Start analyzing your Zoho CRM data with Microsoft Excel

Integrating Zoho CRM and Microsoft Excel has never been easier. Try Panoply for Free
Store and sync your data from over 80 sources so it's always ready for action

Panoply in 30 seconds

Watch how easy it is to connect to your data. It only takes a few minutes to sync your data into Panoply so that it’s available to all your teammates and all your tools.

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collect-data

All your data in one place

With over 80 data source connections, you can gather all your business data in one place in minutes. You’ll never have to worry about silos separating your CRM, database, advertising, analytics, or other business data.

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automate-data

Automated data pipeline

Seamlessly scale from gigabytes to terabytes without worrying about performance or maintenance. Panoply combines a data-warehouse-as-a-service with integrated ETL pipelines in a simple management console that requires no engineering experience.

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connect-tools

Analytics in action

With Panoply, your data has the power to transform your business. Panoply prepares your data into easy-to-analyze tables and connects to all popular BI tools and analytical notebooks. From the executives to the analysts, everyone will have the most up-to-date data and the insights they need to drive your business forward.

Browse BI Tool Integrations

Integrate with Zoho CRM in minutes

Panoply makes it easy to integrate all of your Zoho CRM data instantly into a scalable data warehouse in the cloud. Data is stored without maintaining an ETL process and immediately made available for your data analysts. Zoho’s suite of products, which include tools for:

  • Monitoring Sales
  • Lead Management
  • Email Marketing
  • Customer Survey Data Collection
  • Business Management

Each of these provides a wealth of data that can be stored with ease into your Panoply Smart Data Warehouse. Your analysts can access your Zoho data – and combine it with any other data sources – to provide you with reports, feedback, and monitoring from campaign to financials.

With Panoply, creating a working data warehousing and management process without a complicated infrastructure has never been easier, so that your team can focus on generating the results that will help your business succeed.

