You may see an error during the installation of the extension: Or other times, you may just see a blank screen like this: Zoho CRM Extension installation error #2 (blank screen) In other experience, there are two reasons why this could happen: 1. You’re using Zoho CRM Free edition. How to check your Zoho CRM […]
Category: Lead Source Tracking (API-based)
Customize Lead Page Layout in SalesForce
If you have installed the GA Connector Fields in your SalesForce, you will not yet see the fields details on your Leadsf until you customize the Lead Page Layout.
Mapping GA Connector Lead Fields to Accounts, Opportunities and Contacts in SalesForce
If you already installed GA Connector Package in SalesForce you might want to see these fields across all your objects once the lead has been converted. Doing these steps will make sure that when you convert a lead, the same values for the GA Connector Fields will be carried along to Accounts, Contacts or Opportunities.
Customize Zoho CRM Lead Layout
If you have installed the GA Connector Fields to your Zoho CRM, your Lead Report most probably looks like this: It would be better if the report would look arranged and organized so that you can easily find the data that you need. Customize Zoho Lead Report Layout Click on Setup > Customization > Modules and Fields. Click […]
How to make GA Connector fields visible for all users in Salesforce
A newer version of this article is available here. First, go to Salesforce and click on “Setup”. Type “page layouts” in the quick find box and click on “Page Layouts” under “Leads”. Click “Edit” near one of the layouts you want to add GA Connector fields to. Drag & drop fields from the menu above […]
How to set up “Google Analytics Link” field in Salesforce
So you have installed GA Connector package on Salesforce and brought all fields from the website into Salesforce. There is one more thing you need to do in order to make “Google Analytics Link” field work properly. Because right now when you click on it, you probably see something like this: In order to fix this, […]
Zoho CRM Basic Integration Screenshot
Adwords dashboard example for Salesforce
Here is an example Salesforce dashboard that can be built using the data collected by GA Connector: