Rocketbrew seamlessly integrates with sales and CRM platforms like Zoho streamlining your lead generation, content management, and sales workflows. It automates tasks such as creating new leads and updating customer information. For instance, when a lead engages with a Rocketbrew message, our CRM integration automatically updates your CRM with the new data.
With Rocketbrew, you benefit from robust two-way syncing with these platforms, enabling smooth workflows directly from your CRM. Our integration allows for flexibility in customizing which properties are synchronized, ensuring compatibility with your CRM setup right from the start.
Zoho is a cloud-based software suite like Microsoft Office or Google Workspace. It offers business and productivity tools that run the gamut from sales and marketing to finance and legal to IT and analytics. With more than 70 apps on offer, Zoho has been likened to a Swiss army knife due to its wide range of uses.
Setup Prerequisites
Zoho Integration
In order to complete the following steps, you must have an admin seat or a seat with the following permissions:
CRM resources in a module:
- Read (Full access)
- Create (Full access)
- Update (Full access)
- Delete (No access)
Specific Zoho modules:
- Leads, Accounts, Contacts, Potentials, Campaigns, Events, Tasks, Calls
Settings
- Read (Full access)
Setup Walkthrough
Step 1: Connecting your CRM(s)
1. Log into Rocketbrew. Click here to be directly taken to the Rocketbrew app.
2. Head to "Manage Settings"
3. Select "Lead Search Settings" or click here to be directly taken to this setting.
4. Depending on which CRM you would like to integrate, click on the blue "Connect" button for your specified CRM integration.
5. This will then take you to the CRM login page where you can enter credentials and establish the connection.
6. Once you connect your Zoho account, you should see a popup to accept permissions:
Step 2: Configuring Push Records for a Campaign
Currently, Rocketbrew will automatically sync to your CRM and write back to the objects chosen by the user. Any updates to these chosen records will automatically be pushed to your CRM. Rocketbrew also automatically creates new properties, customized for Rocketbrew data only to make it simple for users to see Rocketbrew activity:
1. RB Status: The current lead status for a lead messaged from Rocketbrew.
- Includes: Closed Rejected, Closed Accepted, Closed Unsubscribed, Connected, Pending Connection, Attention:Initiating Call, Awaiting Response, Conversing, Attention:Not Interested, Response Ready, Attention:Needs Information
2. RB Campaign Name: The specific campaign title that the lead is associated with. This campaign is created from Rocketbrew by the user.
3. RB Campaign Type: The specific campaign type that the lead is associated with, denoting which channel the campaign is targeting.
- Includes: LinkedIn, email
4. RB Sequence Stage: The current sequence stage of the message campaign for a lead messaged from Rocketbrew. Each sequence stage includes what the lead last received, whether a message was last sent, a message is queued to send soon, or a message has failed to send. Each sequence stage also includes a number denoting what message stage the sequence is on. This number is customized based on how many follow up messages the user is sending in the campaign. For example, Sent Followup #1 denotes that the first followup message has been sent. For example, Queued Send Followup #2 denotes that the second followup message is queued to send soon.
- Includes: Sent Followup, Queued Send Followup, Failed Send Followup
5. RB Last Activity: Timestamp marking the last activity from Rocketbrew.
6. RB Conversation: Formatted messages and conversation sent to and from Rocketbrew and the associated leads.
7: RB LinkedIn URL: Formatted LinkedIn URL found by Rocketbrew for the associated lead.
8: RB Convo Hash: Hubspot specific property for hashing RB Conversation property, will not be created for any other integration.
Rocketbrew will automatically update your Zoho CRM with the appropriate outreach information.
Below is an example of the changes that will be reflected in your Zoho CRM as the lead updates through Rocketbrew:
Example of Overview updates:
Example of Timeline updates:
