Marketers Space: Smarter Marketing with CRM Integration

Marketers Space: Smarter Marketing with CRM Integration


Hello Marketers!
Welcome back to another deep dive into smart marketing strategies at Marketers' Space! Today, we’re kicking off an exciting series focused on how Zoho CRM and Zoho Marketing Automation (ZMA) when integrated can transform your marketing efforts. Whether you're coming from Zoho CRM and looking to leverage Marketing Automation or primarily using ZMA and wanting to send your data back to CRM, this integration provides a full-circle solution for your marketing and sales needs.
Let’s explore how you can make the most of this powerful connection—from syncing contacts and deal data to running targeted campaigns to ensuring smooth data flow between both platforms for maximum efficiency.
In this post, we’ll cover the following: syncing data from Zoho CRM into ZMA, using ZMA’s Planner for campaign planning and calculating ROI, segmenting and targeting your CRM data, and finally, pushing the most relevant data from ZMA back to Zoho CRM. Let’s get started!

From Zoho CRM to Zoho Marketing Automation:

Seamless Syncing

Zoho CRM holds all of your important lead, contact, account, and deal information, which acts as the backbone of your marketing efforts. Once you sync Zoho CRM with ZMA, this data isn’t just a static list of names—it becomes actionable, enabling you to craft personalized and impactful campaigns.
The first step in this integration is syncing all the relevant data from Zoho CRM into ZMA. This includes Contacts, Leads, Accounts, Deals, and even Custom Modules, ensuring that your marketing team has access to the most comprehensive and up-to-date information. This sync is automatic and continuous, so as new records come into your CRM, they’ll be available in ZMA in real-time for marketing purposes.

For marketers, this sync is invaluable because it enables you to tap into your CRM’s wealth of information for targeted campaigns. Whether you're pulling in contact details or deal stages, you’re working with data that is fresh and ready to be activated in your campaigns.

Setting Smart Goals with the Planner using CRM Data

Once your CRM data is in ZMA, the next step is using the Planner to set clear marketing goals and calculate the ROI based on that data. You can set Goals using the count of leads closed (won or lost) from Zoho CRM. For example, you might aim to close 50 leads within the next quarter.
ZMA will then track this data directly from CRM, helping you monitor progress toward your goal. If you notice that you’re falling short, you can make timely adjustments to your marketing approach, whether that means revisiting your targeting strategies or re-engaging through personalized campaigns.
The Reports provide valuable insights into the performance of your marketing efforts.
It includes Revenue and Deal Stats, showing metrics like Revenue Generated and Deals Closed Won, giving you a clear picture of how much business your campaigns are driving. You’ll also find Expense and ROI Stats, which allow you to track your campaign spend and measure the return on investment (ROI), even across different channels.
Under the Contacts tab, you can view the Contacts Closed with Won Deals, helping you understand how effectively your campaigns are converting leads into customers.

ZMA’s Planner also makes collaboration simple—you can add team members, set tasks, and ensure that everyone is aligned with the campaign’s objectives, creating a coordinated effort between marketing and sales.

Segmentation for Precise Campaigns:

With synced CRM data in ZMA, segmentation becomes not only possible but incredibly powerful. You’re no longer sending generic, blanket campaigns to your entire contact list. Instead, you’re slicing your audience into precise segments with powerful Deal and Account-based criteria.

For instance, you can create a segment of leads in the Negotiation/Review stage of a deal and send them attractive, persuasive campaigns designed to push them toward deal closure.
This could include exclusive offers, limited-time discounts, or additional value propositions that address any remaining concerns, helping to tip the scales in your favor. You have much more deal and account-based criteria such as Deal Name, Deal Amount, Account Type, and Account Owner that you can use to create segments.

Reaching Contacts through Multi-Channel Campaigns:

Thanks to the seamless sync between Zoho CRM and ZMA, you can leverage all the CRM data in your campaigns, whether it’s via email, SMS, or WhatsApp. You can personalize these campaigns by using CRM fields to tailor various elements. The Sender Details can be personalized with the CRM lead owner’s name and email, while the subject line can include specific CRM merge tags to make it more relevant to the recipient.

Inside the campaign, you can incorporate Dynamic Content using Predefined Tags such as Account Type, Account Name, and Account Owner, ensuring the message speaks directly to the contact’s unique context.

You can leverage Merge Tags under both Account Tags and CRM Merge Tags to customize the content further.

This level of personalization ensures that each contact feels like they are receiving tailored communication, rather than mass-marketing messages, and drives higher response rates.

Maximizing CRM Integration using Journeys:

With Zoho CRM integration, the possibilities within Journeys in ZMA expand significantly, giving you more flexibility to automate tasks and create highly personalized marketing workflows.
One of the key features is Criteria Match, which enables you to target contacts based on specific account or deal information synced from Zoho CRM.

When setting up the sync between Zoho CRM and ZMA, you have the option to sync CRM contacts to a list. Once this sync is complete, you can use Journeys to target that specific list containing the synced contacts. By using the Added to List trigger within Journeys, you can then set actions such as sending personalized campaigns.

