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.
  

• 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).
  

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

• Topic Participants

• Pearlin Nitika S

  

• 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

• Recent Topics

• [Webinar] Automate generation of wills, trusts, POAs, and other estate planning documents with Zoho Writer

  Managing the lifecycle of the estate planning documents such as wills, trusts, and POAs, from client intake to final storage, can be complex and time-consuming. Join our live webinar to learn how Zoho Writer transforms this process by automating document

• Dependent drop-downs... how?

  Good day. I have 2 different situations where I need a dependent drop-down field. First is for a subform, where I want to show related fields for a specific customer on the main form. In my case it is a parent whose children make use of our school transport

• Reporting Limitation on Lead–Product Relation in Zoho CRM

  I noticed that Zoho CRM has a default Products related list under Leads. However, when I try to create a report for Lead–Product association, I’m facing some limitations. To fix this, I’m considering adding a multi-lookup field along with a custom related

• Series Label in the Legend

  My legend reads 'Series 1' and 'Series 2'. From everything I read online, Zoho is supposed to change the data names if it's formatted correctly. I have the proper labels on the top of the columns and the right range selected. I assume it's something in

• Dynamic Signature - Record owner

  Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference

• Set Warehouse based on Vendor

  Greetings. I would like to set automaticaly the Warehouse based on the Vendor. Context: I am working on an adaptation of a Purchase Order to be used as a Quotation. I have defined that when a user has to raise a quote the Vendor will be "PROCUREMENT" I would like to set the Warehouse to a predefined value when "PROCUREMENT" is set as Vendor. I have tried to do with the Automation feature using the Field Update option, but Warehouse does not is listed as a field. Can you help? Thanks in advance.

• Printing from Zoho Creator hosted on my own server to printers hosted on my clients local network

  Hello. Fairly new to Zoho Creator and looking for best options to be able to print from my application hosted on my own server to any printer hosted on my clients own local network. Any advice is welcome. Thank you.

• Add System Pre-Defined Lookup Field to Subform?

  Hi there! New to using Zoho, so this may already exist, but I'm having trouble figuring it out. Is there a way to get the system pre-defined Account Lookup field (in our case, renamed to Company Name), as the starting point for a subform? In our company,

• Numbered / bullet point List in Zho Cliq

  Hi, is there a way to format chat messages in Cliq like this Topic 1 Hey, I finished this project yesterday etc... Topic 2 I am still working on this etc...

• Cannot Access Subform Display Order in Deluge

  As highlighted in this community post, we still have to deal with the significant limitation of not being able to access the user-sorted order of subform rows through Deluge. This creates a major disconnect between the UI capabilities and backend automation,

• How many groups in Zoho Mail can I make?

  I'm currently on the free plan, which has a limit of 10 users. Does that limit includes groups too? If not, what is the limit for groups? Thanks!

• Feature Suggestion for Zoho Social: Auto-reply to Comments or Keywords

  Hi Zoho team, I'd like to suggest a very specific feature that would be extremely helpful for customer engagement: the ability to automatically send a reply to comments on posts — either all comments or those containing specific keywords. For example,

• My domain did not activate

  Hi, my domain (apsaindustrial.com.ar) did not activate, and the phone verification message never arrived. Please would you solve this problem? Thanks.

• Already have Zoho account. Not letting me log in

  I already have a Zoho account that is associated with my Google email and my phone number. Even though I'm already logged in to Zoho, when I click on the mail icon to access my email, it takes me to the pricing page. When I click on the free option, it

• ZOHO Mail App Not working

  There seems to be an issue with Zoho Mail App today. It is not connecting to server, internet is working fine, tried uninstalling app and reinstalling, loading circle keeps spinning round. Is there an update on the way?

• facing error 550 5.4.6 while sending emails

  Please help me fix this issue

• Allow Itemization for Recurring Expenses

  For whatever reason, one cannot itemize a Recurring Expense. This capability should be added. The use cases to support this are largely the same as what they were to allow for itemization in Expenses. Anything that would need to be itemized for a regular

• Zoho reply to not working. just reply to my self

  Hello. i using on my wordpress website a contact form from Wsform. i can set the reply to email there. normally it works. but since i am using your wordpress plugin zoho mail it doesn`t work. its not using the reply to (email from customer). I just can

• Painfully Slow Zoho mail

  Since yesterday Zoho Mail seems to have starting functioning very slowly and having a few bugs. It's slow to open mails, slow to send, slow to change between email accounts. Sometimes clicking on a particular folder (eg Sent folder) stops working and

• Can't receive any email from other platform

  Hello,everyone, i'm just join zoho and create two email accounts for my own business. I was using it to get a verified email from stripe, but can't receive it. and I use my private gmail account to send test email twice, first time show below reply, but

• Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts

  Can some on help me regarding our account . thank you so much

• Zoho Creator integration with Sage 50

  Hi, Wondering if anyone has had any experience connecting Zoho to Sage 50 and could share any information on this matter. Thank you.

