Connect Microsoft Power BI and Zoho CRM
Integrate Microsoft Power BI with Zoho CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a lead in Zoho CRM when New Dataset in Microsoft-power-bi
Create a Note in Zoho-crm when New Dataset in Microsoft-power-bi
Create a lead in Zoho-crm when New Dataset in Microsoft-power-bi
Search Lead in Zoho CRM when New Dataset in Microsoft-power-bi
Update Note in Lead in Zoho-crm when New Dataset in Microsoft-power-bi
Popular Microsoft Power BI + Zoho CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Power BI
When this happens...
New Dataset
Choose an action
Zoho CRM
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tag to Lead
Search Contact
Upload Attachment
Find Module
Create Module Entry
Update a lead in Zoho CRM when New Dataset in Microsoft-power-bi
Use this flowCreate a Note in Zoho-crm when New Dataset in Microsoft-power-bi
Use this flowCreate a lead in Zoho-crm when New Dataset in Microsoft-power-bi
Use this flowSearch Lead in Zoho CRM when New Dataset in Microsoft-power-bi
Use this flowUpdate Note in Lead in Zoho-crm when New Dataset in Microsoft-power-bi
Use this flowAdd Tag to Lead in Zoho CRM when New Dataset in Microsoft-power-bi
Use this flowSearch Contact in Zoho CRM when New Dataset in Microsoft-power-bi
Use this flowUpload Attachment in Zoho-crm when New Dataset in Microsoft-power-bi
Use this flowFind Module in Zoho CRM when New Dataset in Microsoft-power-bi
Use this flowCreate Module Entry in Zoho-crm when New Dataset in Microsoft-power-bi
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and Zoho CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Dataset
Triggered when a new dataset is created in Power BI.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deals
Triggers when a new deal is created.
New Task
Triggers when a new task is created.
Do thisActions
Action is the task that follows automatically within your Microsoft Power BI integrations.
Get all Reports
Get all existing reports.
Trigger Dataset Refresh
Trigger a dataset refresh
Delete a Dataset
Delete an existing dataset
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Power BI and Zoho CRM workflows.
Learn More About Automation
5 Zoho CRM Integrations to Boost Productivity
Discover how ViaSocket connects Zoho CRM with Shopify, WooCommerce, Gmail, Smartsheet, and Asana to centralize data, automate workflows, and boost productivity.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Microsoft Power BI and Zoho CRM free
No credit card required. Set up your first workflow in minutes.
About Microsoft Power BI
Microsoft Power BI is a powerful business analytics tool that enables users to visualize and share insights from their data. It provides interactive dashboards and reports, allowing organizations to make data-driven decisions efficiently.
Learn moreSimilar apps
About Zoho CRM
Zoho CRM is an AI-powered customer relationship management platform that helps businesses manage leads, contacts, deals, customer interactions, sales automation, forecasting, and analytics in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and Zoho CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Power BI and Zoho CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zoho CRM. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in Zoho CRM, and a separate workflow where Zoho CRM triggers actions in Microsoft Power BI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Power BI and Zoho CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Power BI and Zoho CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
