Set Up CRM Advanced Analytics

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Set Up CRM Advanced Analytics

If you do not have those workspaces configured already, this video shows you how you can add them (this one being for the CRM data).

Click ‘Add Data Source’, click on Zoho, then add from Zoho CRM (or another app).

It will pull up a long list of all the modules and fields available to be synced. Choose which ones and how often you want to sync to Analytics. There is a sync limit of 100 fields per module.

Help with setting up the CRM integration