> ## Documentation Index > Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt > Use this file to discover all available pages before exploring further. # Zoho CRM on Vortex IQ > Monitor Zoho CRM pipeline, responsiveness and customer-satisfaction signals, and catch stalls before they become churn. Monitor Zoho CRM pipeline, responsiveness and customer-satisfaction signals, and catch stalls before they become churn. No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls. [Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [How connecting works](/integrations/connector-catalogue) | **32** | **4** | **Build your own** | **Ready to build yours** | **9** | | ------------------- | ---------------- | ------------------ | ------------------------ | -------------- | | performance signals | automated checks | automated fixes | workflows | API operations | ## Monitor performance 32 performance signals. Signals with an alert band can raise Nerve Centre alerts; every signal supports a merchant-configured watcher. | Signal | Outcome | Alert behaviour | What it tracks | | ----------------------------- | ----------------------- | -------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Lead Response Time** | Run operations | Alert band 60 / 480 | Median minutes from Lead.Created\_Time to the Created\_Time of the first Task logged against that lead (Tasks.Who\_Id references the Lead - Zoho's confirmed standard activit | | **Stalled Deal %** | Run operations | Alert band 10 / 30 | Open Deals with no logged activity in 14 days, as a share of all open Deals. Tasks.What\_Id is Zoho's confirmed standard activity-to-record reference field (distinct from | | **Active Subscribers (Est.)** | Protect revenue | Merchant rule | Estimated subscribed/deliverable contacts (Email\_Opt\_Out = false, not hard-bounced). | | **Bounce Rate** | Protect revenue | Alert band 2 / 5 | Bounces / sent (inverse gauge). Bands: good ≤2%, warn ≥5%. Sustained high = list-hygiene or auth (SPF/DKIM) problem. | | **CRM Data Hygiene Score** | Run operations | Alert band 95 / 80 | Composite of two confirmed real Contact fields: share with Email populated and share with Phone populated. A genuine multi-field composite, not a single-field alias. | | **Campaign Status Breakdown** | Grow revenue | Merchant rule | Count of campaigns by status (Planning/Active/Scheduled/Sent/Complete/Aborted). | | **Checkout-to-Order Rate** | Grow revenue | Merchant rule | Of email-driven checkouts started, the share that became orders; reconciled with the ecom sibling's order events. | | **Checkouts Started** | Customer experience | Merchant rule | Checkouts started attributed to email activity in the window. | | **Click-to-Open Rate** | Run operations | Alert band 10 / 3 | Clicks / opens - message relevance. Gauge bands: good ≥10%, warn ≤3%. | | **Conversion Rate** | Grow revenue | Merchant rule | Orders / delivered emails - overall email conversion. | | **Delivery Rate** | Protect revenue | Alert band 98 / 95 | Delivered / sent. Gauge bands: good ≥98%, warn ≤95%. | | **Email Click Rate** | Run operations | Alert band 2 / 0.5 | Clicks / delivered. Gauge bands: good ≥2%, warn ≤0.5%. | | **Email Health KPIs** | Protect revenue | Merchant rule | Composite email-health roll-up (delivery, open, click, bounce) in one card. | | **Email Open Rate** | Run operations | Alert band 20 / 10 | Opens / delivered. Gauge bands: good ≥20%, warn ≤10%. | | **Engagement Funnel** | Grow revenue | Merchant rule | Sent → delivered → opened → clicked → converted funnel for outbound email. | | **Flow Count Summary** | Run operations | Merchant rule | Total workflow rules (flows) and how many are active. | | **Flow Status Breakdown** | Protect revenue | Merchant rule | Workflow rules grouped by status (active/paused/draft/archived) - paused-heavy = abandoned automation. | | **Flow Trigger Types** | Run operations | Merchant rule | Workflow rules grouped by trigger (create/edit/field-update/date-time). | | **Flows List** | Run operations | Merchant rule | Tabular list of workflow rules with status, trigger and 30d execution count. | | **List Count** | Control risk and change | Merchant rule | Total contact lists / custom views configured in the account. | | **List Health Summary** | Grow revenue | Merchant rule | Active-member