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CRM integrationUpdated

Zoho CRM pipeline dashboards, running on Apple TV at the office display

Zoho CRM ships Org Overview and Lead Analytics dashboards for each rep's own screen. Dance Party reads the same pipeline and turns it into a Zoho CRM dashboard on an Apple TV: deal value in each stage, where this month's leads came from, and whose follow-up tasks are piling up, on the office display all day.

  • Read-only
  • OAuth connection
  • One connection per workspace
Get StartedHow to connect Zoho CRM
Deals by stageLive
Qualification58 · $742K
Needs Analysis37 · $518K
Value Proposition24 · $389K
Proposal/Price Quote15 · $261K
Negotiation/Review9 · $174K

Zoho CRM dashboard examples

What teams running Zoho CRM put on the screen, and what you would ask DJ Agent to get it.

Zoho pipeline by stage

For the sales team and its manager

Pipeline by Stage is one of the reports Zoho sets up for every org. On the wall it becomes the shared picture of the quarter, and a thin Negotiation/Review row is obvious to everyone.

  • Deal count and total Amount in each Stage
  • Open pipeline amount across every stage not marked Closed
  • Closed Won amount across all deals

Ask DJ Agent“Show Zoho CRM deal count and amount in each stage as a funnel, with total open pipeline at the top.”

Open pipeline, $2.08MLive
Qualification58 · $742K
Needs Analysis37 · $518K
Proposal/Price Quote15 · $261K
Negotiation/Review9 · $174K

New leads by Lead Source

For marketing and sales development

Lead Analytics answers one question marketing asks every week: which channel is feeding sales. A 30-day view by Lead Source shows when trade shows or web downloads dry up.

  • Leads created in the last 30 days, or any window up to 90
  • The same leads split by Lead Source
  • Leads with no source set

Ask DJ Agent“Chart Zoho CRM leads created in the last 30 days by Lead Source, largest first, with the total on top.”

New leads, last 30 daysLive
412leads
Web Download
Advertisement
Trade Show
Employee Referral
Cold Call
Partner

Open tasks per owner

For sales managers

In Zoho, a deal moves when someone does the follow-up task. A board of open tasks per owner shows who is buried before a deal quietly goes cold.

  • Tasks not marked Completed, counted by owner
  • Total open tasks across the team
  • Owners with the most open follow-ups

Ask DJ Agent“Rank Zoho CRM owners by open tasks that are not Completed, most first.”

Open tasks by ownerLive
1Ravi Menon
34
2Claire Dubois
27
3Tomás Ortega
19
4Nadia Haddad
12
5Ken Watanabe
8

Recently updated deals

For the whole sales floor

A running list of the deals that just changed, with stage and owner, shows the team what is moving today without anyone opening the Deals module.

  • The most recently modified deals, up to 50
  • Each deal's Stage, Amount, and Closing Date
  • The deal owner's name

Ask DJ Agent“List the 6 most recently updated Zoho CRM deals with stage, amount, and owner.”

Deals moving todayLive
Lumen Clinics, annual plan
Negotiation/Review · Claire Dubois
$38,000
Arcadia Foods rollout
Closed Won · Ravi Menon
$64,500
Pinecrest School District
Proposal/Price Quote · Tomás Ortega
$21,200
Veldt Logistics pilot
Closed Lost · Ken Watanabe
$9,800
Orion Dental, 3 sites
Needs Analysis · Nadia Haddad
$27,400

What Dance Party reads from Zoho CRM

Dance Party reads Zoho CRM through Zoho's REST and COQL APIs with read-only scopes. It works in counts and totals: deals appear with name, stage, amount, and owner, while leads, contacts, and tasks are only ever counted, never named.

Deals

Zoho CRM API docs ↗
  • Deals by stage
    Count and summed Amount per Stage across all deals, plus open pipeline and Closed Won totals.
  • Recently updated deals
    Up to 50 deals by last modified time, with name, Stage, Amount, Closing Date, and owner name.

Leads, tasks, and record counts

Zoho CRM API docs ↗
  • New leads
    Leads created in the last 1 to 90 days, grouped by Lead Source.
  • Open tasks
    Tasks not marked Completed, grouped by owner.
  • Record counts
    Totals of Leads, Contacts, Accounts, and Deals.

