Enrich bespoke Zoho pipelines with valuable information from Ruler Analytics
Overview of integration

Zoho CRM stands out from other CRM platforms through its customisation features. Users can create custom modules to suit their needs. Zoho CRM also offers omnichannel communication, an AI-powered sales assistant and automation capabilities.

Establish a two-way flow of data for your lead generation information and deal activity between Ruler Analytics and Zoho CRM. Leverage all your engagement information such as recorded phone calls, web forms and live chat transcripts to provide your leads with the best experience.

With over 60 marketing variables available, Ruler can feed information such as First/Last Click marketing source, landing page, keyword, GCLID, page views and sessions straight into Zoho. All the information is readily available for your sales team to create the best customer journey.

Ruler retrieves the data associated with your Zoho deals to create an end-to-end view of your engagement and sales process. All data is then updated in the Ruler dashboard and also fed into your marketing platforms such as Facebook, Google Ads, and Microsoft Advertising. As such, your marketing and sales team will have a single source of truth for the whole process.

Ruler associates the revenue generated by each successful deal to the original marketing campaign. This allows you to measure ROI and smartly invest in the most successful marketing campaigns. You can re-create your digital marketing strategy for the most efficient budget use.

Key Benefits
  • Sales and marketing data aligned in a single view
  • Empower sales team with lead intelligence
  • Evidence the effectiveness of marketing campaigns to drive both leads and revenue
  • Visibility of impact of marketing activity across the sales cycle
  • Close the loop between marketing and sales
How Ruler integrates with


By recording a customer’s pre-engagement behaviour, you can understand specifically which were the most successful messaging strategies. Record your first interactions with the customer, whether it was on the phone, by web form or live chat.


Track the most important measure in your sales process – revenue. Trace each successful sale back to the first interaction with the customer to understand the overall values of your sales pipeline.


Calculate the budget spent on your marketing campaigns and directly track them to the revenue generated by each lead. This will enable you to justify any kind of budget increase and redistribution to maximize your Return on Investment.