Microsoft Power BI and Zoho CRM integration + automation

Microsoft Power BI and Zoho CRM integrations couldn’t be easier with the Tray Platform’s robust Microsoft Power BI and Zoho CRM connector, which connects any services without the need for separate integration tools.

Microsoft Power BI
+
Zoho CRM

Microsoft Power BI and Zoho CRM Solutions

Uses

All, Marketing, Sales

Business professionals that want to integrate Microsoft Power BI with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

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    Integrate with any app with our unique Universal Connector

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    Easily use our drag-and-drop workflow builder

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    Partner with our CS team and receive hands-on Microsoft Power BI support

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By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Niels Fogt Senior Director Growth
Microsoft Power BI

Microsoft Power BI

Connection Type

Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Create push dataset

Delete dataset

List push datasets

Push rows

Zoho CRM

Zoho CRM

Connection Type

Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Convert lead

Create specific record

Create/Update records

Delete records

Get organization

With the Tray platform you can connect any web service

Seamless Zoho CRM + Power BI integrations

Unlock actionable insights that drive more revenue with custom Zoho CRM + Power BI integrations. The low-code Tray Platform empowers business users to deploy flexible integrations that connect your CRM, business intelligence platform, and any data source in minutes. 

You don't need additional IT support to flow your leads, opportunities, customer, and analytics data across your entire tech stack. Our visual, drag-and-drop builder makes it easy for anyone to stand up game-changing integrations fast. Bi-directionally sync Zoho CRM, Power BI, and any other data source, including flat files such as CSVs, webhooks, spreadsheets, FTP, and any cloud applications—even using data within custom fields. 

Furthermore, you can use our platform to stand up custom Zoho CRM + Power BI automation to generate powerful insights. Seamlessly format and manage data to analyze massive datasets with powerful, multi-step workflows. Now, you can save hours of manual work and ensure full-funnel visibility into your sales cycle. With the Tray Platform, you can break down data silos, boost process efficiency, refocus on strategic projects, and much more.

Endless Zoho CRM + Power BI automation

Go beyond Zoho CRM + Power BI connectors by using the Tray Platform to build dynamic automation. Once you've connected Zoho CRM, Power BI, and any other app at the API level, you can coordinate multi-step workflows to execute an unlimited variety of operations that respond to any custom trigger.

Business users in sales operations, analytics, business operations, finance, revenue operations, e-commerce, and many other departments across the organization depend on our platform to deploy custom Zoho CRM + Power BI automation. Now, you can dynamically enrich and de-duplicate sales records to maximize sales productivity and ensure accurate analytics. You can freely pipe data across multiple sources to generate real-time insights. Or, you can extract, transform, and load (ETL) CRM data into your data warehouse to streamline analysis in Power BI.

Our platform makes it easy to bi-directionally sync Zoho CRM, Power BI, and any of your favorite tools, including your helpdesk, data warehouse, accounting software, project management tool, ERP, cloud communication platform, internal chat tool, marketing automation platform, and more. We offer a full library of pre-built connectors, data helpers, and custom logic operators so you can design customized workflows exactly as you need.

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Tray Embedded enables teams to scale and increase retention

Take action on your CRM data and drive revenue

The Tray Platform is easy enough for business users to build Zoho CRM + Power BI integrations in minutes. Power users also utilize our platform to architect heavy-duty data jobs that process massive volumes of data every day. And thanks to our platform's elastic, serverless architecture, we scale everything you build automatically no matter how your data needs change.

Now, you can build robust Zoho CRM + Power BI automation to take full control of your analytics. Need real-time insight into sales meeting attendance rates by tracking no-shows? Need to visualize sales KPIs by reporting on leads, closed-won deals, territories, rep quotas, upsells, and revenue? There are no limits to what the Tray Platform can automate since we also connect popular tools such as ServiceNow, Trello, Slack, Twilio, Shopify, Marketo, HubSpot, Mailchimp, Square, Xero, QuickBooks, and many others.

Security professionals trust the Tray Platform because we offer enterprise-grade security. We're SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, HIPAA, and CCPA. 

What would you like to connect?