Lead nurturing made easier with email marketing automation workflows

Lead nurturing made easier with email marketing automation workflows

Let's face it, there's nothing more hurting than seeing your leads drop out because of ineffective and ill-timed communication. As a salesperson, you have to don multiple hats, and it's not easy to deliver the right message at the right time for every lead. That's why Zoho CRM integrates with Zoho Campaigns, our in-house email marketing platform.


In Zoho Campaigns, we've introduced drag-and-drop workflows to help you completely automate your routine communication and deliver actionable messages to your audience at every stage of the sales funnel. The workflows also ensure that only the most qualified leads enter your CRM software, thus helping you save effort and increase sales. 



How does it work? 

The automation workflows in Zoho Campaigns is drag-and-drop based and trigger-controlled. First, formulate your email engagement strategy. Second, use the drag-and-drop workflow builder to transform your strategy into a workflow. Third, define the trigger to pull your contacts into the workflow as well as the series of actions. 

The main essence of workflows

With workflows, you are not just automating your emails but also automating them based on your users' behavior. The biggest benefit of behavioral targetting is that you're offering exactly the information your contacts want, in a well-timed manner. Over and above, you can bring in any form of workflow-processed data to Zoho CRM and tailor your sales pitch accordingly. 

Types of workflows 

Though you could create custom workflows totally in line with your engagement strategies, Zoho Campaigns offers several pre-built workflow templates under the following categories: 
  • Welcome and onboarding
  • Nurture series
  • Re-engagement
  • Customer retention
  • E-commerce
Workflows as a problem-solver

More often than not, successful sales depend on the relationship between your sales and marketing teams. However, certain challenges make life difficult for both. Now let's discuss a couple of challenges and see how email automation workflows could solve them. 

Challenge #1: Quality of leads 

Although marketers pass qualified leads, not everyone is going to convert. While there are numerous reasons why leads don't convert, it can be primarily put down to how marketers gauge the leads. So if your qualification process is not decisive, chances are that you're going to pursue not-so-interested leads too. 
Solution: 
Zoho Campaigns' advanced workflows help you add new dimensions to your lead qualification process. Award scores to your contacts based on their actions and responses and track where exactly they stand in the sales funnel. Send automated follow-ups for email opens, clicks, and more to analyze their engagement levels further. 

Challenge #2: Communication
 
If passing marketing-qualified leads is one thing, knowing when and how to pass them is another. The last thing you want is to have irrelevant communication with your leads because of limited knowledge transfer from the marketing team. 

Solution: 
Marketers can now help salespersons take informed decisions by creating  Tasks and  Deals . Task signifies a strong likelihood that a lead will become a customer, while Deal tells you that a lead is inches away from becoming a customer. Both of these can be associated with any stage of the workflow journey based on your needs. 

The benefits of automation workflows 

You can achieve the following using workflows when Zoho CRM is run in conjunction with Zoho Campaigns: 
  • Personalized and well-timed messages to every lead at every stage
  • Streamlined lead qualification 
  • Improved communication between sales and marketing teams
  • Tracking leads' status inside Zoho CRM


Read our online guide to know more about the email automation workflows.

In case you have any questions concerning the workflows or the Zoho CRM - Zoho Campaigns integration in general, ask them in the comments below.

​

Regards, 
Aravindhan S


 

 









    • Recent Topics

    • Have completed Zoho Sign documents attach automatically to contact and/or account

      Hello, Just used ZohoSign for the first time to get an e-signature on an important document. Setting up the template was nice and easy and configuring the request to go to the right people and training a member of staff was also very easy. HOWEVER Why

    • Using email "importance" as workflow-criteria

      I'd like to set up a workflow that triggers if an incoming email has been flagged as "high importance" but I'm not seeing any way to do that. Hopefully I'm just missing something obvious...?

    • Update Lead Status in Zoho CRM When a Meeting is Booked via Microsoft Bookings

      Hi everyone, I’m trying to streamline our lead management process and would like to automatically update the Lead Status in Zoho CRM whenever a meeting is booked through Microsoft Bookings. Has anyone successfully implemented this kind of integration

    • Kaizen #199: FAQs on Multi-Select Lookup (MxN) Field in Zoho CRM

      Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone. Got

    • Zoho Desk Android app update: Enhanced UI of the History tab.

