Hello,
I currently use Pipedrive as my CRM software. I love it for my staff but I the reporting and dashboard falls a little short.
I would love to use Zoho reporting but I am trying to figure out how to intergrate them seemlessly.
I have used 3rd party softwares such as Zapier to sync data in the past but my data changes so although Zapier can add a row to the Zoho database it can not update a row. Does anyone have a solution? Seeing the changing data is pivotal for me. I really wanted to see our conversion rate, etc, in real time.