Zoho CRM

Supported OS Linux Windows Mac OS

marketplace
Zoho CRM: Overview
Zoho CRM: Leads, Accounts and Contacts
zoho CRM: Deals
Zoho CRM: Campaigns, Tasks, Calls, and Meetings
Zoho CRM: Cases and Solutions
Zoho CRM: Purchase Orders, Sales Orders, Invoices and Quotes
Zoho CRM: Products, Vendors and Price Books
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Overview

Zoho CRM is a powerful customer relationship management platform that streamlines sales, marketing, and customer engagement processes. By integrating with Datadog, businesses can monitor their Zoho CRM environment in real time, gaining insights into sales performance, customer interactions, pipeline health, and operational efficiency to drive data-driven decision-making.

The integration collects the following data:

  • Metrics: Active Users from Zoho CRM

  • Logs: Leads, Contacts, Accounts, Deals, Campaigns, Calls, Tasks, Meetings, Cases, Solutions, Purchase Orders, Sales Orders, Invoices, Quotes, Products, Vendors, and Price Books

  • Events: Authentication and Configuration Validation

Dashboards

This integration includes 7 out-of-the-box dashboards:

  • Zoho CRM - Overview: Provides a high-level view of all CRM activities, including sales performance and customer interactions.
  • Zoho CRM - Leads, Contacts, and Accounts: Tracks lead generation, customer details, and business accounts to improve relationship management and conversions.
  • Zoho CRM - Deals: Monitors sales pipeline, deal stages, and revenue forecasts to optimize sales performance.
  • Zoho CRM - Campaigns, Tasks, Calls, and Meetings: Analyzes marketing campaigns, task progress, call logs, and meetings to enhance productivity and engagement.
  • Zoho CRM - Cases and Solutions: Helps manage customer issues and solutions, ensuring effective support and service resolution.
  • Zoho CRM - Products, Vendors, and Price Books: Provides insights into inventory, vendor relationships, and pricing strategies for efficient sales and procurement.
  • Zoho CRM - Purchase orders, Sales Orders, Invoices, and Quotes: Tracks provided quotes, order processing, and pricing details to streamline business operations.

Support

For support or feature requests, contact Crest Data through the following channels:

Troubleshooting

Need help? Contact Datadog support.

This application is made available through the Datadog Marketplace and is supported by a Datadog Technology Partner. To use it, purchase this application in the Marketplace.