Focus Group Webinar - Integrating Zoho CRM and Zoho Analytics

Focus Group Webinar - Integrating Zoho CRM and Zoho Analytics

In addition to the Focus Group webinar on revamped reports in Zoho CRM, we're discussing and demoing how we can setup an integration between CRM and Analytics, and leverage these advanced functionalities contextually with CRM data. In addition to more than 100 pre-existing, relevant reports and dashboard, Zoho Analytics allows to to create powerful custom reports for your CRM data. How are these reports more powerful? Well here are just a few of the additional functionalities that come with the integration

Chart-based reports with pivot, summary and tabular views | Creation of dashboards to view multiple reports | KPI widget creation | Combine data from multiple sources | Email/embed reports 

July - 6
9:30 AM - 10: 30 AM PDT | 12:30 PM - 1:30 PM EDT
July - 6
11:00 AM - 12:00 PM BST | 3:30 PM - 4:30 PM IST
July - 8
11:30 AM - 12:30 PM ACST | 2:00 PM - 3:00 PM NZT | 10:00 AM - 11:00 AM ST

A few things we'll cover in this webinar:
- Reports in CRM - a quick look through the Reports and Dashboards modules in CRM
- What is Zoho Analytics?
- Basic terminologies in Zoho Analytics
- Zoho Analytics compared to Zoho CRM, for reporting
- Setting up the integration between Zoho CRM and Zoho Analytics
- Common use cases to create reports using data from different modules
- Adding new tables to the existing Zoho CRM workplace (joining reports)
- Cross-functional analytics with Zoho applications (Zoho CRM and Books, Zoho CRM and Projects)
- FAQ's on the integration

    Access your files securely from anywhere








                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales
                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts




                                                      Zoho SalesIQ Resources

                                                            • Sticky Posts

                                                            • How to reach the official Zoho Support channels and avoid fake ones.

                                                              Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers

                                                            • Function #35: Close all tasks associated with a lead and create a new task.

                                                              Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

                                                            • Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

                                                              <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,

                                                            • Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

                                                              Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical

                                                            • CRM Hack #2: Automate sending of birthday greetings to your customers.

                                                                Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep Resources


                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ




                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方







                                                                                                              • Recent Topics

                                                                                                              • Support Bots and Automations in External Channels

                                                                                                                Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels

                                                                                                              • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

                                                                                                                Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available

                                                                                                              • Creator HTML page refresh

                                                                                                                Hi, I have added around 5 different html snippets in single creator page. I understand, I can refresh the entire page from page script using Navigational URLs https://help.zoho.com/portal/en/kb/creator/developer-guide/others/url-patterns/articles/navigational-urls

                                                                                                              • Zoho Desk - Custom Module Related List Columns on Tickets

                                                                                                                I have a custom module in Zoho Desk called Asana Tasks, each task has a lookup to a Ticket. On the Ticket I want to see the columns of the Asana Tasks in the related list . Is there a way to do this? Right now it just has the name of the record and I

                                                                                                              • Google Analytics import data inaccurate (as of October 11, 2025)

                                                                                                                We have Zoho Analytics connected to GA4 to import daily event data. This has been running without issue for a couple of years. However, a month ago we started noticing discrepancies. All data until October 10 lines up perfectly - October 11 onward is

                                                                                                              • What is your opinion of the new UI?

                                                                                                                Hi Everyone, I would like to see what everyone thinks of the new Zoho One Dashboard. I don't get it, but perhaps I'm missing something. What are your thoughts?

                                                                                                              • Zoho mail to Teaminbox

                                                                                                                Hello, We're searching for new mail program. Now I'm testing a bit with zoho mail and team inbox. My findings in the research: Pop mail throught zoho mail is almost instant. Any pop or imap via external provider takes a couple minutes to 15 minutes before

                                                                                                              • What are the OAuth scopes needed to access the Zoho MCP server?

                                                                                                                I think I'm authenticating with the MCP server endpoint successfully using a bearer token but I can't successfully initialize an MCP session. I'm using the official MCP Python sdk (https://github.com/modelcontextprotocol/python-sdk). I get as far as here

                                                                                                              • Account blocked for IMAP use

                                                                                                                Hello, My email client (Evolution) can't sync mail anymore. It gives the error: "Your account is temporarily blocked for IMAP use. This may happen if you exceed the maximum number of simultaneous IMAP connections allowed. Kindly try again after some time."

                                                                                                              • Is SMTP included in the free plan?

                                                                                                                My client has a Zoho Mail Free 14 day trial that ends tomorrow. She has set up a domain email address with SMTP on a third party app and is wondering if it will continue working once her plan downgrades to the free forever plan. Thanks

                                                                                                              • Zoho mail issue.

                                                                                                                I have verified my domain ohhoexpress.online by adding necessary TXT and MX records. But when I am sending email to any external email id, it is showing as zohomail.com. Also while I am sending mail to internal mail id, it is saying user not found whereas

                                                                                                              • My email is blocked from sending

                                                                                                                I get this message when I try to send any message .. > Unable to send message, Reason 554 5.1.8 Email Outgoing Blocked We have urgent emails to send and the issue continues to persist from yesterday. Please help us with this issue as soon as possibl

                                                                                                              • [WEBINAR] Smooth year-end closure with Zoho Books (KENYA)

                                                                                                                Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho

                                                                                                              • cannot recieve or send emails

                                                                                                                we are not recieving or cannot send emails.Shows sysytem error

                                                                                                              • Zoho Sites - contact us form

                                                                                                                I have added a contact us form to my website. I wanted to change the layout so I deleted the section of Contact Us form. When I again try to add the section of Contact Us form, it shows error that "This form already exists on this page."  I am unable

                                                                                                              • switching from POP3 to IMAPI do I need to change settings in Web email?

