It looks like you are using a custom field for lead status mapping. The lifecycle stage field. I was going to ask how you keep the lead status in CRM sync'd with the lead stage in ZMA but it looks like you've gone the custom route. It's unfortunate that they don;t sync and seems borderline insane to not have the data represented in both places but there it is. If you know any work arounds I'd love to hear them! It looks like lead sources don't synch either with makes no sense to me...
Tnank you very much this is an incredible walkthrough, so thorough. I really don't want to Synch MY WHOLE Leads / Contacts Module. I can either put some of my CRM list into another module, or Create segments in MA. I wish I could map a VIEW to MA, do you think that's coming like in 1.0? Any other suggestions? ALso, how did you get all the Deal Pipeleline STages ( Lifecycle Stages you say) into MA if its not a field in Leads? THX!
where can i find zoho marketing automation in zoho one? does that need to be approved by the admin of the zoho account to have a zoho marketing automation app?
Great info and overview. Thanks Drew. Has me rethinking my strategy.
Glad it was helpful!
It looks like you are using a custom field for lead status mapping. The lifecycle stage field. I was going to ask how you keep the lead status in CRM sync'd with the lead stage in ZMA but it looks like you've gone the custom route. It's unfortunate that they don;t sync and seems borderline insane to not have the data represented in both places but there it is. If you know any work arounds I'd love to hear them!
It looks like lead sources don't synch either with makes no sense to me...
This is exactly what i've been looking for
Tnank you very much this is an incredible walkthrough, so thorough. I really don't want to Synch MY WHOLE Leads / Contacts Module. I can either put some of my CRM list into another module, or Create segments in MA. I wish I could map a VIEW to MA, do you think that's coming like in 1.0? Any other suggestions?
ALso, how did you get all the Deal Pipeleline STages ( Lifecycle Stages you say) into MA if its not a field in Leads? THX!
where can i find zoho marketing automation in zoho one? does that need to be approved by the admin of the zoho account to have a zoho marketing automation app?