Zoho CRM

Learn how to enable Zoho for supported destinations.

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Requirements
Set up Zoho CRM as a data source
Troubleshoot errors

Requirements

You’ll need an always-on connection to create an automated pipeline for ensuring data freshness.
You need to enable history tracking in Zoho CRM to track stage changes to your deals and leads. You must have “Module Customization” permission to enable history tracking. Learn more about enabling history tracking .

Set up Zoho CRM as a data source

Data Manager allows you to link sales orders and purchase orders with user data. The associated data is automatically saved. For example, if a user purchases a product previously listed in their cart, it will be logged as an action. These details are then connected and stored in the default or custom module in Zoho CRM.

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 Floodlight conversion creation. To link the data source only, and apply a use case later, you can refer to Apply a use case later .

Customer Match

Through the “Audience manager” page

Sign in to your Search Ads 360 account.
Navigate to a sub-manager account, and then to the Google Ads client account .
Go to the Shared librarydropdown under “Tools & settings” and select Audience manager.
Select + Customer list.
In the “Data source” card, select Connect a new data source.
- If you previously linked a data source from the Data manager screen that you want to use, choose Select an existing source.
Search and select Zoho CRMfrom the list of data sources.
Select Direct connection, then select Continue.
Enter your Zoho username and password.
Read and accept the customer data policy, then select Continue.
From your existing list of audience segments, select a single audience list that you want to import data from, then select 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

Through the “Conversions” page

Sign in to your Search Ads 360 account.
Navigate to a sub-manager account .
Go to the Conversionsdropdown under “Tools & settings” and select Summary.
Select + Create conversion action.
Select Import.
Select CRMs, files, or other data sources.
Select Track conversions from clicksas the tracking method.
In the “Data source” card, select Connect a new data source.
- If you previously linked a data source from the Data manager screen that you want to use, choose Select an existing source.
Search and select Zoho CRMfrom the list of data sources.
Enter your Zoho username and password.
Read and accept the customer data policy, then select Continue.
Select a category from the conversion goal list, then select Set up.
After clicking continue, select the Lifecycle Stagethat 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.

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.

Example

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 Search Ads 360. 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 goal to a connection that you created. You can either set up an audience segment or conversion goal before you link a data source or you can create an audience segment or conversion goal in the final step of setting up a data source.

Open Setup, select Data manager. Select the connection you just made from “Connected products” and under “Usage”, select + Add audience segmentor + Add conversion action.

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

Sign in to your Search Ads 360 account.
Navigate to a sub-manager account .
In the page menu, select Setupdrop-down, and then select Data manager.
Select + 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 select Continue. If you select Audiences, you are prompted to select the data type at this step.
Enter your data source location and credentials*, then select Next.
To map fields, select the data source fields from the dropdown lists that match the destination fields.
Optional: Apply transformations to your data.
Select Next.
Enter a name for this connection.
Optional: Edit connection details .
Select 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 goal using the steps from the previous sections. Return to these steps before completing the data source step.
Under Data source, choose 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

Stage changes aren’t tracked or there is no history tracker data

Stage changes for deals and leads may not be tracked in Zoho CRM because history tracking isn’t enabled by default. Follow the steps in enabling history tracking in Zoho CRM .
If you initiated a downgrade, history tracker data will be deleted permanently and immediately upon downgrade. Back up your history tracker data before initiating a downgrade. Your data will be available in the “Data Backup” section.
If a downgrade occurs because your Zoho CRM license expires, your history tracker data will be deleted after the 60-day grace period. Renew your license or back up your history tracker data before the grace period expires. Your data will be available in the “Data Backup” section.

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