Zoho

Zoho CRM is a customer relationship management platform that helps businesses manage contacts, deals, and sales pipelines. By connecting Zoho CRM to SegMetrics, you can track how contacts from your CRM interact with your marketing campaigns and accurately attribute revenue to specific marketing touchpoints. This guide shows you how to set up the integration.

Connecting your Zoho CRM account

Before connecting, ensure you have admin access to your Zoho CRM account and your login credentials ready.

1. Log in to your SegMetrics account and navigate to the Integrations page at https://app.segmetrics.io/a/integration
2. Locate Zoho CRM in the list of available integrations
3. Click Connect Zoho
4. When prompted, enter your Zoho CRM login credentials
5. Authorize SegMetrics to access your Zoho CRM data

Once connected, SegMetrics will begin importing your Zoho CRM contact data, including contact information, tags, and custom fields.

Using Zoho CRM data in SegMetrics reports

Zoho CRM data appears across several SegMetrics report types:

Acquisition Reports track newly created contacts from Zoho CRM, showing which marketing channels first brought contacts into your system.

Advertisement Report This is for analyzing the effectiveness of your paid ads. This will show cost per lead, cost to acquire customer, and ROAS.

Nurture Reports track contacts who received tags or were added to specific segments in Zoho CRM, helping you understand how contacts move through your nurture sequences.

Engagement Reports track how Zoho CRM contacts interact with your website, emails, and other marketing touchpoints, providing insight into engagement levels across different contact segments.

Orders Reports display all revenue associated with Zoho CRM contacts, regardless of when the purchase occurred relative to when the contact was added to your CRM.

Subscriptions Reports track contacts who started subscriptions, allowing you to analyze subscription behavior and lifetime value by contact source.

Frequently asked questions

Q: Is API knowledge required for the integration?

A; No, you don't need to be an API expert. The integration uses OAuth authentication through Zoho's standard login process. All you need are your Zoho CRM login credentials with admin access.

Q: Will this integration affect my existing Zoho CRM data?

A: No. The integration with SegMetrics is read-only and designed to work seamlessly without modifying or altering your existing Zoho CRM data. SegMetrics imports a copy of your data for analytics purposes.

Q: A: Can I customize the data mapping between the platforms?

A: You cannot customize which fields SegMetrics imports from Zoho CRM, but you can utilize all your CRM data including tags, custom fields, and other contact attributes to filter and customize your SegMetrics reports and dashboards.

Q: How much historical data is imported when I first connect?

A: SegMetrics imports historical contact data based on your account settings. For details on historical data sync limits, refer to the support article on how much historical data is synced when you first connect to SegMetrics.

Q: Can I disconnect the integration later?

A: Yes, you can disconnect the Zoho CRM integration at any time from the Integrations page in SegMetrics. Historical data already imported will remain in SegMetrics for reporting purposes, but no new data will be synced after disconnection.