Intégrer Zoho Campaigns à votre CRM et envoyer des campagnes e-mail en un clin d'œil

Intégrer Zoho Campaigns à votre CRM et envoyer des campagnes e-mail en un clin d'œil



Les équipes de vente se tournent souvent vers les outils de gestion de la relation client (CRM), qui leur permettent d'établir des conversations et de nouer des relations. De leur côté, les équipes marketing s'appuient sur des outils d'e-mail marketing pour entrer en contact avec des clients potentiels et se faire connaître d'eux. Lorsque ces deux activités - ventes et marketing - travaillent ensemble, cela permet de mettre en place une stratégie marketing personnalisée, efficace et efficiente.

Dans cet article, nous explorerons comment l'intégration de Zoho CRM et de Zoho Campaigns peut contribuer à renforcer les liens entre les entreprises de toutes tailles et leurs clients, que ce soit en augmentant l'engagement et les ventes ou en rationalisant les communications et l'automatisation, les avantages sont nombreux.

Synchroniser les données CRM vers votre outil d'e-mail marketing

Un des atouts fondamentaux de l'intégration des systèmes est qu'elle permet d'automatiser la plupart des tâches manuelles quotidiennes. Par exemple, la création d'une intégration unidirectionnelle pour synchroniser les données de CRM avec celles d'outil d'e-mail marketing permet d'intégrer automatiquement les leads, les contacts et les prospects dans ces listes d'e-mail marketing. Il est possible de configurer l'intégration pour créer des listes indépendantes selon le type de contact et d'exclure les personnes qui ont choisi de ne pas recevoir de communications marketing. Ainsi, il n'est plus nécessaire de transférer ou d'importer manuellement des contacts. Vous pouvez également configurer votre intégration pour synchroniser périodiquement les systèmes, de sorte que les nouveaux prospects ajoutés au CRM soient automatiquement synchronisés dans vos listes e-mail.

Synchroniser les données d'e-mail marketing vers CRM

Avec des systèmes intégrés, il est possible de transférer les données relatives à toutes les campagnes d'e-mailing vers votre CRM. Par exemple, chaque fois que vous lancez une campagne de marketing, elle s'affiche dans le dossier d'un prospect dans le CRM, avec toutes les réactions reçues. Cela peut aider votre responsable des ventes à comprendre les besoins du prospect ainsi que son intérêt pour votre marque, afin qu'il puisse personnaliser ses conversations et ses offres en conséquence.
Le CRM enregistre également toutes les campagnes d'e-mail marketing en cours, y compris les webinaires que vous organisez, les événements auxquels vous participez et même les remises ou les offres que vous proposez. Grâce à ces informations, il est possible de donner des conseils précis et opportuns lors de leurs entretiens avec des prospects.

Une intégration bidirectionnelle

Vous disposez du meilleur des deux mondes : vos commerciaux ont une vue d'ensemble de vos campagnes e-mail et vos responsables marketing disposent d'informations contextuelles sur chaque prospect et sur leur processus de décision.

Configurer l'intégration Zoho CRM et Zoho Campaigns

L'intégration de Zoho Campaigns avec Zoho CRM vous permet d'entretenir la relation avec vos prospects et vos contacts grâce à des campagnes e-mail bien conçues. Vous disposez ainsi de plusieurs options pour rester en contact avec vos prospects/clients au sujet de votre marque par le biais de newsletters, sondages et e-mails transactionnels. Elle vous permet également de prendre de meilleures décisions en suivant les réponses aux e-mails. Par exemple, vous avez plus de chances avec un prospect qui clique sur un e-mail, tandis que un prospect qui a marqué l'e-mail comme spam est un très mauvais signe.

Bon à savoir 

  • Zoho Campaigns ne doit pas être confondu avec le module natif campagnes de Zoho CRM qui vous aidera à planifier n'importe quelle campagne de marketing pour votre entreprise, et pas seulement des campagnes e-mail. Vous pouvez toutefois suivre les réponses aux e-mails envoyés via Zoho Campaigns dans le module campagnes de Zoho CRM

Créer l'intégration

  • Zoho CRM >> paramètres >> Marketplace >> Zoho >> Zoho Campaigns
  • Cliquez sur "Synchroniser maintenant"
  • Vous serez redirigé vers la page Zoho Campaigns pour procéder à la synchronisation.
  • Dans le cas contraire, allez sur Zoho Campaigns >> Contacts >> Synchroniser les services >> Nouvelle synchronisation.

