Zoho CRM
Filament

Ask questions about your Zoho CRM data

Connect Zoho CRM to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

Sign up freeBook a demo
Free 14-day trial
No credit card required
Setup in minutes

Zoho CRM tracks your deals and pipeline stages, but understanding which marketing campaigns drive your highest-value customers requires connecting CRM data to ad platforms, analytics tools, and payment systems. Filament links Zoho CRM to your other business tools and answers questions about campaign attribution, lead quality by channel, and sales cycle patterns in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Zoho CRM KPIs with Filament Analytics

Connect your Zoho CRM account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key Zoho CRM metrics you can track in Filament:

Accounts
Track company records with account_name, annual_revenue, industry, billing_address, and owner details to analyze territory performance and account health.
records:
account_nameannual_revenueindustrybilling_addressaccount_owner
Contacts
Monitor individual relationships with contact_name, email, phone, lead_source, and mailing_address to understand how contacts move through your pipeline.
records:
contact_nameemaillead_sourcemailing_addressaccount_id
Deals
Analyze sales opportunities with deal_name, amount, stage, closing_date, probability, and expected_revenue to track pipeline velocity and forecast accuracy.
records:
deal_nameamountstageclosing_dateprobability
Leads
Track potential customers with lead_source, lead_status, company, email, and rating to measure conversion rates by channel and campaign.
records:
lead_sourcelead_statuscompanyemailrating
Campaigns
Monitor marketing initiatives with campaign_name, type, status, start_date, end_date, budgeted_cost, actual_cost, and expected_revenue to measure campaign ROI.
records:
campaign_nametypebudgeted_costactual_costexpected_revenue
Activities
Review sales team actions with task subject, event type, status, due_date, priority, and related_to fields to understand rep productivity and follow-up patterns.
records:
subjectevent_typestatusdue_daterelated_to
Notes
Access conversation context with note_title, note_content, parent_id, and created_time to analyze deal progression and customer sentiment.
records:
note_titlenote_contentparent_idcreated_time
Custom Modules
Connect any custom objects you've built in Zoho CRM with their specific fields to analyze business processes unique to your workflow.
records:
module_namecustom_field_1custom_field_2record_id
Filament Pixel Logo

Combine Zoho CRM with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Zoho CRM lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Zoho CRM data gets even more powerful when combined with other tools:

Zoho CRM
Google Ads

Zoho CRM + Google Ads

Connect Zoho CRM deals with Google Ads campaigns to see which keywords and ad groups generate leads that actually close, not just clicks that convert to form fills.

Zoho CRM
Stripe

Zoho CRM + Stripe

Connect Zoho CRM pipeline stages with Stripe payment data to track deal velocity from first contact to paid customer and identify which lead sources drive the highest customer lifetime value.

Zoho CRM
HubSpot

Zoho CRM + HubSpot

Connect Zoho CRM contacts with HubSpot email engagement to analyze how email nurture sequences affect deal progression and which content moves leads through your pipeline faster.

Benefits of Filament's Zoho CRM Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Zoho CRM account

Connect your Zoho CRM account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Zoho CRM data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Zoho CRM dashboards in minutes

Get tailored insights instantly and share them with your team.

Filament Pixel Logo

Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Zoho CRM integration FAQ

Everything you need to know about connecting Zoho CRM with Filament and getting the most out of your data.