Unbounce Answers/Integrations/Zoho CRM

Integrating with Zoho CRM [VIDEO]

Tynan Rollo
posted this on November 23, 2012 03:11 PM

Integrating Zoho CRM with your Unbounce landing page is simple, follow the steps below and you will have your campaign up and running in no time!

What you will need:

  • An Unbounce page with form containing Company and Name fields.
  • An active Zoho CRM account.
  • A Zoho CRM API Authtoken, which can be obtained by following the steps below:
    1. Log into Zoho CRM.
    2. Go to https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM/crmapi in your web browser.
    3. You should now have an Authtoken which you can use to integrate Unbounce with Zoho CRM. If you ever wish to remove this Authtoken you can go to https://accounts.zoho.com/u/h#setting/authtoken to remove the token.

Setting up an Zoho CRM Integration

  1. Log in to Unbounce.
  2. Navigate to the page overview for the page you wish to integrate with Zoho CRM.
  3. Click on Zoho CRM in the Leads & Form Integrations section near the bottom right hand corner of the page.
     
  4. Input your Zoho CRM API Authtoken and click Authenticate with Zoho CRM.
     
  5. Wait for Zoho CRM to authenticate with Unbounce.
  6. Specify whether new leads should trigger Zoho workflow rules.

  7. Click Complete to finish the integration.
  8. Your page should now be successfully integrated with Zoho CRM! When you close the dialog Zoho CRM will have a blue checkmark, indicating that new leads will be forwarded to Zoho CRM.*

* At this point you may also wish to map your form fields to your fields in Zoho CRM, to do so simply click Configure Field Mapping, setup any field mappings you want to have, and click Done once you are finished.

For more information please read the following article: How to Use Field Mapping.

That's it, you're all set!

Once your account is integrated, you are ready to start capturing your Unbounce leads in Zoho CRM.

Limitations

Please note that Zoho limits the number of requests per day, to find out what your limit is please visit Zoho API Limit.

Zoho + Google Adwords Integration

Using Zoho's integration with Adwords requires a small additional setup:

1. On your Unbounce form create a hidden field named 'gclid'

2. In your Zoho Integration field mapping, map this field to the equivalent 'GCLID' Zoho field 

 

Troubleshooting

If you are experiencing difficulties with your Zoho CRM integration, please send us an email at support@unbounce.com.

 

Comments

User photo
Nathan Popkins

Excellent Work!

December 18, 2012 05:29 PM