Import Zoho data to Ruler Analytics
You can pass lead and closed deal information from your Zoho CRM CRM back into your Ruler Analytics dashboard as well as sending the data into Google Analytics as an event, to allow you to attribute your leads and revenue to the marketing channel that drove the initial enquiry.
| Available Zoho CRM Triggers |
|---|
| New Lead |
| New Deal |
| New Updated Deal(stage change) |
| New Deal Closed Won/Lost |
| Available Ruler Actions |
|---|
| Send data as an opportunity stage to Ruler Analytics |
| Send closed revenue deals to Ruler Analytics |
| Available Further Actions |
|---|
| Fire an event to Google Analytics |
| Send a Conversion to Google Ads |
| Send a Conversion to Bing Ads |
| Fire an offline event to Facebook Conversions |
What is required for this Integration
Your opportunity or lead records in Zoho CRM must contain the information required for attributing a lead in Ruler Analytics. The records should have at least one of the following:
- Email Address
- Phone Number
Get in touch with your account manager today about setting up this Integration.
Updated over 3 years ago