Marketer's Space - Get effortless subscription management for CRM-synced contacts using Journeys
Hello, marketers! Welcome to another post in the CRM Integration Series in Marketers’ Space. We’ve been exploring how integrating Zoho CRM with Zoho Marketing Automation (ZMA) can enhance your marketing efforts, especially via the Journeys feature. This week, we’ll focus on how you can automate subscription management for contacts synced from Zoho CRM using Journeys.
Why automate subscription management?
Both your team and your customers can update subscription preferences. To stay compliant and ensure your communications are relevant, it’s crucial to manage these updates efficiently. You can:
- Manually update subscription lists.
- Automate subscription updates using Journeys.
Let’s see how Zoho Marketing Automation’s Journeys make this process effortless.
Sync CRM contacts with a targeted list
Since we're working with contacts synced from Zoho CRM, start by adding them to a specific list during the sync.
- “Added to list” trigger: Starts a journey when a contact is added to a list.
- “Criteria match” trigger: Targets contacts based on their list memberships and other criteria.
Capture customer interests in Zoho CRM
Your sales team can capture customer interests in a custom field in Zoho CRM. For instance, they could create a text field called “Interests,” which sales reps can update with values like “sale” and “new product launch.”
Add topics in Zoho Marketing Automation
In ZMA, you can create topics to categorize your campaigns:
Go to Contacts > Topics and click on Add Topic.
Group topics under relevant categories, such as:
- Newsletters
- New product launches
- Exclusive member content
- Sale announcements
Create an automated subscription journey
1. Set up the trigger
- Create a new journey and add the “Added to list” trigger. Then select the list where your CRM contacts are synced. This ensures that only relevant contacts enter the Journey.
- Alternatively, you can use the “Criteria match” trigger and set list membership as a condition to filter contacts. For even more precision, refine the entry criteria further based on additional conditions or custom CRM fields.
2. Segment based on interests
- Add a multi-way split component and configure it by setting criteria: “Interests”.
- Create branches for each interest, like “Sale” or “New Product Launch.”
- Add “No Interests” for the “Else" branch.
3. Automate subscription updates
- Under each branch, add the “Subscription Management” action.
- Configure it to subscribe contacts to a relevant topic.
- For the “Sale” branch, select “Add Subscription to Marketing Topics” and select the topic “Sale Announcements”.
- Repeat for other branches.
- For the “No Interests” branch, select “Unsubscribe From All Topics” to avoid sending irrelevant emails.
If your business runs exclusive member campaigns, you can also do this by adding a “Customer Type” field in Zoho CRM (e.g., Members and Non-Members). With this segmentation, you can create a separate Journey that automatically assigns “Members Only” topics to eligible contacts, which ensures exclusive content reaches the right audience while keeping non-members in a separate communication flow.
Handling Multiple Topic Subscriptions
If a customer wants to subscribe to multiple topics instead of just one, use the “contains” modifier instead of “is” when setting up conditions. This ensures that contacts interested in more than one topic are correctly identified and subscribed to all relevant categories, allowing them to receive communication related to multiple topics without restrictions.
Automate subscription management with the “Added to Segment” trigger
You can also achieve the same automation using the “Added to Segment” trigger. If you prefer not to sync CRM contacts into a list, you can set up a segment instead and define the criteria to be matched.
Once the segment is created, you can build a new Journey using the “Added to Segment” trigger and configure the appropriate subscription management actions for that segment.
This ensures the following:
- The segment is automatically updated whenever a contact meets the defined criteria.
- Any new contact entering the segment is immediately enrolled in the Journey, which triggers the relevant subscription updates without the need for manual intervention.
With Journeys in Zoho Marketing Automation, your subscription management can be completely automated and dynamic. No more manual updates or guesswork—just seamless, automated audience segmentation. Try it out, and let us know how it works for you. See you next week with more ways to supercharge the Zoho CRM + ZMA integration. Until then, happy marketing!
Regards,
Pearlin Nitika
User education | Zoho Marketing Automation
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Pearlin Nitika S
Sticky Posts
Marketer’s Space - WhatsApp Pricing Update: What Marketers Need to Know and Do
Hello Marketers, Welcome back to Marketer’s Space! WhatsApp made changes to their pricing model on July 1, 2025, moving from conversation-based pricing to a per-message pricing model. This week’s post focuses on what these changes mean for your WhatsAppWhatsApp Message Pricing Changes (Effective July 1, 2025)
Starting July 1, 2025, Meta will introduce a per-message pricing model on the WhatsApp Business Platform, replacing the current conversation-based billing. This update affects all WhatsApp messages sent through Zoho Marketing Automation. We’ve brokenMarketer's Space: Leveraging CRM Data for Dynamic Content and Personalized Campaigns
Hello Marketers! Welcome back to another post in Marketer’s Space! We’re excited to continue our series on the many advantages of integrating Zoho CRM with Zoho Marketing Automation (ZMA). This series is designed to help you unlock the full potentialMarketer’s Space - Automating CRM Actions with Journeys - Part 1
Marketing and sales go hand in hand, yet teams often struggle with inefficiencies in lead management. Leads may go cold due to delayed follow-ups, and valuable prospects might get lost in the shuffle. This is where integrating Zoho CRM with Zoho MarketingMarketer's Space - Get effortless subscription management for CRM-synced contacts using Journeys
Hello, marketers! Welcome to another post in the CRM Integration Series in Marketers’ Space. We’ve been exploring how integrating Zoho CRM with Zoho Marketing Automation (ZMA) can enhance your marketing efforts, especially via the Journeys feature. This
New to Zoho TeamInbox?