You can Update Contact Fields that have been synced from CRM, ensuring that your data stays current and relevant before sending a campaign.

You can also create Journeys that automatically move contacts into or out of marketing topics, helping you stay compliant with their communication preferences.
Beyond this, Journeys in ZMA offer specific CRM Actions such as Push Data (sending updated contact details back to CRM), Create Task (automating follow-ups for sales reps), and even Create Deal (automatically generating a deal in CRM when a contact shows strong buying intent).

Pushing Relevant Data back to CRM:

Syncing data from CRM into ZMA is important, but pushing data back to CRM is just as crucial. You may have collected contact details through various forms like sign-up forms, popups, or landing pages using ZMA, but it’s essential to push only the relevant data back to CRM for your sales team. 
ZMA enables you to create automated journeys that filter leads and only push the ones meeting specific criteria back to CRM. This not only keeps your CRM clean but also ensures that your sales team isn’t overwhelmed with irrelevant data. Typically, a lead will be pushed to CRM when it becomes a sales-qualified lead (SQL). In ZMA, leads are nurtured as they move through different stages based on their engagement or lead scores. Once a lead has shown sufficient interest and is ready for sales, you can set up a journey in ZMA to automatically push a lead to CRM. This ensures that the right contacts are passed to your sales team at the right time.
Additionally, this selective sync means that you only pay for the contacts that truly matter. Since ZMA enables you to manage contact limits carefully, you can decide which data gets synced to CRM, optimizing both your budget and your sales strategy.

The integration between Zoho CRM and Zoho Marketing Automation is more than just a sync—it’s a complete, full-cycle solution for marketing and sales teams. By syncing contact and deal data, setting smart goals with the Planner, using targeted segments and journeys, and pushing valuable data back to Zoho CRM, you’ll have all the tools you need to optimize your marketing and sales performance.

Stay tuned for more posts in this series as we continue exploring the powerful features of this integration and how they can elevate your marketing efforts!

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


          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

                                  • Zoho Desk Integration - Add the option to send the estimate from the Zoho Desk Ticket Integration

                                    Hi, Currently in the Zoho Desk integration, the user is able to create an estimate from a ticket, once the estimate is created the user can see the estimate under the ticket (see screenshot below), but is not able to send that estimate from Zoho Desk.

                                  • Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

                                    Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.

                                  • Issue showing too many consultations in my workspace link.

                                    Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal

                                  • 👋 Welcome to the Zoho MCP Community

                                    Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re

                                  • CRM Validation Rules Support Only Single Condition

                                    Simply put, CRM validation rules support only a single condition for each field on "All Records". You also cannot specify additional validation rules on the same field because it has already been used in an existing validation rule. The ONLY solution

                                  • Unapproved Leaves are hard to distinguish in Attendance View

                                    This is a an unapproved leave request It appears in the Attendance view without any visual indicator if its approved or not For a whole day request this might be manageable but for hourly requests it gets very hard to know which are approved, which are

                                  • Performance Appraisal Probation Period

                                    Hello All,  Is there any possible way to create an appraisal cycle for new staff members, at the end of probation period? Many thanks!

                                  • Zoho Creatorの一括操作における処理の同期/非同期について

                                    現在、Creatorのレポート機能を利用して、複数のレコードに対して一括で処理を実行しようとしていますが、処理の実行順序について確認したいことがあります。 レポート内の複数レコードに一括で処理を実行した際、処理は同期的に行われるのでしょうか？それとも非同期的に行われるのでしょうか？ 【同期処理の場合】 レコード①に対する処理が開始され、終了後にレコード②に対する処理が開始され、最後にレコード③に対する処理が実行されるように、処理が順番に行われる場合。 【非同期処理の場合】 レコード①、レコード②、レコード③の処理が一斉に開始され、それぞれ並行して処理が行われ、全処理が終了する場合。

                                  • Adding Chargebee as a Data Connector

                                    Is it possible to get Chargebee added as a Zoho Analytics data connector?

                                  • Mail Delivery Failed

                                    Good morning,   I have just set up an account with 5 users, however each time a message is sent to 1 user a m'mail delivery failed' message is generated. See below.   Any ideas   Thanks   Rob   This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. The following address(es) failed: robb@thesmartgroup.ae mailbox is full: retry timeout exceeded ------ This is a copy of the message,

                                  • Delete commerce website

                                    I need to delete a commerce website, but the only option is to click on settings, REQUEST DELETE, choose an urgency notice, add a message....AND THEN nothing, no way to send the request. Why is nothing simple!?!?!  I just want to delete the store.  The

                                  • Adding external users to Zoho Social under Zoho ONE licence - how to best achieve this

                                    My client has a small business, and we are looking to implementing Zoho ONE with a single flexible user licence as that is all they really need and offers the best pricing for the range of modules we eventually wish to set them up with, one of which will

                                  • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

                                    Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It

                                  • This mobile number has been marked spam. Please contact support.

