Product
Buyer Intent Data

Collect and use first party buyer intent data in your marketing ops with minimal configuration.
Data Platform

Collect and manage your visitor data with our built-in warehouse capabilities and collection APIs.
Account Reveal

Identify hidden visiting accounts with buying intent to supercharge your pipeline.
Deep Tracking

Precision visitor tracking - Evolved for a cookie-less future.
Lead Alerts

Receive real-time alerts for qualified leads and target accounts as they reach milestones.
Lead Tracking

Track your leads in real-time and use customer data in your marketing operations and sales enablement.
Segment and Qualify Your Leads
Segmentation

Real-time segmentation based on profile, account, and behavioral data.
Lead Scoring

Real-time rule-based lead scoring, predictive modeling, CRM sync
Solutions
Data-Driven Marketing
Customer Journey Tracking

Track the entire journey of your customers as they engage with your content and website events
Buyer Personas

Aggregate touchpoints across channels for unified single customer view. Use this as the single source of truth for scoring and personalization.
Lead Qualification

Qualify your audience in real-time and setup triggers with our visitor intelligence API
B2B Google Analytics Alternative

B2B visitor analytics, event analysis, source/channel information, campaign attribution with real-time reports.
B2B Advertising

Retargeting of qualified audiences, lookalike modeling, MQL replication
For Strategies
Product-Led Growth

Acquisition of PQLs, routing high ACV deals, activating lead milestones
Personalized Marketing

Create real-time audiences. Personalize website expriences for qualified visitors in real-time.
Account-Based Marketing

ABM, B2B retargeting, and experience personalization
Revenue Operations

Unified sales and marketing data and attribution
Services
Salespanel Agents

AI-powered automation and optimization for your sales and marketing processes
Departments
Marketing

Solutions for the marketing function
Sales

Solutions for the sales function
Job Roles
Marketing Leadership

Solutions for B2B marketing leaders
Marketing Ops

Solutions for marketing operation executives
Sales Ops

Solutions for sales operations and RevOps leaders
Revenue Marketing

Solutions for CROs and revenue marketing teams
Customers
Plans
Resources
Blog

Learn everything B2B marketing
Integrations

Bring your Sales and Marketing processes together
Bridge

Sync first-party intent data between Marketing and Sales Ops
Help Center

Read support documentation for our product
Docs

API documentation for developers
About

Learn about our mission and values
Marketing Resources

Articles and guides for marketing success
Salespanel Podcast

Tips and tricks from leaders in B2B and SaaS marketing
Knowledge Nuggets and Playbooks

Insights and actionable ideas you can use to step up your game
Login Try it for free

Product

Buyer Intent Data

Collect and use first party buyer intent data in your marketing ops with minimal configuration.
Data Platform

Collect and manage your visitor data with our built-in warehouse capabilities and collection APIs.
Account Reveal

Identify hidden visiting accounts with buying intent to supercharge your pipeline.
Deep Tracking

Precision visitor tracking - Evolved for a cookie-less future.
Lead Alerts

Receive real-time alerts for qualified leads and target accounts as they reach milestones.
Lead Tracking

Track your leads in real-time and use customer data in your marketing operations and sales enablement.
Segment and Qualify Your Leads
Segmentation

Real-time segmentation based on profile, account, and behavioral data.
Lead Scoring

Real-time rule-based lead scoring, predictive modeling, CRM sync

Solutions

Data-Driven Marketing
Customer Journey Tracking

Track the entire journey of your customers as they engage with your content and website events
Buyer Personas

Aggregate touchpoints across channels for unified single customer view. Use this as the single source of truth for scoring and personalization.
Lead Qualification

Qualify your audience in real-time and setup triggers with our visitor intelligence API
B2B Google Analytics Alternative

B2B visitor analytics, event analysis, source/channel information, campaign attribution with real-time reports.
B2B Advertising

Retargeting of qualified audiences, lookalike modeling, MQL replication
For Strategies
Product-Led Growth

Acquisition of PQLs, routing high ACV deals, activating lead milestones
Personalized Marketing

Create real-time audiences. Personalize website expriences for qualified visitors in real-time.
Account-Based Marketing

ABM, B2B retargeting, and experience personalization
Revenue Operations

Unified sales and marketing data and attribution
Services
Salespanel Agents

AI-powered automation and optimization for your sales and marketing processes
Departments
Marketing

