Sync your lead ads and automatically update your custom audiences with Zoho CRM

Usage

Zoho CRM can be used as:

• Lead flow destination
• Audience flow source
  

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.

It is required to have the Campaign module in your Zoho account in order to use our flows.

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 account you want to connect

• Finally click on the button “Save”

Adjusting your new Leads / Contacts fields

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 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:

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:              

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