM, you need to log in to your Zoho account.
- Select the Zoho CRM data source on the Supermetrics Hub or in the data destination.
- Insert Client ID and Client secret.
- Sign in to your Zoho account.
- Accept scopes for the application.
- If prompted, choose to make this connection shared or private.
- Click Start.
- In your data destination, select the query type to use.
See instructions on how to connect to a data source from the Supermetrics Hub.
You can also connect to Zoho CRM from these destinations:
- Google Sheets: How to log in to a Supermetrics data source in Google Sheets
- Looker Studio: How to connect data sources to Looker Studio
- Excel: How to connect data sources to Excel with Supermetrics
- Power BI: How to create your first Supermetrics query for Power BI
- The Supermetrics API: How to use the Query Manager
- Data warehouse and cloud storage (Hub): How to create a transfer
- BigQuery (marketplace): How to create a BigQuery (marketplace) transfer
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