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and efforts spent on research, how often do you think the lead or contact information becomes inadequate, incorrect or out-of-date?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

        • Unexpected Error in Reports (Pivot Chart, Pivot Table)

          Dear Zoho Support Team, I am facing an issue while creating reports (Pivot Chart, Pivot Table, etc.) in Zoho Creator. When I try to access the report, I receive an unexpected error, and an alert message saying "Undefined" appears with the loading UI.
        • Zoho creator app

          I have created an asset verification application and it has been working fine the past few years on version 5. Now when I punch data or scan barcode then click send the system loads and try pulling the data information and brings it back but the submission
        • App Issue

          I have created an asset verification application and it has been working fine the past few years on version 5. Now when I punch data or scan barcode then click send the system loads and try pulling the data information and brings it back but the submission
        • Calculations in item custom field

          Dear Sirs,    Is it possible to do math inside items in Zoho Books? My item is a pack of plywood. Depending on thickness, there is certain amount of sheets in a pack and, as the result, different volume. I want to add fields like lenth, width, thickness,
        • Forex Bank Refund Entry

          Hello, please advise how to enter refunds from our bank forex department. The refund was because we were on preferential rates but at the time of USD purchase were not given the preferential rate, therefore the bank calculated the excess that we paid
        • Access demo forms other than developers in Zoho Creator 6

          Can zoho creator 6 users other than developers test forms in the development/stage? just want to see the form view. The current condition of the form is being released, and want to make changes. But the user wants to see the changes first before publishing
        • Payment Gateway

          Hi, Im having an issue with the payment gateway, Im unable to edit/delete the details on paytabs as it mentioned it has peding transactions, although I have deleted all payment links created. See below screenshot
        • Enhanced Column Customization in Zoho CRM Email Templates

          Dear Zoho CRM Team, I'm trying to create a footer in the Zoho CRM email template based on a specific design, but I’ve encountered limitations with the current WYSIWYG editor. Currently, the editor only allows adding preselected column structures with
        • Show All Mails

          When there are multiple users working with a single contact, there can be multiple mails to/from each user (but all related to the same contact).   Currently there is no way that I can find that allows you to view all of the mail messages in a single view.   You currently have to toggle between each user in the drop-down menu.  There is one open for "Sent Emails from CRM" that shows all Sent mail messages from all users, but this does not include the inbound emails from the contact.   It would be
        • Partner with HDFC And Sbi Bank.

          Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
        • Zoho Desk Android app update - Activities module support

          Hello everyone! In the most recent version of the Zoho Desk Android app, we have brought in support for the 'Activities' module. You can now access activities as a separate module and manage your events, tasks, and calls within the mobile app. Also, you
        • Bulk Edit Issue

          Now the record Bulk Edit execute the Script On Edit --> On Success, But it was just update the selected field in Bulk Edit. Sample: If I want to update the Status field only to "Canceled" but the Status will be updated to "Completed". based on the script. Please advice about new Bulk Edit behavior. Omar
        • Zoho Desk - Archiving Contacts

          Hi, We have a lot of customers in Zoho Desk with associated contacts. When a contact leaves we want to be able to still have their tickets in our history as this is important. But we don't want to have all these contacts that no longer work for the company.
        • Im Stuck in an EDIT ONLY WITH WIZARD issue

          So I found Wizards to be a really helpful tool in minimizing the exposure of redundant, superfluous fields to staff that would never otherwise have to edit those fields. My issue is, that when the record (in this case a lead) is created with a wizard,
        • bulk edit records and run internal logic

          hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work.  how can i turn on logic to work as programmed - for mass editing records via bulk edit?
        • Dark Mode for ZOHO Recruit

          Please make a dark mode for ZOHO Recruit. The white is SO BRIGHT!
        • I need to know the IP address of ZOHO CRM.

