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Marketing Ops for Zoho,
Done for You

We connect your campaigns, data, and automations inside Zoho so your marketing team can execute faster, smarter, and with full visibility.

Most Zoho Installations Aren’t Customized for How Marketing Actually Works​

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  • UTMs and lead sources aren’t captured correctly

  • Funnels are broken or nonexistent

  • Automations don’t support the real customer journey

  • Integrations break or don’t sync properly

  • Email and automation aren’t connected to CRM behavior

  • Landing pages and forms don’t map cleanly into Zoho

  • CRM data is inconsistent, duplicated, or poorly structured

  • Marketing can’t see what’s working, or why

Attribution

Setting up the right fields, sources, UTMs, and funnels so your marketing data is accurate, consistent, and useful.

Automations

Building lifecycle emails, journeys, nurture flows, and behavior-based automations inside Zoho Campaigns.

Integrations

Connecting Zoho with your ads platforms, website, forms, landing pages, and tools like Zapier and LeadsBridge.

Dashboards

Creating real-time dashboards for campaigns, funnels, attribution, spend, and ROI to inform better decisions.

Our Process

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Walkthrough​

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We walk through your site, Zoho setup, and goals together to understand what’s going on. (free)

Build & Connect​

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We fix what’s broken and build the automations and integrations your marketing actually needs.

Visibility​

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You get clear dashboards and confidence in what’s working, without chasing data.

Scale

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You grow campaigns and automations confidently, knowing what’s working and why.

Zoho Authorized Partner

We build campaigns, automations, tracking, and data flows using Zoho-approved methods.

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Marketing-first thinking

We start with how your marketing actually works, not how the system was originally set up. Strategy comes before tools, every time.

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We handle the messy parts

Broken integrations, unclear data, half-finished automations. We fix what isn’t working and connect everything properly.

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Clear data, less stress

Leads flow where they should, fields stay consistent, and dashboards reflect what’s really happening.

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Built to grow with you

What we set up works today and still holds up as campaigns expand, channels change, and volume grows.

What it’s like to work with Rivetline

A straightforward, low-stress way to get marketing and Zoho working together.

If this sounds like you, you’re in the right place

Here’s what other marketing teams have come to us for.

An analyst uses a computer and dashboard for data business analysis and Data Management Sy

I’ve been working with a Zoho consultant who’s really great on the technical side, especially for the heavy lifting. But now I’m looking for a Zoho marketing expert who can help me fully integrate all our digital marketing efforts with the CRM so everything works seamlessly together.

AI agent and intelligent automation IA technology. Business process automation BPA system.

I need help with lead generation campaigns that link directly into Zoho CRM and that also trigger Zoho campaigns and a series of emails that help progress people through the funnel. I also need this integrated with re-targeting campaigns in Google, FB/Insta, and LinkedIn.

Digital marketing and social media ads, Strategies for online promotion, Targeting custome

My marketing person just left and I’m feeling really overwhelmed. I need help with pretty much everything, for Zoho marketing automation and campaigns, and not just the setup. I need support with writing the email copy and making sure everything matches our brand and tone.

Let’s make Zoho work for your marketing

Start with a conversation. We’ll walk through your setup, look at what’s working and what’s not, and help you understand what’s possible. No pressure, no prep work, and no obligation.

HQ: North Vancouver, BC, Canada

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© 2025 by Rivetline

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