Zoho Apptics - Zoho CRM integration | Unify product insights with customer context

Zoho Apptics - Zoho CRM integration | Unify product insights with customer context



For businesses today, applications and digital interfaces are the main touch points in the customer journey.

While Zoho CRM data already tells who your customers are and what they buy, Zoho Apptics tells you how they interact and engage with your product.

Why leave out this goldmine of behavioral data when mapping your customer journey?

Integrating product data with your customer database means connecting the dots between the customer interactions with your app and their overall relationship with your business. It provides a complete, 360-degree view of your customer journey across various platforms and channels, adding more context to your app and customers in one place.

Enhanced Zoho Apptics integration with Zoho CRM

To help you leverage in-app data better, we have upgraded the Zoho Apptics integration with Zoho CRM. We have expanded from 14 event data points to a richer dataset that includes sessions, crashes, feedback, in-app ratings, updates, and device-level metadata.

By pushing Apptics' data to Zoho CRM, your team can gain even greater value by leveraging these powerful CRM capabilities:
  • Journey orchestration - Get a complete view of customer journeys across platforms with up-to-date product insights from Apptics, enabling seamless and relevant experiences at every touchpoint.
  • Customer segmentation - Group users based on behavioral and engagement data from Apptics to personalize marketing outreach and support initiatives effectively.
  • Omnichannel CRM - Equip support agents with context-rich product usage data and empower them to engage with customers across multiple channels for faster resolution.
  • Lead nurturing - Identify upsell opportunities or early churn signals, and nurture leads with personalized, behavior-driven follow-ups.
  • Marketing automation - Trigger automated, targeted campaigns based on user actions and lifecycle events using Apptics data.

Product data points in CRM

To start analyzing in-app data from Apptics in your customer database, you need to configure the integration in the Apptics console. During the setup, you can choose which data points from Apptics should be pushed and also decide the retention periods for the pushed Apptics data in your CRM.

Apptics data

Module in CRM

Information

User details

Leads and Contacts modules

User's email address and other important fields (eg: first name, phone number, company name, etc.) along with selected user properties and our meta data like app version or OS version

Devices

Custom module

Device-level meta data

Events

Custom module

Tracked user actions along with relevant properties

Sessions

Custom module

Time spent by a user within the app

Crashes

Custom module

Issues and errors that app users face

In-app ratings (impressions)

Custom module

The stats for the ratings prompts shown to the app users

In-app updates (impressions)

Custom module

The stats for in-app update pop-ups shown to the app users


Once the integration is complete, user details like email address, name, company name, and the like will be pushed to the Leads module in CRM. The email address captured in Apptics becomes a linking key in Zoho CRM, connecting product usage data to all relevant CRM records. Other data points related to devices, events, screens, and others will be available as individual custom modules within Zoho CRM. You can refer to our Zoho CRM integration guide for step-by-step guidance.



Notes
Note: Since user details like email address or user ID are required for CRM integration, you can only push data points of users who have consented to share their data with their identity.

Real-world example: Turning data into action

Let’s say a new user signs up for your app. In Zoho Apptics, you notice they explored a new feature but encountered an issue while using it, and later raised it as a support ticket.

With the Zoho CRM integration enabled, this information appears right inside your CRM, linked to their contact record. This means:
  • Support can instantly view crash logs, recent in-app activity, and past interactions, making it faster to resolve the issue.
  • Sales can follow up with a tailored offer or recommendation based on what they tried in the app.
  • Marketing can trigger an automated email sequence to re-engage them or guide them toward full feature adoption.
  • Product and customer success can spot the friction point early and work on a fix, improving the experience for all users.
From the delightful moments to critical issues and understanding crucial pain points, integrating Zoho Apptics with Zoho CRM helps you transform product-specific data points into actionable, easy-to-understand insights for your entire team.

Try the Zoho Apptics with Zoho CRM integration today! If you have any doubts or questions, feel free to contact us at support@zohoapptics.com.

Cheers,
Team Apptics

      • Recent Topics

      • Update application by uploading an updated DS file

        Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?

      • Change Currency symbol

        I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would

      • Auto Capitalize First Letter of Words

        Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You

      • Follow-up emails via Workflow Automation not staying in the same thread

        Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within

      • Client Script refuses to set an initial value in Subform field

        I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.

      • Archiving Contacts

        How do I archive a list of contacts, or individual contacts?

      • How do I filter contacts by account parameters?

        Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already

      • Send / Send & Close keyboard shortcuts

        Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for

      • Zoho Social - Post Footer Templates

        As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm running

      • Zoho Expense - The ability to add detail to a Trip during booking

        As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the

      • Simplified Call Logging

        Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following

      • Week date range in pivot table

        Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,

      • Help Center IFrame Issue

        I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty

      • Staff rules

        Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.

      • Comment Templates

        Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses

      • [ZohoDesk] Improve Status View with a new editeble kanban view

        A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit

      • Adding Markdown text using Zoho Desk API into the Knowledge Base

        Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

      • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

        A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

      • Shared values: From classroom lessons to teaching moments in customer service

        While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.

      • Export to excel stored amounts as text instead of numbers or accounting

        Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores

      • Image Upload Field | Zoho Canvas

        I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building

      • Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

        How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter

      • Custom Button Disappearing in mobile view | Zoho CRM Canvas

        I'm working in Zoho CRM Canvas to create a custom view for our sales team. One of the features I'm adding is a custom button that opens the leads address in another tab. I've had no issue with this in the desktop view, but in the mobile view the button

      • Zoho Desk blank page

        1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS

      • Clearing Fields using MACROS?

        How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.

      • I hate the new user UI with the bar on the left

        How can I reverse this?

      • Constant color of a legend value

        It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make

      • Office 365 and CRM mail integration: permission required

        Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying

      • Field Not Updating in FSM Script - Service and Parts module.

        Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and

      • Question regarding import of previous deals...

        Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's

      • Client Script also planned for Zoho Desk?

        Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field

      • One person/cell phone to manage multiple accounts

        Hi. I have a personal Free account to keep my own domain/emails. Now I need to create a Business account to my company's own domain, but I have only one mobile phone number I use to everything. How do I do to manage this? Can I manage a Free domain and

      • Tracking KPIs, Goals etc in People

        How are Zoho People users tracking employee targets in People? For example, my marketing assistant has a target of "Collect 10 new customer testimonials every month". I want to record attainment for this target on a monthly basis, then add it to their

      • Zoho Desk: Ticket Owner Agents vs Teams

        Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents and

      • CRM limit reached: only 2 subforms can be created

        we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.

      • Can not Use Attachment Button on Android Widget

        this always pops up when I touch the attach button on android widget. going to settings, there is no storage permission to be enabled. if I open the app, and access the attach feature there, I can access my storage and upload normally.

      • Can I add Conditional merge tags on my Templates?

        Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

      • Zoho Notebook Sync problem

        I'm facing a problem with syncing of notebook on android app. It's not syncing. Sometimes it syncs after a day or two.  I created some notes on web notebook but it's not syncing on mobile app. Please help!!!!

      • Kaizen #190 - Queries in Custom Related Lists

        Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within

      • Custom Fonts in Zoho CRM Template Builder

        Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

      • Next Page