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Zoho CRM integration

Zoho CRM + Gtmhub Integration For KPI and OKR Automation.

Gtmhub's Zoho CRM integration can automatically update the progress of your KPIs and OKRs feeding from Zoho CRM, which means you can view progress in real-time, every time.

Get started here

How it works

Retrieving the valuable data

We take the data from Zoho CRM and create beatiful insights based on it. Additionally Based on this data you can develop your own Insights

Building the KPIs

The insights are available on dashboards and each insight that contains a KPI can be attached to your Key results.

Tying your KPIs to your OKRs progress

You set a target and the Key results gets updated automatically every day by the insight.

Here are the insights that are available Out-of-the-box

Zoho CRM lead sources
Performance of lead sources by size
Zoho CRM stages
Summary of pipeline stages - total deals in each stage and total value of all deals in the stage
Zoho CRM open potentials
Total number, value, average potential amount. Summary of open potentials by their probability of closing.
Zoho CRM bookings
Bookigns in Zoho CRM
Zoho CRM lost potentials
Lost potentials in Zoho CRM
Zoho CRM lead source contribution to Sales
Summary of how lead sources contribute to won potentials
Zoho CRM top 5 accounts
Top 5 accounts in Zoho CRM by won potentials
Open potentials as Bubble
Correlation between probability, days in pipeline, deal size and stage