Lead flow destination, so you can automatically synchronize your leads with your Zoho CRM account.
Audience flow source, so you can refresh and keep your custom audiences updated in autopilot mode using your contacts' data in Zoho CRM.
When working with lead flows, you can create new Leads or Contacts in your Zoho CRM account and add them as members of a campaign of your choice (though you can simply create the Lead or Contact without adding it to any campaign). When working with audience flows, you can pull Leads or Contacts in your Zoho CRM account that are members of a given campaign.
But before creating your lead flows or your audience flows, you need to connect your ad accounts and create the integration for your Zoho CRM account.
Connecting your account
Connecting your Zoho CRM account with Ads Workbench is really simple. You just need to follow these steps:
Go on the left menu -> Integrations
Click on the button “Create new”
Enter a name for the integration and select “Zoho CRM” from the Type dropdown list
Click on the button “Authorize”
Ads Workbench will redirect you to the Zoho CRM authorization login page where you will be able to choose which Zoho CRM account you want to connect
Finally click on the button “Save”
Creating a lead flow
A lead flow is an automation that allows you to collect the leads coming from a source and send them to multiple destinations.
Once your ad account is connected and your have created the integrations for the systems where the leads will be sent, you can create you lead flow as described in the following video:
When creating new Leads or Contacts in your Zoho CRM account as results of the executions of your lead flows, you have full flexibility to inform the fields of the new entities:
You can add the new Lead / Contact as a member of an existing Campaign
You can assign tags to the new Lead / Contact as
You can specify the owner of the new Lead / Contact as
Creating an audience flow
An audience flow is an automation that allows you to keep fresh your custom audiences using as an input your subscribers' or contacts' data.
Once your ad account is connected and your have created the integrations for the systems where your contacts' data is stored you can create you audience flow as described in the following video: