Power BI and Zoho CRM integration

What is included

• Data connection: Zoho CRM modules made available to Power BI on a schedule.
• Data model: Leads, deals, accounts and activities modelled for reporting.
• Starter dashboards: Pipeline, conversion and sales performance dashboards.
• Refresh: Scheduled refresh so reports stay current.

Who it is for

• Companies standardised on Power BI
• Finance teams combining CRM and ERP data
• Leaders wanting one dashboard

How it works

1. Scoping call: we look at your Zoho setup and Power BI account and confirm the scope and price in writing.
2. Build: we build the connection using Zoho’s APIs, Deluge functions or Zoho Flow, whichever is most reliable for your case.
3. Testing: we test with your real data and fix anything that does not match.
4. Go live and handover: we switch it on and walk your team through how it works.

Questions

How much does the Power BI and Zoho CRM integration cost?

Flowpeak’s Power BI and Zoho CRM integration costs ₹35,000 + GST in India, or USD 380 for the standard scope on this page. Prices in other currencies are listed above and exclude local taxes.

What is not included?

Zoho licences and Power BI subscriptions or usage fees are paid by you to those providers. Extra modules, custom logic beyond the standard scope, or very large data volumes are quoted in writing before work starts.

How do we start?

Book a free scoping call. We confirm your Zoho edition and Power BI account, agree the scope and price in writing, then build, test with your data and hand over.

Is there already a ready-made connector for Power BI?

Some apps have a ready-made connector on the Zoho Marketplace. If one fits your process, we will tell you on the free scoping call. The fixed price covers what standard connectors usually leave out: mapping to your own fields, assignment rules, duplicate handling, follow-up automation, testing with your data and handover.