Frequency of Syncing with CRM

We have used Zoho CRM for quite some time and are trying to add Zoho Campaigns but are running into several problems regarding syncing.

Syncing

First, we have set up two syncs - one for Contacts and one for Leads with Zoho CRM.

What we expect:

Whenever a contact or lead is added in Zoho CRM, it should be added to our contacts in Zoho Campaign.

What is happening:

A sync is never triggered and the contact is not added unless we manually initiate a sync by going into "Field Mapping", clicking "Edit" and then clicking "Initiate."

Is this expected behavior? It was our understanding that updates in Zoho CRM would sync with Zoho Campaign automatically and fairly instantaneously.

...

Automation Triggers

In a similar vein, we attempted to create an automation in Zoho Campaigns where the trigger is "On Entering a Segment." A user is added to the segment based upon the value of a field and this works correctly - users are getting attributed to the correct segment. However, the trigger never fires. See the screenshot below for how we have our trigger set up. We have found that if we set the option to "Existing and new contacts from the selected segment," it fires once, but does not fire when new contacts are added to the segment.

What we expect: The Automation should fire when a contact is added to the segment.

What is happening: The user is added to a segment, but nothing happens. The number of users entering the workflow remains 0.

Configure Trigger Screenshot showing "only new contacts who've entered the selected segment"

Access your files securely from anywhere

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
EscapeHatch
Meyyappan CT

Sticky Posts
Marketer's space - Understanding portal roles in the new user management system
Hello, As part of our new user management setup, we recently introduced portals and workspaces. Portals enable you to manage multiple products under a single brand within a single account. Workspaces are the spaces you can create within a portal for individual
Promote Campaigns on your LinkedIn Company page
Hello! We are happy to announce that Zoho Campaigns has further improved its integration with LinkedIn to provide more services. This time, we've come up with a new feature where you can promote your email and social campaigns on your LinkedIn company page. LinkedIn company page is a hub where followers are updated about the company, its products & services and of course new features & updates. It acts as a public portal for prospects, vendors and partners, etc. You can engage your followers
The much-awaited real-time sync between Zoho Campaigns and Zoho CRM is live.
Hello all, You don't have to wait for 24 hours to pull data from CRM to Campaigns anymore. Instantly bring subscriber data from contacts, leads, and custom modules and get going with your nurturing process right away. What has changed? We have two types of syncs now: Immediate and periodic. The UI: We have cut down on the number of steps for the sync from three to two. When to use which sync: Immediate Sync: When you want the data to get reflected in Campaigns as and when it is added in CRM.
Marketer's Space: Template Editor - Dynamic Content
Dynamic content has become an inevitable part of email marketing. It's basically the process of displaying content to your leads that is relevant to them based upon them matching a particular criteria you have set previously. To put it in simpler terms, it is the right content for the right people at the right time. How to use the dynamic content While creating an email campaign, you go on to select a pre-designed or basic template to add content, and then click Advanced --> Dynamic to create
Sending Autoresponders to Existing Contacts
Hello! In recent times, many of our users wanted to send Autoresponders to existing contacts. Since, these contacts existed already; they will never be receiving that message scheduled in the Autoresponders. But, is there really a way to push these Autoresponder message(s) to such existing contacts? Well, Zoho Campaigns has again come up with a solution for such request laid by many of our users. We are happy to announce the new enhancement on Autoresponders through which you can send the Autoresponder