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Canopy is a Digital Substrate product — a studio specializing in data connectivity and automation.
Discover Digital Substrate →Zoho CRM reports, live inside Google Sheets. Clean dashboards, shared with everyone, without another CRM seat.
Zoho CRM
Canopy
Google Sheets
Canopy
Three things every CRM quietly steals from your team. Canopy hands them back — one connection at a time.
Canopy formats your CRM data to make it actionable and relevant for you and your teams. No more weekly exports, no more pivot tables built from scratch — just the report you need, refreshed automatically.
The math is simple: pay individual licenses for everyone — or a single Canopy subscription that lets the whole team view the data. Canopy gives the people who don't directly contribute to the CRM the ability to consult it without paying extra seats.
Canopy ships with ready-made templates designed around real business workflows. Sales pipeline, contact directory, project tracker — each one is built by people who know the job, so you don't have to start from a blank sheet.
Zoho CRM users share the same frustrations. Canopy tackles them all with one connection.
Rigid native reports → formatted Google Sheets
Stop paying CRM seats just to view data
Dashboards & KPIs without Power BI
Automatic daily CRM data protection
Deploy client reports in minutes
Automated commission calculations
5 pre-built templates designed for Zoho CRM users. Pick one, connect your CRM, and your Sheet updates itself. Here's a preview.
Deals, stages, probabilities, weighted revenue
Available at launchContacts, sources, activity
Available at launchPriorities, statuses, deadlines
Available at launchKPIs, trends, activities
Available at launchGantt, milestones, progress
Available at launch
Canopy| A — Opportunity | B — Pipeline | C — Stage | D — Value | E — Prob | F — Weighted | G — Owner | H — Close date |
|---|
Canopy| A — Name | B — Email | C — Organization | D — Source | E — Tags | F — Last activity | G — Created | |
|---|---|---|---|---|---|---|---|
| 1 | Name | Organization | Source | Tags | Last activity | Created | |
| 2 | Sarah Johnson | s.johnson@acme.co | Acme Corp | Website | VIP, Enterprise | May 31, 2026 | Jan 12, 2026 |
| 3 | Marc Dupont | m.dupont@techflow.io | TechFlow | Referral | Partner | May 29, 2026 | Mar 05, 2026 |
| 4 | Emily Chen | e.chen@bright.com | Bright Consulting | Lead | May 15, 2026 | Apr 20, 2026 | |
| 5 | James Wilson | j.wilson@numerix.co | Numerix Solutions | Website | Client, Enterprise | Jun 01, 2026 | Feb 08, 2026 |
| 6 | Laura Martinez | l.martinez@global.com | Global Partners | Event | Lead | Apr 22, 2026 | Apr 22, 2026 |
| 7 | TOTAL | 1,248 contacts |
Canopy| A — Task | B — Project | C — Priority | D — Deadline | E — Status | F — Assigned | G — Progress | |
|---|---|---|---|---|---|---|---|
| 1 | Task | Project | Priority | Deadline | Status | Assigned | Progress |
| 2 | Update pricing page | Website Revamp | High | Jun 03, 2026 | In progress | Marie D. | 75% |
| 3 | Send campaign emails | Q3 Marketing | High | May 28, 2026 | Overdue | Thomas K. | 40% |
| 4 | Draft partnership brief | Partnerships | Medium | Jun 10, 2026 | Not started | Sarah L. | 0% |
| 5 | CRM data cleanup | Operations | Medium | Jun 15, 2026 | In progress | Marie D. | 55% |
| 6 | Onboard new client | Sales | Low | Jun 08, 2026 | Completed | Thomas K. | 100% |
| 7 | TOTAL | =AVERAGE(G2:G6) |
Canopy| A — Metric | B — This week | C — Last week | D — Change | E — MTD | F — Target | G — % Target | |
|---|---|---|---|---|---|---|---|
| 1 | Metric | This week | Last week | Change | MTD | Target | % Target |
| 2 | New leads | 28 | 25 | +12% | 118 | 150 | 79% |
| 3 | Deals created | 6 | 4 | +50% | 22 | 30 | 73% |
| 4 | Deals won | 3 | 2 | +50% | 11 | 15 | 73% |
