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Is the Contacts sync between Campaigns and CRM bi-directional?

1 user has this question.
6 Replies
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  • 5 years ago

Hello There,

Thank you for posting.

We'd like to inform that sync between Zoho CRM and Zoho Campaigns is unidirectional however you can push the contacts or leads to Zoho CRM based on campaign activities like opens and clicks.

You can find the option under Contacts-->Sync services-->Click on the number above active syncs-->Set up at the top right-->Push data to Zoho CRM.

If you wish to push contacts based on any other actions like List entry, Tags you can make use of custom workflow.

Click on the below link to know more about custom workflow.

https://help.zoho.com/portal/kb/articles/how-to-create-custom-workflow

Get back to us if you need further clarification or write us an email to support[at]zohocampaigns[dot]com.


Regards,

Ranjith K

  • 5 years ago

thank you.

Dear Zoho support,

In this case, we need to tick a checkbox in CRM when a contact in campaigns is marked as hard bounced, is this possible?
 
The idea would be mapping the Z Campaigns non- custom field "Contact status" to CRM, but I can't find that in the Z Campaigns workflow option "Push Data":

  

  • 2 months ago

Hello Carlos,

Thank you for your post!

Currently, when an email hard bounces, the contact is moved to the hard bounce list, and the member status is updated in Zoho CRM for the email that bounced. However, please note that it is not possible to push any data from Zoho Campaigns to Zoho CRM for contacts with a hard bounce status. Additionally, the non-custom field "Contact Status" in Zoho Campaigns cannot be mapped in the Push to CRM action.


Hope this clarifies.



Regards,
Lourde Immanuel Raju L | Zoho Campaigns

Hi Lourde, thank you for your response. I got a further question:

"and the member status is updated in Zoho CRM for the email that bounced"

Where exactly is this member status updated in CRM? Can we include this field in a workflow rule? 

  • 2 months ago

Hello Carlos,

Thank you for your post!

Once the campaign is sent, you can view the campaign summary and recipient activity in CRM.

You can filter the Leads or Contacts based on their response to a certain campaign. You can use member and service status to check whether they are invited or if the campaign is marked as planned.


Hope it Helps.


Regards,
Lourde Immanuel Raju L | Zoho Campaigns

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