Skip to product menu
close
  • Sales
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content

Integrate email marketing with CRM and increase the ROI from your email marketing campaigns.

Say goodbye to generic email marketing blasts and cold calls that never convert. Zoho CRM software connects with your existing marketing tools and allows you to identify the leads which convert and compare the ROI from your marketing spend. Personalize your marketing campaigns with CRM data, to drive better engagement and boost your sales.

Why does your business need to integrate
email marketing with CRM?

Your email marketing tools allow you to send email campaigns and measure basic marketing analytics such as open rate, close rate and clicks on call-to-action. However, is that enough? How do you identify which email campaigns have the highest conversion? Unless you compare the marketing spend on a certain campaign and the amount of deals generated from it, you will not be able to measure the ROI. This leads you taking a spray and pray approach to marketing which can cost a lot of money, and also affect your brand image as a whole.

How are my customer-facing teams affected?

On the sales side, you have a CRM which houses your customer and prospect data. On the marketing side, you have an email marketing tool. These systems are usually separate and don't communicate with each other. This leads to your customer-facing teams operating in isolated silos, losing out on all the potential for collaboration.

Sales team

Sales teams have no idea on which leads are most engaged–the ones who open every email and click every link. Instead of prioritizing their most engaged leads, sales teams ends up cold-calling, overlooking the valuable data generated by their marketing counterparts.

Marketing team

Marketing teams have no hard data on which of their email campaigns lead to more conversions. With no information on what their leads like and dislike, they take the spray-and-pray approach to email marketing. This leads to underperforming and generic campaigns.

Marketing team

Zoho CRM can bridge the gap between
marketing and sales.

Zoho CRM integrates well with popular email marketing tools like Mailchimp and Zoho Campaigns. With two-way synchronization, all of your contacts and campaign data now reside in a common area, accessible by both your sales and marketing teams. This allows you to cross-reference the deals created from each campaign, and enable you to identify which campaign worked the best and which did not.

Need more incentive to integrate your email marketing tools with CRM?
Check out these stats.

74%

Save time & Increase
productivity

68%

increase customer
engagement

58%

More timely
communications

58%

increased opportunities,
including up-selling

Benefits of Zoho CRM Integration.

Your sales and marketing teams no longer have to work separately–they can pool resources. With practical information about their leads, your sales reps can tailor their sales pitches to suit each lead. All the leads generated by your marketing teams are nurtured and sales-ready, thus improving the productivity of your sales reps. Your marketing teams have access to sales data, allowing them to craft targeted campaigns.

  • Higher conversion rates
  • Seamlessly synced and unified contacts
  • Get personal with your campaigns
  • Your comprehensive return on investment
  • Better segmentation
 
  • Higher conversion rates

    You generate a lot of leads, but are you measuring their quality before you push them to sales? In other words, are they sales-ready? When your email marketing tools and CRM work together, you can ensure all your leads are nurtured through several stages in the pipeline.

  • Seamlessly synced and unified contacts

    Duplicate contacts and difficulties with exporting contacts are problems of the past. When your email marketing tool syncs to your CRM, you can keep your contacts updated in both places. Say goodbye to outdated subscriber lists.

  • Get personal with your campaigns

    When your marketing teams know which campaigns your leads have engaged with the most, they can iterate on new marketing campaigns, personalized to that customer profile. Using this information, sales reps can send custom emails on product offers and, based on the responses they receive, cross-sell or up-sell products.

  • Your comprehensive return on investment

    Email marketing and CRM integrations can allow you to determine the true ROI of a marketing campaign. You can gain insight into how many of your leads responded to your campaigns. Taking it a step further, you can also check how much revenue you generated from each campaign, allowing you to optimize your finances for your future campaigns and spend intelligently.

  • Better segmentation

    By pulling customer data from your CRM, you can organize mailing lists from your email marketing tool into smaller lists based on your sales pipeline like prospects, contacts and leads. You can also segment them based on demographics, industry, unique preferences, and campaign interactions. This helps in both crafting the right message and targeting it to the right audience.

Here's how your teams can make the most out
of this integration.

Sync campaigns

All your email marketing campaigns are synced to Zoho CRM and tagged under each lead or contact. This gives you an idea of which leads interacted with which campaigns, and when.

Sync contacts

All contacts you have in your Zoho CRM and your email marketing tools remain in sync with each other. This ensures that you don't work with duplicate contacts and expired leads.

Real-time notifications

Get real-time notifications every time a subscriber is added, removed, or updated in your subscriber lists.

Integrate with your Favorite products.

Zoho CRM works with products you use every day. Seamlessly integrate with more than 100 popular business apps and let CRM talk the same business language as yours.

Frequently Asked Questions

Expand AllCollapse All
What are the benefits of using an email marketing CRM?

The main benefit of using an integrated email marketing and CRM system is the sync of information between sales and marketing teams. Marketers can send more targeted messages to your leads and get visibility into how your campaigns translate into overall business performance. Sales teams can identify marketing sources that lead to higher conversions, which in turn helps them better prioritize their prospects. With qualitative insights on what their prospects engage with, they can also craft better sales pitches.

What features should I look for in an email marketing CRM?

An email marketing CRM should facilitate customer facing teams across all stages of the marketing and sales funnel, from lead generation and nurturing to final conversion. Features like list segmentation; campaign building, scheduling, and tracking; mobile optimization; marketing; and sales analytics are all useful to have.

How can I measure the success of my email marketing CRM campaigns?

This depends on the goal of your campaigns. If it's to improve brand awareness, opens and clicks are sufficient metrics. If it's for a specific sales-oriented campaign, for example a Christmas sale, tracking the number/revenue from purchases made via the campaign is the best indicator of its success.

Can I integrate and automate my existing email marketing campaigns with a CRM?

Absolutely. Zoho CRM syncs with most major email marketing tools including Zoho Campaigns. You can use them in sync to drive targeted campaigns to your lead base and measure the ROI of your marketing efforts.

Is it possible to segment my email list with a CRM?

Using demographic information from your CRM is one of the best ways to ensure your leads receive messages that are relevant to them. You can also track users' interests and behavior to fine tune your segmentation and build better email lists.

How does email marketing CRM handle bounce rates and unsubscribes?

Sales teams can identify when their prospects unsubscribe from marketing communications, or when emails bounce from their inboxes. Bounce rates and unsubscribes are both indicators of low quality or uninterested leads, and sales teams can either find up to date contact information on their clients, or choose to focus their efforts elsewhere.

Can I send personalized emails to individual customers with a CRM?

Since a CRM contains centralized information on all of a lead's communications, demographics, and other engagements with your brand, it is the best way to personalize the content of the marketing emails you send them. Whether it is addressing them by name, sending them deals available in their region, or information related to products they've already bought from you, you can do it all. This ultimately contributes to greater open and click-through rates.

Can I track subscriber engagement with my emails using an email marketing CRM?

Yes, you can. In fact, a CRM doesn't just pull information from your email campaigns, but allows you to see all information about a client in a single place: ongoing deals, products they're interested in, their business details, and prior interactions, as well as how they engage with your marketing emails. This allows you to view subscriber engagement in the larger context of how they relate with your business.

How can I use an email marketing CRM for lead generation and lead nurturing?

A CRM tool supports lead generation from various sources: your website, phone calls, social media, and more. Using the information you have on them, you can segment these leads into an appropriate email list and set up personalized workflows that allow you to nurture them and make them sales ready. Your sales team can take over at this stage, create a sales pitch based on context provided from your email marketing campaigns, and convert them into paying customers.