Enrich your CRM data and keep them updated

Enrich your CRM data and keep them updated

You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. 

For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing your forms with minimal fields to keeping them in sync with your CRM, you might be doing a great job in generating leads.  And yet, nurturing these leads and converting them as customers has never been a cake-walk for the sales reps. Ever wonder why?

There's never "too much" data when it comes to lead nurturing and conversion 

Did you know that sales reps spend only about 37% of their time in actual selling?
Incomplete information about your leads and contacts coming in to your CRM is pretty much normal, which means data for your sales reps to nurture and convert them is also meager. Not just webforms, but also leads from any source lack the information that is required to make a sales pitch. 

For any sales rep, the more data they have about a lead, the more the odds of making the sale. In order to qualify a lead and keep a decent conversation going, sales reps require certain basic information about their leads and their business. Without which, they eventually end up spending a lot of their time doing research and filling fields in CRM manually. Not to mention, it becomes hard to get on the customers' good books.

And even after all of the time and efforts spent on research, how often do you think the lead or contact information becomes inadequate, incorrect or out-of-date? 

According to LeadGenius, 1-6.5 percent of your customer data loses validity every month due to turnover rates.
Keeping your customer data fresh and accurate is as important and as challenging as fetching the data itself. 

Data Enrichment by Zia

Good news is, Zia can help you in keeping your Zoho CRM data complete and updated by enriching your record information with useful details such as company, phone number or address.


Zia lets your sales reps do smart work, saving a lot of their time to focus on building substantive conversations with leads and converting them. With as little information as an email address or a domain, Zia brings more information about the lead, maps them to the right field, and lets you decide if you want to overwrite your record information. Zia even remembers the last time your data was enriched, so you know how fresh is your data. You can read more about how Zia enriches your Zoho CRM data here. 

To install Data Enrichment by Zia for your Zoho CRM account, click here.

      • Recent Topics

      • Zoho Learn & Zoho Connect

        Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,

      • Modifying iframe data of Zoho booking iframe

        Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a default

      • Apply Payment Received Amount Zoho Books Invoice

        Hello team here is the sample code How can apply the payment received record over a unpaid zoho books invoice. //......................... paymentID = customer_payment.get("payment_id"); organizationID = organization.get("organization_id"); paymentmaplist

      • Enhance Sign CRM integration

        Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign

      • Zoho Books Finance Modules Not Accessible in Zoho CRM Mobile App

        We have integrated Zoho CRM with Zoho Books using the Zoho Finance Suite integration. In the CRM web version, we can see the Finance modules (Estimates/Quotes, Invoices, Sales Orders, Items, Payments) and are able to create invoices and quotes directly

      • Does Zoho offer a full WhatsApp Marketing Platform (like WATI / GallaBox)?

        lm exploring WhatsApp marketing and I’d like to understand what options are available within the Zoho ecosystem. Currently, I see: Zoho SalesIQ has a broadcast option, but it seems very limited — for example, it doesn’t support uploading contacts via

      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

      • [Live Webinar] New in Zoho WorkDrive: AI enhancements, Data Loss Prevention, Version Controls, and more

        Hello everyone, We're excited to bring you another round of powerful updates in Zoho WorkDrive! Join us on May 15 for an exclusive live webinar where we’ll unveil the latest features designed to enhance your team’s productivity, collaboration, and data

      • Live webinar: Streamlining legal operations: Leveraging Zoho WorkDrive for law firm success

        Hello everyone, Managing legal documents across departments and jurisdictions can be complex, but it doesn’t have to be. Join us on March 6 for an exclusive webinar where we’ll show you how Zoho WorkDrive empowers legal teams to stay compliant, organized,

      • Live Webinar: Optimizing back-office operations in the manufacturing industry to maximize profitability

        Hello everyone, We’re excited to invite you to our upcoming live webinar on February 6! Discover how Zoho WorkDrive can help manufacturing businesses optimize back-office operations, improve efficiency, and boost profitability. Our product experts will

      • Live webinar: 2024 recap of Zoho WorkDrive

        Hello everyone, We’re excited to invite you to our year-end live webinar! This session will take you through the transformative features and updates we’ve introduced in Zoho WorkDrive this year, helping you streamline document management like never before.

      • Live webinar: Explore WorkDrive's seamless integrations with key Zoho apps

        Hello everyone, We’re excited to invite you to our upcoming live webinar, where we'll delve into the seamless integration of WorkDrive with other key Zoho applications! This is a fantastic opportunity to enhance your productivity and streamline your workflows

      • Live webinar: Getting the most out of WorkDrive in Zoho Workplace

        Hello everyone, We’re excited to invite you to our upcoming live webinar, where we’ll explore how to maximize your use of WorkDrive as part of the Zoho Workplace bundle. This is a fantastic opportunity to elevate your productivity and streamline your

      • Live webinar: Mastering data migration, organization, and team collaboration

        Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to seamlessly migrate your data, optimize file organization, and boost team collaboration using Zoho WorkDrive’s powerful features. This is a fantastic opportunity

      • BARCODE PICKLIST

        Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?

