How Can You Capture Leads Automatically in Zoho CRM from Your Website or Ads?

How Can You Capture Leads Automatically in Zoho CRM from Your Website or Ads?


Info

Zoho CRM provides multiple lead capture tools such as Web Forms, Facebook Lead Ads integration, and third-party automation.

  1. Create a Web Form:

    • Go to Setup → Developer Space → Webforms.

    • Design a form with custom fields, select the module (Leads/Contacts), and embed it on your website.

  1. Enable Facebook Integration:

    • Use Marketplace → Facebook Lead Ads extension.

    • Connect your ad account and sync leads directly into CRM.

  1. Use Third-Party Integrations (e.g., Zapier):

    • Capture leads from external tools like Google Ads, LinkedIn, or landing page builders.

  1. Lead Assignment Rules:

    • Auto-assign new leads based on geography, campaign, or custom rules.

Why This Workflow Matters:
Automated lead capture eliminates manual data entry, reduces lead leakage, and improves response speed, leading to higher conversions.