Zoho CRM

Learn how to enable Zoho for supported destinations.

Requirements

An always-on connection is required to create an automated pipeline for ensuring data freshness.

Set up Zoho CRM as a data source

Apply a use case now

The following sections walk you through a single procedure to link a data source to a use case, such as audience or conversion action creation. Click on your use case to expand the steps. To link the data source only, and apply a use case later, see Apply a use case later.

Customer Match

Through the “Audience manager” page

In Google Ads, open Tools > Shared library > Audience manager.
Click + Create remarketing list > + Customer list.
Under Data source, select Connect a new data source.
1. If you previously linked a data source from the Data manager screen that you want to use, select Select an existing source.
Search and select Zoho CRM from the list of data sources.
Select Direct connection, then click Continue.
Enter your Zoho username and password.
Read and accept the customer data policy, then click Continue.
From your existing list of audience segments, select a single audience list that you want to import data from, then click Continue.
1. You can also use a single custom compound filter to further slice or dice your Audience list. For example, you can create a filter for users who only converted in the last 7 days after selecting the “All Converters” list from Zoho.
After the fields are automatically mapped, you can edit the rows on the mapping fields screen.
Optional: Apply transformations to your data.
From the Review screen, complete your Zoho connection setup.

Learn more about Customer Match and audience segments.

Offline conversion import and enhanced conversions for leads

Through the “Conversions” page

Tip: Upgrade from offline conversion import to enhanced conversions for leads for more accurate reporting, easier data import, and engaged-view and cross-device conversion attribution.

To set up enhanced conversions for leads, you can either use an existing offline conversion import conversion action or create a new conversion action (recommended if you are switching to a new upload method like Data Manager).

In Google Ads, click Goals > Summary > + Create conversion action.
Click Import.
Select CRMs, files, or other data sources.
Select Track conversions from clicks as the tracking method.
Under "Data source", select Connect a new data source.
1. If you previously linked a data source from the Data manager screen that you want to use, select Select an existing source.
Search and select Zoho CRM from the list of data sources.
Enter your Zoho username and password.
Read and accept the customer data policy, then click Continue.
Select a category from the conversion goal list, then click Set up.
After clicking continue, select the Lifecycle Stage that you want to use.
The fields are automatically mapped, and then you can edit the rows on the mapping fields screen.
Optional: Apply transformations to your data.
From the Review screen, complete your Zoho connection setup.

If you’re using offline conversion imports, we highly recommend upgrading to enhanced conversions for leads using the Google Ads Data Manager. Offline conversion import is a legacy feature, and it doesn’t have the durability features that enhanced conversions for leads offers.

Implementation varies depending on what you're measuring and your capabilities. Follow our guide to upgrading offline conversion imports to determine the method that best fits your needs.

Apply a use case later

In this type of setup, you complete each part of the connection at different times. This can be useful when you are ready to link a data source, but you are not ready to set up your use case–for example, you aren’t ready to create a customer list.

Consider the following scenario:

Step 1: Dana is an engineer who manages data for your company. Dana sets up the data source to be used for activation in Google Ads. The data source is ready to be associated with a use case.
Step 2: Mahan is a media specialist who needs to measure audience activation. Mahan creates a customer list and then associates it to the data source that Dana has previously set up, to use that data for Customer Match.

Step 1. Initiate the connection to the data source

Note: It’s recommended that you add an audience segment or conversion action to a connection that you created. You can either set up an audience segment or conversion action before you link a data source or you can create an audience segment or conversion action in the final step of setting up a data source.

Open Tools > Data manager. Select the connection you just made from “Connected products” and under “Usage”, click + Add audience segment or + Add conversion action.

Set up a data source and create a connection to be associated with a use case later.

In Google Ads, click Tools > Data manager > + Connect Product.
Under Data source, search and select a data source from the list of products.
If prompted, select Direct connection.
Select your use case, read and accept the customer data policy, then click Continue. If you select Audiences, you are prompted to select the data type at this step.
Enter your data source location and credentials*, then click Next.
To map fields, select the data source fields from the dropdown lists that match the destination fields.
Optional: Apply transformations to your data.
Click Next.
Enter a name for this connection.
Optional: Edit connection details.
Click Finish.

Note: If you already completed the instructions for initiating the data source connection, including the optional step, you can skip the remaining instructions for completing the connection.

* Use the same credentials and location details for this data source as described in the first part of this article.

Step 2. Complete the connection by applying a use case

Open the destination you intend to use–for example, begin to create a new customer list or conversion action using the steps from the previous sections. Return to these steps before completing the data source step.
Under Data source, select Select an existing source.
Select the data source that was initiated in Step 1 from the list of data sources.
Continue to follow the remaining steps for your use case in the first part of this article. Note that you will skip further data source-related steps, such as entering credentials, because you completed these previously.

Troubleshoot errors

You'll need to go to your fields within the Zoho UI and click the checkbox to turn on history. Otherwise, history won’t be enabled.

È stato utile?

Come possiamo migliorare l'articolo?