Marketer's Space: Streamline marketing and sales by integrating ZMA's Planner with Zoho CRM
In a competitive market, clear goal-setting and seamless campaign execution are crucial for marketing and sales alignment. When integrated with Zoho CRM, Zoho Marketing Automation's Planner enables marketers to create, manage, and measure campaigns effectively with comprehensive reporting and goal tracking.
This post covers how to use ZMA's Planner to manage campaigns, track budgets, and view activities by stages via the Kanban board. You'll also learn to track ROI with reports, set goals, and view contacts segmented by CRM insights in the Contacts tab.
Adding activities to ZMA's Planner online and offline
ZMA's Planner bridges the gap between digital and traditional marketing campaigns by enabling you to add and manage activities across multiple channels.
Digital activities
You can associate existing email campaigns or create new ones within the Planner. For instance, a marketer can configure an email campaign promoting a new product and track its engagement metrics. Similarly, they can add, configure, and directly monitor SMS campaigns.
Offline activities
Add activities like trade shows, events, or print ads to give marketers the flexibility to manage all campaigns in one place, including generating shareable short URLs and downloadable QR codes for use in physical stores.
Let's look at an example to see how adding activities to Planner works.
Let's say you're a marketer planning a product launch campaign targeting sales qualified leads (SQLs). Using ZMA's Planner, you create an email campaign and configure it directly, as well as track link clicks and email engagement metrics to gauge interest levels. One of your sales executives uses the Planner's contact filters to identify SQLs who have interacted with your campaign and then personalizes follow-ups to close deals faster.
Tracking progress with the Kanban board
The Planner's Kanban board visualizes campaign progress under stages like the following:
- Ideating
- Yet to start
- In progress
- Scheduled
- Completed
You can also add custom stages to suit your campaign needs.
Why is this valuable to marketing and sales teams?
This segmentation ensures that campaigns are on schedule, providing clarity for both marketing and sales teams. For example, if a campaign is “In Progress,” the sales team knows when to prepare for lead engagement.
The Budget tab: Monitoring campaign finances
The Budget tab is vital for tracking the following:
- Total budget
- Total expense
- Acquired leads
- Cost per acquisition
It also provides insights through views that cover budget split, expense split, budget versus expenses, and detailed breakdowns of how budgets and expenses are distributed.
Setting goals with CRM data
ZMA's Planner enables you to define goals using metrics like the following:
- MQL to SQL conversion rat
- Count of SQLs, MQLs, and raw leads generated
- Lead count by stage
- Average lead score and location
- Count of leads that have moved up a stage
- Email engagement and leads engaged via Planner
- Website visits by source, referral URL, location, and type (new or returning)
- Organic and social website visit count
- Website engagement metrics, including page views and visit types
It also includes CRM-related goal metrics like the following:
- Leads closed (won or lost)
- SQL to Closed Won conversion rate
You can also drill down into categories and set numerical targets for granular tracking. These insights provide a comprehensive view of marketing performance and help align efforts with sales goals.
Let's say you've set a goal to achieve 100 closed-won deals in Q4. Using the Planner, you track your count of closed-won leads and align your marketing activities to support this target. With CRM data integrated, you can ensure your campaigns focus on high-quality leads and help both marketing and sales teams stay aligned and meet their shared goals effectively.
The Reports tab: Actionable insights for ROI
The Reports tab consolidates key metrics, such as the following:
- Existing leads reached and leads engaged (also shows how many contacts have achieved your plan's primary goal.)
- Revenue and deals stats: Revenue generated and deals closed won
- Expense and ROI stats: Campaign expense, ROI, and Channel-Wise ROI.
- Website and location stats: Consolidated views of website visits by region.
For example, let's say you review reports to evaluate the success of your campaigns. For example, the Channel-Wise ROI report helps you identify which marketing channels delivered the highest returns and therefore serves as a guide for your future budget allocations.
Contact engagement with ZMA's Planner
The Contacts tab shows engagement at every level:
- Leads reached
- Leads engaged
- Contacts closed with won deals
You can also create a contact segment within the Planner by selecting the "Segment Filter" icon.
