Zoho

Zoho CRM can be integrated with Salespanel using a Zapier premium plan (starting at $19.99 per month). Open Workflow Automation settings from the Plugins & Integrations section on your Salespanel dashboard and follow through the Zapier setup process. If you don’t already have a Zapier account, you will need to create one. Creating your Zapier account is a really easy process that can be completed in minutes.

For this integration, two Salespanel trigger options can be used:

Contact Identified: Use this option to export all individual leads from your Salespanel account when they are captured.

Contact is Qualified for a Feed: Use this option to export leads qualified based on segments and lead score to your CRM. For example, if you set up a lead scoring module on Salespanel that rewards scores based on firmographic data and customer behavior and set up a feed to filter out leads when they cross the score of 100, Salespanel will automatically export leads to your CRM when leads cross the score of 100.

After you select your trigger option and complete the rest of the steps, you will need to press the + button and choose the recipient application (Zoho CRM).

These Actions are available for Zoho CRM:

Create Lead: This action creates a lead on your CRM. On Zoho CRM, a ‘lead’ is someone who is not in communication with you. This option is ideal for exporting prospects from your email outreach campaigns.

Create Contact: This action creates a contact on your CRM. On Zoho CRM, a ‘contact’ is someone who is already engaging with you and has shown interest. You can use this option to export leads who fill out a form on your website or message you through live chat. You can also use this option to only export marketing qualified leads.

Update Lead and Update Contact: Use these two options to update leads or contacts on your Zoho account with Salespanel data like firmographic information, lead score, etc.

Bring sales intelligence to your CRM and create a smooth marketing to sales lead export system for better lead management with Salespanel.