See all Integrations

Other integrations with Zoho CRM

Zoho CRM +
Chartio
Zoho CRM +
Tableau
Zoho CRM +
Power BI
Zoho CRM +
Looker
Zoho CRM +
Mode Analytics
Zoho CRM +
Cumul.io
Zoho CRM +
Metabase
Zoho CRM +
Redash
Zoho CRM +
Google Data Studio
Zoho CRM +
Apache Superset
Zoho CRM +
Amazon QuickSight
Zoho CRM +
Domo
Zoho CRM +
Grafana
Zoho CRM +
Microsoft Excel
Zoho CRM +
Qlik
Zoho CRM +
Alteryx
Zoho CRM +
Apache Zeppelin
Zoho CRM +
Birst
Zoho CRM +
CARTO
Zoho CRM +
Databricks
Zoho CRM +
GoodData
Zoho CRM +
Holistics
Zoho CRM +
IBM Cognos
Zoho CRM +
JackDB
Zoho CRM +
Jupyter
Zoho CRM +
Klipfolio
Zoho CRM +
KNIME
Zoho CRM +
Magento BI
Zoho CRM +
MicroStrategy
Zoho CRM +
Pentaho
Zoho CRM +
Plotly
Zoho CRM +
PopSQL
Zoho CRM +
Python
Zoho CRM +
R
Zoho CRM +
SeekWell
Zoho CRM +
Shiny
Zoho CRM +
ThoughtSpot
Zoho CRM +
TIBCO Spotfire X
Zoho CRM +
Trevor.io
Zoho CRM +
Trifacta
Zoho CRM +
Yellowfin
Zoho CRM +
Zoho Analytics
Zoho CRM +
Alooma
Zoho CRM +
Amazon DynamoDB
Zoho CRM +
Amazon S3
Zoho CRM +
AppsFlyer
Zoho CRM +
Asana
Zoho CRM +
Attunity
Zoho CRM +
BigQuery
Zoho CRM +
Bing Ads
Zoho CRM +
Blendo
Zoho CRM +
CSV
Zoho CRM +
Delighted
Zoho CRM +
Elasticsearch
Zoho CRM +
etleap
Zoho CRM +
Facebook Ads
Zoho CRM +
Facebook Pages
Zoho CRM +
Flydata
Zoho CRM +
GitHub
Zoho CRM +
Google AdSense
Zoho CRM +
Google Ads
Zoho CRM +
Google Analytics
Zoho CRM +
Google Cloud Datastore
Zoho CRM +
Google Cloud Storage
Zoho CRM +
Google Analytics Ecommerce
Zoho CRM +
Google Search Console
Zoho CRM +
Google Sheets
Zoho CRM +
HubSpot
Zoho CRM +
Informatica PowerCenter
Zoho CRM +
Instagram
Zoho CRM +
Intercom
Zoho CRM +
Jaspersoft
Zoho CRM +
JSON
Zoho CRM +
LinkedIn Ads
Zoho CRM +
MailChimp
Zoho CRM +
Marketo
Zoho CRM +
Matillion
Zoho CRM +
Microsoft Azure SQL Data Warehouse
Zoho CRM +
Microsoft SQL Server
Zoho CRM +
MongoDB
Zoho CRM +
MySQL
Zoho CRM +
Pardot
Zoho CRM +
PostgreSQL
Zoho CRM +
Redshift
Zoho CRM +
Rivery
Zoho CRM +
Salesforce
Zoho CRM +
Segment
Zoho CRM +
Shopify
Zoho CRM +
Skyvia
Zoho CRM +
Slamdata
Zoho CRM +
SnapLogic
Zoho CRM +
Striim
Zoho CRM +
Stripe
Zoho CRM +
Sybase
Zoho CRM +
Talend
Zoho CRM +
Tray.io
Zoho CRM +
Twilio
Zoho CRM +
Twitter Ads
Zoho CRM +
Twitter
Zoho CRM +
Typeform
Zoho CRM +
Upload Data
Zoho CRM +
Wordpress
Zoho CRM +
Xero
Zoho CRM +
Xplenty
Zoho CRM +
Zendesk

Integrate with Microsoft Excel in minutes

People and businesses all over the world rely on Microsoft Excel to process, analyze, and display their data. This classic BI tool has some new modern features. Examples are learned intelligence that organizes your data based on recognized patterns, prebuilt advanced formulas and one-click templates for predictive charts, and real-time collaboration in shared files. You can add fast, automated data management and cloud convenience and security to Excel with the Panoply integration. Panoply manages your data in the only fully integrated cloud service that combines an automated ETL with a data warehouse. It continuously uploads, sorts, and stores all your latest data in one place, saving you time and data prep effort. The Panoply ETL pipeline streams your latest, cleanest data to your Excel charts and graphs, so they always display the most relevant results.