                                                                                                                hi so I am using Outlook with My Zoho mail, also have Verizon email /AOL. they no longer support POP3 and said imapi is much better, so I want to switch my ZoHo to imapai. I googled and it said i need to change it in my account....i looked at my account

                                                                                                              • What functionality is new in the Z025 Spaces UI dashboard compared to the previous Zoho One dashboard?

                                                                                                                My company is interested in creating a revamped dashboard this coming year, and are trying to weigh different platform options. The new Spaces UI is said to be a more "feature-rich" dashboard experience than the previous. Could a developer please explain

                                                                                                              • Collections Management: #5 Convenience on Offer, using Self-Checkout

                                                                                                                "Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked. He clicked "Buy Now", expecting a quick

                                                                                                              • Uploading a signed template from Sign to Creator

                                                                                                                Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach

                                                                                                              • PROBLEMA

                                                                                                                Salve, non riesco a inviare email, e mi esce una tabela errore temporaneo. come posso risolvere il problema ?

                                                                                                              • Tip #50- A Closer Look at the Unattended Access Dashboard- 'Insider Insights'

                                                                                                                Having complete visibility and quick access to everything you need certainly makes managing multiple remote devices a lot easier, and that is precisely what the Unattended Access Dashboard in Zoho Assist is designed to offer. Once you go to the Unattended

                                                                                                              • How to update custom multi-user field in Zoho Projects?

                                                                                                                I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.

                                                                                                              • Tip of the Week #75– Manage your social media messages from a single shared inbox.

                                                                                                                Are you tired of jumping between apps or browser tabs to reply to your business's Facebook and Instagram DMs? Handling customer messages on social media might seem simple, but switching between multiple platforms can easily lead to lost messages, duplicate

                                                                                                              • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

                                                                                                                The Zoho Map deluge integration task has been changed (as at 21 October 2025) to provide a more structured, JSON-like response. This change affects all three Zoho Map integration tasks (Geocode, Reverse Geocode, and Distance Between). More details can

                                                                                                              • Using files from Zoho CRM in Gemini/ChatGPT/Claude

                                                                                                                Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents

                                                                                                              • Zoho Analytics & Zoho Creator - Modified Time value

                                                                                                                I'm trying to use the Zoho Creator system field 'modified time' in Zoho Analytics, but it's consistently showing 12 hours 'out' In Zoho Creator In Zoho Analytics Is this a constant difference that I just need to correct with a timezone change - or is

                                                                                                              • Zoho CRM - Option to create Follow-Up Task

                                                                                                                When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user would

                                                                                                              • Portal For Different Apps

                                                                                                                I found some older threads on this but didn't see anything very recent. I'm new to Zoho One so forgive me if my terminology is off a bit. I was hoping set up a single point of entry into Zoho One. So, many of the apps could be found in one single place

                                                                                                              • Calls undetected

                                                                                                                Zoho Voice records indicate my last call ended at 6:00 PM. All incoming and outgoing calls occurred between 6:00 PM and 7:00 PM.

                                                                                                              • Unable to Select Authenticated Domain as Sender

                                                                                                                We’ve already authenticated our domain, but it’s still not appearing in the sender list when we try to run a campaign. Could you please check what might be causing this issue?

                                                                                                              • Forever FREE Business Email with Zoho Mail

                                                                                                                Forever FREE Business Email with Zoho Mail: is it available?

                                                                                                              • Zoho Projects - Project Details on the Project Menu

                                                                                                                Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.

                                                                                                              • Introducing WhatsApp integration in Bigin

                                                                                                                Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all

                                                                                                              • Zoho Projects - Show Task List as dropdown field on Task records

                                                                                                                Hi Project's Team, I noticed today that there is no field on a task record related to the task list it belongs to. A dropdown would be helpful for quickly moving tasks between lists while in a task. I know that you can go to "Other Actions" and choose

                                                                                                              • Changing the Default Search Criteria for Finding Duplicates

                                                                                                                Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.

                                                                                                              • My followed tickets extension is not working under the All departments view

                                                                                                                Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this p

                                                                                                              • Ticket Time Entry to Timesheet

                                                                                                                The title just about sums it up. I have searched here and not found anything relevant, but If I overlooked, then please set me straight.  We have staff that do nothing but close tickets in desk all day long. These tickets represent their timesheet. Is there a way to have this information sync or for a tech to go into their timesheet themselves and sync it with their tickets of the same timeframe?? We waste a ton of time doing timesheets and the old "Clock in/Clock out" isnt detailed enough for us!!

                                                                                                              • Calls undetected.

                                                                                                                The call is not showing on the call log.

                                                                                                              • Calls undetected

                                                                                                                Zoho is not reading calls made.

                                                                                                              • Multi-currency and Products

                                                                                                                One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 

                                                                                                              • Next Page