Integrate email marketing with CRM and increase the ROI from your email marketing campaigns.

Say goodbye to generic email marketing blasts and cold calls that never convert. Zoho CRM software connects with your existing marketing tools and allows you to identify the leads which convert and compare the ROI from your marketing spend. Personalize your marketing campaigns with CRM data, to drive better engagement and boost your sales.

Why does your business need to integrate
email marketing with CRM?

Your email marketing tools allow you to send email campaigns and measure basic marketing analytics such as open rate, close rate and clicks on call-to-action. However, is that enough? How do you identify which email campaigns have the highest conversion? Unless you compare the marketing spend on a certain campaign and the amount of deals generated from it, you will not be able to measure the ROI. This leads you taking a spray and pray approach to marketing which can cost a lot of money, and also affect your brand image as a whole.

How are my customer-facing teams affected?

On the sales side, you have a CRM which houses your customer and prospect data. On the marketing side, you have an email marketing tool. These systems are usually separate and don't communicate with each other. This leads to your customer-facing teams operating in isolated silos, losing out on all the potential for collaboration.

Sales team

Sales teams have no idea on which leads are most engaged–the ones who open every email and click every link. Instead of prioritizing their most engaged leads, sales teams ends up cold-calling, overlooking the valuable data generated by their marketing counterparts.

Marketing team

Marketing teams have no hard data on which of their email campaigns lead to more conversions. With no information on what their leads like and dislike, they take the spray-and-pray approach to email marketing. This leads to underperforming and generic campaigns.

Marketing team

Zoho CRM can bridge the gap between
marketing and sales.

Zoho CRM integrates well with popular email marketing tools like Mailchimp and Zoho Campaigns. With two-way synchronization, all of your contacts and campaign data now reside in a common area, accessible by both your sales and marketing teams. This allows you to cross-reference the deals created from each campaign, and enable you to identify which campaign worked the best and which did not.

Need more incentive to integrate your email marketing tools with CRM?
Check out these stats.


Save time & Increase


increase customer


More timely


increased opportunities,
including up-selling

Benefits of Zoho CRM Integration.

Your sales and marketing teams no longer have to work separately–they can pool resources. With practical information about their leads, your sales reps can tailor their sales pitches to suit each lead. All the leads generated by your marketing teams are nurtured and sales-ready, thus improving the productivity of your sales reps. Your marketing teams have access to sales data, allowing them to craft targeted campaigns.

  • Higher conversion rates
  • Seamlessly synced and unified contacts
  • Get personal with your campaigns
  • Your comprehensive return on investment
  • Better segmentation
  • Higher conversion rates

    You generate a lot of leads, but are you measuring their quality before you push them to sales? In other words, are they sales-ready? When your email marketing tools and CRM work together, you can ensure all your leads are nurtured through several stages in the pipeline.

  • Seamlessly synced and unified contacts

    Duplicate contacts and difficulties with exporting contacts are problems of the past. When your email marketing tool syncs to your CRM, you can keep your contacts updated in both places. Say goodbye to outdated subscriber lists.

  • Get personal with your campaigns

    When your marketing teams know which campaigns your leads have engaged with the most, they can iterate on new marketing campaigns, personalized to that customer profile. Using this information, sales reps can send custom emails on product offers and, based on the responses they receive, cross-sell or up-sell products.

  • Your comprehensive return on investment

    Email marketing and CRM integrations can allow you to determine the true ROI of a marketing campaign. You can gain insight into how many of your leads responded to your campaigns. Taking it a step further, you can also check how much revenue you generated from each campaign, allowing you to optimize your finances for your future campaigns and spend intelligently.

  • Better segmentation

    By pulling customer data from your CRM, you can organize mailing lists from your email marketing tool into smaller lists based on your sales pipeline like prospects, contacts and leads. You can also segment them based on demographics, industry, unique preferences, and campaign interactions. This helps in both crafting the right message and targeting it to the right audience.

Here's how your teams can make the most out
of this integration.

Sync campaigns

All your email marketing campaigns are synced to Zoho CRM and tagged under each lead or contact. This gives you an idea of which leads interacted with which campaigns, and when.

Sync contacts

All contacts you have in your Zoho CRM and your email marketing tools remain in sync with each other. This ensures that you don't work with duplicate contacts and expired leads.

Real-time notifications

Get real-time notifications every time a subscriber is added, removed, or updated in your subscriber lists.

Integrate with your Favorite products.

Zoho CRM works with products you use every day. Seamlessly integrate with more than 100 popular business apps and let CRM talk the same business language as yours.

Frequently Asked Questions

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What are the benefits of using an email marketing CRM?

The main benefit of using an integrated email marketing and CRM system is the sync of information between sales and marketing teams. Marketers can send more targeted messages to your leads and get visibility into how your campaigns translate into overall business performance. Sales teams can identify marketing sources that lead to higher conversions, which in turn helps them better prioritize their prospects. With qualitative insights on what their prospects engage with, they can also craft better sales pitches.

What features should I look for in an email marketing CRM?

An email marketing CRM should facilitate customer facing teams across all stages of the marketing and sales funnel, from lead generation and nurturing to final conversion. Features like list segmentation; campaign building, scheduling, and tracking; mobile optimization; marketing; and sales analytics are all useful to have.

How can I measure the success of my email marketing CRM campaigns?

This depends on the goal of your campaigns. If it's to improve brand awareness, opens and clicks are sufficient metrics. If it's for a specific sales-oriented campaign, for example a Christmas sale, tracking the number/revenue from purchases made via the campaign is the best indicator of its success.

Can I integrate and automate my existing email marketing campaigns with a CRM?

Absolutely. Zoho CRM syncs with most major email marketing tools including Zoho Campaigns. You can use them in sync to drive targeted campaigns to your lead base and measure the ROI of your marketing efforts.

Is it possible to segment my email list with a CRM?

Using demographic information from your CRM is one of the best ways to ensure your leads receive messages that are relevant to them. You can also track users' interests and behavior to fine tune your segmentation and build better email lists.

How does email marketing CRM handle bounce rates and unsubscribes?

Sales teams can identify when their prospects unsubscribe from marketing communications, or when emails bounce from their inboxes. Bounce rates and unsubscribes are both indicators of low quality or uninterested leads, and sales teams can either find up to date contact information on their clients, or choose to focus their efforts elsewhere.

Can I send personalized emails to individual customers with a CRM?

Since a CRM contains centralized information on all of a lead's communications, demographics, and other engagements with your brand, it is the best way to personalize the content of the marketing emails you send them. Whether it is addressing them by name, sending them deals available in their region, or information related to products they've already bought from you, you can do it all. This ultimately contributes to greater open and click-through rates.

Can I track subscriber engagement with my emails using an email marketing CRM?

Yes, you can. In fact, a CRM doesn't just pull information from your email campaigns, but allows you to see all information about a client in a single place: ongoing deals, products they're interested in, their business details, and prior interactions, as well as how they engage with your marketing emails. This allows you to view subscriber engagement in the larger context of how they relate with your business.

How can I use an email marketing CRM for lead generation and lead nurturing?

A CRM tool supports lead generation from various sources: your website, phone calls, social media, and more. Using the information you have on them, you can segment these leads into an appropriate email list and set up personalized workflows that allow you to nurture them and make them sales ready. Your sales team can take over at this stage, create a sales pitch based on context provided from your email marketing campaigns, and convert them into paying customers.