Using the Connector
The CData Tableau Connector for Zoho CRM integrates seamlessly into Tableau, offering full support for live data connections to Zoho CRM entities as well as custom SQL queries.
Connecting to a Custom SQL Query
If you only need a specific subset of a given Zoho CRM entity's data, the connector is capable of Using Custom SQL Queries for refined data access.
Creating Visualizations
Visualizing Data with the connector works the same as it does with other Tableau data sources. As a result, you can easily model Zoho CRM data using Tableau's full visualization toolset.