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CRM integration

Zoho CRM dashboards on Apple TV and every office display

Your Zoho CRM pipeline, live on every office display. Connect Zoho CRM, describe the dashboard you want, and your AI builds it. It runs on an Apple TV, a native tvOS app. Always on.

Get StartedSee how it works
Deals by stageLive
Qualification64 · $1.8M
Needs analysis41 · $1.2M
Proposal22 · $740k
Negotiation11 · $390k
Closed won7 · $210k

An example Zoho CRM widget. You describe it, your AI builds it.

What you can build

Real widgets, not mockups of a single layout. Each one is a screen you can stand up from Zoho CRM.

Deal wonLive
CLOSED WON
Northwind expansion
$86k
owned by Priya Shah
  • →Open pipeline by stage, with deal count and amount in the org's currency.
  • →Closed-won value this quarter, against a target you set.
  • →New leads in the last 1 to 90 days, counted by source. Lead names stay off screen.
  • →Open tasks, total and per owner.
  • →Recently updated deals: name, stage, amount, and the owner's display name.
  • →Record counts for Leads, Contacts, Accounts, and Deals.

What you can pull from Zoho CRM

Dance Party reads Zoho CRM through Zoho's v8 API, read-only. Leads, contacts, and tasks are counted. Deal rows carry a name, stage, amount, and the owner's display name only.

Pipeline

API docs ↗
  • Deals by stage
    Count and amount per stage, split into open pipeline vs closed-won by stage name. Amounts use the org currency.
  • Recent deals
    Up to 50 recently updated deals: name, stage, amount, closing date, and the owner's display name. Owner email is dropped.
  • New leads
    Leads created in the last 1 to 90 days, counted by source. Names, emails, and phones are never returned.

Work & org

API docs ↗
  • Open tasks
    A count of open tasks, optionally grouped by owner. Some orgs cannot group; then only the total is shown.
  • Record counts
    Counts for Leads, Contacts, Accounts, and Deals.
  • Org info
    Org name, currency code, and currency symbol, so money tiles match Zoho.

How to connect Zoho CRM

OAuth connection. No code, no drag-and-drop.

  1. 1
    In Dance Party, open Settings, then Integrations.
    Integrations
    Connect a data source and DJ Agent builds dashboards from live data. Connected accounts power widgets that refresh on their own.
    Zoho CRM logoZoho CRMNot connected
    Deals by stage, new leads, and open tasks.
    Connect Zoho CRM
    HubSpot logoHubSpotNot connected
    Pipeline, deals, and closed revenue.
    Connect HubSpot
    Slack logoSlackNot connected
    Live messages from any channel.
    Connect Slack
    Stripe logoStripeNot connected
    Revenue, MRR, and new customers.
    Connect Stripe
    Notion logoNotionNot connected
    Docs, tasks, and database records.
    Connect Notion
    Google Analytics logoGoogle AnalyticsNot connected
    Traffic, acquisition, and conversion rates.
    Connect Google Analytics
  2. 2
    Click Connect on Zoho CRM. You go to Zoho, sign in, and approve read-only access to your CRM org. Zoho sends you back, connected.
    Zoho CRM logo
    Zoho CRM
    Not connected
    Sign in to Zoho CRM and approve read-only access. You come back connected.
    Connect Zoho CRM
  3. 3
    Describe the dashboard in plain English. For example: pipeline by stage, plus new leads this month.
    New dashboard+ Widget
    Describe a widget in DJ Agent, or click + Widget
    DJ Agent
    DATA SOURCES
    Zoho CRM logoZoho CRMConnected
    Show our Zoho CRM pipeline by stage, plus new leads this month.Send
  4. 4
    Your AI builds the widget from your live Zoho CRM data and drops it on the board.
    New dashboard+ Widget
    Zoho CRM logoDeals by stageLive
    Qualification64 · $1.8M
    Needs analysis41 · $1.2M
    Proposal22 · $740k
    Negotiation11 · $390k
    Closed won7 · $210k
    DJ Agent
    DATA SOURCES
    Zoho CRM logoZoho CRMConnected
    Show our Zoho CRM pipeline by stage, plus new leads this month.Send
  5. 5
    Assign the dashboard to a screen. It goes live on the display.

Read-only, always. Dance Party connects over OAuth with ZohoCRM modules, org, users, settings, and COQL read scopes. It never creates, updates, or deletes records, never sends email, and never runs Deluge. Lead and contact names stay off screen. There is no key to paste.

Frequently asked questions

Can I show a Zoho CRM dashboard on a TV?

Yes. Connect Zoho CRM, describe the dashboard, and your AI builds it. It runs on an Apple TV, a native tvOS app, on any office display. Always on, and it refreshes on its own.

Is the Zoho CRM connection read-only?

Yes. You authorize read-only OAuth scopes. Dance Party never creates, updates, converts, or deletes records, never adds notes, and never sends email.

Does it show lead or contact names?

No. Leads, contacts, and tasks are counted. Deal tiles can show a deal name, stage, amount, and the owner's display name. Emails and phones are dropped.

What Zoho CRM dashboards can I build?

Pipeline by stage, won this quarter, new leads by source, open tasks per owner, recently updated deals, and record counts. You describe it in plain English and your AI builds it.

Do I need to build the dashboard myself?

No. You never write COQL. You connect Zoho CRM, describe what you want, and your AI builds the dashboard and deploys it to a screen.

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