Integrating Zoho Campaigns with Zoho Bigin

Integrating Zoho Campaigns with Zoho Bigin

Hello everyone,

 

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.


Click here to know more. 


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.




FAQs:

 

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?

A3. Yes, once you set up the sync, based on the contacts who've opened and clicked your email campaigns, they will be pushed to your Zoho Bigin account.



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. 

 

Thank you!

 

Best Regards,

Annet Mathews




    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation
                                              • 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


                                              Manage your brands on social media



                                                    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 Campaigns 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