Ruler can enrich your Zoho records with the attribution information we collect about a Lead.
Available Ruler Triggers
New event when a New Call lands in Ruler Analytics
New event when a New Form Completion lands in Ruler Analytics
Available Zoho Actions
Create New Lead in Zoho
Create New Contact in Zoho
Create New Deal in Zoho
Find and Update Lead in Zoho
Find and Update Deal in Zoho
Find and Update Contact in Zoho
For each of the Ruler triggers you can pass the following fields to your Zoho CRM to enrich your data. http://help.ruleranalytics.com/en/articles/3043560-passing-data-out-of-ruler-analytics
How to decide the best Zoho action to choose for your CRM setup?
If you already have a method for creating leads or opportunities in your Zoho CRM you will not need to chose a 'create' action. The Find and Update actions will allow you to search your CRM using the lead email address or phone number, and when a successful match is found, updating the custom fields with the chosen attribution data.
What is needed for this Integration?
Once you have decided the variables you wish to map from the Lead in Ruler to your Zoho CRM, you will need to ensure you have created these as a custom field in your Lead or Opportunity record in your CRM. More information can be found here.
Get in touch with your account manager today to get started with your Zoho Integration.
Updated about 1 year ago