  • Sur la page "Setup sync"
    • Choisir le module : choisissez les modules de Zoho CRM à synchroniser. Tous les enregistrements du module sélectionné seront synchronisés avec Zoho Campaigns.
    • Synchroniser les listes : dans cette étape optionnelle, vous pouvez synchroniser toutes les listes de diffusion que vous avez dans Zoho Campaigns, ou créer une nouvelle liste.
    • Type d'abonnement : sélectionnez si l'abonnement est de type "Marketing" ou "Non-marketing". Pour le type d'abonnement "Marketing", vous pouvez choisir des thèmes de la liste disponible au champs "Choisir des thèmes".


  • Sur la page "Associer les champs", associez les champs de Zoho CRM à ceux de Zoho Campaigns et lancez la synchronisation.

Bon à Savoir

  • Cette fonction est disponible pour les modules "Leads", "Contacts" et "personnalisés" (les modules doivent disposer d'un champs E-mail).
  • Les champs qui ne peuvent pas être associés : "modifié par", "créé par", "heure de modification", "mise en page", "Wizard" (Assistant), "lookup" et "multi-user lookup", "profil", "chargement de fichier", "sous-formulaire", "chargement d'image".
  • Si un champs est créé dans un module lors du mappage des champs, ce champs n'apparaîtra que dans les enregistrements créés après l'activation de l'intégration. Pour les contacts existants qui sont intégrés à partir du CRM, ce champs apparaîtra uniquement si vous relancez l'intégration. Par exemple, si vous avez ajouté un champs "Réponse du client" lors du mappage des champs, ce champs n'apparaîtra pas dans les enregistrements synchronisés précédemment. Vous devez relancer l'intégration pour mettre à jour ces enregistrements.
  • La création de campagnes à partir de Zoho CRM n'est disponible qu'à partir de l'édition "Entreprise".

L'équipe Zoho France

    Access your files securely from anywhere








                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales
                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts




                                                      Zoho SalesIQ Resources

                                                            • Sticky Posts

                                                            • CRM - Astuce #5 : Effectuer des actions en masses

                                                              Bonjour à tous,   Au programme du jour : éviter les répétitions grâce à la fonction "en masse". Gagnez du temps sur ces actions simples pour vous concentrez sur votre entreprise. Allez dans le module concerné et cliquer sur les : (...)   Suppression en

                                                            • Zoho CRM - Il y a du nouveau chez les modèles d'e-mails

                                                              Bonjour à tous,   Nous sommes ravis d'annoncer que les modèles d'email dans Zoho CRM sont désormais adaptés au design pour tous les ordinateurs et mobiles. Le responsive design désigne une méthode selon laquelle les pages sont conçues pour s'afficher

                                                            • Nouveautés Zoho CRM : la page d'accueil et le tableau de bord actualisés !

                                                              Bonjour à tous, Nous avons apporté quelques améliorations à la page d'accueil des utilisateurs et à l'onglet Tableau de bord, en voici un aperçu. Des composants supplémentaires dans la page d'accueil pour les nouveaux inscrits : Dans l'onglet Accueil,

                                                            • CRM Blueprint #5: Glossaire

                                                              Bonjour à tous,  Voici le dernier volet de notre série sur les Blueprints : un glossaire pour comprendre tous les termes nécessaire à l'automatisation de votre process. État : fait référence à chaque étape de votre processus. Par exemple : qualification,

                                                            • CRM : Ajoutez de la couleur à vos balises CRM

                                                              Bonjour à tous, Les tags sont des identifiants uniques qui peuvent être associés à différents enregistrements ce qui permet de rechercher, trier, catégoriser, filtrer et segmenter efficacement les enregistrements. Cette nouvelle amélioration a pour but


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep Resources


                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner









                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • Customer Management: #6 Common Mistakes in Customer Handling

                                                                                                                Managing customers doesn't usually fall apart overnight. More often, slight gaps in the process slowly become bigger problems. Incidents like missed follow-ups, billing confusion, and unhappy customers will lead to revenue loss. Many businesses don't

                                                                                                              • Zoho Desk iOS app update: UI enhancement of picklist and multi picklist fields

                                                                                                                Hello everyone! We have enhanced the UI of the picklist and multiselect picklist fields on the Zoho Desk iOS app to provide a more refined, efficient, and user-friendly experience. We have now supported an option to Search within the picklist and multiselect

