Marketer's Space: Streamline marketing and sales by integrating ZMA's Planner with Zoho CRM

Marketer's Space: Streamline marketing and sales by integrating ZMA's Planner with Zoho CRM


In a competitive market, clear goal-setting and seamless campaign execution are crucial for marketing and sales alignment. When integrated with Zoho CRM, Zoho Marketing Automation's Planner enables marketers to create, manage, and measure campaigns effectively with comprehensive reporting and goal tracking.
This post covers how to use ZMA's Planner to manage campaigns, track budgets, and view activities by stages via the Kanban board. You'll also learn to track ROI with reports, set goals, and view contacts segmented by CRM insights in the Contacts tab.

Adding activities to ZMA's Planner online and offline

ZMA's Planner bridges the gap between digital and traditional marketing campaigns by enabling you to add and manage activities across multiple channels.

Digital activities

You can associate existing email campaigns or create new ones within the Planner. For instance, a marketer can configure an email campaign promoting a new product and track its engagement metrics. Similarly, they can add, configure, and directly monitor SMS campaigns.

Offline activities

Add activities like trade shows, events, or print ads to give marketers the flexibility to manage all campaigns in one place, including generating shareable short URLs and downloadable QR codes for use in physical stores.

Let's look at an example to see how adding activities to Planner works.

Let's say you're a marketer planning a product launch campaign targeting sales qualified leads (SQLs). Using ZMA's Planner, you create an email campaign and configure it directly, as well as track link clicks and email engagement metrics to gauge interest levels. One of your sales executives uses the Planner's contact filters to identify SQLs who have interacted with your campaign and then personalizes follow-ups to close deals faster.

Tracking progress with the Kanban board

The Planner's Kanban board visualizes campaign progress under stages like the following:
  • Ideating
  • Yet to start
  • In progress
  • Scheduled
  • Completed

You can also add custom stages to suit your campaign needs.


Why is this valuable to marketing and sales teams?

This segmentation ensures that campaigns are on schedule, providing clarity for both marketing and sales teams. For example, if a campaign is “In Progress,” the sales team knows when to prepare for lead engagement.

The Budget tab: Monitoring campaign finances

The Budget tab is vital for tracking the following:
  • Total budget
  • Total expense
  • Acquired leads
  • Cost per acquisition

It also provides insights through views that cover budget split, expense split, budget versus expenses, and detailed breakdowns of how budgets and expenses are distributed.

Setting goals with CRM data

ZMA's Planner enables you to define goals using metrics like the following:
  • MQL to SQL conversion rat
  • Count of SQLs, MQLs, and raw leads generated
  • Lead count by stage
  • Average lead score and location
  • Count of leads that have moved up a stage
  • Email engagement and leads engaged via Planner
  • Website visits by source, referral URL, location, and type (new or returning)
  • Organic and social website visit count
  • Website engagement metrics, including page views and visit types
It also includes CRM-related goal metrics like the following:
  • Leads closed (won or lost)
  • SQL to Closed Won conversion rate
You can also drill down into categories and set numerical targets for granular tracking. These insights provide a comprehensive view of marketing performance and help align efforts with sales goals.

Let's say you've set a goal to achieve 100 closed-won deals in Q4. Using the Planner, you track your count of closed-won leads and align your marketing activities to support this target. With CRM data integrated, you can ensure your campaigns focus on high-quality leads and help both marketing and sales teams stay aligned and meet their shared goals effectively.

The Reports tab: Actionable insights for ROI

The Reports tab consolidates key metrics, such as the following:
  • Existing leads reached and leads engaged (also shows how many contacts have achieved your plan's primary goal.)
  • Revenue and deals stats: Revenue generated and deals closed won
  • Expense and ROI stats: Campaign expense, ROI, and Channel-Wise ROI.
  • Website and location stats: Consolidated views of website visits by region.
For example, let's say you review reports to evaluate the success of your campaigns. For example, the Channel-Wise ROI report helps you identify which marketing channels delivered the highest returns and therefore serves as a guide for your future budget allocations.

Contact engagement with ZMA's Planner

The Contacts tab shows engagement at every level:
  • Leads reached
  • Leads engaged
  • Contacts closed with won deals
You can also create a contact segment within the Planner by selecting the "Segment Filter" icon.

Let's say your sales executive uses the Contacts tab to filter for “leads engaged” and focuses on SQLs who've interacted with the campaigns. This enables them to prioritize warm leads and boost conversion rates.

The integration with Zoho CRM enhances the Planner by providing valuable insights that enable marketers to set precise goals and track performance effectively. It bridges the gap between marketing and sales, ensuring both teams are aligned and focused on shared objectives. With access to detailed metrics, marketers can craft more impactful campaigns while the sales team benefits from higher-quality leads and actionable insights that help close deals efficiently.

Stay tuned for more posts on ZMA's Zoho CRM integration. Until then, happy marketing!

Regards,
Pearlin Nitika
User Education | Zoho Marketing Automation

    • Recent Topics

    • Separate Items & Services

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

    • Items Below Reorder Point Report?

      Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s

    • Allocating inventory to specific SO's

      Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

    • Cancelled Transfer order problem

      Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also

    • Creating a Chart from a Report

      In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.