Let's say your sales executive uses the Contacts tab to filter for “leads engaged” and focuses on SQLs who've interacted with the campaigns. This enables them to prioritize warm leads and boost conversion rates.
The integration with Zoho CRM enhances the Planner by providing valuable insights that enable marketers to set precise goals and track performance effectively. It bridges the gap between marketing and sales, ensuring both teams are aligned and focused on shared objectives. With access to detailed metrics, marketers can craft more impactful campaigns while the sales team benefits from higher-quality leads and actionable insights that help close deals efficiently.
Stay tuned for more posts on ZMA's Zoho CRM integration. Until then, happy marketing!
Regards,
Pearlin Nitika
User Education | Zoho Marketing Automation
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Pearlin Nitika S
Sticky Posts
Gmail is ramping up its email sender policy from November 2025
Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, weMarketer’s Space - WhatsApp Pricing Update: What Marketers Need to Know and Do
Hello Marketers, Welcome back to Marketer’s Space! WhatsApp made changes to their pricing model on July 1, 2025, moving from conversation-based pricing to a per-message pricing model. This week’s post focuses on what these changes mean for your WhatsAppWhatsApp Message Pricing Changes (Effective July 1, 2025)
Starting July 1, 2025, Meta will introduce a per-message pricing model on the WhatsApp Business Platform, replacing the current conversation-based billing. This update affects all WhatsApp messages sent through Zoho Marketing Automation. We’ve brokenMarketer's Space: Leveraging CRM Data for Dynamic Content and Personalized Campaigns
Hello Marketers! Welcome back to another post in Marketer’s Space! We’re excited to continue our series on the many advantages of integrating Zoho CRM with Zoho Marketing Automation (ZMA). This series is designed to help you unlock the full potentialMarketer’s Space - Automating CRM Actions with Journeys - Part 1
Marketing and sales go hand in hand, yet teams often struggle with inefficiencies in lead management. Leads may go cold due to delayed follow-ups, and valuable prospects might get lost in the shuffle. This is where integrating Zoho CRM with Zoho Marketing
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Establishing new Zoho email account on laptop
Good Morning: I am very long time Outlook business user and decided to try your email service last night and had established an account. I am trying to verify my account; how do I establish my Zoho email account on my laptop? I opened the account withunable to send message reason 550 5.4.6 unusual sending activity
My email account can't send message. It shows unable to send message reason 550 5.4.6 unusual sending activity detectedhow to add email to existing organization i w
I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?e-mail bloqueado
Estou com meu e-mail lucas@peplus.me bloqueado, preciso desbloquear para retorno de usos em minhas atividades.zoho labels api not working
We're using n8n to automte email reply using zoho api. I'm facing issue with label api. I added the required scopes but its not working. i followed zoho api documentation but didn't work. also, where do i find/how do i create zoho oauth token mentioneeedDesk DMARC forwarding failure for some senders
I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inboxStreams/Shared email doesn't show up in windows trident app. It works fine on MAC. Is there any difference between 2 install ?
I can see streams/share email boxs on my MAC version of trident app but i can't see them in windows version of trident app. Is there any difference between 2 install? I try to find setting but not able to see any setting to add stream/share email boxes.add zoho account
How to add a zoho mail to previous zoho account? I have twoZoho Desk Mobile App Year-End Roundup - 2025
Dear Zoho Desk users, Greetings! As you gear up for the festive season, we are excited to share a quick journey into all that is released in 2025! Zia's generative AI capabilities Zia insights can be highly beneficial in helping agents manage daily supportNarrative 17: The role of Zia AI in customer support
Behind the scenes of a successful ticketing system: BTS Series Narrative 17: The role of Zia AI in customer support Overview Zia in Zoho Desk is a layered AI assistant that combines generative AI, prediction, and automation to support agents, automateDomain Transaction
I have purchased a domain name called trainedworkforce.co.in I made the payment got the receipt but the domain is still not purchased after successful transaction .Ability to Set a Unified Tab Order/View for All Users in Zoho Projects
Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding tab/menu organization in Zoho Projects. Current Behavior: The tab (module) order in Zoho Projects is user-specific. Each user (internal or external)Zohomail - The "All Messages" vs "In Box"
Why do some new email message appear under the all messages view but not in my inbox? That's really annoying but to be fair I've experienced the same with gmail.error while listing mails
I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.Introducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,Where to show Customization Field ?