                                                                                                              • Zoho Desk iOS app update: Revamped scribbles with Apple pencil kit

                                                                                                                Hello everyone! We’re excited to introduce a revamped Scribble experience, rebuilt from the ground up using Apple PencilKit for smooth strokes, proper scaling, and seamless image uploads. Please update the app to the latest version directly from the App

                                                                                                              • Zoho Desk Android app update: Norwegian language support

                                                                                                                Hello everyone! In the most recent Android version of the Zoho Desk app update, we have brought in support to access the app in Norwegian language. We have introduced the Norwegian language on the IM module of the Zoho Desk app as well. Please update

                                                                                                              • Function #53: Transaction Level Profitability for Invoices

                                                                                                                Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

                                                                                                              • Payment Vouchers

                                                                                                                Is there any Payment Vouchers in Zoho? How can we create payment for non-trade vendors, i.e. professional fees, rent, and payment to commissioner income tax?

                                                                                                              • API in E-Invoice/GST portal

                                                                                                                Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.

                                                                                                              • When I click on PDF/PRINT it makes the invoice half size

                                                                                                                When I click PDF / Print for my invoice in Zoho Books, the generated PDF appears at half size — everything is scaled down, including the logo, text, and layout. The content does not fill the page as it should. Could someone advise what causes Zoho Books

                                                                                                              • Search by contain letter in a column

                                                                                                                Hello, everyone I need a filter function that searches by letter in a cell, and it should be a macro. To clarify further, if I have a column with several names and I chose a search cell and what I want is search by a single letter, for example, "a" then

                                                                                                              • Enrich your contact and company details automatically using the Data Enrichment topping

                                                                                                                Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging

                                                                                                              • Easier onboarding for new users with stage descriptions

                                                                                                                Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,

                                                                                                              • Zoho Books Invoices Templates

                                                                                                                It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in

                                                                                                              • Can add a colum to the left of the item in Zoho Books?

                                                                                                                I would need to add a column to the left of the item column in Books. When i create custom fields, i can only display them to the right of the item.

                                                                                                              • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

                                                                                                                I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's

                                                                                                              • AI Bot and Advanced Automation for WhatsApp

                                                                                                                Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:

                                                                                                              • 2025 Ask the Experts sessions wrap-up : Key highlights from the experts

                                                                                                                Here is a rewind journey of our Ask the Experts (ATE) Sessions, where we brought you expert insights and practical best practices together in one place. This recap highlights the key takeaways, learnings, and best practices from all these sessions so

                                                                                                              • How to disable the edit option in subform

                                                                                                                How to disable the edit option in subform

                                                                                                              • Question about using custom_fields in Storefront Add-to-Cart API (error 2003 – required details)

                                                                                                                Hi everyone, I’m working with the Zoho Commerce Storefront API, specifically the Add to Cart endpoint: POST /storefront/api/v1/cart According to the documentation, this endpoint supports a custom_fields parameter for adding line-item custom data. I’m

                                                                                                              • Adding non-Indian billing address for my Zoho subscription

                                                                                                                Hey Need help with adding a non-Indian billing address for my Zoho subscription, trying to edit the address to my Singapore registered company. Won't let me change the country. Would appreciate the help. Regards, Rishabh

                                                                                                              • Move record from one custom module to another custom module

                                                                                                                Is it possible to create a button or custom field that will transfer a record from one custom module to another? I already have the 'Leads' module used for the Sr. Sales department, once the deal is closed they convert it to the 'Accounts' module. I would like to create a 'Convert' button for a custom module ('Locations') for the department that finds locations for each account. Once the location is secured, I want to move the record to another custom module called 'Secured Locations'. It's basically

                                                                                                              • Convert Lead Automation Trigger

                                                                                                                Currently, there is only a convert lead action available in workflow rules and blueprints. Also, there is a Convert Lead button available but it doesn't trigger any automations. Once the lead is converted to a Contact/Account the dataset that can be fetched

                                                                                                              • Notes Not Saving

                                                                                                                Hello,  My notes are continuously not saving.  I make sure to save them, I know the process to save them.  It is not operator error.  I go back into a Leads profile a while later and do not see the previous notes that I have made.  I then have to go back and do unnecessary research that would have been in the notes in the first place.  Not a good experience and it is frustrating.  Slows me down and makes me do unnecessary work.  Please resolve.   As a quick heads up, deleting cookies is not a fix

                                                                                                              • Prefill form with CRM/Campaigns

                                                                                                                I created a form in zForms and created prefill fields. I added this to the CRM and selected the fields so when sending from the CRM, the form works great. However, I want to use the same form in Campaigns and I want it to pull the data from CRM (which

                                                                                                              • Triggering a campaign automation from a Form

                                                                                                                I used Forms to create a lead form that is accessed by a button on my website. The field information flows into the CRM. However, I am trying to figure out how to use Campaign automations to start a workflow (series of campaign emails) that is triggered

                                                                                                              • Employee Appraisal Applicability - Why is Date of Joining Hard-Coded?

