Zoho’s Marketing Automation platform allows you to automate your business processes and drive more visitors to your website and social media platforms. With this tool, you are more likely to convert visitors to leads and convert leads to loyal customers.

The tool generates well-defined reports with channel attribution, which highlight important parameters such as acquisition and customer loyalty. Zoho Marketing Automation also easily integrates with other business apps such as Google, YouTube, and Twitter, which makes it an all-in-one marketing automation software.

How does Zoho Marketing Automation work?

To start, you need to create a campaign by inputting your business goals, such as target audience and objectives.

Next, the tool will help you track the different activities on social media platforms like Twitter and Facebook. It also gathers data from other marketing channels like email campaigns and web traffic sources.

Finally, it uses this information to automate your online marketing activities in order to achieve your business goals.


Features of Zoho Marketing Automation:

The features of Zoho Marketing Automation are as follows:

  • Lead Management: Gain insight into lead management with profitable lead identification, lead stage tracking and performance analytics.

  • Journey: this is used for automating your market actions and sending targeting emails. A Journey can be defined in 3 steps:

    1. Trigger: we set the conditions for leads to enter a journey; for instance, submission of the sign-up form could be set as a trigger.

    2. Process: actions can be performed on the lead entering the journey. Here we can give conditions to a series of actions; for example, if a user updates a particular field, it will push them into the CRM as a lead.

    3. End of Journey Action: the lead journey will end after completing all of the actions in the process.

  • Website behavioural marketing: You can see how a visitor interacts with your website in terms of page visits and link clicks. Define goals for your visitor, group them based on their actions, and create a personalized experience.

  • Campaign Planner and ROI: Find the optimum route to complete full-cycle lead execution and cost management goals. Create promotions with exclusive budgets and objectives to monitor returns.

  • Multi-Channel Management: Discover what social platforms users interact with most, create mobile and email campaigns, and plan promotions across various channels.

  • Engagement Tracking: Visualize productivity and improve quick decision-making. Save time with workflow templates, and oversee the progression of leads through in-depth reports.

  • Analytics: Comprehend complex behaviour and attribution statistics with visual data maps and KPIs. Optimize time and enhance visibility using website traffic reports, application preference data and descriptive context.


Benefits of using Zoho Marketing Automation:

The primary aim of this software is to provide a unified communication platform, where the marketing team can track and understand the marketing journey of a customer. Companies can capitalize on this by monitoring and analysing their marketing tasks, and saving time with automation.

The main benefits of using marketing automation are as below:

  • Track Contacts: Understand and monitor your potential customers’ web activities and buying behaviour; record and respond to all communication channels; and deliver timely marketing messages to your customers.

  • Save Time: Using marketing automation software, businesses can automate their regular marketing tasks quickly while saving time to concentrate on other marketing strategies.

  • Build Relationships: The regular in-flow of data on daily customer activities helps personalize your interactions and improves them if need be.

  • Maintain Consistency: Using this software, you can maintain consistency by scheduling timely follow-ups for all your customers’ replies, or achieve timely posting on all your social media channels without delays.

  • Create Reports: This software helps you track and monitor data from all channels, which you can then use to create detailed reports. You can analyse the statistics and graphs on various campaigns and use this data to determine which campaign did better.

  • Lead Nurturing: Using marketing automation, you can simplify and automate the lead nurturing process. You can easily capture lead and prospect information from various social media channels, automate lead categorization using lead scoring, and send personalized emails with automation.



Zoho Marketing Automation is an all-in-one marketing automation software that helps manage marketing activities across multiple channels successfully. It helps to improve ROI, acquire customers, attract visitors to your site, convert visitors to leads, and more.


There are so many great features available in Zoho Marketing Automation which can help you manage and grow your business. For all of those reasons, I highly recommend every businessperson to take full advantage of it. As a Zoho partner, we know it can be a little overwhelming to get familiar with Zoho Marketing Automation in the initial stage. If you are facing any issues with Zoho Marketing Automation or would like to learn more about it please contact us anytime at hello@clientric.co. We always love to help Zoho enthusiasts!

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