Zoho Marketing and CRM automation. -- 3

Have CRM and Campaigns automate with each other Have them sync automatically and fluently Zoho Campaign Lead Scoring Open email – 5 points Register for Webinar – 25 points Attend Webinar – 50 points Click Link from Email – 15 points Website Video Plays – 15 points Number of Website Visits – 1 point per visit 10 points per 10 visits to website 15 points per 15 visits to website etc *move contact from Zoho Campaign to Zoho CRM after 50 points (Nurturing) and have sales person notified in territory via email Zoho CRM Lead Scoring Meeting Task (Open Activites) – 50 points *move contact from Nurturing to Qualified Lead status at 100 points Open email – 5 points Register for Webinar – 25 points Attend Webinar – 50 points Click Link from Email– 15 points Website Video Plays – 15 points Number of Website Visits – 1 point per visit 10 points per 10 visits to website 15 points per 15 visits to website etc Lead stages (Update CRM Lead Status) New (When leads enter zoho campaigns) Working (Awareness/Interest) Nurturing (Education, Warm Leads) Qualified (Sales Qualified Lead) Unqualified (Not interested) Zoho Campaigns Lists Be able to move contacts based off actions/scoring We have several email lists that we need to clean up per recommendation Are we able to move contacts from list to list? Example below Emails from New list moved to Working List then moved to Nurturing List This will help with target messaging. Create a contacts list We want to send a newsletter to current clients in our CRM Go To Webinar We are having issues with registrants When someone registers, we want to stop sending email blasts inviting to webinar Attendees and Non-attendees We are having issues in separating automatically and emailing accordingly