We know that everybody needs a little good news during this turbulent times. And, here we are with good news. Now you can make your sales process effective with the help of Zoho Campaigns and Zoho Bigin integration. Yes, we understand that you have a lot of questions, read below to know more.
What is Zoho Bigin?
If you're looking for a software that eliminates the usage of spreadsheet and other third-party applications that you use for managing contacts, you've come to the right place. Zoho Bigin is a basic version of Zoho CRM where small business owners could conduct all business operations in one place.
You can make the best use of the customer information and work on the daily business tasks, to perform them the way you want. Organize your business data into Contacts, Companies, Deals, and Activities and see what areas need your attention and when, with the help of Zoho Bigin.
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Why integrate Zoho Bigin with Zoho Campaigns?
Upon integrating your Zoho Campaigns account with Zoho Bigin, you can sync contacts from Zoho Bigin and start sending email campaigns to them for further nurturing and bettering your relationship with them.
Want to read more about Zoho Bigin? Check here
What are the most important things to know?
Below mentioned are a few of the important features set that come with the integration of Zoho Campaigns with Zoho Bigin.
1. Sync details: Set up an immediate or a periodic sync in Zoho Campaigns to share your data from Zoho Bigin to your Zoho Campaigns account. Thereby, any new record added in your Zoho Bigin account will be transferred to the Zoho Campaigns account based on the sync option you've selected.
Q1. I am having a Zoho Campaigns trial account. Can I still sync data from Bigin?
A1. Don't worry, you can still sync your contacts from Zoho Bigin account by using the "periodic sync" option in Zoho Campaigns.
Q2. What if contacts opt out from my email campaigns?
A2. Opt-out contacts will be removed from the mailing list that you've created in your Zoho Campaigns account and they'll be updated as "Opt-out" contacts in your Zoho Bigin account.
Q3. Will my contacts be pushed from Zoho Campaigns to Zoho Bigin?
Q4. Can I see the campaigns sent in my Bigin account?
A4. Yes, after integrating your account with Zoho Campaigns and after sending out email campaigns from your Zoho Campaigns account, the campaigns could be seen in the "Campaigns" tab in the "Contacts" detail view of your Zoho Bigin account.
Q5. Can I define a criteria while importing data from Zoho Bigin account?
A5. Yes, when you sync your data, you can define a criteria for the import and only those details will be added to your Zoho Campaigns account.
2. Map Fields: Basic details will be pre-mapped while you sync both the accounts. However, you can map more fields to further target your contacts. Also, create a multiline field in Zoho Bigin account to push "campaign member status" to that particular field.
P.S. Reports of email campaigns sent to your Zoho Bigin contacts will be visible in the "Reports" section of your Zoho Campaigns account.
What should I do to integrate with Zoho Bigin?
Check out this help document that will walk you through the step-by-step process of Zoho Campaigns integration with Zoho Bigin.
Hope this integration helps you to improve your business activities further. Do let us know your thoughts/clarifications in the comment box below.
Note: We've not made it available for the CN database right now. We'll keep you posted regarding the same.