Marketing
Zoho Marketing Automation solutions set up the way you work.
Lead capture, scoring, journeys and multichannel campaigns in one platform, configured to hand sales-ready leads to your team.
- Landing Pages
- Pop-ups
- Zoho CRM
- Social Media
- Online Store
- Events
Zoho Marketing AutomationMarketing- Scored Leads
- Journeys
- Attribution
About Marketing Automation
What Zoho Marketing Automationdoes.
The core of what Zoho Marketing Automation offers, based on Zoho's official product documentation. It connects every stage between first visit and sales handoff, so marketing effort turns into qualified pipeline.
- WarmerLeads
- PersonalJourneys
- AlignedSales handoff
01Lead generation
Capture visitors through forms, pop-ups and landing pages, and pull existing records in from your CRM.
- Signup forms
- Pop-ups
- Landing pages
02Lead nurturing
Keep in touch with leads who aren't ready to buy using timed, relevant email series.
- Email campaigns
- Automated series
- Social promotions
03Behavioral marketing
Study what each lead reads and clicks so messages match their actual interests.
- Website tracking
- Segments
- Dynamic content
04Lead qualification
Grade leads by engagement and move them through stages so sales knows who to call first.
- Lead stages
- Lead scoring
05Journeys
Visual engagement paths that branch on each lead's actions, built from scratch or a template.
- Journey builder
- Journey templates
06Analytics & attribution
Dashboards, goals and attribution reports show which channels produce leads and revenue.
- Dashboards
- Goals
- Attribution reports
07Multichannel marketing
Engage leads by email, SMS, WhatsApp and social media from a single campaign workspace.
- SMS
- Social
08Planner & ecommerce
Plan activities against budget and ROI, and run store campaigns for carts, purchases and repeat buyers.
- Marketing planner
- Cart recovery
- RFM analysis
- Product recommendations
How Xevort helps
Making Marketing Automation work your way.
What our team can set up, customize and connect in Zoho Marketing Automation.
Setup
Brands, sender details, lead fields and lists organized around your funnel and target segments.
Customize
Lead stages, segments, email templates and signup forms shaped to your messaging and offers.
Automate
Journeys that branch on opens, visits and form fills, moving leads forward without manual sends.
Integrate
Marketing Automation connected to Zoho CRM, your store, webinar tools and messaging channels.
Lead scoring
Scoring rules based on fit and engagement, with stage changes that alert sales at the right moment.
Landing pages
Responsive landing pages and pop-ups built for each campaign, with forms that feed lead records.
Web tracking
Tracking code, goals and attribution configured so you can see which channels bring in leads.
Planner & ROI
Marketing planner set up with goals, activities and budgets so the team tracks spend against returns.
Integrations
Connect Zoho Marketing Automationwith the tools you use.
We can connect Marketing Automation with other Zoho apps and the services you already use, so records move between them without anyone re-typing them.
- Native Zoho connectionsZoho apps that share data with each other out of the box.
- Delivered by XevortIntegrations our team has built on client projects.
- Officially supportedConnectors Zoho provides, set up and mapped to your process.
Why choose Zoho Marketing Automation
Marketing that movesleads toward revenue.
Zoho Marketing Automation joins lead capture, nurturing, scoring and attribution so marketing and sales work from the same picture of every lead.
- Full-funnel platformCapture, nurture, score and report without stitching tools together.
- Sales alignmentQualified leads flow to CRM with their engagement history.
- Journeys your wayPaths and stages designed around your own buying cycle.
- Attribution claritySee which channels and campaigns create pipeline.
- AI assistanceZia drafts landing page copy and suggests products to shoppers.
- Private by designCustomer data stays in your Zoho account and is not used to train global AI models.
FAQ
Zoho Marketing Automationquestions, answered.
Straight answers on setup, migration, integrations and timelines before you start.
Still have questions?
Tell us about your Zoho Marketing Automation setup and our team will get back to you.
Campaigns suits teams focused on email, SMS and WhatsApp sends. Marketing Automation adds lead scoring, journeys, web tracking, landing pages and attribution, so we recommend it when you manage a full lead funnel.
Yes. We define lead stages and scoring rules with your sales team, then sync qualified leads to Zoho CRM with their engagement history.
Yes. We design journeys for onboarding, webinar follow-up, cart recovery or re-engagement, with branches based on each lead's actions.
Yes. It integrates with Shopify, WooCommerce and Zoho Commerce. We connect your store and set up cart recovery, purchase follow-up and product recommendation campaigns.
Yes. We map and import leads, lists, consent status and custom fields, and rebuild your key workflows as journeys before switching over.
This depends on the systems involved, API availability, data complexity, testing requirements and business rules. These are typical Xevort project estimates, not fixed delivery commitments.
Free Zoho consultation
Ready to get more from Zoho Marketing Automation?
Tell us how your business works, what you want to improve, and where Zoho fits today. We'll recommend the right approach, with no obligation.
- Reply within 1 business day
- New or existing Zoho setups
- Fixed-scope proposals