      Hello everyone! In the latest Android version(v2.9.10) of the Zoho Desk mobile app, we enhanced the UI of the 'History' tab within a ticket. Also, we have introduced a filter option to easily search the history based on the actions performed on the ticket.

    • Is Zoho Marketing Plus part of Zoho One?

      Hi, Is the new fancy Zoho Marketing Plus part of the Zoho One package? Is there any benefit in using this rather than the standalone products? Many thanks Jon

    • Is it possible to Bulk Update 'Product Name' in Zoho Desk?

      Is it possible to Bulk Update 'Product Name' in Zoho Desk? I cannot see that option now. Kindly help how we can do it.

    • Change visable Subform fields

      I have a form with 4 subforms in it. I added another field to each of the subforms in my main form. Now, how do I update the subforms to show the new fields that I added?

    • Trial Extenstion/ 2nd Go!

      Hi, Recently trialed FSM bit didnt get a chance to try out the most recent features is it possible to get another trial to try the new features and see if I can make it work for me?

    • Weekly Tips : Take Control of Your Sent Emails using Outbox Delay

      Ever clicked “Send” on an email, then instantly realized you forgot something—like a file, an attachment, or even made a small typo? It happens more often than you'd think. Wouldn’t it be helpful if your email waited a little before actually going out?

    • Format of data after export to spreadsheet

      Dear Zoho, can you explain to me what is the point of a report exporting to XLSX if the format of the amounts that will be created there is in text format and not suitable for anything? Why do I need data in a sheet with which nothing more can be do

    • Customer Payment

      Seprate voucher required for cash and bank .You can not authorized any one to enter cash payment .In statement clearly shown is it bank receipt or cash recipt .

    • how to add previous month purchase bill and claim ITC

      Hello we have a unclaimed ITC bill of April (we didn't claim it in may as seller didn't uploaded his gstr1 ) when we trying to file gstr 3b in june month we noticed the bill has been uploaded (april bill) .how to change the filing month of that april

    • Deluge security enhancements

      Hello everyone, At Deluge, security is a top priority, and we're continuously working to enhance the platform's safety and reliability. As part of our ongoing commitment to secure coding and industry best practices, we're rolling out key updates to how

    • How do I set users up to only send emails using org emails?

      We run marketing campaigns for multiple clients and strictly send emails using the official organization addresses provided by each client. However, we've encountered several instances where users unintentionally send emails from their own company accounts—a

    • open multiple notes at a time.

      Hey there, New to Notebook and liking it, but one thing that's really a bother is not being able to open more than one note at a time, either in a new window or in a new tab. Often times, I like to copy/paste from one note to another or compare drafts

    • Let’s Talk Recruit: Forms that think before you do!

      Welcome back to our Let's Talk Recruit series. In our previous post, we shared highlights from our community meetups held across India. This time, we’re talking about something that often gets overlooked but makes a huge difference once you set it up

    • PEPPOL Support Needed for Zoho Books in Europe

      I'm reaching out to discuss the urgent need for PEPPOL support in Zoho Books for European users. With Belgium mandating B2B e-invoicing via PEPPOL starting in 2026, many of us are struggling to manage invoices without this integration. While Zoho Books

    • Allow Equity Accounts to be Used for Expenses

      Currently, when entering an Expense or Bill, the Expense Account (account to be debited) allows for accounts in any of these categories to be chosen: COGS Expense Other Current Liability Fixed Asset Other Current Asset Noticeably missing are Equity Accounts.

    • メール一括配信の未送信のメールについて知りたい

      メール一括配信の後の、未送信のメールの数は添付のようにシステムから連絡がくるのですが それらの対象者を知りたい。レポートなど一覧で知りたい。 また配信対象者なのに（担当者、リード）の メールの履歴に配信したメールの件名でさえ表示されないのはどう理解したらよいのか知りたいです。 また、これらの人をレポートで一覧で出す方法を教えてください。把握したいためです。

    • How do I add the time zone for the each recipient/subscriber

      Hi, I've read that Zoho allows for emails to be sent at a certain time based on the recipient's time zone. How do I add the time zone for the each recipient/subscriber? Thanks!