      • Join our live webinar: Explore the WorkDrive TrueSync application!

        Hello everyone, We are thrilled to invite you to a live webinar focused on mastering the WorkDrive TrueSync application. Discover how to seamlessly sync your content between the cloud and your computer, ensuring smooth and efficient file management. Our

      • Bug tracking

        Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.

      • Zoho Creator customer portal limitation | Zoho One

        I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)

      • Script Editor not an option

        I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.

      • Moving data from one pipeline to another

        Hey all, I've got some complex pipelines to build and I'd like to seperate them into seperate pipelines rather than have one mammoth one. If I create 2 pipelines, is there any easy way to use the output of Pipeline1 to be the input into Pipeline2? Or

      • Envio de mails

        Hola! No puedo enviar mails pero si recibirlos. No se como solucionarlo! Mi dominio es chidobebes.com.ar

      • ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer

        In my email configuration: The domain's MX Records are pointed to Zoho The domain's SPF Records have been pointed out successfully DKIM is enabled. DMARC Record is pointed for the domain. The domain name is digioorja.in. Still facing the issue of Error:

      • This Operation has been restricted. Please contact support-as@zohocorp.com for further details

        l tried to verify my domain (casalimpaeperfumada.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details.

      • SLOW EMAILS

        Is there an issue with the Zoho server? For two days now I've been having issues with very long buffering. Please advise. Thank you.

      • POP3 authentication error - SOLVED

        Just in case others are as forgetful as me ... As Zoho has changed the POP server for personal and free organisational users, I needed to change the POP server on my email client. This failed persistently but eventually I remembered that I had chosen

      • Solution to Import PST File into Office 365.

        MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users

      • Add Zoho One Groups/Departments to Shared Mailbox Access

        Hi, I hope you're doing well. Currently, in Zoho Mail, I can manually add specific users or the entire organization to a shared mailbox. However, there is no option to add Zoho One groups or departments. Feature Request: We would like the ability to assign

      • Allow Filters with Only Special Characters in Zoho Mail

        Hi Zoho Mail Team, I hope you're doing well. We have noticed that currently, Zoho Mail does not allow creating filter criteria using only special characters, such as = or #. However, there are scenarios where such a filter is necessary. For example: Filtering

      • How to save email as PDF?

        I saw 2 previous threads about this. One is from 14 years ago. The other was closed as "answered" a year ago but the feature was never implemented: https://help.zoho.com/portal/en/community/topic/how-to-download-save-emails-as-pdf Is the "save as PDF"

      • Flexible plans

        Hi, I have a Workplace Standard subscription. On Zoho's website, it mentions that with the annual plan it's possible to have multiple plans under the same organization—for example, Workplace Standard and Mail Lite. However, I can’t find a way to do this

      • Weekly Tips : Teamwork made easy with Multiple Assignees

        Let's say you are working on a big project where different parts of a single task need attention from several people at the same time—like reviewing a proposal that requires input from sales, legal, and finance teams. Instead of sending separate reminders

      • Cannot give public access to Html Snippet in Zoho Creator Page

        Hi, I created a form in Zoho Creator and published it. The permalink works but I want to override the css of the form. (style based URL parameters is not good enough) So I created a page and added an Html snippet. I can now override the css, which is

      • Weekly Tips : Customize your Compose for a smoother workflow

        You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just

      • Unable to confirm Super Admin assignment — confirmation button not working

        I’m trying to change the roles within my organization. I am currently a super admin and would like to add another user as a super admin. When I attempt to confirm the action, a screen appears asking for my password to verify my identity. However, when

      • Installing EMAIL Setup in New Domain

        Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguyzzapk.com/, https://fakservices.com/ is using CF,

      • Will I Get a Refund If I Downgrade Zoho Mail?

        Hello, We upgraded an email account for our new employee. However, the employee left after one month, and now I've reduced the number of Zoho Mail users from 7 to 6. Can we get a refund for the remaining portion of our annual payment?

      • Accounting on the Go Series-43:Enhancing Your Reporting Efficiency with Dashboard Filter State Retention

        Hello everyone! Welcome back to our series on Zoho Books mobile app features. Today, we will talk about a feature that yet again helps you focus on work that really matters-Dashboard Filter State Retention. Imagine you're working on your Zoho Books dashboard,

      • Zoho books/payroll tax payment

        I accidentally made a second payment to my taxes for $300 which is reflected in my bank account and therefore on Zoho books but I can not match it to any transactions because its not reflected in payroll as a tax payment. Is there a way to add an extra

      • I can't renew the Finance Plus subscription

        I tried to renew the Finance Plus subscription but it keeps reloading the same page over and over when ever I click on "Renew Subscription" button

      • Estimate vs Quote

        they are different. Quote is for 1 piece price + other charges. Estimate is for total quantity to be ordered. The gross total amount of the Estimate is the amount payable. Replacing Estimate as Quote is not understandable because they are different. In

      • Next Page