Integrating Zoho CRM with a Landing Page | Zoho LandingPage User Guide

Integrating Zoho CRM with a Landing Page

Zoho CRM is a robust and powerful tool that can help you level up your customer relationship management game. Zoho CRM is the tool you need to make sure that you seal the deal on leads through efficient, smart, and enriching customer relationship management.

A resourceful CRM setup is the key to maintaining a healthy relationship with your prospects. It eliminates the hurdles and frictions in data management, communication, follow-ups, and scaling, thus streamlining your sales funnel and increasing your sales.

It also helps your business as a team to work swiftly and fluidly across all the departments, all through your customers' journey. This makes the entire sales process simpler and more efficient for both customers and businesses.

In Zoho LandingPage, integrating with a dynamic tool like Zoho CRM is a simple, zero code process. You can send leads generated from your landing page to your desired CRM campaigns in Zoho CRM without needing to write a single line of code.

By sending the leads you gain from your landing pages to your CRM campaigns you ensure that the leads do not run cold. With the help of your CRM campaign, you can make sure they are engaged, valued, and satisfied. Learn more

Now, we will walk you through the process of integrating your landing page with Zoho CRM.

First you need to connect your Zoho CRM account.
Only a Portal Admin can connect a service with their account, Workspace Admins can integrate pages with the connected services.

To Connect your Zoho CRM Account:
  1. Go to your desired workspace and click on Integrations .
  2. In the list of Zoho Integrations, select Zoho CRM .

  1. Click on Add Account .
  2. Read the terms and conditions and click on Allow to proceed.


Upon successful connection, you will see a Connected badge to the right of the integration name. 

Now, you can integrate Zoho CRM with your desired page in this workspace.

Ensure that the landing page you created has at least one form in order to integrate with this service.

To Integrate your Landing Page with Zoho CRM:
  1. Go to your desired landing page and click on Integrations in the top menu bar.

  1. Among Zoho services listed, click on Zoho CRM .

  1. If you have multiple accounts accessing Zoho CRM , select your desired account to connect with the page and click on Continue .

  1. Select your desired portal to proceed with and click on Continue .

  1. Pick a campaign from the available campaigns in your CRM account and click on Continue .

If you do not have a campaign in your CRM account, create a campaign and refresh this step.
  1. Map the fields of the forms on your landing page with fields available in CRM and click on Continue .
    1. To Upsert Duplicate Records , click the toggle button near the Upsert Duplicate Records option. By enabling this option, when a lead matches a unique field value in Zoho CRM, then the the record in Zoho CRM will be updated with the new values from your landing page form.
    2. For example, a page vistor Darren Pearce submits a form in a landing page by entering his email address darrenpearce@zylker.com , and company Zylker Corporation . In Zoho CRM leads module, a lead with the same name and email address exists without the company name. When you enable the the Upsert option, the existing record in Zoho CRM that matches the email address darrenpearce@zylker.com will be updated with the company name Zylker Corporation .

    3. To add Tags to your leads, click the toggle button beside the Tags option and enter a name for your Tag in the input box. You can also add multiple tags if needed.
      Tags are unique identifiers that help you sort and identify the leads that you generate from Zoho LandingPage. This way, you can ensure that your leads data is not mixed randomly and can view your Zoho LandingPage leads independently.
    1. To enable Lead Enrichment , click the toggle button beside the Lead Enrichment option and map fields for respective data points.
      Lead enrichment is a feature that gives you more insight into your leads. This pulls all the publicly available data about your leads and sends them to your integrated service along with the data they fill in the form. 

    2. When your landing pages are integrated with Zoho CRM and Google Ads, you can also track the Google Ads campaign that brought in the leads in your CRM dashboard.


  1. Finish the flow and click on Done .


Congratulations, you have successfully integrated your landing page with Zoho CRM account. Your lead data will now be pushed to your campaign in Zoho CRM.

    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
      Redefine the way you work
      with Zoho Workplace

        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 Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    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.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      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

                                                                                                      • Integrating Zoho Campaigns with a Landing Page

                                                                                                        Zoho Campaigns is the tool you need to ramp up your customer engagement strategy. Once you start generating leads with your skillfully crafted landing pages, follow it up with engaging email campaigns with the help of Zoho Campaigns integration. Send ...
                                                                                                      • Bigin by Zoho CRM

                                                                                                        Bigin is a pipeline-centric CRM that hits the sweet spot of price and functionality for small businesses. If you are a small business looking for a cost-effective CRM solution, Bigin is where you go. Once you start converting with your landing page, ...
                                                                                                      • Integrating Zoho Marketing Automation with a Landing Page

                                                                                                        Zoho Marketing Automation is an automation software loaded with tools that help you create, organize, and manage all your marketing activities. Marketing Automation has tools for every step of your marketing process. This all-in-one tool helps you ...
                                                                                                      • Integrating ActiveCampaign with a Landing Page

                                                                                                        ActiveCampaign is an email marketing and automation software that all the tools you need to intrigue, engage, and retain customers. With a set of email marketing, CRM, and marketing automation tools in its kit, ActiveCampaign helps you take your ...
                                                                                                      • HubSpot

                                                                                                        HubSpot integration with Zoho LandingPage offers a seamless and efficient way for businesses to streamline their marketing and lead generation efforts. HubSpot, a leading customer relationship management (CRM) platform, and Zoho LandingPage, a ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          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