Automated Lead Generation in Zoho CRM

Client segment

Businesses using Zoho CRM or any other CRM platform that require accurate, real-time prospect data for lead generation and outreach.

Challenges

The client's sales team was spending hours manually finding prospect details from multiple online sources such as LinkedIn and business directories. They had to manually compile this data into spreadsheets, upload it to Zoho CRM, and keep records updated, an inefficient process that slowed down lead qualification and limited sales productivity.

The manual nature of the process also led to inconsistent data, missing contact details, and outdated records, affecting both the accuracy of their pipeline and their ability to scale outreach.

Solution

As a Zoho authorized partner, Codelattice engineered a custom Data Scraping & Enrichment Tool to automate lead discovery, validation, and import into Zoho CRM, enabling faster, data-driven prospecting and seamless integration across platforms.

Apollo.io and LinkedIn Integration

Combined data from Apollo.io API and LinkedIn for verified leads.

Ensured real-time accuracy and up-to-date contact intelligence.

Targeted Lead Searches

Enabled refined searches by industry, location, and radius.

Supported complex filters like “Hospitals in India” or “Manufacturers in Abu Dhabi.

Automated Data Capture

Automatically retrieved company and contact details from multiple sources.

Eliminated manual data entry and spreadsheet uploads completely.

Verified Contact Information

Included company names, emails, phone numbers, and LinkedIn profiles.

Ensured leads were complete, validated, and ready for outreach.

Dynamic Lead Mapping

Synced all enriched data directly into Zoho CRMs Leads module.

Mapped fields automatically, maintaining uniform data structure.

Workflow Optimization

Reduced manual intervention in data collection and uploading.

Accelerated lead availability for the sales and marketing teams.

Scalable and Cross-Platform

Designed to integrate with Zoho CRM and other major CRMs.

Allowed seamless scaling as business needs and data volume grew.

Secure and Compliant Setup

Followed strict access controls and data handling best practices.

Protected sensitive client and contact data across all integrations.

Zoho CRM Support and Consultation

Implemented by expert Zoho CRM consultants for flawless deployment.

Delivered optimized workflows with long-term Zoho CRM support.

How it works

User defines target industry and location.

Tool connects with Apollo.io and LinkedIn.

Fetches verified company and contact details.

Unreliable predictions hindered inventory, staffing, and expansion planning.

Automatically syncs data into Zoho CRM.

Maps lead information to correct fields.

Enables direct engagement and follow-up tracking.

Key benefits

Automated Lead Capture

Fully eliminates manual data entry by automatically populating the CRM with enriched leads.

Accurate, Enriched Records

Every lead record includes verified company and contact details from Apollo.io and LinkedIn, ensuring quality outreach.

Time Efficiency

Achieved a 70-80% reduction in lead sourcing time, allowing the sales team to focus on engagement instead of research.

Precision Targeting

Advanced filters by industry and adjustable search radius make prospecting faster, more focused, and geographically relevant.

Seamless Zoho CRM Integration

Developed and implemented by Codelattice, a Zoho implementation partner, the tool connects directly to the Zoho CRM database.

Scalable and Customizable

Can be extended to support Zoho Books and CRM integration, Bigin by Zoho, or integrated with other third-party CRMs used by the client.

Results

Achieved 100% automation in data entry.

Reduced lead sourcing time by 70–80%.

Enhanced accuracy and freshness of lead data.

Increased outreach capacity for sales teams.

Enabled faster connection with verified prospects.

Boosted overall CRM productivity and efficiency.

Why Codelattice

As one of the best Zoho implementation partners, Codelattice helps businesses optimize their sales and CRM operations through custom automation, integrations, and workflow enhancements. Our team of Zoho CRM consultants and Zoho support CRM experts provides ongoing assistance, ensuring smooth Zoho CRM implementation and long-term success.

If your business is looking for reliable Zoho partner companies to enhance CRM efficiency or explore Zoho Books CRM integration, Codelattice can help you automate, scale, and grow smarter. Contact us today at askus@codelattice.com.

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Automating Lead Generation & Enrichment in Zoho CRM