Zoho Lead Parsing & Management

Zoho Lead Parsing & Management

To maximize ROI from aggregator leads, every inquiry must flow seamlessly into Zoho CRM where it can be tracked, tagged, and nurtured automatically. This ensures consistency in follow‑up and full visibility into performance.

Set Up Zoho Auto-Parsing

  1. Complete the Lead Aggregator Intake Form with Home Office so parsing rules and ownership are set up correctly.
  2. We need to know which team member at your location is responsible for following up with these leads. Once you complete the form, the integration team will configure this in Zoho for you.
  3. Submit a test lead from each integrated source to confirm parsing into Zoho with the correct fields populated. If parsing errors occur, contact support@qualicare.com for assistance.
  4. Once setup is complete, lead info will auto‑populate into Zoho, and drip campaigns begin automatically—you do not need to manually enroll the lead.

Aggregators with Zoho Parsing


Aggregator / Portal

Zoho Auto-Parsing Set Up

Caring.com

YES

Bark

YES

Senior Care Finder

YES

A Place For Mom

NO

Lead Management


Hot transfers

On platforms that offer live transfers (such as A Place for Mom), be prepared to answer on the first ring. Missing a hot transfer often means losing the opportunity altogether, as families are connected to other providers at the same time. These leads cost more but are often higher intent.

Log all activity in Zoho

Every call, text, or direct email should be logged against the lead record so that your team has full visibility. Email drips are automatically logged in Zoho.

Tag aggregator leads

Use source = “Lead Aggregator” and detail = platform name (e.g., Caring.com, Bark). 

To add: open the lead record → click “Edit” → update Source fields. 

This makes reporting and ROI tracking straightforward.

Automated tasks & reminders

Workflows for digital leads are set up in Zoho as follows:

Call 1: immediately

Call 2: 2 hours later (or next day 9am if past 7pm local)

Call 3: 10am the next day

Call 4: 12pm the next day

Call 5: 2pm the next day

Call 6: 11am the next day

Call 7: 3pm the next day

If needed, you can always manually edit or add in new tasks to fit the situation.

Lead nurture campaigns

Aggregator leads are automatically added to nurture campaigns in Zoho CRM as soon as they are entered. If a platform is not integrated, make sure to manually add the lead into Zoho immediately so they are enrolled in these automated email drips. This ensures ongoing communication, and if they don’t convert quickly, the system will transition them into the cold nurture drip campaign.

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