Installing Scoby Analytics on Zoho CRM

While we recommend server-side integrations wherever possible for maximum control and resilience, Zoho CRM does not support server-to-server event forwarding.

To accomodate this, Scoby Analytics integrates with Zoho CRM in a few different ways, depending on how you capture traffic and leads:

• Zoho Sites → add a global logging snippet via the Site Settings
• Zoho CRM Webforms → fire conversion events when forms are submitted on your website
• Zoho Landing Pages / PageSense → inject code via the header for traffic logging

This lightweight client-side integration is fully GDPR and ePrivacy compliant.

Prerequisites

Before you begin, make sure you have:

• A Scoby Analytics Workspace
• Your Workspace ID
• Admin access to your Zoho CRM / Zoho Sites environment

Installation Guide

Follow the steps below to anonymously count page views and (optionally) conversions such as purchases, sign ups or form submissions.

Logging Page Views on Zoho Sites

If you use Zoho Sites to host your website:

• Go to Zoho Sites Dashboard → choose your site
• Click the Settings (gear) icon in the left panel
• Go to Code Snippet → Header Code

Paste the following code into the header field.
Replace <WORKSPACE_ID> with your actual Scoby Workspace ID.

<script>
(function () {
  const workspaceId = "<WORKSPACE_ID>";

  window.scoby = window.scoby || function () {
    (window.scoby.q = window.scoby.q || []).push(arguments);
  };

  const script = document.createElement('script');
  script.src = `https://${workspaceId}.s3y.io`;

  document.head.append(script);
})();
</script>

Click Save, then Publish your site.

From this point on, all Zoho Sites pages will automatically send anonymous pageview data to Scoby Analytics.

Logging Page Views on Zoho Landing Pages (PageSense)

If you're using Zoho PageSense landing pages:

• Go to Landing Pages → select your page
• Open Settings → Custom Script
• Paste the following code into in the Header Script section.
  Replace <WORKSPACE_ID> with your actual Scoby Workspace ID.

<script>
(function () {
  const workspaceId = "<WORKSPACE_ID>";

  window.scoby = window.scoby || function () {
    (window.scoby.q = window.scoby.q || []).push(arguments);
  };

  const script = document.createElement('script');
  script.src = `https://${workspaceId}.s3y.io`;

  document.head.append(script);
})();
</script>

• Save and publish.

From this point on, all Zoho Sites pages will automatically send anonymous pageview data to Scoby Analytics.---

Logging Conversions

Logging Conversions from Zoho CRM Webforms

If you use Zoho CRM Webforms and embed them on your website, you can fire a conversion event when a visitor submits a form.

Locate the embed code for your webform — it looks like:

<script src="https://crm.zoho.com/crm/WebFormServeServlet?..."></script>

After the embedded form code, add this script:

<script>
document.addEventListener('DOMContentLoaded', function() {
  const form = document.querySelector('form[name="WebForm"]');
  if (form) {
    form.addEventListener('submit', function() {
      window.scoby('logConversion', {
        goal: 'Lead',
      });
    });
  }
});
</script>

💡 You can customize the goal parameter (e.g. "Demo Request", "Newsletter Signup", etc.).

This snippet works whether the form is embedded on Zoho Sites or a third-party site.

Logging Conversions on Thank You Pages

If your Zoho form redirects to a Thank You page (Zoho Sites or external):

• Edit the Thank You page
• Add this snippet to the Body End or a custom HTML block:

<script>
   window.scoby('logConversion', {
      goal: 'Lead'
   });
</script>

Whenever a visitor reaches this page after a successful form submission, the conversion will be logged.

Done 🎉

Scoby Analytics will now collect anonymous visit and (optionally) conversion data from your Zoho-powered sites, landing pages, and forms. Shortly after installation, you can view live statistics in the Scoby Analytics Dashboard.