Bring Campaign Tracking
to LlamaIndex

Returns contacts with name, email, account, and status. Use to see which qualified contacts (converted leads or existing customers) are part of a campaign, for engagement analysis, or re-targeting decisions. Get all contacts associated with a specific campaign to measure conversion and engagement at the customer level

Returns leads with name, email, company, and source. Use to measure campaign effectiveness: "how many leads did this campaign generate?", "which leads came from the webinar?", or for campaign ROI analysis. Get all leads associated with a specific campaign to measure lead generation performance and attribution

Campaign_Name is required. Type: Conference, Webinar, Trade Show, Public Relations, Advertisement, Email, Social Media, Banner Ads. Status: Planning, Active, Inactive, Complete, None. Start_Date/End_Date use YYYY-MM-DD. Budgeted_Cost is the planned spend. Create a new marketing campaign in Zoho CRM with name, type, budget, dates, and status for initiative tracking

Returns full data: name, type, status, budgeted/actual cost, expected revenue, expected response, start/end dates, and description. Use after searching to drill into campaign details. Get complete details of a specific Zoho CRM campaign by ID, including budget, ROI metrics, and all custom fields

Returns campaign name, type, status (Planning/Active/Inactive/Complete), budgeted and actual costs, start/end dates, and expected response rates. Use when the user asks about marketing initiatives, campaign budgets, or active promotions. List marketing campaigns in Zoho CRM with name, type (Conference/Webinar/Email/Advertisement), status, budget, and dates

Returns matching campaigns with type, status, budget, and dates. Use when the user wants to find a specific campaign, check its budget/ROI, or review campaign status. Search Zoho CRM campaigns by name or keyword to find specific marketing initiatives and their performance data