    • Zoho Formsから獲得した見込み客をSaleIQでトラッキングし、そのトラッキング情報をCRMに集約することは可能でしょうか？

      Zoho formsを活用しています。 Zoho CRM、Zoho SalesIQと連携するよう設定しており、Zoho formsから獲得した見込み客の情報はCRMに連携されるのですが、トラッキング情報はZoho CRMの見込み客データ内の 関連リスト 訪問-Zoho salesIQ にデータが反映されません。※添付画像参照ください 考えられる原因や対策などありましたら教えていただけないでしょうか。 よろしくお願い致します。

    • Find and Merge Duplicates to trigger webhook

      My sales team uses the Find and Merge Duplicates feature often to cleanup records in the CRM. We use webhooks to signal to our internal tools database when new Contacts are created, updated, or deleted, in order to keep our DB in sync with Zoho CRM. However,

    • Marketer’s Space: Using Zoho CRM Data for Dynamic Content and Personalization in Zoho Campaigns

      Hello Marketers! Welcome back to Marketer’s Space. Do you want to send emails or SMS that feel less like mass messages and more like one-on-one conversations? By integrating Zoho CRM with Zoho Campaigns, you can pull in rich customer data and use it to

    • Add Attendees to Session months before the Event

      I need to manually add Attendees to Sessions right away for an event that's taking place in 6 months so that the Speaker can communicate with them in advance of the event. How can this be done?

    • Extensions 101 webinar series: Build, integrate, and monetize with extensions

      Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last

    • Override Auto Number field?

      We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations where

    • Switching hosts while meeting is occuring

      We had a team meeting in Zoho Meetings this morning, but the person listed as the host had to leave the meeting early. We looked for an option to set me to host, but didn't see the option, and we incorrectly assumed that it would be like Zoom in that

    • Refund Form Can’t Reverse “Bank Charges” Line — Throws Off Reconciliation

      Zoho, When we pay a vendor, the Payment screen lets us add a “Bank Charges” amount (we post a $1 processing fee there). Perfect. But on the Refund popup there’s no matching field, so the refund can only return the net expense. If our processor sends back

    • Trigger for Validation Rules

      Currently in Zoho CRM we can set a trigger for workflows, blueprints etc in a custom deluge function But Validation Rules are missing For example if I run a custom function to update a record, it bypasses the validation rules It would be really beneficial

    • ZOHO Desk blocking emails from creating tickets

      Hi We have been noticing some issues since last week ZOHO Desk is not creating a ticket which is still in our affiliate mail box.

    • how to install desk

      how to install desk

    • How to turn off ability to share Knowledge-base article with social networks

      Is there a way to deactivate the link at the bottom of a Knowledge-base article so that it can not be shared via Facebook or Twitter?

    • Automatically Hide Unauthorized Sections from Agent Interface in Zoho Desk

      Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request regarding the user experience for agents in Zoho Desk who do not have permission to access certain sections of the system. 🎯 Current Behavior At present, when an agent

    • Is there a way to prevent a user from removing a payment method on a live, recurring subscription?

      As it stands, if you allow users to remove payment methods, they can do so on live subscriptions. This leaves the sub without a payment method. The user should be able to REPLACE the card with a new one, but not remove all payment methods. We have had

    • Assistance Required: Report Export to Excel and WorkDrive Upload via Deluge

      I'm working on automating a scheduled workflow in Zoho Creator that needs to run weekly. The goal is to: Export a report from Zoho Creator in Excel (.xls or .xlsx) format, and Upload the exported file to a specific folder in Zoho WorkDrive using a Deluge

    • Kanban View for Projects.

      At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.

    • Useful enhancements to Mail Merge in Zoho CRM

      Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents

    • How can I see the actual copy sent to the specific contact?

      I have setup a journey in Marketing Automation and created addition of contact in a specific list as the trigger, emails are sending to the contacts, but I can't see the actual copy sent to any specific contact in the list. Please guide me, where can

    • Client Script for Task Module

      When do we expect the client script for the tasks module?

    • Next Page