Lead generation
Capture more leads
Signup forms, landing pages and pop-ups bring in new leads. Leads can also come in from Zoho CRM and other tools.
Zoho app · setup by a Zoho Advanced Partner
Zoho Marketing Automation Partner in India – Nurture Leads Until They Are Ready to Buy
Most leads are not ready to buy on day one. Zoho Marketing Automation keeps them warm and tells your sales team the moment they are ready.
Infobyd is a certified Zoho Marketing Automation partner in India and a Zoho Advanced Partner, founded in 2016, with 1240+ clients served. Our team holds Zoho Marketing Automation certification. We set up lead scoring, nurture journeys, website behaviour tracking and two-way sync with Zoho CRM, so marketing warms up leads and sales calls the right ones first.
- 4.3 on Google (74 reviews)
- 4.8 on Zoho Partner Directory
Free trial
14-day free trial
- No free plan
As listed on Zoho's pricing page. Zoho may change plans and limits.
Start free trial
Sign up through Infobyd, your Zoho partner, and get free setup advice.
Why Infobyd
Why choose Infobyd as your Zoho Marketing Automation partner
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Zoho Advanced Partner and Zoho Marketing Automation certified.
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1240+ clients served since 2016, in India and abroad.
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Since 2012 our CEO has worked with Zoho since 2012.
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4.3 Google rating from 74 reviews in Indore.
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Indore and Patna offices, with online support across India and abroad.
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24x7 support for clients after go-live.
Sound familiar?
Are good leads going cold?
Leads usually go cold because follow-up depends on memory. Common signs:
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Sales calls every lead the same way, even people who only downloaded a brochure.
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Leads who are not ready today are forgotten. Six months later they buy from someone else.
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You do not know which leads visited your pricing page or opened three emails this week.
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Marketing and sales argue about lead quality, with no shared score.
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You cannot see which campaign or channel brought the deal.
Quick answer
Set up by a Zoho Advanced Partner
What is Zoho Marketing Automation?
Zoho Marketing Automation is Zoho's software to attract, track, nurture and score leads across channels.
- It tracks what each lead does — email opens, clicks, website visits, form fills — and uses that to send the next right message and to score the lead.
- It works with email, SMS, WhatsApp and social media, and it syncs with Zoho CRM.
- If you need lead nurturing software in India, it keeps leads warm until sales is ready to call.
What the software does
Key features of Zoho Marketing Automation
These are the main things the Zoho Marketing Automation software does. Next, we show what we set up for you.
Behaviour tracking
Know what each lead cares about
See how leads use your emails and website. Use that to send messages that match their interest.
Lead scoring
Find sales-ready leads
Leads move through stages and get scores for engagement and other details. Sales knows who to call first.
Journeys
Plan each lead's path
Build visual journeys with branches and waiting steps. Each lead gets the next right message at the right time.
Multichannel
Reach leads where they are
Run campaigns over email, SMS, WhatsApp and social media from one place.
Analytics and planner
See what brings leads
Dashboards, goals and attribution show which channels bring leads. A marketing planner tracks activities, budget and ROI.
See the full feature list on Zoho's official Marketing Automation features page.
Built-in AI
AI in Zoho Marketing Automation (Zia)
Zoho Marketing Automation has a built-in AI content assistant, Zia. It helps you write and personalise faster.
We check all AI content before it goes out. AI features can depend on your plan, so we check yours first.
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Landing page copy Zia writes landing page text based on your campaign goal.
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Message versions AI drafts several versions of a message for different groups, so you can review and test them.
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Product suggestions For online stores, AI picks products for promotional emails based on what each shopper looked at.
Made in India. Made for the world.
Zoho Marketing Automation for Indian businesses
Zoho Marketing Automation lets you add SMS steps to lead journeys while following India's DLT rules.
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SMS inside journeys
Zoho's own SMS gateway supports India and follows DLT rules. A journey can send an SMS right after a lead takes an action.
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DLT setup guides
Zoho's help explains how to register your business, your six-digit sender header and your message templates on DLT platforms like Jio Trueconnect and Satzilio. We help you with these steps.
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Msg91 and Kaleyra for journeys
Businesses that already have an Msg91 or Kaleyra account can link it to Zoho Marketing Automation.
Compare
Zoho Campaigns vs Zoho Marketing Automation: what is the difference?
