Salespanel facilitates the tracking of inbound leads and accounts by capturing identification events such as web form submissions, newsletter interactions, and other engagements captured via JavaScript SDK. Additionally, Salespanel's account reveal feature identifies organizations and tracks customer journeys, even when multiple stakeholders are involved, by combining them into a single account journey. All this data is seamlessly integrated into Zoho CRM, enabling deep analysis and attribution to the initial touchpoint.
By integrating with Zoho CRM, Salespanel enhances your ability to analyze these journeys, improve lead qualification, and ultimately, drive sales performance. This guide provides a comprehensive walkthrough on how to set up the Salespanel integration with Zoho CRM.
Setting Up the Integration
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Log into Salespanel: Start by logging into your Salespanel account. Make sure you have admin access to your Salespanel account in order to setup new integrations.
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Navigate to Integrations: Go to the 'Integrations' section on your Salespanel dashboard.
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Activate Zoho Integration:
- You will see an option to connect Salespanel with your Zoho CRM account. Click on the 'Activate Zoho Integration' button.
- You will be redirected to Zoho CRM for authentication. If you are already logged in, you'll simply need to authorize the integration.
- Salespanel will request certain read-write permissions during this process. Grant these permissions to proceed.
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Integration Active: After granting permission, you will be redirected back to Salespanel, where you will see that the Zoho integration is now active.
Configuring the Integration
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Default Owner Settings: You can specify a default owner for new contacts created in Zoho CRM through Salespanel.
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Lead Sync Preferences:
- Decide whether the leads detected by Salespanel on your website should sync as Zoho contacts or Zoho leads.
- Decide whether the leads detected by Salespanel on your website should sync as Zoho contacts or Zoho leads.
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Handling Potential Duplicates:
- To prevent duplicate contacts, Salespanel checks for existing contacts before creating new ones. However, if you use other integrations that do not perform this check, duplicates may still occur.
- To mitigate this, consider setting a time delay on Salespanel's actions. This delay allows other integrations to create Zoho contacts first, with Salespanel following after the delay, reducing the chances of duplicates.
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Syncing Company Visits: Enable configurations in Salespanel to start syncing visiting company data to Zoho CRM.
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Accessing CRM Links:
- Salespanel provides direct links to the corresponding Zoho contact or account from your dashboard. Use these links for quick access to Zoho CRM records.
- Salespanel provides direct links to the corresponding Zoho contact or account from your dashboard. Use these links for quick access to Zoho CRM records.
If you encounter any issues during the setup or have further questions, do not hesitate to reach out to Salespanel support for assistance.