Topics

Overview

Zoho is a well-known frequently-used CRM among many companies across many industries. journy.io therefore decided to deeply integrate to offer full bi-directional CDP functionalities with enriched SaaS customer intelligence and trigger most important actions for both contacts and accounts, upon getting B2B product-led growth signals.

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At any time, you can check the bi-directional sync logs of your Zoho↔journy.io connection by selecting the 'log' submenu.

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Tip: Need help with your Connectors?

Reach out to our support team

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or book time to make it together

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Zoho actions

journy.io eventually allows to define product-led growth signals that trigger actions related to the installed connections. For each user/account meeting signal conditions, following HubSpot actions can be triggered:

• Add tag: Adds tag to a user, typically to initiate a workflow such as sending emails.

• Create task: Creates a task in Zoho for PLG user/account. You can select the Zoho user the task should be assigned to, next to setting task subject.

• Remove tag: Removes tag from a user, typically to eject from a workflow such as email drip campaign

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