Zoho CRM Integration

Owned by Gabrielle Pollack
Nov 30, 2023
2 min read

Overview

Zoho CRM is an online Sales CRM software that manages sales, marketing, and support in one CRM platform.

Experience.com’s Zoho integration solution allows enterprise customers to automatically send surveys to customers during and after key moments in the transaction process, like post-sale. The Zoho integration allows you to:

  • Ingest transaction data from Zoho into Experience.com.

  • Map ingested data to campaigns within the account

  • Automate campaigns and surveys to clients/customers based on role, transaction type, product, or location.

Transactions ingested from Zoho into the XMP are labeled as verified transactions.

Configuring the Zoho Integration in the XMP

Configuring the Zoho integration is an easy and seamless workflow that requires an organization or account manager to have access to the Zoho account that should be connected to the XMP for data ingestion. The steps below outline the quick process:

  1. Create a new Zoho Connection in the Account’s Ingestion setup.

    1. To create a new configuration, navigate to the Account Settings page and open the Ingestion Settings. Click Zoho, and then click the blue New Connection button.

  1. When redirected, log in to the Zoho account that should be connected to the XMP for data ingestion.

  1. If this is your first time connecting to Zoho from Experience.com, the platform will ask to authorize several permissions. Click Accept.

Following redirection back to XMP, it's essential to provide a point of contact email for potential error notifications or reconnection needs. Simply input the designated email and click "Save" to activate the ingestion integration seamlessly.

Upon activation of the connection, find all the essential information seamlessly populated in the designated fields. To refine your data strategy, take advantage of the flexibility provided—set conditions within individual campaigns. This allows you to tailor surveys and email campaigns, ensuring they reach customized groups at precisely timed intervals in their customer lifecycle. Enhance your engagement strategy by leveraging this feature, providing personalized and timely interactions for a more impactful customer experience.