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