Supercharge Zoho CRM - Accelerate your Sales



ActiveDEMAND provides a bi-directional connection Zoho CRM. ActiveDEMAND adds some killer features to Zoho CRM:

  • Contact insertions 
  • Click to call from within Zoho CRM
  • Prospect Insights
  • Scheduled contact sync
  • Lead scoring
  • Automated task scheduling
  • Appointment scheduling
  • etc

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As Zoho CRM forces assignment of a lead to a specific sales person in Zoho CRM, you will require at least one sales person in Zoho CRM to have an account in ActiveDEMAND.


Before getting started, consider reviewing this article on CRM Integration Strategies.


ActiveDEMAND Lead Insights for Zoho CRM

To get the most out of ActiveDEMAND and Zoho CRM, your first step should be to install the ActiveDEMAND Lead Insights Chrome extension. This adds outbound call tracking, prospect and account overlays into Zoho CRM.





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The Basics



ActiveDEMAND is used to market to prospects, nurture leads, and report on marketing/sales results. Not all data from ActiveDEMAND should go to Zoho CRM ... there are many very early stage actions that a prospect may take that are not yet ready for sales engagement. Using Automation, you can determine which prospect activities are ready for Zoho CRM and which are not.  The base case: Data flowing to Zoho CRM from ActiveDEMAND happens when a prospect does something that ActiveDEMAND is tracking. For example, a prospect fills out a form, this could create a new deal in Zoho CRM. 


Note: The flow of data FROM ActiveDEMAND to Zoho CRM is controlled in the Lead Processing workflows (Automation->Lead Processing). 


If we can make the assumption that marketing 'assumes' a lot of things about a prospect, and that the sales people 'know' what is going on with a prospect, then we can assume that the data in Zoho CRM is 'more accurate' than that in ActiveDEMAND. Thus when a contact updates in Zoho CRM, we should tell ActiveDEMAND about the contact. 


Note: Data flowing FROM Zoho CRM to ActiveDEMAND is handled automatically using the Import Scheduler (Contacts->CRM Contact Updates).

The CRM Contact Update system sets up the connection between Zoho CRM to ActiveDEMAND. It is not a scheduler ... there is a real-time update from Zoho CRM to ActiveDEMAND whenever a contact is updated in Zoho CRM.


Setting Up Zoho CRM and ActiveDEMAND Communication





In ActiveDEMAND

Step 1:


Browse to Administration->Account Settings. Click on the 'Integrations' tab.. 



Step 2:


Click the 'authenticate' icon to use Oath to make the connection between ActiveDEMAND and Zoho


Step 2:

Whenever a contact is pushed to Zoho CRM from ActiveDEMAND, the standard and custom fields in ActiveDEMAND can be mapped to the standard/custom fields in Zoho CRM. You must set this mapping up for ActiveDEMAND to know which fields to update in Zoho CRM. In the Account Settings (Administration->Account Settings), scroll down to the Integrations Tab. 




You can map ActiveDEMAND fields to Zoho CRM Fields:



In ActiveDEMAND

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Step 1:

In ActiveDEMAND, under Automation->Lead Processing you can customize your lead distribution and lead management. If you have access to the Sales Lead Notifications or Phone Call Sales Notification workflows, you now will see a new workflow item in the Workflow Actions. 


NOTE: If your Sales Lead Notifications workflow is read only, send an email to support@activedemand.com, they will add the Zoho CRM workflow element to your workflow for you. 


This action will give you the ability to post/update a contact in Zoho CRM. 





In ActiveDEMAND

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Importing Contacts From Zoho CRM -> ActiveDEMAND

After Zoho CRM has been linked to your account, importing contacts is easy. In ActiveDEMAND, browse to Contacts->Import Contacts. You should see an option for pulling contacts from Zoho CRM:


You will be given full control over what to do if contacts exist, what fields map to what, etc.


Automatically update contacts in ActiveDEMAND from Zoho CRM

One of the more powerful features of the ActiveDEMAND-Zoho CRM integration is the ability to update contacts in ActiveDEMAND automatically. To automatically push changes from Zoho CRM to ActiveDEMAND, use the contact import scheduler (Contacts->CRM Contact Updates ). Zoho CRM will update ActiveDEMAND on a scheduled basis. The import scheduler filter system allows you to have full control over what gets data and which contacts are automatically updated in ActiveDEMAND.



Note: as with any import, ActiveDEMAND will never delete data as a result of an import. Most fields will 'update' as a result of an import with the exception of phone numbers and email addresses. As a contact can have more than one email address, an import will add email addresses and phone numbers to the existing list.



Automatically Schedule Tasks in Zoho CRM


If you are looking to have marketing email sends and marketing email opens in Zoho CRM, you will want to use the Activity Scheduler workflow item.



In ActiveDEMAND

In any workflow you can use automation to schedule tasks in Zoho CRM. Drag the Zoho CRM Task onto the workflow.


Click To Call


As ActiveDEMAND is a call tracking platform, you can do outbound call tracking from within Zoho CRM. 


Using the Chrome Extension

Install The Chrome Extension


In ActiveDEMAND

Step 1:

Buy at least on call tracking number. (Assets->Call Tracking Numbers). 


In Zoho CRM:

You do not have to do a thing!! You are set. No magic. Purchase a call tracking number in ActiveDEMAND and you are set.