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CRM Integration - Zoho CRM

Zoho CRM is an On-demand Customer Relationship Management (CRM) software for managing customer relations and interactions.

Integrating your Zoho CRM with WhatConverts gives you a better understanding of your company’s incoming leads. Traditionally, a lead can be manually inputted into your CRM or automatically updated from incoming calls, form submissions or chats. With WhatConverts, you get that information and more all sent directly into your CRM to show you where your customer was on your page, what marketing brought them to you initially and provide chat transcripts (for web chats) and call recordings – not only helping you manage your incoming leads, but also have the information at hand for what the customer was viewing on your site or what marketing materials prompted them to reach out.
ZohoCrm
WhatConverts can update sales value information from your leads in Zoho CRM to give you a clear picture of how your marketing efforts are performing and which channels could use some help.

WhatConverts answers your conversion questions including (but not limited to):

  • What marketing inspired a customer to reach out?
  • Are the leads coming into my business leading to sales?
  • When a customer fills out a form, is that a “good” lead?
  • If your customer reaching out for sales or support?

With WhatConverts, we allow you to see what marketing converts, whether they call, chat or begin the sales journey with a form submission; we track those conversions and sales back to the marketing responsible, giving you the complete marketing picture.

Create New Contacts or Deals in Zoho CRM from leads received from:

  • Phone Calls
  • Web Form Submissions
  • Web Chat

Update your Marketing Leads from Zoho CRM in WhatConverts:

  • Quote (Deal) value
  • Sales (Deal) value

See Marketing Source and Medium Reports by :

  • Total Leads
  • Quotable Leads
  • Total Quoted Value
  • Total Sales Value

See Marketing Campaign and Keyword Reports by :

  • Total Leads
  • Quotable Leads
  • Total Quoted Value
  • Total Sales Value

More information on how to integrate with Zoho CRM.

Zoho CRM Integration