• Default assignment at sync: When syncing contacts from CRM, you can either keep them unsubscribed (no topics) or subscribe them to all available topics. This gives you a clean starting point, especially if you plan to collect preferences later.
  
• Letting contacts choose: You can send an email campaign with a preference center link, allowing contacts to choose the topics they’re interested in. Their selections are automatically reflected in their topic subscriptions.
  
• Manual updates via CRM: If your sales team collects customer interests during conversations, they can record them in custom CRM fields such as a field called “Interests.” These fields can hold one or more interest values like sale, product launch, or newsletters. Once these contacts are synced into Zoho Campaigns, you can build a Workflow that reads this data and automatically subscribes each contact to the relevant topics.
  

Why automate subscription management?   

• Your contact lists stay up-to-date
  
• You remain compliant with email regulations
  
• You send only relevant emails to the right audience
  

Sync CRM contacts with a targeted list   

• Go to Settings > Apps > Zoho CRM and connect your account.
  
• Then navigate to Contacts > Sync Services > New Sync.
  

• List Entry – Triggers when a contact is added to the synced list.
  
• Field Update – Triggers based on changes to mapped CRM field values.
  

Capture interests directly in Zoho CRM   

• Sale
  
• New Product Launch
  
• Exclusive Content
  

Create topics in Zoho Campaigns   

• Newsletters
  
• Member-only updates
  
• Sale announcements
  
• Product launches
  

Build your automated subscription Workflow      

Trigger the Workflow   

Split based on Interests   

• Branch 1: Interest is “Sale”
  
• Branch 2: Interest is “New Product Launch”
  
• Branch 3: Interest is empty → default to unsubscribe  
  

Assign subscriptions automatically   

• Branch 1 → Subscribe to Sale Announcements
  
• Branch 2 → Subscribe to Product Launches
  
• Branch 3 → Unsubscribe from all topics to avoid sending irrelevant emails
  

Assigning Multiple Topics Using Comma-Separated Values   

Trigger the workflow 

Add the Process Condition  

• Insert a Multi-way process component and set the condition to: Interests contains sale launch newsletters 
  
• Make sure the keywords are separated by spaces so that each word can be evaluated individually. If the contact’s field contains any of the specified values (sale, launch, newsletters), the workflow will take this path.
  

Assign multiple topic subscriptions 

• A single contact can be subscribed to multiple relevant topics
  
• No interest is missed out during automation
  

Advanced Use Case: 

• Filters contacts with “Member” status
  
• Subscribes them to exclusive member-only topics
  

Use Segments as an alternative trigger   

• Trigger a Workflow when a contact is added to a segment using the “Enter a Segment” trigger component
  
• Automate topic subscriptions or unsubscribes from there