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Canopy is a Digital Substrate product — a studio specializing in data connectivity and automation.
Discover Digital Substrate →Pre-built templates sync your Zoho CRM into clean dashboards anyone on the team can read, no extra licences, no manual exports, no code.
ZohoCanopy
SheetsSee it live, your data, refreshed every morning.
Three problems every Zoho CRM team faces. One tool that solves all three.
No more Monday-morning CSV exports. Canopy syncs your pipeline, contacts and commissions overnight, your dashboards are ready before you open your laptop.
See templates →A read-only Zoho seat is $14/user/month. Multiply by 40 people who just need to see the data, Canopy replaces all of them with a single $9 subscription.
Compare pricing →No Zoho admin training. No Zapier flows to debug. Pick a template, connect your CRM, and your whole team reads live data in the Google Sheets they already use.
How it works →These aren't our words. They come from industry surveys, CRM consultants, and ops teams who live this every quarter.
5 pre-built templates designed for Zoho CRM users. Leads Pipeline is live in beta today — the rest are on the way. Pick one, connect your CRM, and your Sheet updates itself.
Leads, KPIs, funnel, alerts — live from your Zoho CRM
Live in betaContacts, sources, activity
Available at launchPriorities, statuses, deadlines
Available at launchKPIs, trends, activities
Available at launchGantt, milestones, progress
Available at launchCanopy| A — Full name | B — Company | C — Status | D — Rating | E — Owner | F — Industry | G — Days quiet | H — Alert |
|---|
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.
Start with a live template at no cost. Upgrade only when you need more reports, faster syncs, or unlimited data.
Test Canopy on your real Zoho data before launch, and help shape what we build next.
Limited seats · You'll receive your personal access code by email
Three key dashboards, always fresh, for the cost of one coffee a week.
No payment until launch · Just tell us which plan would you like to reserve
Unlimited templates, hourly sync, on-demand refresh, zero limits.
No payment until launch · Just tell us which plan would you like to reserve
Deploy Canopy across all your clients from one place. Deliver live, ready-to-read dashboards under your own brand — without touching a single line of code or babysitting another broken automation.
Yes. Canopy connects to Zoho CRM through G-Connector, a free extension you install and authorize yourself under your own Zoho and Google accounts. We never see, store, or receive your CRM data, it stays inside your own Google Sheet the whole time. We only collect your name, email and company when you sign up. See our Privacy Policy for details.
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.
The beta is already live: Leads Pipeline is available to test today, on your own Zoho CRM data. The other 4 templates and paid plans are targeting summer 2026 for full public launch. Sign up now to get your beta code and be among the first users.
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 beta today and automate your Zoho CRM workflow this week — not next summer.
Beta is free · No payment required to sign up · Beta testers keep founder pricing for life
Join the beta →GDPR compliant
Data in Europe
API key encryption
Never stored
Cancel anytime
No lock-in