Accelerate growth with seamless marketing automation solutions

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Marketing automation
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Launch campaigns in no time

Effectively pulling off a multi-channel campaign based on audience behavior and data usually requires custom integrations with your marketing apps. Empower your teams to build cross-functional workflows to create and launch campaigns quickly.

Personalized marketing communication

Drive conversions with the right message

Ensure that each segment of your audience gets the most relevant message. Tailor specific workflows based on audience type, interactions, and other predefined conditions.

Marketing automation budget

Manage your budget with automation

Automate your marketing budget distribution based on real-time campaign performance. Track metrics across channels and set up workflows to adjust spend, trigger alerts for over/under-spending, and generate detailed ROI reports.

Automate every aspect of your marketing

  • Campaign management
  • Lead management
  • Collaboration
  • Customer insights

Campaign management

Get started in minutes

Start creating effective multi-channel campaigns quickly. Hit the ground running without waiting for assistance from developers.

Automate campaign operations

Schedule automatic follow-ups and appointments with prospects, and send your team members automatic reminders on specific campaign-related tasks.

Share campaign insights

Get a comprehensive view of how your campaign is performing. Pull campaign data from multiple platforms to create reports with key metrics.

Marketing automation campaign

Lead management

Capture leads from all touch points

Leads are usually scattered across multiple apps as a result of multi-channel campaigns. Create workflows to get them all into your CRM and ensure no potential customer falls through the cracks.

Effective lead nurturing

Create personalized drip campaigns based on lead behavior. Guide prospects through the sales funnel with targeted content.

Assign lead scores

Automatically assign custom lead scores based on interactions, preferences, and historical data. Prioritize high-value prospects for your sales team to focus on.

Lead management automation

Collaboration

Project management

Automate collaborative processes across multiple teams. Create workflows to automate task creation, assignment, approvals, and follow-ups based on campaign stages or other key triggers.

Cross-functional alignment

Create automated workflows between marketing, sales, support, and other functions. Ensure that quality leads are seamlessly handed off to sales, requests and approvals are streamlined, and support and presales are ready to join in whenever required.

Free up your team

When multiple platforms are involved in conducting a campaign, team members may need to switch from one app to another to check metrics or transfer data. Eliminate this context switching and manual work with targeted custom integrations.

Marketing automation

Customer insights

Contextual reporting

Key customer insights can exist in different platforms, leading to silos. Create workflows to automatically fetch relevant insights from multiple apps to stay on top of customer trends.

Dynamic alerts

Configure workflows to deliver automatic notification to key stakeholders whenever there's a significant dip in key metrics like sign-ups or conversions. Fix potential cracks as soon as they're detected.

Consolidate feedback

Gather customer feedback from multiple channels to get a clear picture and stay aware of customer expectations and suggestions.

Customer insights

Discover how SHARC Energy used Zoho Flow to automate its lead management operations

Read case study

"Using Zoho Flow, we're able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved staff from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error."

Mike Tanyi

Mike Tanyi

Director of Marketing and IT, SHARC Energy

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Connect your marketing apps with Zoho Flow

Onboard all your marketing team members to Zoho Flow, so they can connect the apps they use every day and automate specific workflows.

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Use Zoho apps already?

Discover why Zoho Flow is a game-changer for Zoho users

Integrate Zoho apps
  •  Unlocking seamless connectivity within the Zoho ecosystem
  •  Bridging the gap between Zoho and external platforms
  •  Adopting the Zoho suite of apps with confidence