The main function of this extension is to send events to Google Analytics 4. Zoho to GA4 allows you to send stats on closed deals from Zoho as events, allowing you to see deals closed by your sales team in Google Analytics.
Installation Guide
- Install our GA Connector Extension
Our extension contains the field “Google Analytics Client ID” which GA Connector uses to know which lead/account/deal/contact belongs to which website visitor in Google Analytics. It also contains the “Session ID” field which is important for attributing your events to the correct session.Note: If you are using our product: GA-to-CRM (any version) and have already installed our extension, please upgrade your version via the link above. Make sure that you are upgrading your version and not doing a re-install to make sure no data is lost. - Configure your web forms to save the Google Analytics Client ID and Session ID
Now that you have the custom field added to your objects, you’ll need to configure your web forms to save the ID (Google Analytics Client ID) of your web visitors to this field. Depending on what form you are using, there are different methods of retrieving the Google Analytics Client ID.Note: If you are using our product: GA-to-CRM (API version) no need to set up your forms as we automatically send this information to Zoho CRM for you. - Connect your GA4 Property
Go to your CRM-to-GA Integration Configuration page add your GA4 property. At the preferences section, set it to Active. - Authorize GA Connector in Zoho CRM
In order for GA Connector to start sending events to Zoho, you’ll need to grant GA Connector permissions. To authorize GA Connector in Zoho, run our setup wizard from your dashboard and click on Authorize.
Zoho to GA4 Standard Events
GA Connector comes with a built-in set of data points from standard objects that it automatically sends from Zoho to Google Analytics, such as:
| Data Point | Event sent to GA4 |
|---|---|
| When a Lead is created | zoho_lead_created |
| When a Lead’s Status is updated | zoho_lead_status_updated (sends the status value to GA4) |
| When a Contact is created | zoho_contact_created |
| When an Account is created | zoho_account_created |
| When a Deal is created | zoho_deal_created |
| When a Deal's Amount is updated | zoho_deal_amount_updated (sends the amount value to GA4) |
| When a Deal's stage is updated | zoho_deal_stage_updated (sends the stage value to GA4) |
| When a Deal is closed won | zoho_deal_closed_won (sends the amount value to GA4) |
To use these custom events on your GA reports, you need to set them as custom dimensions.
