Zoho CRM is one of the best SaaS CRM which is being used by thousands of large and small companies to run and manage their sales and business flows. 

Instapage, is one of the top landing page builder, which is used by thousands of digital marketers of all size and in all verticals. 

There is a native integration between both platforms, which allows digital marketers to seamlessly post their lead data from their Instapage Landing Pages to their Zoho CRM. 

Having the ability to integrate TrackingDesk with both platform allows you to to easily add to your campaigns the performance indicators that are required to run and optimize your campaigns. 

In order to get started with the integration, you will need the following:

a. An Instapage Professional Account - If you don't have one yet, open it here
b. A Zoho CRM account - If you don't have one yet, open it here.
c. A TrackingDesk account;)

The goal of this integration is to have the ability to send traffic from TrackingDesk to your Landing Page, collect and push lead data to Zoho CRM and receive conversion information back to TrackingDesk.

NB: We are happy to provide integration guidelines, but we do not provide technical support or debugging data related to Zoho CRM or Instapage. You must be able to configure those applications yourself and if needed get support from either their knowledge base or their support team.
We do however provide support and insights on how things should be setup to work between TrackingDesk, Instapage and Zoho CRM.

Prepare your applications for Data Integrations and Mapping

Zoho CRM
a. Create your Webform - You're free to use whatever fields you want, but you should reserve the field "lead source" so that TrackingDesk can append a custom variable that will be used to track conversions.

b. Create a token here which will allow you to connect your Instapage form with Zoho CRM Form.

c. Create a workflow - The workflow will run a WebHook for a given action. In this case, Zoho CRM will call the TrackingDesk Postback URL every time someone fills the WebForm. If you would like to also track conversions that happen within Zoho CRM - for example when a "lead" becomes a "contact" you will have to create a separate Workflow which will trigger the 2nd postback URL of TrackingDesk

1. Navigate to the workflow page and create a Workflow
2. Select the module "lead"

3. Define when the rule should be triggered (on create)
4. To who the rule applies (all)
5. What action should happen (instant Action - Webhooks)

6. Switch to TrackingDesk

a. Create an affiliate network - select custom tracking technology
b. Add an offer
c. Add a conversion step (CPL), Select Postback URL, Associate a conversion value and copy the postback URL into a text file


d. Remove the QueryStrings h={event_id} and a={amount} from the postback URL


e. Add a conversion step if necessary and repeat the same process (c, d)
b. Copy the Postback URL into your clipboard (ctrl+c)

7. Switch back to Zoho CRM Workflow
a. Paste the Postback URL
b. Select the GET method
c. Select which parameter will be appended to the TrackingDesk postback URL
Parameter name: h
Parameter Value:

-select the module Lead or Contact
-select the value - Lead Source

d. Save and Associate
e.  Save the Workflow

8, Switch to instapage
a. Once your design and form is ready
b. Add a hidden field to your form and save the hidden field

d. Click the integration button

e. Select Zoho CRM
f. You will be prompted to add your Zoho CRM token.

g. Copy (crl+c) the token to your clipboard

e. Paste {ctrl+v) the token to the Instapage Integration
f. Map the fields  and hit the "finish" button. 

g. You will reach the Success window

h. Define where should the visitor be redirect after filling the form - this can be an other landing page or a thank you page or whatever URL you decide.
I. Save the form and publish the Landing page. 

Switch to TrackingDesk

1. Add the newly created landing page as an offer link or as a Landing Page
2. Create your campaign
3. Test the conversion.

CRM general functionalities.
Traditionally, CRM have a basic workflow which starts at the Lead level and progress toward the final sale. This is obviously, up to you or your client to define those business logic and consequently, you will have the possibility to adjust the integration according to each specific need and/or advertiser.

Did this answer your question?