Marketing Automation | Online Help - Zoho CRM

Marketing Automation - An Overview

As part of the marketing automation, Zoho CRM provides Campaign managementEmail marketing, and Web Forms (to generate leads, contacts, and cases) which are useful for integrating your organization's sales and marketing activities.

With the Zoho CRM campaign management features, you can effectively plan marketing expenditures and improve the quality of lead generation process. In addition, campaign management integrated with leads and opportunities modules helps your organization in measuring the campaign performance and effectiveness.

Campaigns
Plan, execute and monitor the performance of your marketing activities. Learn More

Web Forms
Build web forms to capture leads, contacts and cases online. Learn More

Zoho CRM for Google Ads
Close the loop between online ad dollars and offline conversions. Learn More

Mass Email
Send mass emails to your leads and contacts use autoresponders to follow up with customers.
Send Mass Emails  | Autoresponders 

Email Marketing with Zoho Campaigns
Export leads and contacts from CRM to Campaigns and easily plan & execute email campaigns. Learn More

Document Library
Manage all your business related documents in a single place within Zoho CRM for easy access and save storage space. Learn More

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training


                  Zoho TeamInbox Resources




                            Zoho DataPrep Resources

                              Zoho DataPrep Demo

                              Get a personalized demo or POC

                              REGISTER NOW


                                Design. Discuss. Deliver.

                                Create visually engaging stories with Zoho Show.

                                Get Started Now











                                                      • Related Articles

                                                      • Tracking Google Ads Data

                                                        Once the integration is set and your web forms are live, you can easily track your Google Ads information inside Zoho CRM. Within Zoho CRM, you can track the Google Ads data in a few places. Google Ads Tab - Details related to the Google Ads Client ...
                                                      • Zoho CRM for Google Ads

                                                        Google Ads is a powerful online advertising program designed to help you reach new customers and increase sales for your business through ads on Google Search and across Google's network of partner websites. By helping you drive more traffic to your ...
                                                      • Configuring Google Ads Integration in Zoho CRM

                                                        Set up Google Ads Integration Users with administrator profile need to enable the Google Ads Integration in Zoho CRM. Setting up Zoho CRM for Google Ads comprises of these steps: Step 1: Authentication - Enable this feature and authorize your Zoho ...
                                                      • Marketing Attribution

                                                        Why do Businesses Need Marketing Attribution? Marketing campaigns play a crucial role in any business, as they help one ensure a better consumer reach and awareness. Most companies prefer integrated campaigns since multiple channels ascertain much ...
                                                      • Setting up Web Forms

                                                        Creating a web form involves three steps:  Building the form  - Drag and drop fields to build a form and format it easily with the WYSIWYG editor.  Specifying the form details  - Add details such as form name, landing page URL (where the visitor ...

                                                      Resources

                                                      Videos

                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                      eBooks

                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                      Webinars

                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                      CRM Tips

                                                      Make the most of Zoho CRM with these useful tips.



                                                        Zoho Show Resources