How an ecosystem of connected apps turns traffic into opportunities
From Click to CRM—Seamlessly
Website visitors who fill out a form don’t disappear into an inbox. Thanks to Zoho Forms and Zoho CRM integration, they’re instantly added as new leads in your CRM, tagged with the source, timestamp, and any additional info they provided.
Someone clicks on your Facebook or Instagram ad? Zoho Social scoops up their data and creates a lead entry automatically. No copying and pasting. No missed messages.
And if a potential customer messages your business through WhatsApp, Zoho Cliq or Zoho SalesIQ can route the inquiry directly to a CRM record—either attaching it to an existing contact or creating a new one.
Multi-Channel. One Dashboard
Leads come in from many places. But with Zoho, they all arrive in one place: the Leads module of Zoho CRM. Each lead is automatically enriched with the channel it came from, giving your sales team context without extra effort.
Better yet, you can set scoring rules to qualify leads automatically based on criteria like job title, location, response time, or activity.
Automated Follow-Up
Once a lead enters your system, Zoho can immediately trigger workflows:
Send a welcome email via Zoho Campaigns
Schedule a follow-up task for a sales rep
Assign the lead to the right person based on predefined rules
Start a lead nurturing journey tailored to that source
No lead gets left behind. Every one is acknowledged, categorized, and taken care of—automatically.
Ready for the Opportunity Stage
When a lead shows interest, it’s just one click to convert it into an account, contact, and opportunity. Zoho then lets you define your sales pipeline with custom stages—perfectly tailored to your business.
From that point on, all activity, communication, and progress is tracked inside the deal. No guesswork. Just a clear path from inquiry to closed deal.
Conclusion
Zoho connects your digital touchpoints—social, WhatsApp, web, and more—into a single intelligent CRM system that captures, qualifies, and converts leads effortlessly.
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