Integrate Zoho CRM with Zoho PageSense
The interplay between CRO and CRM is the future of constructing a superior customer experience and an effective means of boosting website personalization. This integration precisely enables you to push website visitor insights directly into CRM.
What is CRM?
Customer Relationship Management (CRM) is the go-to solution for companies looking to effectively acquire, nurture, and handle relationships with customers. CRM enables you to centralize all customer information, giving insight to all customer-facing teams and stacking personalization into every customer interaction.
What will you get from this integration?
Integrating CRO with CRM can help businesses improve their marketing strategies, personalize the customer experience, and improve customer retention, ultimately leading to increased revenue and business growth.This will also help one to observe a visitor's journey and decide where they fall short in converting to a customer from prospect.
With Zoho CRM integration, you can:
- View and replay your customers' session.
- Improve website performance and customer satisfaction.
- Convert a visitor into a potential prospect.
Begin integrating Zoho CRM with PageSense:
1. Ensure that the PageSense code snippet is installed in your website. Learn how to install the PageSense snippet code on your website.2. Make sure to add the PageSense Identifier API right below the PageSense code snippet. Learn how to add the Identifier API on your website.
3. Remember, only when your Goals and Session recording experiments are running, the data will be pushed into CRM.
1. Once you enter CRM dashboard, on the top-right corner you will see the Setting icon (⚙️) Click on it.
2. Under Marketplace, click on Zoho.
3. You will land on the setup page where all the available Zoho applications will be listed. Search for PageSense and click on it.
Only the data that is created post-integration will reflect and will be collected.
4. Once you enter the application, please accept both the Terms and Conditions listed and click on Continue.
5. Select the user profile and hit on Confirm.
6. Once installed, you will be redirected to select your Space and Project, after that click on Configure.
Space: A space in Zoho PageSense is a portal for holding all your projects. We suggest that you use your organization or team name as the name of the space you create.
Project: A project contains the data for all the experiments within it, and each of those experiments shares the same snippet code. You can create multiple experiments in a single project.
7. Once the configuration is completed, a custom module for Goals and Session Recording will be created in CRM.
- All the visitors tracked will be associated to the Leads module in CRM.
- Email address is the field through which user identification takes place.
View your Goals and Session Recording data in CRM:
1. Click on any lead to get their respective detailed info.
2. In the Overview tab, under the Session Recording tab, you can view the details along with the pages visited by the specific lead. Click on the Play ( ▶️ )️ icon, to view the recording. You will be redirected to the session player within PageSense.
3. Similarly, under Goals you can see a detailed view such as name, source, and time the goal was completed, amongst many others of the goals that have been achieved.
- Under the Custom module of Goals and Session Recording, their respective data's can be viewed.
How to Uninstall the integration:
You can Uninstall the integration any time by following the below steps:
1. Click on Setup (⚙️) in the right-top corner.
2. Under Marketplace, select All.
3. A list of all installed Zoho applications will be displayed on the left pane, search for Zoho PageSense and click Manage.
4. You will be redirected to the Extension details (installed tab) page, click on the Uninstall button.
5. You will be asked for a confirmation, please click on Ok.
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