- Log in to Zoho CRM and click the gear icon on the right sidebar.
- Go to Marketplace and select "Zoho".
- Select “Advanced Analytics for Zoho CRM," and click "Setup now".
- Click "Get Started".
- Under Zoho Analytics Configuration, select the modules and fields you wish to include. Once set click "Save."
- You will be notified once everything is set up.
How To Connect Zoho CRM To Zoho Analytics
Use this step-by-step demo to learn how to connect Zoho CRM to Zoho analytics.
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