    • Client Portal ZOHO ONE

      Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

    • Email Insights included in Bigin emals are marked as SPAM everywhere

      Today I noticed that email recipients who use Office 365 never receive emails sent from Bigin. Further examination showed that all Email Insights links in email headers are marked as spam/phishing by Office 365. Example screen included. The problem is

    • Data Import | Zoho Analytics Custom Query Window Size

      Please increase the window size for the Custom Query Data Import. It's impossible to work with such a small query window.

    • Name changed in settings for mailbox but still not changed when typed in To field

      In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I

    • Cannot add my name to my domain name

      I want to have My name@mydomain.com and it says my name is linked to another account already. Please fix it since I do not have another account.

    • Invoice status on write-off is "Paid" - how do I change this to "Written off"

      HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

    • Establishing new Zoho email account on laptop

      Good Morning: I am very long time Outlook business user and decided to try your email service last night and had established an account. I am trying to verify my account; how do I establish my Zoho email account on my laptop? I opened the account with

    • unable to send message reason 550 5.4.6 unusual sending activity

      My email account can't send message. It shows unable to send message reason 550 5.4.6 unusual sending activity detected

    • how to add email to existing organization i w

      I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?

    • e-mail bloqueado

      Estou com meu e-mail lucas@peplus.me bloqueado, preciso desbloquear para retorno de usos em minhas atividades.

    • zoho labels api not working

      We're using n8n to automte email reply using zoho api. I'm facing issue with label api. I added the required scopes but its not working. i followed zoho api documentation but didn't work. also, where do i find/how do i create zoho oauth token mentioneeed

    • Desk DMARC forwarding failure for some senders

      I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox

    • Streams/Shared email doesn't show up in windows trident app. It works fine on MAC. Is there any difference between 2 install ?

      I can see streams/share email boxs on my MAC version of trident app but i can't see them in windows version of trident app. Is there any difference between 2 install? I try to find setting but not able to see any setting to add stream/share email boxes.

    • add zoho account

      How to add a zoho mail to previous zoho account? I have two

    • Zoho Desk Mobile App Year-End Roundup - 2025

      Dear Zoho Desk users, Greetings! As you gear up for the festive season, we are excited to share a quick journey into all that is released in 2025! Zia's generative AI capabilities Zia insights can be highly beneficial in helping agents manage daily support

    • Narrative 17: The role of Zia AI in customer support

      Behind the scenes of a successful ticketing system: BTS Series Narrative 17: The role of Zia AI in customer support Overview Zia in Zoho Desk is a layered AI assistant that combines generative AI, prediction, and automation to support agents, automate

    • Domain Transaction

      I have purchased a domain name called trainedworkforce.co.in I made the payment got the receipt but the domain is still not purchased after successful transaction .

    • Ability to Set a Unified Tab Order/View for All Users in Zoho Projects

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding tab/menu organization in Zoho Projects. Current Behavior: The tab (module) order in Zoho Projects is user-specific. Each user (internal or external)

    • Zohomail - The "All Messages" vs "In Box"

      Why do some new email message appear under the all messages view but not in my inbox? That's really annoying but to be fair I've experienced the same with gmail.

    • error while listing mails

      I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.

    • Introducing the Zoho Projects Learning Space

      Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

    • Where to show Customization Field ?

      Dear Sir, I have made some New Field in Item Field Customisation. Now I don't require that field in Estimate, Sales Orders etc. I just wants that field in Sales Invoice to Show/Hide... Is that possible ?

    • Zoho Desk 2025 round-up: Key highlights on feature releases

      Hello everyone, As we gear up for 2026, here is a detailed round-up of all feature releases in Zoho Desk web throughout the year. For consolidated information on releases check out the What’s New page You can also watch these webinars. Zia in web Zia

    • Print Sales Orders, Purchase Orders or Invoices from API

      Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. Thanks

    • How to show a hided report??

      in CRM Report , I clicked Hide incidently , how to show the floder again? Nowhere I can find the hided report floder...

    • Converting Customer Invoice to Purchase Bill

      Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate

    • Email tracking inquiry

      I am trying to track when my emails are opened and clicked like I previously did in HubSpot. HubSpot pretty much did the entire process automatically. After digging through, I finally found in settings --> emails --> BCC Dropbox there is an email I can

    • Mass Update of Lookup Fields not possible

      Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a

    • Collapsible Sections & Section Navigation Needed

      The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.

    • Quick Create needs Client Script support

      As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

    • Download Attached Files

      Hi everyone, Brand new to Zoho Creator.  I have a form with a subform. The subform has a field for "File Upload"   I have this in a subform to allow multiple files to be uploaded to the parent form. Once the files are uploaded, how can i download or view them?   Is this a setting I am just not seeing? If there isn't a way to download them, could i create another form field that dynamically creates the file's URL?  That way a user can click the URL to get to the file? Any help with this would be greatly

    • Ticket layout based on field or contact

      Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup

    • No funcionan correctamente el calculo de las horas laborales para informe de tickets

      Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de

    • Zoho Mail Android app update: Set out of office response exclusively for organization members and external users, response interval

      Hello everyone! We have now introduced an option to configure out of office messages exclusively for organization members and external users within the Zoho Mail app. Additionally, now you can also customize response intervals for the Out of office messages.

    • Feature Request: Detailed View - Related Block Links!

      Desperately need a view record link option on records displaying in the related blocks on a Detail View. For the love of god, please add this feature. Thank you!

    • Next Page