Marketer’s Space - Automating CRM Actions with Journeys – Part 2

Marketer’s Space - Automating CRM Actions with Journeys – Part 2


Hello marketers!
Welcome back to another post in Marketer’s Space. In our previous post, we explored how CRM actions in Journeys help marketing and sales teams work together by nurturing CRM leads and pushing only engaged prospects back to sales. If you haven’t read it yet, you can check it out here.
In this post, we’ll be looking at another use case—what happens when leads originate in Zoho Marketing Automation instead of Zoho CRM? We’ll walk through how you can capture leads using ZMA’s lead generation tools, automatically push them to Zoho CRM, create a deal, and assign follow-ups to your sales team—ensuring that no lead goes unnoticed. Let’s dive in!

Capturing and Qualifying Leads in ZMA Before Pushing to CRM

Marketing teams don’t just nurture leads—they also acquire new ones through various lead generation methods. Zoho Marketing Automation offers signup forms, pop-ups, and landing pages that capture leads directly. In this case, let’s look at how to handle leads that come in from ZMA and push them to CRM for sales follow-up.

Capture Leads with a Signup Form

Let’s say a prospect visits your website and fills out a signup form to request a consultation. You configure the form to:
  • Collect Name, Email, Phone Number, and Company Name.
Collect Name, Email, Phone Number, and Company Name.

  • Setup a response action that adds leads to a list called “Interested Leads from Website.”
  • Push new contacts to Zoho CRM (update existing or update existing and add new).
Push new contacts to Zoho CRM

Set Up a Journey to Automate Lead Hand-off

Now that leads are being captured in ZMA, we automate the sales hand-off using a Journey.
  • Add the Added to List Trigger, targeting the “Interested Leads from Website” list.
  • Since the form submission signals interest, add the Create Deal CRM Action.

  • To ensure follow-up on this deal, add the Create Task CRM Action, assigning it to the sales rep responsible for new leads.
Unlike the Journey in our previous post, we don’t need the push data component—since the form already does that. This Journey focuses on creating deals and assigning follow-ups, ensuring that sales can engage with interested leads in real time.
Once the Journey runs, here’s what happens:
  • The lead enters the Journey as soon as they submit the form and get added to the “Interested Leads from Website” list.
  • A new deal is automatically created in Zoho CRM.
  • A follow-up task is assigned to the sales rep, ensuring they reach out to the lead within a set timeframe.
  • The sales rep gets notified, enabling them to take immediate action—whether it’s scheduling a call or sending a proposal.
With this setup, your sales team can act on fresh leads without delay, improving response time and increasing conversion rates.
This is just one of the many ways you can use Zoho CRM actions in ZMA Journeys, but the possibilities are endless. We’ll be back with more use cases in the coming weeks. Until then, happy marketing!

Regards,
Pearlin Nitika
User education | Zoho Marketing Automation


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Marketer’s Space - Automating CRM Actions with Journeys – Part 2

            Hello marketers! Welcome back to another post in Marketer’s Space. In our previous post, we explored how CRM actions in Journeys help marketing and sales teams work together by nurturing CRM leads and pushing only engaged prospects back to sales. If you
          • Introducing automation and utility conversations in WhatsApp marketing

            We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating
          • Tip of the week 02 - The art of 'seeing' your leads

            What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels
          • Zoho Marketing Automation Update: Topics, Contacts, and List Management

            At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management.   These existing
          • Important: Zoho MarketingHub is now Zoho Marketing Automation

            Hello Everyone,   We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in the

          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

                                  • My email is blocked from sending

                                    I get this message when I try to send any message .. > Unable to send message, Reason 554 5.1.8 Email Outgoing Blocked We have urgent emails to send and the issue continues to persist from yesterday. Please help us with this issue as soon as possibl
                                  • [WEBINAR] Smooth year-end closure with Zoho Books (KENYA)

                                    Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho
                                  • cannot recieve or send emails

                                    we are not recieving or cannot send emails.Shows sysytem error
                                  • Zoho Sites - contact us form

                                    I have added a contact us form to my website. I wanted to change the layout so I deleted the section of Contact Us form. When I again try to add the section of Contact Us form, it shows error that "This form already exists on this page."  I am unable
                                  • Setting checkbox value on template in Sign from Creator

                                    Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":
                                  • Zoho Forms - Improve the CRM integration field to query data from more than one module

                                    Hi Forms team, Something I get stuck on regularly is pre-populating a form with data when that data is spread across 2 or 3 modules. For example Contacts, Accounts and Deals. I don't want to duplicate the information in CRM so I end up writing a function
                                  • switching from POP3 to IMAPI do I need to change settings in Web email?

                                    hi so I am using Outlook with My Zoho mail, also have Verizon email /AOL. they no longer support POP3 and said imapi is much better, so I want to switch my ZoHo to imapai. I googled and it said i need to change it in my account....i looked at my account
                                  • What functionality is new in the Z025 Spaces UI dashboard compared to the previous Zoho One dashboard?