share across lists - low = stale/decaying audience. | | **Lists Overview** | Run operations | Merchant rule | Per-list table: name, type, member count, active members. | | **Placed Orders Total** | Run operations | Merchant rule | Orders attributed to email sends in the window (Placed Order metric). | | **Refund Rate** | Protect revenue | Alert band 1 / 5 | Refunded share of email-attributed revenue - high = post-purchase dissatisfaction or returns leakage. | | **Revenue per Recipient** | Grow revenue | Merchant rule | Attributed revenue divided by unique recipients. | | **Revenue per Send** | Grow revenue | Merchant rule | Attributed revenue divided by total sends. | | **Segments Overview** | Run operations | Merchant rule | Dynamic segments (custom views) with member counts and last refresh. | | **Spam Complaint Rate** | Protect revenue | Alert band 0.1 / 0.3 | Spam reports / delivered (inverse gauge). Bands: good ≤0.1%, warn ≥0.3%. Above 0.3% risks sender-reputation damage. | | **Top Lists by Name** | Run operations | Merchant rule | Largest lists ranked by member count. | | **Total Revenue** | Grow revenue | Merchant rule | Email-attributed revenue from Zoho CRM campaigns; cross-checked against the ecom sibling's actual order revenue. | | **Total Sends** | Grow revenue | Merchant rule | Total emails sent across campaigns in the window. | | **Unsubscribe Rate** | Protect revenue | Alert band 0.5 / 2 | Unsubscribes / delivered (inverse gauge). Bands: good ≤0.5%, warn ≥2%. | ## Audit risks and opportunities A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. | Check | Severity | Outcome | Why it matters | Fix status | | --------------------------------------------------------------- | -------- | ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------- | | **CRM API token invalid or scope insufficient** | critical | Catalogue quality | Once this credential fails, VortexIQ stops seeing deals, contacts and pipeline activity from this CRM entirely, and every pipeline and data-quality finding here goes stale from that moment, | Report only | | **Median lead response time above 8h** | high | Grow revenue | Leads answered after 8 hours convert at a fraction of the rate of leads answered in minutes; speed-to-lead is the cheapest conversion lever in the pipeline. | Report only | | **Stalled open deals above threshold (no activity in 14 days)** | high | Run operations | Deals with no activity for two weeks are quietly dying; a nudge list ordered by value recovers some before they close-lose themselves. | Report only | | **CRM data hygiene below 80% (missing required fields)** | medium | Run operations | More than 1 in 5 records is missing a required field. Incomplete records make segmentation, reporting and any automation keyed off those fields (routing, scoring, follow-up sequences) unreli | Report only | ### Build your own automated fixes 4 checks report findings on Zoho CRM today. Turn any finding into an automated fix with a Vortex IQ workflow: **13,885 read and write operations across 229 connectors** are available as building blocks, with approval, verification and rollback on every change. ## Automate approved work Vortex IQ is integrated with **8 read** and **1 write** operations across deals, actionworkflowrules, campaigns, contacts, leads, orgs on Zoho CRM. Combine them with anything from the **13,885 operations across 229 connectors** to automate the work in your own words. Changes follow the merchant's configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. Read-only operations do not modify the connected system. [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=zoho-crm) | Resource | Read operations | Write operations | | ------------------- | --------------- | ---------------- | | deals | 1 | 1 | | actionworkflowrules | 1 | 0 | | campaigns | 1 | 0 | | contacts | 1 | 0 | | leads | 1 | 0 | | orgs | 1 | 0 | | settingscustomviews | 1 | 0 | | tasks | 1 | 0 | Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected. ### Ready to build your first Zoho CRM workflow Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build. *** *Generated from the connector capability graph. Counts reflect the servable registry after alias normalisation and de-duplication, and refresh automatically when the registry changes.*