Zoho CRM Integration

Zoho CRM Integration

Maximize Your Sales Potential with Automated Intelligence

When you integrate DigitalPilot with Zoho CRM via Zapier, you can automate critical sales processes, allowing your team to focus on closing deals with the most promising prospects. Leverage Zapier to create a seamless connection between your website traffic data and your customer relationship management system.

Get started See on Zapier

Top Features to Power Your Sales

  • Identify Key Prospects: DigitalPilot identifies companies visiting your website, providing insights into their engagement level and intent to buy.
  • Seamless Data Transfer: Zapier securely transfers visitor data from DigitalPilot to Zoho CRM, ensuring your CRM always has the latest intelligence.
  • Automate Lead Creation and Updates: Automatically create new leads in Zoho CRM when DigitalPilot detects high-intent visitors or updates existing records with detailed engagement data.

Smart Automation in Action

  • Create New Leads: Automatically add new leads in Zoho CRM for companies identified by DigitalPilot as having high engagement.
  • Update Contact Records: Enrich your Zoho CRM records with engagement data from DigitalPilot, giving your sales team a clearer view of prospect activity.
  • Add Tasks for Follow-up: Set up Zaps that create tasks in Zoho CRM for your sales team whenever DigitalPilot detects a high-intent visitor.
  • Trigger Workflows: Automatically trigger Zoho CRM workflows based on specific actions or events detected by DigitalPilot, ensuring that no opportunity goes unnoticed.

Why This Integration Will Transform Your Sales Process

  • Faster Sales Cycles: Real-time visitor data from DigitalPilot helps your team prioritize outreach and follow up on leads faster, accelerating the path to closing deals.
  • Improved Lead Quality: By focusing on companies that show strong engagement with your website, you'll improve lead quality and optimize your sales funnel.
  • Enhanced ABM Strategy: Align your account-based marketing efforts with actual data from DigitalPilot, targeting companies that are actively engaging with your content.
  • Boosted Conversion Rates: With DigitalPilot’s intent signals, you'll be able to time your outreach perfectly, increasing the likelihood of conversion.

By leveraging this integration, your sales and marketing teams will have the intelligence they need to focus on the right opportunities at the right time, leading to higher productivity and better results.

How do I connect DigitalPilot to Zoho CRM via Zapier?

  1. Log in to your Zapier account or create a new account.
  2. Navigate to "My Apps" from the top menu bar.
  3. Click on "Connect a new account..." and search for "DigitalPilot"
  4. Use your credentials to connect your DigitalPilot account to Zapier.
  5. Repeat steps 3-4 for Zoho CRM.
  6. Once both accounts are connected, you can start creating an automation!

Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge, and you'll be walked step-by-step through the setup.