                                    My company is interested in creating a revamped dashboard this coming year, and are trying to weigh different platform options. The new Spaces UI is said to be a more "feature-rich" dashboard experience than the previous. Could a developer please explain
                                  • Collections Management: #5 Convenience on Offer, using Self-Checkout

                                    "Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked. He clicked "Buy Now", expecting a quick
                                  • Uploading a signed template from Sign to Creator

                                    Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach
                                  • Tip #50- A Closer Look at the Unattended Access Dashboard- 'Insider Insights'

                                    Having complete visibility and quick access to everything you need certainly makes managing multiple remote devices a lot easier, and that is precisely what the Unattended Access Dashboard in Zoho Assist is designed to offer. Once you go to the Unattended
                                  • Super Admin Logging in as another User

                                    How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
                                  • Zoho CRM Portal User Timeline History Unavailable

                                    Hi Support Team, We have noticed a feature limitation in the Zoho CRM portal. We created a portal for our vendors to edit records directly, but when vendors make updates, the Modified Time and Date fields are not being updated. Additionally, these updates
                                  • New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

                                    Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model
                                  • How to update custom multi-user field in Zoho Projects?

                                    I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.
                                  • Tip of the Week #75– Manage your social media messages from a single shared inbox.

                                    Are you tired of jumping between apps or browser tabs to reply to your business's Facebook and Instagram DMs? Handling customer messages on social media might seem simple, but switching between multiple platforms can easily lead to lost messages, duplicate
                                  • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

                                    The Zoho Map deluge integration task has been changed (as at 21 October 2025) to provide a more structured, JSON-like response. This change affects all three Zoho Map integration tasks (Geocode, Reverse Geocode, and Distance Between). More details can
                                  • Using files from Zoho CRM in Gemini/ChatGPT/Claude

                                    Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents
                                  • Zoho Analytics & Zoho Creator - Modified Time value

                                    I'm trying to use the Zoho Creator system field 'modified time' in Zoho Analytics, but it's consistently showing 12 hours 'out' In Zoho Creator In Zoho Analytics Is this a constant difference that I just need to correct with a timezone change - or is
                                  • Zoho CRM - Option to create Follow-Up Task

                                    When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user would
                                  • Portal For Different Apps

                                    I found some older threads on this but didn't see anything very recent. I'm new to Zoho One so forgive me if my terminology is off a bit. I was hoping set up a single point of entry into Zoho One. So, many of the apps could be found in one single place
                                  • Calls undetected

                                    Zoho Voice records indicate my last call ended at 6:00 PM. All incoming and outgoing calls occurred between 6:00 PM and 7:00 PM.
                                  • Zoho Projects - Project Details on the Project Menu

                                    Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.
                                  • Introducing WhatsApp integration in Bigin

                                    Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all
                                  • Zoho CRM Portal Field Level Permission Issue

                                    Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for
                                  • Zia Conversation Summary: Context at a glance for every customer interaction

                                    Hello everyone! Every customer conversation tells a story—but in CRM, that story is rarely in one place. A sales rep moving between multiple leads has to reopen long email threads, check call remarks, and revisit meeting notes just to remember what was
                                  • Zoho Projects - Show Task List as dropdown field on Task records

                                    Hi Project's Team, I noticed today that there is no field on a task record related to the task list it belongs to. A dropdown would be helpful for quickly moving tasks between lists while in a task. I know that you can go to "Other Actions" and choose
                                  • Changing the Default Search Criteria for Finding Duplicates

                                    Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.
                                  • My followed tickets extension is not working under the All departments view

                                    Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this p
                                  • Ticket Time Entry to Timesheet

                                    The title just about sums it up. I have searched here and not found anything relevant, but If I overlooked, then please set me straight.  We have staff that do nothing but close tickets in desk all day long. These tickets represent their timesheet. Is there a way to have this information sync or for a tech to go into their timesheet themselves and sync it with their tickets of the same timeframe?? We waste a ton of time doing timesheets and the old "Clock in/Clock out" isnt detailed enough for us!!
                                  • Calls undetected.

                                    The call is not showing on the call log.
                                  • Calls undetected

                                    Zoho is not reading calls made.
                                  • Multi-currency and Products

                                    One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 
                                  • Archiving Contacts

                                    How do I archive a list of contacts, or individual contacts?
                                  • How to add to Subforms via Zapier with Zoho Writer?

                                    I have the following layout for a Zoho Writer Document. As you can see there is a repeating subform taking in "Items". I am trying to make a Zapier integration with it, and I can see there is 1 field saying: "Items", but it does not specify how I'm supposed
                                  • Zoho Books | Product updates | November 2025

                                    Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital
                                  • Missing information data Zoho inventory

                                    there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les
                                  • Calendar Events Issues

                                    Not able to view scheduled events on my calendar
                                  • Extensions 101 webinar series: Build, integrate, and monetize with extensions

                                    Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last
                                  • Custom Related List Inside Zoho Books

                                    Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");
                                  • Next Page