Dear Sir, I have made some New Field in Item Field Customisation. Now I don't require that field in Estimate, Sales Orders etc. I just wants that field in Sales Invoice to Show/Hide... Is that possible ?Zoho Desk 2025 round-up: Key highlights on feature releases
Hello everyone, As we gear up for 2026, here is a detailed round-up of all feature releases in Zoho Desk web throughout the year. For consolidated information on releases check out the What’s New page You can also watch these webinars. Zia in web ZiaPrint Sales Orders, Purchase Orders or Invoices from API
Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. ThanksHow to show a hided report??
in CRM Report , I clicked Hide incidently , how to show the floder again? Nowhere I can find the hided report floder...Converting Customer Invoice to Purchase Bill
Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associateEmail tracking inquiry
I am trying to track when my emails are opened and clicked like I previously did in HubSpot. HubSpot pretty much did the entire process automatically. After digging through, I finally found in settings --> emails --> BCC Dropbox there is an email I canMass Update of Lookup Fields not possible
Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... aCollapsible Sections & Section Navigation Needed
The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.Quick Create needs Client Script support
As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, fromDownload Attached Files
Hi everyone, Brand new to Zoho Creator. I have a form with a subform. The subform has a field for "File Upload" I have this in a subform to allow multiple files to be uploaded to the parent form. Once the files are uploaded, how can i download or view them? Is this a setting I am just not seeing? If there isn't a way to download them, could i create another form field that dynamically creates the file's URL? That way a user can click the URL to get to the file? Any help with this would be greatlyTicket layout based on field or contact
Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setupNo funcionan correctamente el calculo de las horas laborales para informe de tickets
Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos deZoho Mail Android app update: Set out of office response exclusively for organization members and external users, response interval
Hello everyone! We have now introduced an option to configure out of office messages exclusively for organization members and external users within the Zoho Mail app. Additionally, now you can also customize response intervals for the Out of office messages.Feature Request: Detailed View - Related Block Links!
Desperately need a view record link option on records displaying in the related blocks on a Detail View. For the love of god, please add this feature. Thank you!Sub-Form Padding in CSV Export
Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to padDependent / Dynamic DropDown in ZohoSheets
Has anyone figured out a way to create a Dropdown, the values of which is dependent on Values entered in the other cell ?How do I change the order of fields in the new Task screen?
I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the MoreZoho → ShipStation Integration – Sales Order–Driven Fulfilment Workflow
Hello All, I’m reaching out to explore the best way to integrate a shipping tool into our inventory which will speed our process up. We are looking to integrate ShipStation into our existing order-to-fulfilment workflow, as we’re keen to standardise onIA ou je peux trouver comment utiliser IA
Je voudrais utiliser IA dans l'interface zoho pour m'aider quand j'ai des questions de rôle partage ou autre configuration d'automatisation, j'utiliser ChatGPT externe mais il ne connait pas toujours l'interface zoho et les réponses sont parfois longueData Processing Basis
Hi, Is there a way to automate the data processing for a candidate every time an application arrives from job boards, without requiring manual intervention? That is, to automatically acquire consent for data processing. I've seen a workflow that allowsDisable Zoho Inventory Tracking / Delink Zoho Books & Inventory
We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow toZoho vault instal on windows
I am trying to use Zoho Vault Desktop for Windows, but I am unable to complete the sign-in process. Problem description After logging in to my Zoho account and clicking Accept on the authorization page, nothing happens. The application does not proceedZOHO GLITCHES
Ok, you guys have done a great job at building a platform that has the potential to surmount the competition but these glitches are becoming more than frustrating! This is beyond annoying, I'm trying draft lawsuits and type up privacy and refund policiesPlease, make writer into a content creation tool
I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather thanNotification to customers when I use a Zoho function
Hi all, I tried searching the community but couldn't find anything about it. I noticed that the customer receives the notification of reopening the old ticket but does not receive the notification of opening a new ticket when I use the function: "separateNext Page