Organization

Zoho CRM API docs ↗
  • Org details
    Company name, time zone, and home currency, so amounts show in your currency.

How to connect Zoho CRM

Before you start

  • An owner or admin of your Dance Party workspace makes the Zoho CRM connection.
  • A Zoho CRM user in any edition, including Free. The dashboards show what that user's profile and role can see.
  • A Zoho account hosted in the US, EU, India, Australia, Japan, China, or Canada data center. Zoho's UK and Saudi Arabia data centers are not supported yet.
  1. 1
    Start from the Zoho CRM card on Dance Party's Integrations page and press Connect Zoho CRM.
  2. 2
    Sign in to Zoho. Zoho finds your data center on its own, even if your account lives outside the US.
  3. 3
    Zoho lists the read access Dance Party asks for: organization, users, module settings, records, and COQL queries, all read-only. Click Accept.
  4. 4
    Zoho sends you back to Dance Party and the card shows Connected.
Zoho CRM card in Dance Party, Not connected, describing deal value by stage, new leads by source, and open tasks, with a Connect Zoho CRM button
Captured from the Dance Party app, September 30, 2026.

One Zoho CRM connection per workspace

Each Dance Party workspace holds a single Zoho CRM org. Every Zoho dashboard in that workspace reads the same org, as the user who approved access. A second Zoho org needs a second Dance Party workspace.

Read-only by scope. Dance Party requests only Zoho READ scopes, so Zoho itself refuses any attempt to create, edit, or delete a record. Remove access any time under Connected Apps in your Zoho account, or disconnect from the Integrations page.

From Zoho CRM to your office display

Once Zoho CRM shows Connected, the rest happens in plain English. No code, no drag-and-drop.

  1. 1. Describe it. Tell DJ Agent what you want to see.

    New dashboard+ Widget
    Describe a widget in DJ Agent, or click + Widget
    DJ Agent
    DATA SOURCES
    Zoho CRM logoZoho CRMConnected
    Show Zoho CRM deal count and amount in each stage as a funnel, with total open pipeline at the top.Send

  2. 2. It gets built. The widget lands on your board with real Zoho CRM data.

    New dashboard+ Widget
    Zoho CRM logoOpen pipeline, $2.08MLive
    Qualification58 · $742K
    Needs Analysis37 · $518K
    Proposal/Price Quote15 · $261K
    Negotiation/Review9 · $174K
    DJ Agent
    DATA SOURCES
    Zoho CRM logoZoho CRMConnected
    Show Zoho CRM deal count and amount in each stage as a funnel, with total open pipeline at the top.Send

  3. 3. Put it on a screen. Pair an Apple TV with the six-character code it shows, then assign the dashboard.

    The Pair your Apple TV card in Dance Party, with six boxes for the code the Apple TV shows

Zoho CRM dashboard questions

Can Zoho CRM data run on an Apple TV in the office?

Yes. Connect Zoho CRM, describe the view, and assign it to a screen running the Dance Party Apple TV app. Zoho widgets refresh once an hour to stay well inside your daily API credits.

Does it use Zoho API credits?

Yes, a few. A deals-by-stage widget costs 2 credits per refresh and a record-count widget 4, against Zoho's daily budget, which starts at 5,000 on the Free edition.

Does it work if our Zoho account is in the EU or India?

Yes. Dance Party follows Zoho's own data-center handoff, so accounts on zoho.eu, zoho.in, zoho.com.au, zoho.jp, zoho.com.cn, and zohocloud.ca connect the same way as zoho.com.

Can it filter the Zoho pipeline to one owner or one layout?

No. The stage funnel groups every deal in the org by Stage. The recently updated deals list does show each deal's owner.

Will it put customer names or emails on the screen?

No. Leads, contacts, and tasks are only counted. The only names Dance Party reads are deal names and deal owners.

Can Dance Party change records in Zoho CRM?

No. It holds read-only Zoho scopes, so it cannot create leads, edit deals, or close tasks.

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Put Zoho CRM on every office display

Connect Zoho CRM, describe the dashboard, and it runs on an Apple TV, refreshing on its own.

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Learn more: How to put a dashboard on a TV · AI dashboards vs prebuilt dashboards