From lead capture to conversion: Schedule and automate lead engagement with this powerful integration

Every strong marketing strategy starts with the right audience and the right tools to engage them. With Zoho Forms integrated into Zoho Marketing Automation, every form submission becomes a powerful contact point. Track engagement, launch personalized messaging, and automate interactions without lifting a finger.

Here’s how you can maintain an organized contact list and set up automated workflows with ease using Zoho Forms and Zoho Marketing Automation.

Collect quality leads with Zoho Forms

Your marketing outreach is only as strong as the data that powers it. Whether you're running lead-generating ads, hosting webinars, or launching a product, Zoho Forms helps you create powerful, branded forms to capture leads at every opportunity.

Use built-in templates or create forms from scratch with:

• Essential fields like name, email, and phone number
• Conditional rules and approvals for seamless workflows
• Advanced settings to track referral sources and form analytics

Pro tip: Enable security features like CAPTCHA, OTP Verification, and Validation to reduce spam and boost lead quality.
 

Connect your form to Zoho Marketing Automation

Once you’ve built and deployed your Zoho Form to capture leads, the next crucial step is ensuring those leads seamlessly flow into your marketing ecosystem. That’s where the integration between Zoho Forms and Zoho Marketing Automation comes into play.

Instead of a time-consuming and error-prone process, this integration ensures every form submission automatically becomes a new contact in your marketing database instantly and accurately.

How to set up the integration:

• Go to your form’s Settings > Integrations.
• Search for Zoho Marketing Automation integration and click Integrate.
• Select the appropriate contact list.
• Map your form fields to the contact fields in your marketing tool.
• Hit Save.

Now, every new form submission instantly becomes a contact available for segmentation, nurturing, and conversion.
 

Organize and segment your growing contact list

As leads start rolling in from your forms, it’s crucial to keep them organized. Zoho Marketing Automation helps you segment your audience based on:

• Form data (job title, location, source, etc.)
• Behavioral data (website visits, email opens, clicks)
• Lead intent or campaign type

With dynamic lists, your contact groups automatically update to keep lists like “Webinar Registrants,” “Product Inquiries,” and “High-Intent Leads” current and actionable.
 

Schedule multichannel lead engagement

Here comes the fun part: engaging your audience. 

Build multichannel campaigns using Zoho Marketing Automation’s intuitive WYSIWYG Editors and reach leads where they’re most active, whether it’s Email, SMS, or WhatsApp.

You can:

• Draft engaging content for each channel.
• Choose the right mix of platforms for your campaign.
• Schedule your sends using send-time optimization for higher open and engagement rates.
• Track opens, clicks, deliveries, and responses in real time across every channel.
   

Automate workflows across the entire lead lifecycle

Automate personalized marketing communication throughout the entire lead lifecycle—from welcome sequences to re-engagement campaigns—by combining behavioral data and form responses.

For example:

• A contact form submission triggers a welcome email.
• If they click a CTA, a follow-up WhatsApp message gathers their preferences.
• Based on those preferences, you can automatically trigger drip campaigns or auto-responders to deliver personalized content, special offers, or the next step in their journey.

Cross-channel automation ensures your leads stay engaged on their preferred platform, with no manual effort.

Plus, you get a full view of each contact’s journey using Journey X-rays that show every touchpoint from first click to final conversion. Refine strategies with real-time data and conversion metrics.

Simplify, automate, and scale

By combining Zoho Forms and Zoho Marketing Automation, you can effortlessly capture leads, automate personalized multi-channel outreach, and nurture every prospect to conversion.

From the first form submission to brand advocacy, your marketing can be smarter and faster—with much less hands-on work processing lead information and sending messages.

Ready to turn every lead into a loyal customer? Start integrating today