Zoho CRM can serve as a powerful data source for enhancing ad campaign attribution, measurement, and optimization. By integrating Zoho with major ad platforms, businesses can track lead lifecycle stages, update lead statuses, and synchronize conversion data with various conversion APIs (CAPI), including Meta, Snapchat, Google, TikTok, X (Twitter), and LinkedIn.

This integration enables businesses to attribute conversions to specific ads, ensuring that marketing strategies are informed by accurate first-party data. Lead status updates and offline conversion data from the CRM can be pushed to ad platforms’ Leads or CRM Conversion APIs, allowing businesses to:

• Optimize lead generation campaigns by feeding real-time conversion signals back to ad platforms.
• Measure the impact of online campaigns on offline conversions, helping assess ROI more effectively.
• Enhance audience targeting and bidding strategies by leveraging CRM-based conversion insights.

By enabling a seamless flow of first-party data into ad platforms, this integration empowers advertisers to refine their marketing efforts and maximize return on ad spend (ROAS).

This guide provides step-by-step instructions for setting up Zoho as a data source and configuring data synchronization with one or more data destinations. Choose the integration that you want to implement to follow the steps:

Option 1: Set up Zoho CRM data source for Meta Conversion API for CRM

Option 2: Set up Zoho CRM data source for Offline Events

Option 3: Set up Zoho CRM data source for Snap Leads Conversions API

Option 4: Set up Zoho CRM data source for TikTok CRM Events API

Option 5: Set up Zoho CRM data source for LinkedIn Leads Conversions API