Zoho Campaigns is for sending email (and SMS) campaigns to lists, with simple workflows. Zoho Marketing Automation works at the level of each lead: it watches behaviour, scores leads and runs long journeys with branches ("if they clicked, do this; if not, do that") across channels.
This page
Need lead scoring, web tracking and journeys? Use Zoho Marketing Automation.
Industries
Where does it help most?
Education
follow up course enquiries through the admission season.
02
B2B manufacturing and services
long sales cycles where buyers read many emails before they call.
03
Zoho CRM users with too many leads
score them so sales calls the hot ones first.
04
What we set up
What a certified partner sets up for you
Website form
Pop-up
Landing page
SalesIQ chat
PM
Contact A · City Clinic
From brochure download
New lead
- Source
- Landing page
- City
- Bhopal
- Interest
- Clinic software
- Consent
- Given
- Journey
- Welcome series
- 1 Visitor fills a form or chats
- 2 Lead lands in one list
- 3 Consent is saved with it
Feature 1 of 6
Lead capture
Signup forms, pop-ups and landing pages for your website and campaigns; Leads from forms and Zoho SalesIQ live chat flow into one list; Consent captured with every form
Mon
Opened the welcome email
Email
Wed
Visited the pricing page
Website
Thu
Visited pricing page again
Trigger
- 1 Tracking code on your site
- 2 Visits by known leads recorded
- 3 Triggers start the next step
Feature 2 of 6
Website behaviour tracking
A tracking code on your website (added by us or your web team); See which pages each known lead visits, how often and when; Triggers such as "visited the pricing page twice this week"
Contact A · City Clinic
Score 82 · pricing page twice
Sales-ready
Contact C · Metro Works
Score 45 · opened 2 emails
Warm
Contact D · Sample Traders
Score 12 · no activity 30 days
Cold
Sales-ready score: 75 and above
- 1 Points for fit and actions
- 2 Points drop when quiet
- 3 Hot leads go to sales
Feature 3 of 6
Lead scoring
Fit score: points for details like city, industry, company size or job title; Engagement score: points for opens, clicks, page visits and form fills; points reduce when a lead goes quiet; A clear "sales-ready" score agreed with your sales head, pushed to Zoho CRM so sales sees it on the lead
Welcome email
Wait 3 days
Case study
Task to sales
Marketing Automation · Nurture journey
Opened welcome email
Clicked case study link
Score above 75
Not opened? Reminder goes after 2 days
- 1 Lead enters the journey
- 2 Next message depends on action
- 3 Sales gets a task at the score
Feature 4 of 6
Journeys
Visual journeys with branches and waiting steps; Example: website enquiry → welcome email → case study after 3 days → reminder if not opened → task to sales at the set score; Separate journeys for new leads, lost deals to re-engage, and existing customers; Messages across email, SMS and WhatsApp (SMS in India needs DLT registration; WhatsApp needs approved templates) (depends on your account)
Contact A · score 82
Bhopal · Clinic software
Hand-off rule
Score 75 or more
City = Bhopal
→ Assign to Bhopal sales
RK
Indore
SN
Bhopal
AJ
Patna
- 1 Score crosses the set limit
- 2 Lead synced to Zoho CRM
- 3 Right salesperson gets a task
Feature 5 of 6
CRM nurture and hand-off
Two-way sync with Zoho CRM: leads, contacts and fields; Leads from CRM added to the right journey automatically; Sales-ready leads assigned to the right salesperson with a task
New leads
420
Sales-ready
64
Deals won
11
- 1 Every touch is recorded
- 2 Leads linked to their source
- 3 See what brings deals
Feature 6 of 6
Reports
Journey performance, email results and lead score trends; Which channel and campaign brought leads and deals (attribution)
Works with your tools
Zoho Marketing Automation integrations we set up
Data comes in from
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Zoho CRM Leads and contacts sync on their own, and CRM fields can drive segments and journeys.
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Forms and surveys Signup forms, Zoho Forms and Zoho Survey.
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Online stores Zoho Commerce and other stores, for purchase and cart activity.
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Events and webinars Contacts from Zoho Backstage or Zoho Meeting.
Zoho Marketing
Connected by Infobyd
Data goes out to
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Zoho CRM Lead scores, stages and campaign activity, plus tasks for the lead owner.
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Messaging SMS and WhatsApp through connected providers, such as Twilio, Msg91 or Kaleyra.
