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Zoho CRM and Personal dashboard integration

Easily show your live Zoho CRM data inside Personal dashboard

Get a personal dashboard for your Zoho CRM data that can be easily modified to suit your needs

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Screenshot of Personal dashboard
App picker with Zoho CRM selected
Zoho CRM icon

Zoho CRM

Leads

Your Zoho CRM data is now securely showing in Personal dashboard

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Give your team an edge by integrating adenin’s Adaptive Cards with your Zoho CRM data. This integration creates a seamless and intelligent team dashboard that revolutionizes how you manage your data.

Features:

  • Customize and design your own Adaptive Cards using the Adaptive Card Designer.
  • Efficiently track and monitor your Zoho CRM account from a single, unified dashboard.
  • Instantly receive timely and relevant notifications whenever there are updates or changes in your data.

Benefits:

  • Empower managers with real-time, consolidated data at their fingertips.
  • Encourage your team to work smarter, not harder by reducing the need to switch between different apps.
  • Boost productivity and efficiency by focusing on what's important and leaving the data management to us.
  • Foster a more collaborative environment where everyone is always in the loop.

Start your free account with adenin today and experience the future of data management.

Connect Zoho CRM to Personal dashboard now

About adenin’s Personal dashboard channel

Just like your favourite workplace applications, adeninʼs own personal dashboard is yet another choice of where you can store your Adaptive Cards. Our own dashboard is a React component that renders all your Adaptive Cards, and with simple drag-and-drop you... Read more

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Frequently asked questions about Personal dashboard Zoho CRM integration (FAQ)

What data sources are available for Zoho CRM?

Zoho CRM provides a total of 294 data sources. See the first 16 below.

Zoho CRM integration
Leads
See all leads from your Zoho CRM account
Zoho CRM integration
New Leads
See new leads from your connected Zoho account
Zoho CRM integration
a Specific Email of a Record
Use this API to get the details of the emails sent from a record in any of these modules. This API returns ten emails per API call.
Zoho CRM integration
Accounts
To get the list of available records in the Accounts module.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/actions/blueprint
To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/actions/share
To get the details of a shared record in the Accounts module.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/Attachments/{attachment_id}
To download a file attached to a record.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/photo
To download a photo associated with a module.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record-id}/Attachments
Zoho CRM integration
Accounts - get /crm/v4/Accounts/actions/count
Zoho CRM integration
Accounts - get /crm/v4/Accounts/actions/mass_update
To get the status of the mass update job scheduled previously.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/deleted
To get the list of available records in the Accounts module.
Zoho CRM integration
Accounts - get /crm/v4/Products/{record_id}/Accounts
To get the Accounts associated with a Product.
Zoho CRM integration
Accounts - get /crm/v4/settings/modules/Accounts
To get the metadata of the Accounts Module.
Zoho CRM integration
All Emails of a Record
Use this API to get the details of the emails sent from a record in any of these modules. This API returns ten emails per API call.
Zoho CRM integration
Assignment Rules

To see the other 278 data sources, go to the main Zoho CRM listing in the App Directory.

Is the Personal dashboard integration free?

Yes, Personal dashboard is one of the channels built-in into adenin, a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as Personal dashboard are free, the use of adenin (including using data from Zoho CRM) incurs usage charges according to your plan. See the pricing page for details →

Who is the Personal dashboard integration for?

adenin’s Personal dashboard connector is a popular choice for Marketing and Sales teams at small to large organizations. The data sources that are built into Zoho CRM (see above) are incredibly simple to integrate into Personal dashboard and don't require any technical know-how. The adenin platform completely handles authenticating with Zoho CRM and then loads your data into an Adaptive Card layout that, in turn, will be embedded into Personal dashboard.

Do I have to be a developer to use the Personal dashboard integration with Zoho CRM?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Zoho CRM is just one of many examples (see others). As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Zoho CRM integration, which you can set up yourself in just a few, completely code-free, steps (see instructions).

Then with the built-in Card designer we automatically generate a layout from your Zoho CRM data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us – just reach out to one of the team.

Lastly, there will be the Personal dashboard integration which is self-explanatory to install. Just check the installation instructions section for more details.

How does adenin ensure my Zoho CRM data is safely delivered to Personal dashboard?

We use the secure OAuth standard which means you authorize adenin accessing your Zoho CRM data and in turn authorize us to share this data with Personal dashboard. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case Personal dashboard) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.

Install Zoho CRM integration for Personal dashboard

With adenin you can easily integrate any business app into Personal dashboard

  1. Click the Add button below

    adenin logoAdd Zoho CRM to adenin

  2. Either log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your Zoho CRM integration will start.

  3. Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Zoho CRM account and more attributes (if they are required).

    At the end click Finish and our built-in smart technology generates a Card with the live data it received from the Zoho CRM API.

    Image of Zoho CRM securely connecting with authorization from user
    Zoho CRM icon

    Zoho CRM

  4. Your Card will now appear on your adenin dashboard.

  5. Modify or embed your Zoho CRM Adaptive Card from the ··· button in the top right-hand corner of your card:

    Click Edit in Designer to open the Card’s layout in the low-code Adaptive Card designer.

    By clicking Share you can see options for embedding your Card into intranet and chatbot channels. For example, your Zoho CRM works as a SharePoint web part, or with chatbots such as Microsoft Teams.

To begin, add the adenin’s Personal dashboard integration to your Personal dashboard account.

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With all our other apps, your possibilities are endless

adenin’s Personal dashboard integration isn't just limited to CRM applications, such as Zoho CRM. Truly transform your Personal dashboard experience by simply browsing our App Directory for all your other work tools.

It’s like a personal homescreen where you can monitor everything with ease and from one central location.

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