The primary objective of lead management is to drive leads through your sales funnel and ensure they reach the conversion stage. This requires a deep understanding of your customers’ pain points and an investment in their journey. Lead management involves capturing leads from multiple sources, qualifying them, distributing them to the right teams, and tracking and recording their online and offline interactions.

But even if you have a streamlined lead management strategy, being able to manage all your leads under one roof can make things very simple for your business—and that’s where a platform like Zoho CRM comes in.

If you’re using Zoho CRM, you already know that it’s more than just a data repository. It is a complete platform that helps businesses streamline their strategies, automate their workflows, and run campaigns across multiple platforms. Zoho CRM can help you achieve your business goals by providing you with the tools and insights you need to succeed.

When you integrate Zoho CRM with other applications through an integration platform, many manually performed tasks, like entering data and communication, get automated, making lead management more efficient. The lead management process involves several steps, from reaching out to cold leads to converting them into customers. These steps can all be automated, which can help you to close more deals and grow your business.

Things to know about Lead generation

Lead generation involves identifying and cultivating potential customers for a business’ products or services. It’s a critical component of any marketing strategy, as it drives revenue growth and helps businesses expand their customer base. Lead generation can be accomplished through various sources, like websites, social media, forms, webinars, and much more.

However, updating the lead information from all these sources to your CRM manually can be tedious and time-consuming. So here are a few instances where CRM integrations can help you speed things up.

Social media ads

In 2022, businesses spent an estimated $230 billion on social media advertising. This means that every lead generated through social media ads is valuable. By integrating social media platforms with your CRM, you can ensure that all of your lead information is saved and updated automatically. This will save you time and effort, and it will also help you to avoid losing any important leads.


Leads who fill out your forms are potential customers. But manually transferring their information to your CRM database can be a hassle. Zoho CRM integration can automate this process, so that every time a lead fills out a form, their information is automatically added to your CRM account. This saves you time and effort, and it ensures that your CRM database is always up-to-date.

Webinars and online events

Webinars are a great way to generate leads. In fact, 76% of marketers believe that webinars help them reach more leads. And because people who attend webinars are already interested in your products or services, the chances of converting them into customers are high. Fetching their information instantly by integrating webinar platforms with your CRM ensures that this lead information doesn’t get lost in the shuffle.

Zoho CRM offers a number of webinar integrations, including integrations with Zoom, GoToWebinar, and WebinarJam. With these integrations, you can easily add all of your webinar attendees as leads in Zoho CRM, so you can start nurturing them right away.

Lead nurturing

Most leads are not ready to buy right away. They need to be nurtured through the buyer’s journey before they are ready to convert. This process, known as lead nurturing, involves identifying their buyer persona, engaging them with relevant information, and offering them support. Automation can help you streamline this process, freeing you up to focus on creating creative campaigns.

Zoho Lead Nurturing

Analyzing leads

Converting leads into customers is a complex process, but it can be made easier by targeting them with content that aligns with their interests and needs. This requires understanding each lead’s unique buyer persona, so that you can create personalized campaigns that resonate with them.

For example, a SaaS business might have leads with different requirements, such as small businesses that need simple and affordable software tools, businesses that need customizable workflow platforms, and organizations that require a comprehensive SaaS environment. Trying to target all leads with a single campaign would be ineffective, so it’s important to segment leads based on their interests, goals, behavior, objectives, and triggers.

Sales engagement and marketing automation applications, such as Outreach, can help you segment leads effectively. Outreach can also integrate with Zoho CRM, which will automatically add new CRM leads as prospects in Outreach. This integration saves you time and makes it easier to categorize leads, so that you can create targeted content that resonates with their unique requirements.

Read Also: Why a good UX website is essential for your business?

Mailing lists

When you have access to people’s inboxes, it means that you communicate with them directly. Since email, as a medium, is inherently more personal than social media, it provides an opportunity to make your communication more relevant to the recipient. Having separate mailing lists for each set of customers based on their needs is a way to offer the right kind of content to your audience at scale. So integrating your email marketing app with Zoho CRM is something that is both essential and can empower you to communicate effectively, on top of saving time. 

Having an integration where new leads in Zoho CRM are automatically added to a particular list in ConvertKit or Mailchimp is an important step in automating your lead management.

Lead closing

Lead closing is the final step in the lead management process, where a business convinces a prospect to take the desired action. This could be signing a contract, completing a purchase, or using a service. Automation tools can be invaluable in making lead management more efficient, reliable, and timely. By automating tasks such as sending invoices and closing deals, businesses can assure customers that they are receiving prompt attention. This builds trust and enhances the business-customer relationship.

Notification to team members

Zoho CRM and Slack can be integrated to ensure that your marketing and sales teams are always up-to-date on lead information. When a new contact is added to CRM, a notification will be sent to your teams via Slack. This will allow them to start planning marketing campaigns and sales pitches immediately, so that you can close more leads sooner. By staying on top of your leads in this way, you can ensure that no potential customer falls through the cracks.

Zoho Documents Sign automation

Signing deals/proposals/nda

The quicker you engage with your client, the more chances you have to convert them. Integrating digital signature applications like Zoho Sign with Zoho CRM can initiate the immediate and automatic sending of documents that need a digital signature. This increases the chances of closing a potential lead while the iron is still hot.

Sending invoices

After converting a lead, it is important to promptly handle the financial aspects of the deal or purchase. Integrating Zoho CRM with applications like Zoho Invoice will automatically send an invoice to the relevant customer once the purchase is made. This will ensure that there is no delay in sending the invoice and that proper financial records are maintained.


Zoho CRM integrations can help you save time and effort at every step of the lead management process. There are many other integrations available, so you can find the ones that are right for your business.

Zoho CRM is a powerful tool, but it’s only as good as the data you put into it. iDesk Media can help you implement and integrate Zoho CRM so that you can get the most out of it. Contact us to learn more about how we can help you achieve your business goals.