RevOps, the alignment of sales, marketing, and customer success, is key to business success. To enable RevOps, businesses need to have access to customer data, automate tasks, and enable seamless integrations between apps. Zoho Thrive and Zoho CRM Integration is one such integration that can help businesses achieve this goal.
What is Zoho Thrive?
It's a productivity platform that offers a suite of apps to help businesses automate tasks and workflows. It includes Thrive Leads, which is a lead generation tool, and Thrive Themes, which is a themes and website building platform.
What is Zoho CRM?
It's a customer relationship management (CRM) platform that helps businesses manage customer relationships, sales, marketing, and support. It allows businesses to track customer interactions across multiple channels, automate sales processes, and analyze sales data.
What is Zoho CRM Integration?
Zoho CRM Integration is the process of connecting Zoho CRM with other apps to enable seamless data exchange and automation. With the CRM Integration, businesses can streamline their workflows, automate tasks, and improve productivity.
Why integrate Zoho Thrive with Zoho CRM?
It can help businesses create a seamless flow of data between the two platforms, enabling them to automate tasks, improve productivity, and enhance customer relationships. Here are some benefits of integrating both.
Automate lead capture
Integrating Thrive leads with Zoho CRM allows businesses to automate the capture of leads from their website. When a visitor submits a form on the website, the lead is automatically created in the CRM, enabling the sales team to contact and follow up with the lead immediately.
Streamline workflows
Integrating Zoho Flow with the CRM allows businesses to automate tasks and workflows between the two platforms. For example, when a new Zoho CRM lead is created, a task can be automatically created in Zoho Projects, enabling the team to follow up with the lead.
Improve productivity
Integrating the CRM with other productivity tools such as Google Drive, Google Calendar, and Gmail can help businesses improve productivity. For example, when a new contact or lead is created in the CRM, a task can be automatically created in Google Calendar, enabling the team to follow up with the lead.
Enhance customer relationships
Integrating Zoho CRM with other apps such as social media platforms and email marketing tools can help businesses enhance customer relationships. For example, when a new lead is created in the CRM, an email can be automatically sent to the lead, welcoming them to the business.
How to integrate Zoho CRM and Thrive?
It's a simple process that can be completed in a few steps with the.
Connect Zoho CRM account
To connect Thrive with the CRM, businesses need to have a Zoho CRM account. Once you have the CRM account, you can connect it to Thrive by following the instructions in the Thrive dashboard.
Enable the CRM fields mapping
Once Thrive is connected to the CRM, businesses need to enable Zoho CRM fields mapping. This involves mapping the fields in Thrive with the corresponding fields in the CRM to enable data exchange between the two platforms.
Create Zoho CRM module entry trigger
To enable automation triggers between Thrive and the CRM, businesses need to create a trigger that will be activated when a new entry is created in a specified module in the CRM.
Integrate Thrivecart
If businesses are using Thrivecart, they can integrate it with Zoho CRM to enable seamless data exchange between the two platforms. To integrate Thrivecart, businesses need to follow the instructions provided in the Thrive dashboard.
Create workflows
Once Zoho Thrive and Zoho CRM are connected, businesses can create workflows to automate tasks and processes between the two platforms. Workflows can be created using Zoho Flow, which is a powerful integration platform that allows businesses to automate tasks and workflows across multiple apps.
Test and deploy
Before deploying the integration, businesses should test it to ensure that it is working as expected. They can test the integration by creating a new entry in Thrive and verifying that it is successfully synced with the CRM.
Zoho Thrive and CRM Integration Example
Here is an example of how Zoho Thrive and Zoho CRM integration can be used to automate lead capture and improve productivity:
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A visitor lands on the business's website and submits a form created using Thrive Leads.
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The lead is automatically created in the CRM, and a task is created in Zoho Projects to follow up with the lead.
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An email is automatically sent to the lead, welcoming them to the business.
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A reminder is created in Google Calendar to follow up with the lead.
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The lead is added to a marketing campaign in Zoho CRM, enabling the marketing team to send targeted emails and messages to the lead.
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The sales team can track the lead's progress through the sales pipeline in the CRM, enabling them to make informed decisions and close deals faster.
Conclusion
Zoho Thrive and Zoho CRM integration is a powerful tool that can help businesses automate tasks, streamline workflows, and improve productivity. By enabling seamless data exchange between the two platforms, businesses can enhance customer relationships, automate lead capture, and track sales data more efficiently. To integrate Thrive with Zoho CRM, businesses need to connect their CRM account, enable CRM fields mapping, create a module entry trigger, integrate Thrivecart, create workflows, and test and deploy the integration. With Thrive and CRM integration, businesses can achieve RevOps alignment and drive business success.
FAQ
What is Zoho CRM and Thrive integration?
Zoho CRM and Thrive integration is the process of connecting Zoho Thrive, a lead generation and conversion optimization plugin, with Zoho CRM, a customer relationship management software, to automate tasks and streamline workflows.
How does Zoho CRM and Thrive integration benefit businesses?
Zoho CRM and Thrive integration benefits businesses by automating lead capture, enhancing customer relationships, streamlining workflows, improving productivity, and enabling RevOps alignment.
What is RevOps?
RevOps, or revenue operations, is the alignment of sales, marketing, and customer success operations to optimize revenue growth.
Do I need any coding experience to integrate Zoho Thrive with CRM?
No, businesses do not need any coding experience to integrate Zoho Thrive with Zoho CRM. The integration can be set up using Zoho Flow, which is a no-code integration platform.
Can I map Zoho Thrive fields with CRM fields during integration?
Yes, businesses can map Zoho Thrive fields with Zoho CRM fields during integration to ensure that the data is accurately synced between the two platforms.
Can I create workflows between Zoho Thrive and CRM after integration?
Yes, businesses can create workflows using Zoho Flow to automate tasks and processes between Zoho Thrive and Zoho CRM after integration.
Can I test Zoho CRM and Thrive integration before deploying it?
Yes, businesses should test Zoho CRM and Thrive integration to ensure that it is working as expected before deploying it.
What is an example of Zoho CRM and Thrive integration in action?
An example of Zoho Thrive and Zoho CRM integration in action is automating lead capture by creating a form using Thrive Leads and syncing the data with Zoho CRM, enabling the marketing team to send targeted emails and messages to the lead, and tracking the lead's progress through the sales pipeline in Zoho CRM.
Can Zoho Thrive and CRM integration be used by small businesses?
Yes, Zoho CRM and Thrive integration can be used by small businesses to streamline workflows, improve productivity, and enhance customer relationships.
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