Interactions Tab in Zoho CRM: A 360° Omnichannel View of Every Customer Touchpoint

Interactions Tab in Zoho CRM: A 360° Omnichannel View of Every Customer Touchpoint


Hello Everyone,

Hope you are well!

We are here today with yet another announcement in our series for the revamped Zoho CRM. Today, we introduce Interactions Tab a new way to view all customer interactions from one place inside your CRM account.

Customers demand a seamless, personalized experience across all channels. To provide this, your customer-facing teams need easy access to the complete customer journey—a series of interactions between customers and your organization. These vital journey details are in your CRM, often scattered among entries in a lead or contact's timeline.
 
To address this, we'd like to present a brand-new addition to the record detail page in the Leads and Contacts modules: the all-new Interactions tab.



Using the Interactions tab, your customer-facing teams can achieve the following:
  • Get a complete overview of a customer's ongoing journey, from the moment they were added as a lead or contact in the CRM.
  • Identify and analyze gaps in follow-ups and their effects on subsequent interactions.
  • Identify points in the journey where the customer has been left unattended.
  • Track the channels through which the customer is most responsive.
  • View the interactions that precede milestones in the customer's journey.
  • Gauge interest levels by looking at the impressions in customer signals.
Let's look at some important elements of the Interactions tab:

Signals and follow-ups

Signals and follow-ups are touchpoints in your customer's journey. We call the actions a customer has taken signals and your organization's responses follow-ups. The Interactions tab for each record will contain a unique customer journey, stitched together as a series of signals (on the left) and follow-ups (on the right).

Impressions and status

For some channels, signals and follow-ups will contain additional information.
  • Signals have impressions that help gauge interest level. For example, you'll be able to see the number of questions that a customer has filled out in a survey.
  • Follow-ups indicate status. For example, a call from your sales rep will have the status of Attended or Unattended.

Mediums

Signals and follow-ups are gathered from a wide set of channels like Email, Zoho Desk, Zoho Meeting, Zoho Webinar, Zoho Backstage, and more. These channels are called mediums in the Interactions tab.

Milestones

Interspersed throughout the customer's journey are milestones where the lead or contact has made a significant step towards making the first or next purchase. Milestones are based on values in the history-tracking enabled picklist in the Leads or Contacts modules.

Time gaps and orphan states

You can also check the time between touchpoints to gauge how responsive that customer is, how quickly your organization has engaged with that customer, and so on. Orphan states indicate a longer-than-average gap between signals and follow-ups.

Filters

When you want to focus on particular parts of the journey, you can use filters to view the journey as it relates to particular mediums, specific users, or a specific period of time.

Views

You can view the Interactions tab in three modes:
  • All: This will present all aspects (signals, follow-ups, and milestones) of that customer's journey.
  • Signals: This view will focus on the signals the customer has issued. It displays the final follow-up before each signal and collapses the rest to help you focus more on the signals you receive from customers.
  • Milestones: This view focuses on milestones and the last touchpoint before each milestone.

Note: Interactions that've happened over the last 3 years will be available in this tab.
Availability : This feature is available only for the Leads and Contacts Modules and is enabled for all users who've enabled the new Zoho CRM UI in all DCs.


Thanks & Regards,
Serena Woolridge
The Zoho CRM Marketing Team

      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ




                                ご検討中の方

                                  • Recent Topics

                                  • Unable to add attachments to tickets through Desk API

                                    I able to use the Desk API to generate tickets. However when I try to use the tickets/{ticketId}/attachments endpoint, I always get an Unauthorized error. My app has Desk.Tickets.ALL included in its scope so this should not be an issue
                                  • What's wrong with this COQL?

                                    What's wrong with this COQL? Code returns "invalid operator found". SELECT id, Name, Stage, Account, Created_Time, Tag FROM Production_Orders WHERE (Account = '4356038000072566002' AND Stage NOT LIKE '%customer%') ORDER BY Created_Time DESC LIMIT 200
                                  • [Feature Request] Add support for internationalized top-level domains mail hosting

                                    This is an important request to add support for internationalized domains mail hosting to https://www.zoho.com/mail/ In this case, that is only limited to domain name/mail address however currently it's already possible for us send mails etc using below
                                  • Add Enable/Disable to Field Rules and other Rules

                                    Hi, Sometimes I have rules setup for fields, and until I want to enable them for use, I can set the fields to Hidden but rules still show them, today you have to delete rules and then recreate them again, would be nice to have a toggle for Enabled/Disabled
                                  • Syncing stuck for days

                                    Hello when I made an account a few days ago and synced all my notes to it, it is still syncing. My app is only 400mb so I do not know why it is taking so long. Please help
                                  • Workflow runs on every edit despite not ticking the field repeat this workflow whenever a parent is edited.....