Solutions for the marketing function
Sales

Solutions for the sales function
Job Roles
Marketing Leadership

Solutions for B2B marketing leaders
Marketing Ops

Solutions for marketing operation executives
Sales Ops

Solutions for sales operations and RevOps leaders
Revenue Marketing

Solutions for CROs and revenue marketing teams
Customers
Plans

Resources

Blog

Learn everything B2B marketing
Integrations

Bring your Sales and Marketing processes together
Bridge

Sync first-party intent data between Marketing and Sales Ops
Help Center

Read support documentation for our product
Docs

API documentation for developers
About

Learn about our mission and values
Marketing Resources

Articles and guides for marketing success
Salespanel Podcast

Tips and tricks from leaders in B2B and SaaS marketing
Knowledge Nuggets and Playbooks

Insights and actionable ideas you can use to step up your game
Login Try it for free

Zoho CRM

Official Integration
Real-time Sync
Lead Scoring
Zoho CRM Integration

Salespanel's official Zoho CRM integration provides seamless bi-directional data sync between your marketing intelligence and sales processes. Automatically sync leads, contacts, and activities with enriched customer data, real-time lead scoring, and comprehensive activity tracking.

Built in partnership with Zoho, our integration ensures optimal performance, security, and feature compatibility. Connect once and let automation handle the rest – from lead qualification to sales handoff.

Real-time Data Sync

Instant synchronization of leads, contacts, and activity data

Live Lead Scoring

Automatically update lead scores in your CRM as behavior changes

Custom Field Mapping

Automatically populate custom fields with lead scores, UTM data, source information, and behavioral insights.

Secure OAuth Connection

Bank-level security with OAuth 2.0 authentication

What is Zoho CRM?

Zoho CRM is a sales-focused customer relationship management software that specializes in lead and customer management. It has over 150,000 users across 180 countries, making it one of the most commonly used CRMs in the world. Zoho CRM is suitable for all types of businesses ranging from small businesses to large enterprises.

What You Can Do with Salespanel's Zoho CRM Integration

Automatic Lead Creation: Send all contacts captured from webforms and live chat directly to your CRM
Behavioral Data Sync: Track website visits, page views, and engagement data in your CRM
Real-time Lead Scoring: Update lead scores automatically as prospects engage with your content
Smart Lead Qualification: Export only marketing qualified leads based on your criteria
Activity Timeline Sync: View complete customer journey and activity history in CRM
Company Intelligence: Automatically create and link company accounts with enriched data

Key Features

Smart Contact Management

Choose to create Leads or Contacts based on engagement level. Automatically convert leads when they reach qualification thresholds.

Custom Field Mapping

Automatically populate custom fields with lead scores, UTM data, source information, and behavioral insights.

Flexible Sync Timing

Configure sync frequency from instant to 48-hour delays based on your sales process requirements.

Account Linking

Automatically create company accounts and link contacts to the right organizations for better relationship tracking.

Data Synced to Zoho CRM

  • Lead Score: Real-time behavioral scoring
  • Source Information: Traffic source and campaign data
  • Activity Timeline: First and last activity timestamps
  • Website Visits: Total visit count and page history
  • UTM Parameters: Campaign and medium tracking
  • Tags & Segments: Qualification and categorization data
  • Direct Link: One-click access to full profile in Salespanel
  • Quality Score: Lead quality and engagement metrics

Getting Started

Setting up the Zoho CRM integration is simple and takes just a few minutes:

  1. Go to your Salespanel dashboard and navigate to Plugins & Integrations
  2. Click on Zoho CRM Integration and authorize your account
  3. Configure your sync preferences - choose between Leads or Contacts
  4. Set up custom field mapping and sync timing
  5. Start automatically syncing qualified leads to your CRM

The integration uses OAuth 2.0 for secure authentication and runs completely in the background once configured.

Alternatively, you can install Salespanel's Zoho CRM app directly from the Zoho Marketplace.

Advanced Configuration Options

Default Owner Assignment

Assign all incoming leads to specific team members automatically

Selective Sync Rules

Choose which types of leads to sync based on qualification criteria

Lead Conversion Handling

Automatically handle lead to contact conversions in Zoho

Activity History Sync

Sync website activity as notes and tasks in your CRM

Ready to streamline your sales process with intelligent CRM automation? Start Free Trial

Test this integration free for 14 days.

Sign up, activate the integration, and start automating your sales pipeline with enriched lead data.

Start Free Trial
Key Benefits
  • Official Zoho partnership
  • Real-time data synchronization
  • Advanced lead scoring
  • Custom field mapping
  • Behavioral tracking
  • Secure OAuth authentication
Perfect For
  • Sales teams using Zoho CRM
  • Marketing operations
  • Revenue operations
  • Sales & marketing alignment

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Sales

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Company

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