Klip Gallery: Zoho

Zoho CRM gives you a 360-degree view of your complete sales cycle and pipeline. Identify trends and increase efficiency by visualizing your Zoho CRM metrics on a dashboard.

What you'll need:

  • Your Zoho Authentication Token

In this article:

  • See which Klips are available for this service in the Gallery
  • Find out how to connect your Zoho data when adding a Klip from the Gallery

Klip Gallery: Zoho

If you have a Klipfolio account, you can add these Zoho Klips from the Gallery to your dashboard:

Description Klip
Lead Sources (Last 200 Leads)
Discover which marketing channels attract the majority of your leads.

Add this Klip!
Number of Open Potentials by Stage (Last 200 Potentials)
Track your potential business deals at each stage of the sales cycle.

Add this Klip!
Value of Open Potentials by Stage (Last 200 Potentials)
Discover the value of your last 200 potential deals.

Add this Klip!
Number of Accounts by Type (Last 200 Accounts)
See how many accounts you have and compare different types of accounts.

Add this Klip!
Open Potentials (Last 30 Days)
Outperform this month by monitoring the overall metrics of your Zoho CRM potentials.

Add this Klip!
Open Potentials (Last 30 Days)
Outperform this month by monitoring the overall metrics of your Zoho CRM potentials.

Add this Klip!

Zoho connection flow

In order to add an Zoho Klip with your data to your dashboard, you will need:

  • Your Zoho Authentication Token

To add an Zoho Klip to your dashboard:

Location Action
  • Select a Zoho Klip from the Gallery.
  • You are asked for an Authentication Token.
  • To find your token, Log in to your Zoho CRM account.
  • On your Zoho CRM home page, under Developer Space, select CRM API.
  • On the CRM API page, click the Gear Icon.
  • Select Authentication Token Generation.

Click the image to enlarge

  1. Generate an Authentication Token by following the instructions provided.
  2. Copy the token into Klipfolio.
  3. In Klipfolio, click Add Klip.

Click the image to enlarge

Learn more

Learn how to build your own Klips:

NEW: Klip Gallery

  1. Adding a pre-built Klip from the Klip Gallery
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  49. Klip Gallery: Webtrends
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  54. Klip Gallery: Zoho
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  57. Klip Gallery: Problems adding Salesforce Klips

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