How do I connect Zoho CRM?

Use Zapier to connect your Zoho CRM account to Postal Agent. Select a trigger (like new contact or deal won) and map your CRM fields to postcard recipient data.

What Zoho modules are supported?

Contacts, Leads, Deals, and Accounts are all supported through our Zapier integration. Any module with address data can trigger postcards.

Can I personalize postcards with CRM data?

Yes. Pull in contact name, company, deal value, industry, account owner, or any custom field to personalize your postcard content.

How do I track postcard ROI in Zoho?

Use unique promo codes or phone numbers on postcards and track them as lead sources in Zoho. Attribute closed deals back to your direct mail campaigns.

CRM Integration

Send Automated Postcards from Zoho CRM

Your CRM tracks every lead and deal. Now it can automatically send postcards at the perfect moment in your sales cycle.

Connect Zoho CRM

Sync contacts automatically

Trigger on CRM events

Personalize with CRM fields

Trusted by businesses and franchise owners nationwide

The Challenge

Your Emails Are Getting Lost in the Inbox

You have rich customer data in Zoho CRM, but your digital outreach is competing with hundreds of other emails.

Email Open Rates Are Declining

Average B2B email open rates hover around 20%. That means 80% of your outreach never gets seen.

Leads Go Cold Quickly

Without consistent touchpoints, promising leads fade away. You need more than emails to stay top-of-mind.

Sales Cycles Are Getting Longer

Buyers need more touches before committing. Adding a physical channel accelerates decision-making.

Standing Out Is Hard

Your competitors are sending the same automated email sequences. A postcard on someone's desk is impossible to ignore.

CRM-Powered Direct Mail

Add a Physical Touchpoint to Your Sales Process

Zoho CRM is an AI-powered sales platform that empowers teams to close more deals. Add direct mail to stand out from competitors stuck in email.

Integration Features

CRM Data Meets Physical Mail

Use the customer intelligence in Zoho CRM to power personalized postcard campaigns.

Lead Nurturing

Automatically mail new leads with an introductory postcard. Make a tangible first impression while competitors send emails.

Deal Celebration

Send a thank-you postcard when deals are marked as won. Show customers you appreciate their business.

Re-Engagement Campaigns

Mail contacts who haven't been touched in 90+ days. Win back cold leads with a physical touchpoint.

Field Personalization

Pull in contact name, company, deal value, industry, or any custom field to personalize postcard content.

Workflow Integration

Trigger postcards from Zoho CRM workflows. Add direct mail as a step in your existing automation.

Sales Attribution

Track which postcards lead to closed deals using unique codes or phone numbers on each mailer.

4.4%

Direct Mail Response

Average response rate for prospect lists

20%

Email Open Rate

Average B2B email open rate

70%

Prefer Physical Mail

For important business communications

Campaign Ideas

Direct Mail for Every Sales Stage

Use Zoho CRM data to send the right postcard at the right time.

New Lead Welcome

Automatically send a welcome postcard when leads enter your pipeline. Make a tangible first impression.

Deal Won Celebrations

Trigger thank-you postcards when deals close. Start the customer relationship on a positive note.

Cold Lead Re-Engagement

Mail contacts who haven't been touched in 90+ days. Win back cold leads with a physical touchpoint.

Renewal Reminders

Send postcards before contract renewals. Remind customers of your value with something they can hold.

Customer Anniversaries

Celebrate customer milestones with personalized anniversary cards triggered by close dates.

Upsell Campaigns

Mail existing customers about new products or upgrades. Complement your email campaigns with direct mail.

Automation Templates

Popular Zoho CRM Automations

Pre-built workflows for common CRM scenarios.

Welcome new Zoho CRM contacts

Activate this automation for a hands-off way to welcome leads with something tangible while you focus on closing deals. Whenever a new contact is created in Zoho CRM, Postal Agent automatically sends them a personalized postcard.

New Contact

Send Postcard

More automation ideas

Celebrate closed deals

When a deal is marked as won in Zoho CRM, automatically send a thank-you postcard to the new customer. Start the relationship on a positive note.

Deal Won Send Postcard

Re-engage cold leads

Automatically mail leads that haven't been touched in 90+ days. A physical postcard can break through when emails have failed.

Lead Inactive 90 Days Send Postcard

Send customer anniversary cards

Celebrate the anniversary of when customers first signed with you. Use deal close dates to trigger personalized anniversary postcards.

Deal Anniversary Send Postcard

Nurture leads in pipeline

When leads move to a specific pipeline stage, send a postcard with relevant case studies or testimonials to help move them toward closing.

Lead Stage Changed Send Postcard

Swipe to see more →

Trigger on leads, contacts, and deals

Personalize with any CRM field

Multi-module support

Add Direct Mail to Your Zoho CRM Workflow

Connect Zoho CRM and start sending automated postcards today.

Get Started Free View on Zapier

Frequently Asked Questions

Common questions about the Zoho CRM integration.

: Use Zapier to connect your Zoho CRM account to Postal Agent. Select a trigger (like new contact or deal won) and map your CRM fields to postcard recipient data.
: Contacts, Leads, Deals, and Accounts are all supported through our Zapier integration. Any module with address data can trigger postcards.
: Yes. Pull in contact name, company, deal value, industry, account owner, or any custom field to personalize your postcard content.
: Use unique promo codes or phone numbers on postcards and track them as lead sources in Zoho. Attribute closed deals back to your direct mail campaigns.