How to Import Calls Data from Zoho CRM into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import your Zoho CRM Calls data into Excel using Coefficient for real-time call tracking and reporting.

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Importing Calls data from Zoho CRM into Excel allows you to analyze your communication history and improve sales outreach. Coefficient keeps your data live and accurate for better insights.

This guide will walk you through importing your Zoho CRM Calls data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Open Excel > Insert tab > Get Add-ins > Install Coefficient from Office Add-ins store.

  • Step 2:

    Step 2. Connect your Zoho CRM account and select the Calls object to import.

  • Step 3:

    Step 3. (Optional) Set up auto-refresh to keep your data updated automatically.

Available Zoho CRM Objects

  • Calls
  • Leads
  • Accounts
  • Tasks
  • Organizations
  • Contacts
  • Deals
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Auto-refresh options for imported data with daily, hourly, and weekly scheduling.
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