Connect Zoho CRM to Excel

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Why Connect Zoho CRM to Excel?

Bring your Zoho CRM data into Excel for powerful, offline analysis. Use Excel's familiar interface to build custom reports, pivot tables, and visualizations without learning new tools.

What You Can Do with Zoho CRM + Excel

✓Native Excel Integration

Export your marketing data directly to Excel. Build pivot tables, charts, and custom reports using the familiar Excel interface you already know.

✓Offline Analysis

Download your data for offline analysis. Perfect for sharing with stakeholders who prefer Excel workbooks over online dashboards. View all supported data sources →

✓Custom Calculations

Leverage Excel's powerful formula engine to create custom KPIs, calculated metrics, and advanced data transformations.

✓One-Click Refresh

Refresh your data with a single click whenever you need it. Get the latest metrics instantly without leaving Excel.

Why Connect Zoho CRM to Excel with Adzviser

Adzviser provides unlimited Zoho CRM account connections and scheduled exports. It's the most cost-effective way to get your data into Excel.

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No-Code Connection

Connect Zoho CRM to Excel in minutes with Adzviser. No coding or API credentials required—just authenticate and start exporting.

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One-Click Data Refresh

Refresh your data instantly with a single click in Excel. Get up-to-date metrics whenever you need them.

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Multiple Data Sources

Use Adzviser to connect all your data sources and export them to Excel—no need for separate connectors. View all sources →

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Affordable Pricing

Adzviser's affordable pricing means powerful Excel reporting at minimal cost. Get started for as low as $0.99. See pricing →

How to Connect Zoho CRM to Excel

Set up your Zoho CRM to Excel integration in minutes with Adzviser's no-code connector.

Sign Up for Adzviser

Create an Adzviser account or log in if you already have one. Start your 14-day trial for just $0.99 to create a new workspace.

Connect Your Zoho CRM Account

Create a new workspace and select Zoho CRM as your data source. Grant Adzviser access to securely sync your data.

Choose Excel as Your Destination

Select Excel as your destination and start querying your data. View available metrics and breakdowns for Zoho CRM →

Start Analyzing Your Zoho CRM Data

Your Zoho CRM data is now connected to Excel! Create reports, build dashboards, and get actionable insights instantly.

Trusted by Agencies, Freelancers, and Founders

See how marketers are using Adzviser to export their Zoho CRM data to Excel.

Ryan Whiteside

Adzviser is the Supermetrics replacement we've been looking for. Adzviser delivers the same essential functionality at a much better price point, with far superior customer support. The added bonus of a ChatGPT connector allows for seamless data analysis in a way that enhances workflow efficiency.

Digital Marketing DirectorTwo Wheels Marketing

Jared Laidlaw

I appreciate Adzviser's per-client workspace setup, which simplifies organizing data sources compared to setting them up via channels. The customer support is excellent and responsive, addressing my issues swiftly. The pricing is competitive and scales nicely with business growth, which is crucial for me.

Managing DirectorOrchard Financial Marketing

Adam Orris

It is so simple to create your integration with all the supplied connectors. I also love the ability to send data to Gsheets and Looker for automation. The best part is being able to chat with your data inside of ChatGPT's. Adzviser really helps you along the way as well. The customer support is superb.

Director of Data and AnalyticsDisruptive Advertising

Saar Bell

Adzviser completely transformed the way I handle marketing data! Connecting all my sources to Google Sheets, Looker, and ChatGPT was unbelievably simple — no endless setup or technical headaches. Everything runs fast, accurate, and at a fraction of the cost compared to other tools I’ve tried. The customer support is extremely personal and responsive.

Company OwnerBellaPOINT

Powering data-driven decisions for 15K+ companies across 100 countries

Zoho CRM to Excel Integration FAQs

Connecting Zoho CRM to Excel is simple with Adzviser. Sign up, start your $0.99 trial to create a workspace, select Zoho CRM as your data source, choose Excel as your destination, and start querying your data. No coding required. View Excel Setup Guide →

Zoho CRM to Excel Integration