Devart Excel Add-In for Zoho CRM - 2026 Pricing, Features, Reviews & Alternatives

Devart Excel Add-In for Zoho CRM is a powerful tool that seamlessly integrates Microsoft Excel with Zoho CRM, enabling users to efficiently manage and analyze their Zoho CRM data directly within the Excel environment. This add-in provides a comprehensive set of features that streamline data management and enhance productivity.

With the Devart Excel Add-In for Zoho CRM, users can connect Excel to Zoho CRM and instantly load data from Zoho CRM into their Excel workbooks. The add-in offers flexible connection methods, allowing users to connect via Zoho CRM API v2 with OAuth authentication by specifying the authentication token. Users can optionally store the connection information within the Excel file or reenter it as needed. The intuitive Visual Query Builder and advanced SQL support empower users to select the exact data they require, with the ability to preview and verify the query before importing.

Users can modify contacts, accounts, opportunities, leads, calls, and other Zoho CRM objects directly within their Excel worksheets. All changes are highlighted for easy identification, and the add-in's instant data validation feature ensures the integrity of the data. Users can commit the changes to Zoho CRM or rollback to cancel any unwanted modifications. The ability to instantly refresh data from Zoho CRM keeps the Excel workbook up to date, enabling users to leverage Excel's data processing and analysis capabilities on the most current information.