Zoho CRM

What this integration does

Zoho CRM notifies Attribution as records change, and each change becomes a conversion event for the person it belongs to:

• Deal <stage> for every deal stage change, with the deal amount as revenue once the stage is Closed Won;
• Lead <status> for lead status changes;
• Contact <state> for contact changes.

People are matched by email, so a deal is credited to the visits of the contact (or account contact) who was identified on your site before the record existed. Records without a known visitor land in Unknown Source.

Prerequisites

• A Zoho CRM login for the organization you want to connect. During sign-in you choose your Zoho data center.
• Visitors identified by email on your site before they become leads or contacts in Zoho, otherwise their events cannot be credited.

Setup

1. In Attribution open Integrations → Conversion Integrations and connect Zoho CRM.
2. Sign in with Zoho and allow access. The first organization on the login is connected.

Changes made after connecting flow in within minutes. There are no settings to fill.

Good to know

• Only changes made after connecting are captured; historical deals are not imported.
• Pick the conversion event on your dashboard by stage, for instance "Deal Closed Won", to see which channels drive closed revenue.