Zoho CRM

Zoho CRM

CRM & SalesLive

CRM pipeline data, turned into financial insight.

Zoho CRM manages your sales pipeline, leads and customer relationships. Eagli pulls deals, revenue forecasts and rep performance from Zoho CRM to connect sales data with financial planning and reporting.

Setup< 5 min
RefreshEvery 30 min
Data points8
Zoho CRM
Zoho CRM
● Connected
CRM & Sales
Deals
live
Pipeline
live
Leads
live
Revenue
live
Forecast
live
+ 3 more data types
Data & metrics

Everything Eagli pulls from Zoho CRM.

Deals
Open, won and lost deals with full properties
Pipeline
Stage-by-stage pipeline value and conversion
Leads
Lead volume, source and conversion rates
Revenue
Closed revenue by period, rep and product
Forecast
Quota, commit and expected revenue by rep
Activities
Calls, emails and meeting logs
Contacts
Contact and account-level revenue history
Products
Product catalog and revenue contribution
Use cases

What finance teams do with Zoho CRM data.

01

Revenue forecasting

Combine Zoho CRM pipeline with historical win rates to generate a data-driven revenue forecast for finance.

02

Quota vs actuals

Track each rep's quota attainment in real time, aggregate to team and company level for board-ready reporting.

03

Lead-to-revenue attribution

Connect lead source data to closed revenue to measure which acquisition channels deliver the best ROI.

Setup

Connected in < 5 min.

No data pipeline to build. No engineering work. Just connect and start exploring your data in Eagli.

01
Authorise
Connect Zoho CRM via OAuth or API key; we never store your credentials.
02
Map your data
Eagli auto-maps your data to finance-aware KPIs. Customise any mapping in minutes.
03
Explore
Your data appears in live dashboards immediately. Ask questions, build reports, share with your team.
Ready to connect

Start using Zoho CRM data in minutes.

Connect Zoho CRM to Eagli and turn your data into live dashboards, forecasts and AI-powered analysis.

Zoho CRM
Eagli
Dealslive
Pipelinelive
Leadslive