| 5 | Revenue closed | $142,500 | $98,000 | +45% | $487,200 | $625,000 | 78% |
| 6 | Activities logged | 145 | 132 | +10% | 589 | 600 | 98% |
| 7 | Emails sent | 67 | 71 | -6% | 285 | 300 | 95% |
Canopy| A — Project | B — Client | C — Start | D — Deadline | E — Status | F — Owner | G — Progress | |
|---|---|---|---|---|---|---|---|
| 1 | Project | Client | Start | Deadline | Status | Owner | Progress |
| 2 | Website Redesign | Acme Corp | Apr 01 | Jul 15 | On track | Marie D. | 68% |
| 3 | CRM Migration | TechFlow | Mar 15 | Jun 30 | At risk | Thomas K. | 45% |
| 4 | Q3 Campaign | Internal | May 01 | Aug 31 | On track | Sarah L. | 22% |
| 5 | Data Audit | Bright Consulting | Feb 10 | May 20 | Overdue | Marie D. | 88% |
| 6 | API Integration | Global Partners | May 15 | Sep 01 | On track | Thomas K. | 12% |
| 7 | AVERAGE | =AVERAGE(G2:G6) |
Preview — this is what your synced data will look like in Canopy
More templates are on the way. See which plan fits your team →
Here's how simple the setup will be. No code, no documentation, no developer needed.
One click to "Sign in with Google". Your Drive will be linked instantly.
Paste your API key — we'll provide a step-by-step tutorial to find it in 30 seconds.
Choose from 5 pre-built templates — each one designed around a real business workflow.
Generated in your Drive. Link sent by email. That's it.
Pick the level of automation that matches how many reports you need to run, share, and refresh every week.
"Try Canopy in 2 minutes."
"3 key reports, always up to date."
"Everything, unlimited — for power users."
Connect up to 10 client CRMs from one dashboard. Bill it as your own automated reporting service.
Leave your email and we’ll send the beta invite plus the first template pack as soon as access opens.
Be among the first to use Canopy. 1 standard template, 1,000 rows, daily sync — free forever.
Lock in early access. 14-day free trial at launch.
No payment now · €8.99/mo after trial
Reserve the most powerful plan now. First month free for early adopters.
No payment now · €17.99/mo at launch
Absolutely. Canopy will connect to Zoho CRM via your API key and to Google via secure authentication. We will never store your credentials. Your data will be encrypted in transit and never hosted on our servers. We're building GDPR compliant from day one, with infrastructure in Europe.
Your Google Sheet will stay in your Drive — it's yours. Automatic sync simply stops. No hidden fees, no penalties. You'll be able to restart your subscription anytime.
Generic tools like Zapier require complex workflow setup, manual formatting, and constant maintenance. Canopy is purpose-built for Zoho CRM → Google Sheets: pre-built templates, automatic formatting, and a 5-minute setup. No technical knowledge required.
We're targeting summer 2026. Sign up now to get early access and be among the first users. We'll keep you updated on progress.
Explorer is free forever — 1 standard template, 1,000 rows, daily sync, self-serve support. Pro (€8.99/mo) gives you 3 standard templates, 5,000 rows, sync every 12h plus 3 manual syncs, and 48h email support. Apex (€17.99/mo) unlocks everything: unlimited templates, hourly sync plus on-demand refresh, unlimited rows, dedicated onboarding, and 24h priority support. CRM integrators can also pick the Agency Pack at €39/mo to connect up to 10 client CRMs. All plans cancel anytime, no commitment.
Canopy will work with any Zoho CRM plan that has API access — Free, Standard, Professional, and Premium. If you can access your data via the Zoho CRM API, Canopy will be compatible.
Join the waitlist now. Be among the first to automate your Zoho CRM workflow.
Free plan available · No payment required to sign up · Early adopters get priority access
Join the early access →GDPR compliant
Data in Europe
API key encryption
Never stored
Cancel anytime
No lock-in