At Zoho Campaigns, 2021 has all been about improving the product's usability. From renewing the way you manage your contacts with topics, lists, and segments to updating the workflow automation feature, the goal has always been to keep Campaigns as simple and effective as possible.
With this in mind, we're releasing a simplified version of the CRM-Campaigns sync.
Before we discuss the changes in detail, please note that you'll only be required to move to the new version by September 30, 2022. Until then, we'll continue to support all your syncs in the existing version.
Currently, there are two types of syncs to import your data from CRM -
Here are some challenges with the current system:
What changes with the update?
In the new version, you just have to configure one sync for your leads, contacts, and custom modules—they're all instantaneous. More importantly, there's no longer any need to run separate syncs for your related accounts and deals modules because they are also synced instantly with this one configuration.
This update also paves the way for simple opt-out management in two ways:
We hope this update helps you seamlessly run your email marketing. As mentioned earlier, you can move to this new version at any time before September 30, 2022. Go to the Contacts module, click Sync Services, hit the migrate button, and you're set.