Zoho TeamInbox 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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Duplicated Notebooks
Out of the blue, almost all of my notebooks got duplicated and the different copies contain different information. Some seem like older copies than the others. I use the linux desktop app and sometimes the Android app. I assume that the sync failed at some point and was unable to merge the two versions together. But I'm afraid to add anything else to my notebook because if it can't properly sync 5 notebooks with only a handful of notes each, what will happen when I have hundreds of notes and I loseCurrency limitation when integrating Zoho CRM & Zoho Books
Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e. Background · Our business is based in Australia and we have to have Zoho Books in AUD to comply with tax and reporting regulations in Australia. · We sellMulti-select Lookup does not have Advanced filter options in CRM
With much fanfare Zoho announced the advanced filter options for CRM lookup fields which was a nice addition. This feature is not available for Multi-Select lookup fields. Will it be rolled out in the next 3-6 months, considering the standard lookup filterExperience effortless record management in CRM For Everyone with the all-new Grid View!
Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view andUnable to copy into a new document
Whe I create a new Writer doc and attemp to copy and past I get this message. The only way to copy into a document is I duplicate an existing document, erase the text and save it under a different name and then paste the information. Not ideal. Can youKaizen #157: Flyouts in Client Script
Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client ScriptCustomize User Invites with Invitation Templates
Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align withAdmin Control Over Profile Picture Visibility in Zoho One
Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile PicturePublished Course Not Reflecting In Hub
Hi! I am trying to create micro-learning courses for our team to be available for self-guided learning. I have published the courses with enrollment settings open to all users of the hub, but they don't appear to be available for enrollment. Am I missingUnlock Locked Users via Zoho One Mobile App
Hello Zoho One Team, We have noticed that in the Zoho One web admin panel, we can unlock a locked user when needed. However, when using the Zoho One mobile app, there is no indication that a user is locked, nor is there an unlock button similar to whatTip #47- Stay Ahead with Automated Scheduled Reports in Zoho Assist- 'Insider Insights'
We’ve made it easier for you to stay informed, even when you’re busy managing remote sessions! With Scheduled Reports in Zoho Assist, you can now automatically receive detailed insights about your remote support and unattended access activities directlyColour Coded Flags in Tasks Module List View
I really like the colour coded flags indicating the status of the tasks assigned to a Contact/Deal in the module list view. It would be a great addition to have this feature available in the list view of activities/tasks. I understand you have the DueUploading data to S3
Has anyone successfully uploaded data from Creator to S3 using the InvokeURL command or any other method in Deluge? (keywords: S3, AWS, Amazon, bucket)UPS Label size when generated via Zoho
We've integrated UPS with Zoho inventory. When creating and downloading the shipping labels they are created in a larger paper size. I'd like them to be generated to print on a 4x6 printer. Zoho have told me I need to do this within our UPS portal. UPSCredit Management: #4 Credits on Unused Period
Recall a familiar situation. You sign up for a monthly gym membership. You pay the subscription fee upfront, get motivated, and show up consistently for the first week. Then, suddenly, you get caught up in work deadlines, travel plans, or a dip in motivation.Zoho Analytics Automatically Deletes Queries and Reports When a Synced CRM Field Is Removed
We’ve encountered a serious and recurring issue that poses a massive data integrity risk for any Zoho Analytics customer using Zoho CRM integration. When a field is deleted in Zoho CRM — even an unused one — Zoho Analytics automatically deletes everyPrevent new Record Association
Hello all, We have a small sales organization therefore, it's helpful for everyone on the sales team to be able to view the full list of accounts to assist in preventing duplicate accounts from being created. However we want to prevent people from creatingTip of the Week #73– Automate workflow with Make integration.
Make is a no-code workflow automation platform designed to connect your favorite apps and automate repetitive tasks across services. By integrating Make with Zoho TeamInbox, you can streamline everyday inbox management and save valuable time. With thisViewing attachments
I'm using a Web Form integrated in my web site to collect Leads several info, including a image upload. In order to to approve each lead, we have to view the image uploaded. Unfortunately, in the Leads view, the Attachments can only be downloaded, notKaizen #89 - Color Coding using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as aInstant Sync of Zoho CRM Data?
