Zoho integration
Guideflow's integration with Zoho CRM enhances how you manage and nurture your leads and contacts directly from interactive demos.
This powerful integration enables Zoho CRM to automatically create or update Leads, using data from Guideflow user interactions.
By integrating these insights into Zoho CRM, you can build custom views, dashboards, and reports, answering critical questions about your prospect's engagement and the effectiveness of your demos.
Integration features
Lead management
Automatically sync Guideflow demo interactions as new Leads or update existing ones in Zoho CRM. This ensures your sales team has the most current data, enabling timely and relevant follow-ups.
Lead influence
Gain insights into how Guideflow demos contribute to moving leads through the sales pipeline. By linking demo interactions with specific lead stages, you can pinpoint which content drives the most value and act accordingly.
Advanced analytics
Leverage Guideflow's detailed analytics within Zoho CRM to create comprehensive reports and dashboards. This allows you to analyze demo engagement patterns, providing valuable insights into how your demos influence the buyer's journey.
How to activate the Zoho integration
In the Guideflow workspace, navigate to Integrations.
Choose Zoho under CRM, enable the integration, and authorize via Zoho CRM using OAuth 2.0.
Select specific or all Guideflow demos in your workspace for Zoho data synchronization.
Important notice for Guideflow users integrating with Zoho
Please be aware that when integrating Guideflow with Zoho CRM, the identification and synchronization of lead data rely significantly on specific methods and key identifiers:
Lead identification
To successfully populate Zoho CRM with lead data, it is essential to identify your leads through one of two methods:
Form Popup within Guideflow, designed to collect lead information directly.
Custom Link that includes the lead's information, such as their email, as a variable within the link itself.
Events sent to Zoho
Guideflow analytics are configured to send event data to Zoho CRM. It is crucial that the lead data contains the lead's email address, whether obtained from a form or a variable within a custom link. The email serves as the key identifier, linking the lead data between Guideflow and Zoho CRM.
Existing leads
If a lead with the same email already exists in your Zoho CRM, then Zoho will automatically merge the incoming information with the existing lead record, using the email as the key identifier. This process ensures that the lead's interactions and data are kept unified and up-to-date within Zoho CRM.
In situations where Zoho detects a duplicate, it may prompt you to review and confirm the merge to maintain data integrity. If there is no existing lead matching the email, Zoho CRM will automatically create a new lead record, capturing all relevant interactions from Guideflow.
Working with Guideflow data in Zoho Reports
To utilize Guideflow data in Zoho CRM reports, ensure the Guideflow-Zoho integration is active for the guideflows you want to analyze.
This allows data from Guideflow, such as lead interactions and demo analytics, to be accessible in Zoho CRM. Use this data to enrich your Zoho CRM reports and dashboards, providing visibility into demo engagement and lead activities.
Creating reports with Guideflow data
Reports with Guideflow data in Zoho CRM focus on visualizing Guideflow analytics, such as completion rates, average time spent per step, and views.
Once the Guideflow-Zoho integration is configured, navigate to the Reports section in Zoho CRM and select Guideflow as the data source when creating a new report.
Choose specific Guideflow metrics you want to analyze. Zoho CRM's reporting tools enable you to create charts and graphs that highlight these metrics, offering a visual breakdown of user engagement across your demos.
Additionally, utilize Zoho CRM's filtering capabilities to refine the data displayed, focusing on particular aspects of your demos or user interactions.
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