Zoho Marketing Automation

Zoho Marketing Automation

Specialists in Zoho Marketing Automation Setup, Integration & Optimisation.

We assist UK businesses in implementing, customising and optimising Zoho Marketing Automation. This includes building multi‑channel customer journeys, advanced segmentation, automated email, SMS and WhatsApp campaigns. As specialists in CRM integration and marketing workflow design, we deliver end‑to‑end Zoho Marketing Automation solutions that increase engagement, improve retention and drive sustainable revenue growth.

What is Zoho Marketing Automation?

Zoho Marketing Automation (formerly Zoho Marketing Hub) is a powerful platform that brings SMS, WhatsApp, email and web engagement together into a single workflow. When connected to Zoho CRM, you can leverage customer segmentation to communicate through their preferred channels at scale.

With the ability to send millions of communications each day, Marketing Automation fully meets your lead nurturing requirements. This platform gives you everything you need to run targeted, timely and fully automated marketing campaigns across your entire customer base.

Talk to our experts

Key Features of Zoho Marketing Automation

  • Customer Journeys: Create automated, multi‑step workflows across email, SMS, WhatsApp and web channels.
  • Advanced Segmentation: Segment audiences by behaviour, lifecycle stage, scoring, demographics and CRM data.
  • Lead Scoring: Score your leads based on engagement, activity and intent signals.
  • Multi-channel Messaging: Send automated communications across email, SMS, WhatsApp, push notifications and in‑app messages.
  • Web Behaviour Tracking: Track page visits, events, conversions and user behaviour across your websites.
  • Form & Lead Capture Tools: Build forms, pop‑ups and landing pages to capture leads directly into CRM.
  • A/B Testing: Test subject lines, content and timing to optimise your campaign performance.
  • Analytics & Attribution: Measure campaign performance, customer journeys and attribute ROI to marketing channels.

Helping you succeed with Zoho Marketing Automation

We can help you implement the All in One Zoho Marketing Automation platform for your business.

Our consultants can help you:

Help connect all your websites and web apps to Zoho Marketing Automation for maximum visibility.

Create goals, understand traffic sources and analyse user behaviour once they are on your sites.

Create forms to help capture your data for your marketing activity and sales staff.

Build communication journeys for your customers and non customers so they get the right messages at the right time.

Help integrate your Zoho Marketing Automation with Zoho CRM and other apps.

Use Cases for Zoho Marketing Automation

We can help you implement the All in One Zoho Marketing Automation platform for your business.

  • Lead Nurturing: Deliver personalised journeys that move your prospects from first touch to sales‑ready.
  • Customer Onboarding: Automate welcome sequences, product education and activation steps.
  • Retention & Loyalty : Trigger campaigns based on inactivity, renewal dates or purchase behaviour of your customers.
  • E‑Commerce Automation: Run abandoned cart automations, upsell products and send personalised recommendations.
  • Event & Webinar Automation: Automate registrations, reminders and follow‑ups.

How We Can Assist You with Zoho Marketing Automation

Build Communication Journeys

Help build a communication journey for the onboarding process of a new customer using messages, dependant on the product or service they purchased. By automating this communication journey, we enhance the customers onboarding experience and foster a positive relationship from the very beginning.

Integrate your Social Media into Campaigns

Connect your social media accounts to allow you to automate and co-ordinate your social media campaigns. This comprehensive approach streamlines your marketing processes, saves time, and enhances your overall effectiveness in reaching and converting your target audience.

Ensure Timely Communication with Customers

Send email, SMS, and WhatsApp messages to your customers or prospects with timely and relevant information, ensuring they receive the messages they need precisely when they need them. Our approach focuses on delivering valuable content tailored to each recipient’s interests and preferences, avoiding the pitfalls of generic spam.

Want to learn more?

Book a discovery call

Client Success Stories

“The team at Ascent helped us to effectively configure and launch Zoho CRM to our 170 users globally. We really appreciate all the support, will continue using them and would not hesitate to recommend Ascent Business to other businesses.”

Ady Coombes
Global Account Director, Grass Roots

“Ascent business took away all the pain of specifying and building a database and now we have a product that works the way we want it to work, and taught us how to maintain it in the process. We could not have achieved this without the experience and knowledge of the Ascent team.”

Lucy Jeffery
Marketing Manager, AET

“Ascent Business played a fabulous role in​ helping us set up and progress with Zoho CRM. We plan to purchase another service pack and continue to work together to maximise the results that Zoho can provide. I would recommend Ascent Business to everyone.”

Paul Cochrane
Director - VTEC Solutions Ltd

“It is early days but the adoption of Zoho with the support of Ascent could potentially transform our business process and ultimately help us win more sales.”

Lucy Jeffery
Marketing Manager - AET

“We used Ascent to help us make the leap to Zoho CRM from our old provider and we found them to be extremely helpful and knowledgeable, not just actioning our requests but offering better ways of doing it.”

Elliott Herrod-Taylor
CEO & Founder - The Bunch Ltd

“I commissioned Ascent to implement an integrated Zoho CRM solution for my rather complex training organisation. They were patient in listening to my demanding and lengthy requirements. My new customised CRM from Ascent gave me the confidence to understand, cleanse and use my data effectively and manage my Business more efficiently.”

Becki Coombe
Managing Director - The Learn2Group

“Insequa have worked with Ascent for a number of years. The team are highly reactive to our needs and our dedicated Technical Manager has been very helpful in building bespoke elements inside Zoho that allow us to communicate seamlessly with other software programs.”

Peter Hamilton
Director - Insequa Ltd

Let’s Build a CRM That Works For You

Whether you’re exploring Zoho Marketing Automation for the first time or looking to improve your existing setup, our consultants can help you today.

Book an introductory call

Sign up for our 60 day free trial of Zoho Marketing Automation

Sign up for free trial