• Conditional Email Forwarding

  How can I set conditional email forwarding of the users? For example: Mail should be forwarded to a address only if it comes from a particular sender. So, I want such email forwarding, which forwards mails based on particular conditions, like the incoming

• Incoming emails not appearing in Inbox

  Hello, I have an issue with incoming emails sent from my website (domain: h2ostop.si). Emails are visible in the Sent folder, which means they are successfully sent through Zoho SMTP, but they never appear in my Inbox. Nothing arrives in Inbox, Spam,

• Automatic Matching from Bank Statements / Feeds

  Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

• Email Opt Out Question

  Has the problem where if a customer is emailed opt out prevents you sending standard emails? For me this feature is simply to stop any email marketing and should not block people from receiving emails via Zoho mobile, which makes no sense.

• Can No Longer Access Zoho Email Accounts from iPhone or iPad Apple Mail Apps ,.

  Keeps asking for password, Says ID or password incorrect. Tried creating a new app specific password. Same result. Is this possibly related to the server maintenance. Have verified all email settings, userid and password. This has worked for years until

• Latest update caused issue in using marathi typingzoho

  With latest update now marathi typing does Not work in zohonotebook. I preferred zoho over other because it was supporting marathi font without any distortion.. But after new update,keyborad simply does not work

• Login verification emails never received.

  I can't login to my account. You send a verification email, but it never arrives. This is a common problem, frequently caused by some relay point out there classifying the sender as a spammer. Is there anything I can do to bypass this? Maybe get a text

• Global lists for Multi select

  It would be great if I could select a global list to use for a multi select dropdown filed.

• Yahoo is rejecting e-mails sent from a Zoho server

  Diagnostic-Code: 4.7.0 [TSS04] Messages from 136.143.169.51 temporarily deferred due to unexpected volume or user complaints - 4.16.55.1; see https://postmaster.yahooinc.com/error-codes Remote-MTA: dns; mta5.am0.yahoodns.net

• Yahoo blocks e-mail sent from Zoho servers

  Getting this for a bunch of Yahoo addresses. Do you know if some of your servers got blacklisted? Diagnostic-Code: 4.7.0 [TSS04] Messages from 136.143.169.51 temporarily deferred due to unexpected volume or user complaints - 4.16.55.1; see https://postmaster.yahooinc.com/error-codes

• Working with dates and Function Field

  Hello friends! I'm trying to add days to a date, however the field function will always shows 00:00:00 after the resultant date. How can I display only the date, whithout the time? toDate(input.request_date.addDay(input.Prazo_acordado),"MM,d,yyyy") The code above will result something like "11-Feb-2020 00:00:00", but I want to display only "11-Feb-2020"

• What's New in Zoho Analytics - November 2025

  We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What's

• Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime.

  Please help my account got blocked automatically, can you help me how to avoid it? Thanks so much

• Unusual activity detected from this IP. Please try again after some time

  When i try to create new addresses on my account i am getting this error, it has been 24 hours now and i am still getting this error can anyone help

• temporary system errorlouis

  J'essaye d'envoyer des mails avec mes 2 adresses mail qe nous avons sur le compte arthur@lepunch.fr et louis@lepunch.fr mais j'ai toujours le message temporaire system error, je reçois les mails mais impossible d'en envoyer a qui que ce soit

• How to Cancel/Delete Queued Mail Merge?

  Hi. I just tried to do a mail merge before realizing there's a limit on number of sends. I accidentally sent one of my lists twice, and all of those emails are currently queued. Is there any way to cancel or delete a queued mail merge? Would love to be

• Need to add a new admin for my domain

  Hello Zoho Support, I am the owner of the domain localeistanbul.com. The current super admin account (admin@localeistanbul.com) is not accessible. I do not want to reset or delete the existing account because I need to keep all existing emails. Please

• Possible Fraud Site.

  Hello. I received a text with the sender's name as zoho, claiming that my account was at risk and that I should sign in at https://verify.zohomails.ru/signin to verify my account. I signed in on the web address above, and a few days later someone hacked

• Next Page