Zoho Crm integration

Overview

The Zoho CRM integration automatically tracks your sales funnel and customer journey by connecting Zoho CRM events to Spectacle's attribution system. When contacts are created, accounts are updated, or deals progress through your pipeline, these activities are captured as attribution events in real-time.

Setup & configuration

Connecting

You can connect your Zoho CRM account to Spectacle by clicking the "Connect" button on the Zoho CRM integration on your workspace's settings page.

Configuration

After connecting your Zoho CRM account, you can optionally configure the following settings:

User id field (optional): The Zoho CRM Contact field where you store the internal User Id from your own system.

Company id field (optional): Choose a Zoho CRM Account field to identify companies.

Additional contact fields (optional): Select custom Zoho CRM Contact fields to sync to Spectacle. You can view and filter these properties within the platform.

Additional company fields (optional): Select custom Zoho CRM Account fields to sync to Spectacle. You can view and filter these properties within the platform.

Contact tracking

Automatic event generation

When contacts are created or updated in Zoho CRM, Spectacle automatically generates these attribution events:

• Zoho Crm: Contact Created - When a new contact is added to Zoho CRM

Synced contact properties

The following properties are automatically synced for contacts:

• Contact id
• First name
• Last name
• Email address
• Phone number
• Title
• Any configured custom fields

Account/company tracking

Account events

Track your B2B relationships with automatic event generation for account activities:

• Zoho Crm: Account Created - When new accounts are created in Zoho CRM

Synced account properties

The following properties are automatically synced for accounts:

• Account id
• Account name
• Website
• Any configured custom fields

Deal progression tracking

Deal events

Track your sales funnel with automatic event generation for deal activities:

• Zoho Crm: Deal Created - When new deals are created
• Zoho Crm: Deal Updated - When existing deals are modified

Synced deal properties

When deals are created or updated, the following properties are synced to the associated contact:

• Deal id
• Deal name
• Deal value
• Deal currency
• Deal stage

Contact-account associations

Association tracking

When contacts are associated with accounts in Zoho CRM, Spectacle tracks these organizational relationships automatically. This enables account-based marketing (ABM) attribution and helps you understand which marketing activities drive company-level engagement.

The integration automatically:

• Links contacts to their associated accounts
• Tracks deal associations with contacts
• Syncs account information to contact records

Event attribution

All Zoho CRM events are automatically attributed to your marketing touchpoints, allowing you to:

• Measure which campaigns generate the most qualified leads
• Track the complete customer journey from first touch to closed deal
• Calculate real ROI for your marketing spend
• Identify which touchpoints contribute to deal progression
• Analyze account-based marketing effectiveness
• Understand the value of each marketing channel in your sales pipeline