Learn more:
Documentation

See all Integrations

Other integrations with Microsoft Excel

Microsoft Excel +
Salesforce
Microsoft Excel +
HubSpot
Microsoft Excel +
PostgreSQL
Microsoft Excel +
MySQL
Microsoft Excel +
MongoDB
Microsoft Excel +
Amazon S3
Microsoft Excel +
Facebook Ads
Microsoft Excel +
Google Ads
Microsoft Excel +
Google Analytics
Microsoft Excel +
Zendesk
Microsoft Excel +
Shopify
Microsoft Excel +
Twitter
Microsoft Excel +
JSON
Microsoft Excel +
Google Sheets
Microsoft Excel +
Microsoft Azure SQL Data Warehouse
Microsoft Excel +
Blendo
Microsoft Excel +
BigQuery
Microsoft Excel +
Google Search Console
Microsoft Excel +
Stripe
Microsoft Excel +
Xero
Microsoft Excel +
Google Cloud Datastore
Microsoft Excel +
Instagram
Microsoft Excel +
Segment
Microsoft Excel +
CSV
Microsoft Excel +
LinkedIn Ads
Microsoft Excel +
Twitter Ads
Microsoft Excel +
Marketo
Microsoft Excel +
Asana
Microsoft Excel +
Intercom
Microsoft Excel +
Zoho CRM
Microsoft Excel +
Upload Data
Microsoft Excel +
Typeform
Microsoft Excel +
MailChimp
Microsoft Excel +
Google Analytics Ecommerce
Microsoft Excel +
Google Cloud Storage
Microsoft Excel +
Google AdSense
Microsoft Excel +
Microsoft SQL Server
Microsoft Excel +
Wordpress
Microsoft Excel +
Facebook Pages
Microsoft Excel +
Pardot
Microsoft Excel +
Elasticsearch
Microsoft Excel +
Redshift
Microsoft Excel +
Delighted
Microsoft Excel +
Bing Ads
Microsoft Excel +
AppsFlyer
Microsoft Excel +
Amazon DynamoDB
Microsoft Excel +
Twilio
Microsoft Excel +
GitHub
Microsoft Excel +
Attunity
Microsoft Excel +
Jaspersoft
Microsoft Excel +
Informatica PowerCenter
Microsoft Excel +
Flydata
Microsoft Excel +
Matillion
Microsoft Excel +
Rivery
Microsoft Excel +
Skyvia
Microsoft Excel +
Slamdata
Microsoft Excel +
SnapLogic
Microsoft Excel +
Striim
Microsoft Excel +
Sybase
Microsoft Excel +
Talend
Microsoft Excel +
Tray.io
Microsoft Excel +
Xplenty
Microsoft Excel +
etleap
Microsoft Excel +
Alooma
Microsoft Excel +
AdRoll
Microsoft Excel +
AfterShip
Microsoft Excel +
Amazon Aurora PostgreSQL
Microsoft Excel +
Amazon Cloudfront
Microsoft Excel +
Amazon Kinesis Firehose
Microsoft Excel +
Apple Search Ads
Microsoft Excel +
Autopilot
Microsoft Excel +
Azure Blob Storage
Microsoft Excel +
Braintree Payments
Microsoft Excel +
Branch
Microsoft Excel +
BranchTrack
Microsoft Excel +
Codat
Microsoft Excel +
Contact Pigeon
Microsoft Excel +
Contentful
Microsoft Excel +
Crashlytics
Microsoft Excel +
Criteo
Microsoft Excel +
Customer.io
Microsoft Excel +
Desk
Microsoft Excel +
Drip
Microsoft Excel +
Dropbox
Microsoft Excel +
Eloqua
Microsoft Excel +
Enchant
Microsoft Excel +
Facebook App Events
Microsoft Excel +
Fivetran
Microsoft Excel +
FormKeep
Microsoft Excel +
Freshdesk
Microsoft Excel +
Front
Microsoft Excel +
GitLab
Microsoft Excel +
Google Cloud SQL Postgres
Microsoft Excel +
Google Drive
Microsoft Excel +
Google Cloud SQL MySQL
Microsoft Excel +
Harvest
Microsoft Excel +
Help Scout
Microsoft Excel +
Heroku Postgres
Microsoft Excel +
IBM DB2
Microsoft Excel +
Iterable
Microsoft Excel +
Klaviyo
Microsoft Excel +
Mailjet
Microsoft Excel +
MariaDB
Microsoft Excel +
Mavenlink
Microsoft Excel +
NetSuite
Microsoft Excel +
optimizely
Microsoft Excel +
Particle
Microsoft Excel +
Pinterest
Microsoft Excel +
Pipedrive
Microsoft Excel +
Pivotal Tracker
Microsoft Excel +
QuickBase
Microsoft Excel +
Quickbooks
Microsoft Excel +
Recharge
Microsoft Excel +
Recurly
Microsoft Excel +
Referral SaasQuatch
Microsoft Excel +
Sailthru
Microsoft Excel +
Salesforce IQ
Microsoft Excel +
Salesforce Marketing Cloud
Microsoft Excel +
Selligent
Microsoft Excel +
SendGrid
Microsoft Excel +
Sendwithus
Microsoft Excel +
SFTP
Microsoft Excel +
Shippo
Microsoft Excel +
Singer
Microsoft Excel +
Snowplow
Microsoft Excel +
Sparkpost
Microsoft Excel +
Spree Commerce
Microsoft Excel +
Square
Microsoft Excel +
Stitch
Microsoft Excel +
Taboola
Microsoft Excel +
Trello
Microsoft Excel +
Urban Airship
Microsoft Excel +
Vero
Microsoft Excel +
Webhooks
Microsoft Excel +
Zapier
Microsoft Excel +
Zendesk Chat
Microsoft Excel +
Zendesk Sell
Microsoft Excel +
Zuora
Microsoft Excel +
Alteryx
Microsoft Excel +
Amazon QuickSight
Microsoft Excel +
Apache Superset
Microsoft Excel +
Apache Zeppelin
Microsoft Excel +
Birst
Microsoft Excel +
CARTO
Microsoft Excel +
Chartio
Microsoft Excel +
Cumul.io
Microsoft Excel +
Databricks
Microsoft Excel +
Domo
Microsoft Excel +
GoodData
Microsoft Excel +
Google Data Studio
Microsoft Excel +
Grafana
Microsoft Excel +
Holistics
Microsoft Excel +
IBM Cognos
Microsoft Excel +
JackDB
Microsoft Excel +
Jupyter
Microsoft Excel +
Klipfolio
Microsoft Excel +
KNIME
Microsoft Excel +
Looker
Microsoft Excel +
Magento BI
Microsoft Excel +
Metabase
Microsoft Excel +
MicroStrategy
Microsoft Excel +
Mode Analytics
Microsoft Excel +
Pentaho
Microsoft Excel +
Plotly
Microsoft Excel +
PopSQL
Microsoft Excel +
Power BI
Microsoft Excel +
Python
Microsoft Excel +
Qlik
Microsoft Excel +
R
Microsoft Excel +
Redash
Microsoft Excel +
SeekWell
Microsoft Excel +
Shiny
Microsoft Excel +
Tableau
Microsoft Excel +
ThoughtSpot
Microsoft Excel +
TIBCO Spotfire X
Microsoft Excel +
Trevor.io
Microsoft Excel +
Trifacta
Microsoft Excel +
Yellowfin
Microsoft Excel +
Zoho Analytics

