Overview
Connect Zoho CRM to Octanist so your lead statuses stay in sync with your sales pipeline. When deals progress through stages in Zoho, the corresponding leads in Octanist update automatically, sending conversion signals to your ad platforms at every milestone.
How it works
Map your Zoho CRM deal stages to Octanist lead statuses. As your sales team moves deals through the pipeline, from prospecting to qualification to negotiation to closed-won, Octanist receives webhooks and updates lead statuses in real time. Each status change can trigger conversion events to your connected ad platforms.
Close the sales-marketing loop
Marketing drives the leads, sales closes the deals, but without a connection between Zoho CRM and your ad platforms, marketing never learns which campaigns produce the best deals. Octanist bridges this gap, feeding CRM outcome data back to your ad platforms so they optimize for revenue, not just lead volume.
Use cases
Pipeline stage mapping
Map each Zoho CRM stage to an Octanist status so your ad platforms know exactly when leads qualify and convert.
Bidirectional sync
Lead status changes in Zoho automatically flow to Octanist and onward to your ad platforms, with no manual work.
Deal value tracking
Pass deal values from Zoho through Octanist to your ad platforms for accurate ROAS-based bidding optimization.
Real-time webhooks
Every deal stage change in Zoho triggers an instant update, so your ad platforms always have the latest conversion data.
Conclusion
Zoho CRM is where your sales team lives. With Octanist, every deal stage change flows through to your ad platforms, closing the loop between marketing spend and sales outcomes.
