Excel–Zoho CRM Integration
Budget: $10 – $30 USD
My customer data lives in Zoho CRM and my performance metrics live in Excel; I need them talking to each other seamlessly. Your job is to set up or refine Zoho CRM so that every customer-management touchpoint is captured cleanly, then build Excel models that turn that raw data into clear financial analysis and interactive dashboards.
Here’s what I would like to walk away with:
• A tidy Zoho CRM instance: custom fields, pipelines and views that mirror the way I actually serve customers.
• A reliable data flow into Excel—whether that’s a scheduled export, Zoho Analytics connector, or an API script—so updates happen without manual copy-paste.
• Excel workbooks that calculate key financial ratios, track revenue against targets, and surface trends in an easy-to-read dashboard (Power Query / Pivot Tables welcome).
• Brief documentation or loom-style walkthrough so I can maintain the setup after hand-off.
You should already be comfortable inside Zoho CRM as well as advanced Excel functions (Power Query, Power Pivot, dynamic charts). If this sounds routine for you, let’s discuss timelines and any questions you have about my current data structure.
Here’s what I would like to walk away with:
• A tidy Zoho CRM instance: custom fields, pipelines and views that mirror the way I actually serve customers.
• A reliable data flow into Excel—whether that’s a scheduled export, Zoho Analytics connector, or an API script—so updates happen without manual copy-paste.
• Excel workbooks that calculate key financial ratios, track revenue against targets, and surface trends in an easy-to-read dashboard (Power Query / Pivot Tables welcome).
• Brief documentation or loom-style walkthrough so I can maintain the setup after hand-off.
You should already be comfortable inside Zoho CRM as well as advanced Excel functions (Power Query, Power Pivot, dynamic charts). If this sounds routine for you, let’s discuss timelines and any questions you have about my current data structure.