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Social media Posts to Facebook and LinkedIn.
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Zoho Analytics Marketing reports with your other business data.
Safe by design
Zoho Marketing Automation security and privacy
Security and privacy
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Certified security Zoho holds internationally recognised security certifications, like ISO/IEC 27001.
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Audited controls A SOC 2 audit, and GDPR compliance.
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Your data stays yours You control who sees what with roles and permissions in Zoho Marketing Automation.
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India data centres Your data can stay in India.
Your road to Zoho
How we set it up
Time depends on scope — we share a clear plan after the free consultation.
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1
Free consultation (30 minutes). We look at your lead sources, CRM and current follow-up.
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2
Plan. We agree score rules, journeys, messages and CRM fields with your marketing and sales heads. You approve the plan.
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3
Setup. Tracking code, forms, scoring, journeys, templates and CRM sync.
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4
Test. Test leads go through every branch before real leads do.
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5
Launch and review. We watch the first weeks and adjust scores and timings.
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6
Training and support. Your team learns to edit journeys and read reports. Client support is 24x7.
Pricing
What does Zoho Marketing Automation cost?
Paid to Zoho
Zoho licence
Zoho licence: paid to Zoho. The price depends on the plan and the number of contacts. See Zoho Marketing Automation official pricing. It is also part of Zoho Marketing Plus and Zoho One.
Paid to Infobyd
Our setup and support
Our setup service: depends on your scope. Get a Quote
The free trial opens on Zoho's website. When you sign up with this link, your Zoho account is linked to Infobyd as your Zoho partner.
Our work, in our clients' words
Real case studies, client reviews and guides linked to this page.
Case studies
All case studies
Manufacturing · Madhya Pradesh, India
Build Block Company
Challenge: Enquiries, quotes and follow-ups lived in spreadsheets, paper and phone calls.
One sales system with reminders and live pipeline reports.
Read case study Education publishingMikky Publication Services
Challenge: Lead data sat in many systems and follow-ups were manual.
30% less manual work and 20% more lead conversions.
Read case study Software (AI for accounting firms)Docyt
Challenge: Leave, time, reviews and payroll were handled by hand in separate tools.
All HR work in Zoho People, with staff self-service.
Read case study
“
What our clients say
Copied as written on infobyd.com. See all clients
Very hard working and supportive team.
They respond well to the queries and work in a time bound manner.
Infobyd has successfully migrated all the E-mail data into ZOHO from three different servers
They are highly responsive, skilled at their jobs and very flexible in order to meet at the client's requirement.
From our blog
All posts
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FAQ
Frequently asked questions
Is Infobyd a certified Zoho Marketing Automation partner?
Yes. Infobyd is a Zoho Advanced Partner, and our team holds Zoho Marketing Automation certification.
How does lead scoring work in Zoho Marketing Automation?
Each lead gets points for who they are (fit) and what they do (engagement), such as opening emails, clicking links and visiting your website. When the score crosses a set limit, sales is told.
Can Zoho Marketing Automation track website visits?
Yes. After a tracking code is added to your website, it shows which pages known leads visit and uses those visits in scoring and journeys.
Do I need Zoho CRM to use it?
No, but it gives the most value with Zoho CRM. The sync lets sales see scores and campaign activity on each lead.
Should I buy Marketing Automation or Marketing Plus?
If you mainly need lead nurture and scoring, Marketing Automation alone may be enough. If you also want social media, webinars and events in one place, Marketing Plus is simpler.
Can it send WhatsApp and SMS?
Yes, it supports email, SMS and WhatsApp. SMS to India needs DLT registration, and WhatsApp needs approved message templates.
Is Zoho Marketing Automation data stored in India?
Zoho runs data centres in India. Accounts on Zoho's India data centre keep their data in India. We check your account's data centre during setup.
Can sales see lead scores in Zoho CRM?
Yes. Zoho Marketing Automation pushes lead scores and stages to Zoho CRM. Journeys can also create tasks in CRM for the lead owner, so sales calls warm leads first.
Free consultation
Turn cold leads into ready buyers
Tell us where your leads come from. We'll show you a journey that brings them back.
Small line: We use your details only to reply to you.
- Free first call with a Zoho consultant
- Clear plan and quote – no hidden surprises
- Zoho Advanced Partner · 1240+ clients served