                                                                                                                In the new (to me, at least) Performance Appraisal Cycle wizard, it's possible to set criteria to determine for whom the appraisal process should apply. This makes sense on its face. However, one MUST use the Date of Joining criterion as a filter. Why

                                                                                                              • Formula fields

                                                                                                                Zoho People now supports formula fields. This post illustrates it. Formula fields are fields whose value is calculated instead of being entered by the user. Using this, number, decimal and date manipulations can be done. The value of this field could be numeric or date depending on the output of the formula. In date manipulations, the result will be given in milliseconds, which you can format as per you need. The operators we support are +, - , *, /. Formula fields get recalculated automatically

                                                                                                              • Copy paste from word document deletes random spaces

                                                                                                                Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

                                                                                                              • Is it possible to use module field filters via URL parameters?

                                                                                                                It would be really convenient if I could quickly link to a filter. For reference, this is the filter functionality I'm referring to: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/advanced-filters/articles/advanced-filters For example: My

                                                                                                              • Transitioning FESCO Bill Project to Zoho Sheets and Integration Options

                                                                                                                Hello Zoho Support, I'm considering transitioning my FESCO bill project from Google Sheets to Zoho Sheets and wanted to know if there are integration options to seamlessly migrate our existing work. You can view our platform here, any guidance would be

                                                                                                              • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

                                                                                                                Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

                                                                                                              • Lightbox Pop-up form

                                                                                                                I would like to embed my form using the lightbox pop up. I don't want it to load automatically. I want it to load when some clicks the button. I can see this option, however when I use the "show pop-up launch button" on the website, the button automatically

                                                                                                              • Data Processing Basis

                                                                                                                Hi, Is there a way to automate the data processing for a candidate every time an application arrives from job boards, without requiring manual intervention? That is, to automatically acquire consent for data processing. I've seen a workflow that allows

                                                                                                              • Lightbox Pop-up form

                                                                                                                I would like to embed my form using the lightbox pop up. I don't want it to load automatically. I want it to load when some clicks the button. I can see this option, however when I use the "show pop-up launch button" on the website, the button automatically

                                                                                                              • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

                                                                                                                Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

                                                                                                              • Customer Management: #5 Never Let the Customer Slip

                                                                                                                When Rahul started Knight's Watch Consulting, his focus was simple: deliver good work and keep clients happy. He offered one-time consulting projects, monthly advisory retainers and usage-based support for growing clients. Business was steady, and customers

                                                                                                              • Deluge date time issue

                                                                                                                The deluge function info zoho.currentdate.toString("MMM/YYYY") returns Dec 2026 instead of 2025

                                                                                                              • Zoho Projects Android and iOS app update: Mobile device permission based on user profiles

                                                                                                                Hello everyone! We have brought in support for mobile device permissions based on the user profiles which are configured in organization level. Administrators can now configure the permissions on the web app(projects.zoho.com) by following the steps mentioned

                                                                                                              • treatment for rehires

                                                                                                                      Hello,  we are aware of the fact that Zoho People at the moment does not has a provision for rejoining exited employees. But is there any quick fix or hack to this? It will be appreciated a lot. 

                                                                                                              • Zoho Projects Android and iOS app update: Timesheet module is now renamed as 'Time Logs', delete option has been renamed to 'Trash'.

                                                                                                                Hello everyone! We have now renamed the Timesheet module as Time Logs and the delete option as 'Trash' on the Zoho Projects Android and iOS app. Time Logs Android: Time Logs iOS: Trash option Android: Trash option iOS: Please update the app to the latest

                                                                                                              • Zoho Mail app update: Manage profile picture, Chinese (Traditional) language support

                                                                                                                Hello everyone! In the latest version (v3.1.9) of the Zoho Mail app update, we have brought in support to manage profile picture. You can now set/ modify the profile picture within the app. To add a new profile picture, please follow the below steps:

                                                                                                              • Next Page