Start Analyzing your Data for Free

Panoply will store and sync your data for free for 14 days

Try Panoply Free Request Demo

Free 14 day trial. No credit card required.

Common Questions

How do I connect Microsoft Excel to my Zoho CRM data?
To start analyzing your Zoho CRM data in Microsoft Excel, you’ll first create a connection to Panoply. Panoply stores a replica of your Zoho CRM data and syncs it so it’s always up-to-date and ready for analysis. You can connect Microsoft Excel to your Zoho CRM data in Panoply via an ODBC connection.
What data can I integrate with Microsoft Excel?
Panoply allows you to integrate Microsoft Excel with over 80 data integrations including all major CRMs, databases, file systems, ad networks, analytics platforms, and finance tools. All of your data is stored in ready-to-analyze tables that can be joined together with SQL or merged in your BI tools. Integrating data for cross-channel advertising analysis, full-funnel conversion analysis, and CAC vs LTV analysis has never been so easy.
What is Panoply?
Panoply is a secure place to sync, store, and access all your business data. With unlimited access to over 80 data integrations, Panoply makes it possible to create an integrated view of your entire business. Everyone in your organization can share this single source of truth across any BI tool or analytical notebook with unlimited queries from unlimited users.

Technically speaking, Panoply provides the ETL (Extract, Transform, Load) and data warehouse functionality in one platform with the added benefit of simple role-based data governance, the security of AWS infrastructure, and SOC-2 and GDPR compliance.