Zoho CRM integration
Overview
Zoho CRM integration with Apptics enables you to analyze in-app insights from Apptics alongside the customer data available within your Zoho CRM dashboard. It helps you gain deeper insights into customer behavior and make well-informed business decisions for your app.
As of now, the Apptics-CRM integration supports data sync from the events module, allowing you to push and view 14 data points related to the events logged in Apptics within the Zoho CRM console. They include the event name, event group, event trigger time, user email, platform, application ID, app version, OS version, SDK version, country, device type, device model, and mode.
Note: This integration is available only for Zoho CRM Enterprise and higher plans.Steps to configure Zoho CRM integration
You can start configuring CRM integration in the Apptics console once you have the Zoho CRM setup ready for your organization.
Enable Zoho CRM integration in Apptics console
- Navigate to Project Settings > Integrations and click on Zoho CRM.
- Choose the application ID for which you want to enable the integration.
- Choose your Zoho CRM organization from the drop-down. (You can do the configuration only if you have an account in Zoho CRM for your organization.)
- Choose the events that you want to push to CRM. You can either choose to sync data for "All events" or select the individual events you want to push to your CRM dashboard.
- Click Save and you have successfully enabled Zoho CRM integration for the chosen application ID.
Analyze Apptics data in your CRM dashboard
Once you have completed the integration, a custom module called Apptics Events will be available in the Zoho CRM console.
- Navigate to the CRM dashboard, click on the three dots (...) in the top menu, and select Apptics Events from the dropdown list.
- Now, you can view all the event data synced from Apptics and filter out data based on default system defined filters and the event data fields such as app versions, application ID, event name, etc.
Note: The data from Apptics will be pushed to your CRM dashboard daily, at 00:00 hours of your portal timezone.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
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
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Zoho Projects integration in Zoho Apptics
Overview Zoho Projects integration helps you carry out your day-to-day tasks effectively. You can assign any crashes, non-fatal, in-app feedback, or store reviews that you receive for the app as bugs and track their progress. You will be able to do ...Slack integration in Zoho Apptics
Overview Slack integration offers real time notifications for crashes, non-fatal, in-app feedback, or store reviews that you receive for your app. You can do the configuration once you create an account in Slack for your organization. You can create ...Zendesk integration in Zoho Apptics
Overview Zendesk integration helps you streamline customer support activities effectively. You can assign any feedback, bug, help, or report that you receive in Apptics as a support ticket and access detailed reports in your Zendesk workspace. You ...Support email integration in Zoho Apptics
Overview Support Email helps you to handle the tickets received from In-app Feedback directly through email. Link your support email Id and manage support tickets for your app via email. Steps to configure support email Navigate to Project settings > ...Getting started with Zoho Apptics
Getting Started Welcome to Zoho Apptics! The right place for your apps. Zoho Apptics is the privacy-friendly product analytics solution that provides you with in-app usage, engagement, performance, and growth monitoring for your mobile and web apps– ...
New to Zoho LandingPage?
Zoho LandingPage Resources