                                    Hi, It is my understanding that this workflow should only trigger once. Why is this triggering on every edit of the field? Based on another support query - directly from Zoho, If i tick the box 'repeat this workflow whenever a parent is edited' it should
                                  • How do you add or update tags on Zoho CRM records via n8n? (Workarounds or best practices?)

                                    Hi all, I’m running into some limitations with the Zoho CRM node in n8n and was wondering how others have handled this: From what I see, the standard Zoho CRM node in n8n doesn’t allow you to add or update tags when creating or updating contacts/leads.
                                  • API PARAMETER FOR TICKET CLOSED TIME

                                    Hi, Is there a parameter for filtering tickets by closed time in zoho api, i can see closed time in the API response i get, but can't get tickets by that field while calling. Regards, Anvin Alias
                                  • Reply to email addresses wrong.

                                    I have setup my Zoho mail account using my main domain and I also have an Alias setup from a different domain. In Settings - Mail - Compose I have selected to the option "For replies, send using The same email address to which the email was sent to".
                                  • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

                                    Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with
                                  • Meeting integration with Otter.ai

                                    Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks
                                  • How to close/delete a free creator account?

                                    I have a free zoho creator account associated with my email address that is not being used.  I want to become a user of another paid zoho creator account but I can not associate with the paid account with the same email.  I assume if I can close or delete the free account I will be able to use the paid account. I have emailed support but no response. Suggestions?
                                  • Zoho books and zapier causes Invalid data provided

                                    I have been using zoho books with zapier for over 2 years now, everything was working fine. On September 13th my zaps stopped working. Now on step create sales invoice in zoho books i get an error: Failed to create a create_invoice_v2 in Zoho Books The
                                  • CRM report

                                    Is it possible to pull a contacts report that also includes the company industry, as well as the company name? I’m having trouble combining company and contact fields – any help is appreciated. Thank you, Sam
                                  • Early Payment Discount customize Text

                                    Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html
                                  • Enhancements to Client script?

                                    Hi Zoho CRM, I've been extensively using Client Scripts to enhance our Deal form experience, particularly for real time validations and auto updating fields based on specific logic. However, I've encountered a challenge regarding permission boundaries.
                                  • Add views to new CRM UI navigation + Unlimited Webtabs

                                    Zoho CRM is so close now to being the ultimate business application with the new UI, as soon as this one feature is added. This is probably where Zoho is headed but if it's not I want to BEG for this to be incorporated. What we need is to be able to put
                                  • E-Mail Distribution List

                                    How do I create an e-mail distribution list in Zoho Mail?
                                  • Custom "create meeting" button with more functionality than Zoho currently has?

                                    I'm looking for a little help/direction in how to do this. Even just some general high level pointers on how this might be able to be done. The current Zoho Meeting Activity functionality is not ideal for my org's workflow. I'd like to try and create
                                  • Error Code 4: Invalid value passed for JSONString

                                    Okay, I want to start by saying I know I'm a terrible scripter, so sorry if this is a dumb mistake. I just can't figure it out, even with LLM help. Here's my code: // --- Input Variables --- customer_id = salesorder.get("customer_id"); so_id = salesorder.get("salesorder_id");
                                  • Organizing contacts/members by company

                                    I work for a membership organization (representing businesses) and am trying to use Zoho CRM more effectively for managing the points of contact for our members. Currently, our members are listed in our CRM by the primary point of contact's name, but
                                  • Unable to search in Zoho Email

                                    I've started using Zoho Email (free version) recently and realized that it doesn't have email search functionality. Am I missing anything here? I've gone through the Zoho tutorial which does show the search bar on the right top of the Zoho UI. But in
                                  • Response Time Report