          The link below is the IP address for Analytics, do you have CRM's? https://help.zoho.com/portal/ja/kb/analytics/users-guide/import-connect-to-database/cloud-database/articles/zoho-analytics%E3%81%AEip%E3%82%A2%E3%83%89%E3%83%AC%E3%82%B9 I would like to
        • Workflow Logs

          How can I view Workflow Logs? I have setup custom criteria for custom functions and emails for task workflows Sometimes it doesn't get executed, now It's really hard for me to check where the issue occurred is it due to the criteria? My Function Logic?
        • Issue with Merging PCs in Zoho Assist

          Hi everyone, We've encountered an issue in Zoho Assist that we hope someone can help with or has experience solving. When installing Assist on two identical PCs (same model and ID but physically separate machines), they end up being merged into a single
        • Email alias per task list so these tasks don't get listed under a 'General' task list that we didn't create nor use

          Using an email alias to add tasks is very good for forwarding emails directly into Zoho Projects however everything gets listed under a 'General' task list which is counter-intuitive. It would be good to have an email alias for each task list so we can
        • Zoho Creator Upcoming Updates - March 2025

          Hello everyone, We hope you’ve had the chance to explore Release Projection 1 for 2025! This month, we’re keeping up the momentum by bringing even more powerful features and enhancements to Zoho Creator. Here's what you can expect in March: App menu builder
        • Urgent: Server Error & Broken Files in MS Office

          Hi, We have attempted to reach you multiple times via chat, email, and this platform but have not received a response. We are experiencing the following issues: When opening a document for editing, we receive a "server error" message (see attached screenshot).
        • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

          Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
        • Zoho Workdrive file versions

          Hello. I have Workdrive setup to sync files offline to an external hard drive. The off line sync folder currently shows at 1.42 TB. I have a 5 TB storage limit in Workdrive. The cloud version of Workdrive says that I have used all 5 TB! I have 27, 285
        • How to control the # of version of files to keep?

          Currently most of the WorkDrive Storage comprise of the many versions of files saved. How do I save some space and reduce the number of version of date or files saved in WorkDrive? Thanks
        • Free webinar: Using Zoho Sign with Zoho Flow to streamline document workflows and signature collection

          Hello, Do you find yourself constantly switching between different apps to simply get a document signed? Attend our free webinar to learn how you can streamline and automate this process by connecting Zoho Sign, our digital signature app, with other apps
        • I can't auto-scheduling calls down - the code does not change anything

          Hi, I was trying to set a function that auto-schedules calls based on their call result; i.e "Requested more info". I had also included a reminder to send an email in the code. I logged a test call and nothing changed. Is there anything wrong with the
        • Problem with currency field in Zoho CRM

          Hi Guys Zoho Books has a feature in currency fields that automatically converts decimal numbers with commas ( , ) to period format ( . ) when pasting them. For example: R$ 2,50 --> R$ 2.50 Is this behavior available in Zoho CRM? I couldn't find any configuration
        • ZUG Meetup 2025 - India: Meet Zoho Workplace Experts in your city and learn the smart ways to go digital.

          ZUG Meetup 2025 - India Dear Zoho Mail Community, We're glad to announce that the Zoho User Group (ZUG) meetup is happening across 7 cities in India, this year. We will be travelling to these cities to meet you all in person and share our insights on
        • Multiple office locations in Zoho Recruit

          Hi, we have just started to use Zoho Recruit for our recruitment company. Im a little confussed to how we add multiple office bases for the same company name. For example, if it was company ABC, they also have an ABC Manchester, ABC Bristol and so on....
        • Customer Parent Account or Sub-Customer Account

          Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
        • Generate a link for Zoho Sign we can copy and use in a separate email

          Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
        • Project Change Orders and Additions

          We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out
        • Invite External Users to Zoho Projects Without a Full Zoho One License

          Dear Zoho Projects Team, I hope you're doing well. We would like to request a feature that allows external users (such as freelancer developers) to be added to Zoho Projects with a more flexible access model—similar to what is available in Jira. Currently,
        • Columns language changed

          Hello, As you can see in attachment in Zoho analytics some colums of field have change from language to french and some are still in English. We have no idea why but we would like it to be in English all again. how can we do that please ? Thanks
        • How to install Widget in inventory module

          Hi, I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
        • Introducing Keyboard Shortcuts for Zoho CRM

          Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules
        • Disable Subform Actions using Client Script Add Row, Edit, Delete

          Currently we cannot disable subform actions such as Add Row, edit row using client script It will be really beneficial if we can disable these actions from Client Script
        • Product Updates in Zoho Workplace applications | Feb 2025

          Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this February. Zoho Mail Group Tags for Shared Mailbox Within Shared Mailbox, Moderators can now create group tags, accessible
        • How to integrate Zoho Sign with Zoho CRM

          Hi, I am starting to use Zoho sign for CRM inventory template signature collection. is there any way to fetch CRM inventory template and auto send to specific mailbox by using Zoho Sign API(or other)? I know we can click "Send with Zoho sign", but we
        • Next Page