                                    Problem Description: One of our sales agents in our organization is unable to sign in to Zoho Mail. When attempting to log in, the following message appears: This mobile number has been marked as spam. Please contact support at as@zohocorp.com @zohocorp

                                  • What’s New in Zoho Inventory | April 2025

                                    Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions

                                  • When Zoho Tables Beta will be open to EU data center

                                    Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

                                  • Pass current date to a field using Zoho Flow

                                    I am trying to generate an invoice automatically once somebody submits a record in Zoho CRM. I get an error in the invoice date. I have entered {{zoho.currentdate}} in the Date field. When I test the flow, I get "Zoho Books says "Invalid value passed

                                  • API: Mark Sales Order as Open + Custom Status

                                    Hi, it's possible to create Custom Status (sub-status actually) states for the Sales Order. So you have Open, Void. Then under Open you can have Open, and create one called Order Paid, Order Shipped, etc etc...which is grouped under Open. I can use the

                                  • Multi-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)

                                    We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in Boxes

                                  • Zoho Quartz Screen Recording

                                    Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank you

                                  • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                    This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and make

                                  • Tip 26: How to hide the "Submit" button from a form

                                    Hi everyone, Hope you're staying safe and working from home. We are, too. By now, we at Zoho are all very much accustomed to the new normal—working remotely. Today, we're back with yet another simple but interesting tip--how to hide the Submit button from your forms. In certain scenarios, you may want to hide the submit button from a form until all the fields are filled in.  Use case In this tip, we'll show you how to hide the Submit button while the user is entering data into the form, and then

                                  • filter broke my data

                                    I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they

                                  • Email address for forwarding is not saving and there's no confirmation ema

                                    Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding

                                  • How do I move Notes around within a Group?

                                    It says here: " You can now sort notes by title (alphabetically), or by date modified and date created. You can even organize your notes by dragging and dropping them into a particular order. To sort your notes, simply go to Settings and tap “Sort By.” Please note: all sort settings will be saved and synced across devices, except for custom sorting. Custom sorting will be device specific."However, I am unable to 'custom sort' in either Notebook for Mac or on the Web. In addition, I can't find the

                                  • javax.mail.authenticationfailedexception 535 authentication failed

                                    Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha

                                  • Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

                                    The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks

                                  • Zoho Sign: need to leave document pending for up to a year, or maybe there's a better way?

                                    I have zoho one, maybe there's a better way to do this with another service than sending a zoho sign template from zoho crm. At the end of the day this requirement is due to regulations, no matter how dumb it may seem. I'm just looking for a way of getting

                                  • 'Add Tax To Amount' not reflected in Invoice

                                    Hi Zoho Support, I'm experiencing an issue with tax calculation display in my invoice template. Despite having "Add tax to amount" box checked in the template settings, the Amount column is not showing the tax-inclusive total for line items. Current behaviour:

                                  • To Do: shareable task links without login

                                    Hi! I’m using Zoho Mail and ToDo in my daily work, and I’ve run into one limitation that’s a real blocker for me. Right now, to share tasks with managers or directors, they need to have a Zoho account and be added to a group. In practice, many of them

                                  • Separate Items & Services

                                    Hi, please separate items and services into different categories. Thank you

                                  • additional accounts

                                    If I brought 5 emails to my account. Can I later buy additional emails.

                                  • What's New in Zoho Inventory | Q2 2025

                                    Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting

                                  • Unable to edit or delete email address

                                    I signed up for free Zoho today. I usually am pretty good at understanding and configuring things like this, but your interface baffles me, and your online help is cryptic to say the least. I have spent hours just trying to set up a couple of email accounts in Zoho before pointing my domain MX records to Zoho. I solved some other issues on my own, but I can't figure out this latest problem: I have created two email addresses in Zoho. Let's call the first one myname@mydomain.com and the second one

                                  • Mastering Zia Match Scores | Let's Talk Recruit

                                    Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant

                                  • We are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com

                                    I cannot sign up and return the error of we are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com

                                  • Multi-currency - What's cooking ?

                                    Hi,       We have been doing this feature for sometime and we would like to give you some glimpses of it.  Working with Multi Currency :        Multicurrency support gives you the ability to handle business transactions in multiple currencies. You can define a base currency for your organization and add more currencies with exchange rates based on the base currency.  Setup :        From the setup page, you can manage all the currencies supported by your organization.       Currencies page        

                                  • Integrating Chatbot with Zoho Creator Application

                                    Is it possible to integrate a chatbot with a Zoho Creator application?

                                  • How to reduce programmatically the image uploaded by user?

                                    I need a function that will automatically reduce the pixel dimension to 800 x 600 pixels / 180 resolution or (approx. 1.37MB) of image uploaded by user from digital camera, for example, 2271 x 1704 pixels /180 resolution or approx. 11.1MB. After the user selected the image, the function will able to detect if pixels is above 800x600, process the photo (crop/ reduce) and resume upload. Need help...  

                                  • Dark mode for Zoho Creator / Zoho CRM Code editor

                                    Hi Team, Is there any plans for Dark mode in Zoho creator / Zoho Crm code editor and development pages in pipeline?

                                  • Next Page