                                    From data to decisions: A deep dive into ticketing system reports Every organization that interacts with its customers should have an established timeframe for how soon an agent is expected to send the first response and any reply to any follow-up messages.
                                  • Problem : Auto redirect from zoho flow to zoho creator

                                    Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho
                                  • Zoho - Outlook plugin

                                    Does anyone know if there is a way to modify the autofill in the Zoho plugin in outlook? When we create a contact, it enters the correct email address and name, but then pulls information from our own signature line to add phone number, address, etc.
                                  • Threaded conversations for emails sent via automation

                                    Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during
                                  • Zoho Books - Sales Person Information

                                    Hi Team, On Invoices, Quotes, etc... I can include the Sales Person, but it only shows their name and not their email or phone number. It would be great to have place on invoice templates where we can manage what sales person information should be shows
                                  • Offline working in Zoho Creator portal

                                    Zoho's help says that offline working is only available in the Creator mobile app and not in the portal app. But I can see offline options in the portal app too and it seems to work when I test it. My portal users are often in areas where there is poor
                                  • Fetch Records using Dynamic Criteria

                                    Hi,  I have a form that builds a filter based on user input.  I need to fetch the records based on dynamic criteria.  How would I accomplish this as there is no eval function? For example: desiredRecord = Form1[dynamicCriteria];
                                  • Url filter Report date (pivot chart)

                                    Hello. Is it possible to filter the data in pivot char using parameters in the url? I'm trying but I should not doing very well. Something like: https://creator.zoho.com/.../....../#Report:MyPivotChartReport?MyDate=01-Jan-2012;31-Jun-2012;MyDate_op=58 Saludos
                                  • Sending gmail to a particular person fails because the address gets changed to "gmaill", with a second "l" typo somewhere

                                    I send to bob@gmail.com (example) and get an error sending to bob@gmaill.com, only for this one person. Note the extra "l" in the email the system tried to send to, which was not in the address I entered. Can't find a typo in the contact or anywhere else
                                  • Emoji Support in Bigin CRM

                                    We request the implementation of emoji support across Bigin CRM. This feature should allow users to seamlessly use emojis in text fields, headlines, and deals. It would enhance communication, improve the visual appeal of records, and bring more personalization
                                  • Bigin Booking Pages enhancements

                                    I would like to ask for several enhancements for the brand new (and promising) Booking feature. 1. Add "Contact/Mobile" Field to Booking form We use Mobile as key (id), but unfortunately it is missing from the Booking form, only Home Phone is available.
                                  • Amount in words in Indian format

                                    Hi, I had coded the following code to convert amount in words. But in the code in the format of US like million. But i need in Lakh and Crore. So pls suggest ideas r post corrected code string Num2Words(int val) {     val_s = input.val.toString();     th = {"", "thousand", "million", "billion", "trillion"};     // uncomment this line for English Number System     // th = {"","thousand","million", "milliard","billion"};     dg = {"zero", "one", "two", "three", "four", "five", "six", "seven", "eight",
                                  • What are people using to send Service based emails?

                                    Zoho Campaigns is for marketing. Users can unsubscribe from these emails. Service based emails need to be delivered and can without the worry of Can-spam act. What are people using to send service based emails? My mailing list is derived from a database
                                  • Standalone LMS tool

                                    Will Zoho release a standalone LMS (Learning management System) than can be used by external parties (guest)?
                                  • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

                                    Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,
                                  • An Overview of Dario Schiraldi Deutsche Bank Executive

                                    Hello Community, Dario Schiraldi is an executive at Deutsche Bank, focused on advancing the firm’s financial services and crafting its global strategic vision. With 20 years of expertise in leadership roles, he has spearheaded successful market acquisitions
                                  • Emailing a document to WorkDrive

                                    Does WorkDrive include the ability to upload a document by sending an attachment to an email address? (Books and Expenses include this functionality) If it doesn't is it under consideration? on the Road Map?
                                  • Allow Changing Appointment Status from "Completed" to "No Show" or Other Valid States

                                    Hi Zoho Bookings Team, We hope you're doing well. We would like to submit a feature request regarding appointment status management in Zoho Bookings. 🎯 Use Case Sometimes, an appointment is mistakenly marked as Completed, but later we realize that the
                                  • Next Page