Announcing an important update to the Zoho CRM-Zoho Campaigns integration

Announcing an important update to the Zoho CRM-Zoho Campaigns integration

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. 

 

How it works now 

Currently, there are two types of syncs to import your data from CRM - 

  1. Immediate: Configurable only for the leads, contacts, and custom modules
  2. Periodic: Configurable for the leads, contacts, accounts, deals, and custom modules (on a daily, weekly, or monthly basis)

Here are some challenges with the current system:

  • The accounts and deals modules can only be synced daily, weekly, or monthly as part of the periodic sync option
  • Any field updates in CRM are not reflected in Campaigns until the periodic sync has occurred
  • There's a preset monthly limit to the total number of syncs you can create and manage for both your organization and individual modules. 

 What changes with the update? 

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 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. 

                          

Sync configuration


This one-time configuration also means that every record associated with the modules will be instantly synced by default. You're free to mark them as 'marketing' and 'non-marketing' inside Zoho Campaigns so you are only paying for your marketing contacts. 

This update also paves the way for simple opt-out management in two ways: 

  1. Choose not to import those who opted out from sales emails in Zoho CRM
  2. Define how Campaigns should update the CRM records when someone unsubscribes from marketing emails

                          

Email opt-out configuration


Note: With this, we're also removing the option for custom view and criteria-based syncs. This is because when a record exits from a custom or criteria-based view in CRM, it's not updated in Campaigns. 

 

Final words 

 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. 

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If you have any questions, please check out the FAQ we've posted here. 

Thank you! 


Regards, 
Team Zoho Campaigns