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

  1. 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.

  2. 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.

  3. 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.
  4. 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 PointEvent 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 createdzoho_contact_created
When an Account is createdzoho_account_created
When a Deal is createdzoho_deal_created
When a Deal's Amount is updatedzoho_deal_amount_updated
(sends the amount value to GA4)
When a Deal's stage is updatedzoho_deal_stage_updated
(sends the stage value to GA4)
When a Deal is closed wonzoho_deal_closed_won
(sends the amount value to GA4)