Devart Excel Add-In for Zoho CRM 2026: Benefits, Features & Pricing

Devart Excel Add-In for Zoho CRM is a tool that connects Microsoft Excel to Zoho CRM. This integration allows users to load Zoho CRM data, such as contacts, accounts, opportunities, leads and calls, directly into Excel. The add-in provides a visual query builder to select specific data and apply filters and sorting. It also supports advanced SQL queries for more complex data requirements. Users can refresh the imported data to ensure they have the most up-to-date information.

The add-in enables users to edit Zoho CRM data within Excel. All changes are highlighted, and the add-in validates the entered data, flagging any errors. This seamless integration between Excel and Zoho CRM allows users to perform data cleansing, de-duplication and leverage Excel's data processing and analysis capabilities, enabling Zoho CRM data management.