Zoho CRM Web Personalisation
Hi,
I'm investigating the feasibility of implementing web personalisation using zoho CRM. The goal is to present the visitor different content (for example a different header menu) based on data found in the lead's CRM record. A possible workflow would look like this:
- Frontend: Get the current visitor CRM lead ID (ex. 445015000001826785) using javascript or cookie value
- Frontend: Send the ID to a backend rest endpoint
- Backend: Query the CRM Rest API to get the lead record ({{api-domain}}/crm/v3/Leads/445015000001826785)
- Backend: Send some data from the lead CRM record to the frontend
- Frontend: With received data, personalize the user experience based on his interests
Any advise on this would be great,
Thx,
Kevin,
PS: We are a zoho one customer and we have installed the client side scripts of Zoho Page Sense, SalesIQ & Marketing Automation.