With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there areIs it possibly to directly set the tax amount on order instead of indirectly via tax rates?
We own an eCommerce application and want to funnel submitted orders from that system into Zoho. We're already calculating tax in our application and just need a way to set it in Zoho. We tried to use Zoho's tax objects for tax by setting the rates toZoho account sign in with passkey
Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatlyRescheduled US meetups: Zoho Desk user meetups are coming to seven U.S. cities in October and November, 2025
Hello to our Zoho Desk users in the United States, We're excited to share the revised dates for the upcoming Zoho User Groups happening across the US this summer. Our product experts are heading to seven cities throughout the country, and for the firstChecklists as templates
Is it possible to save checklists as templates to reuse them in other tasks? Example: I have a web project. I maintain individual web URLs as tasks. Within the tasks the same checklist should be used again and again: - Page created in CMS - PropertiesSend mass email using my secondary email
Hello, When I send an email to just one person from Zoho CRM, a complete email editor appears, where I can choose which of my email addresses I want to use in the From field. When I send a mass email, there is not such option. I can only select the emailAdd the same FROM email to multiple department
Hi, We have several agents who work with multiple departments and we'd like to be able to select their names on the FROM field (sender), but apparently it's not possible to add a FROM address to multiple departments. Is there any way around this? Thanks.ZOHO TEAM INBOX Calendar Integration
The Problem: Clients send meeting invitations to our TeamInbox address. TeamInbox receives these invites, but we cannot accept them. We do not use individual inboxes for transparency purposes. Ideal Solution: A way to accept calendar invites sent to ourUnearned / Deferred Revenue Automatic Calculation for Subscriptions
As a SaaS business, we have multiple active subscriptions with varying dates and amounts. Is there a way to have a monthly automatic calculation for all of them that debits or credits the unearned revenue and revenue accounts accordingly? Alternatively,Zoho Desk Limit for Comma Separated Queries
Hi, I have just discovered a limit that I believed is not mentioned in any of Zoho's documentations. My search query looks like so: "query: {"accountId":"786050000091629966,786050000163589273,786050000163589427,786050000162753705,786050000162112971,786050000161987643,786050000160752868,786050000167089504,786050000167089378,786050000167089024,786050000167070005,786050000166295256,786050000128153693,786050000110560021,786050000046594575,786050000039106461,786050000002225356,786050000076889093,786050000047895103,786050000043365354,786050000044765191,786050000041790249,786050000040359116,786050000037945198,786050000024605077,786050000000525015,786050000155333895,786050000157741437,786050000000718125,786050000011574353,","departmentId":"786050000042648070","status":"Finished","sortBy":"createdTime","customField2":"cf_completion_date:2025-01-28T03:00:00.000Z,2025-10-28T03:00:00.000Z","customField3":"cf_billed:false"}"Module Name doesn't exist
I am trying to create a module named Activity, with plural Activities, but I have an error that module name already exists. This module is doesn't exist, and I don't have a single field called Activity or Activities.Zoho Desk iOS and Android app update: AI powered: Reply Assistance and Refine Messages on IM module.
Hello everyone! We are excited to introduce new AI powered features on the IM module of the Zoho Desk app. Reply Assistance: Reply Assistance generates suggested responses for incoming chat messages, which you can directly insert into the conversationUnify All Zoho Video Meeting Experiences into One Standardized Platform
Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: ZohoIs it possible to embed Youtube shorts?
Hi Zoho desk support, This is Ryan from Accuver America. While I'm trying to create a knowledge base article with embed video, I ran into this issue. "www.youtube.com refuse to connect" A little bit background is that because this video is recorded onZoho Inventory - Move Orders
Quick question about Move Orders... Why is there no status to say something like "Draft", "In Progress" and "Completed", similar to Transfer Orders? I'm assuming that when something needs to be moved it should be planned in Inventory, executed and thenSplit functionality - Admins need ability to do this
Admins should be able to split an expense at any point of the process prior to approval. The split is very helpful for our account coding, but to have to go back to a user and ask them to split an invoice that they simply want paid is a bit of an inDelegates - Access to approved reports
We realized that delegates do not have access to reports after they are approved. Many users ask questions of their delegates about past expense reports and the delegates can't see this information. Please allow delegates see all expense report activity,How to include total km for multiple trips in expense report.
Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?Get logged in user ID in Deluge script
Hello all, How do I get the id of the logged-in user in a deluge script? the "zoho.loginuserid" function actually returns the users email address or whatever the user id they use to login to zoho with and not the id of the user record, and given thatItem Details Field - New Barcode / Document option?
Is this a new feature??? its in both books and inventory.Next Page