Syncing CRM to Campaigns - How do I preload Topic Association?
Now that Zoho has Topic Management, I'm trying to figure out the best workflow for moving CRM Leads into Campaigns. If I just leave the sync as is, then the CRM leads go into my Campaigns without any topics associated with them. Therefore, none of emails go to them. I don't want to have to go into Campaigns to manually assign topics, because it defeats the purpose of syncing.
Is there a field I can put in the CRM Lead that Campaigns can read and assign topics based on?
Use case - I want to be able to:
- Meet someone and ask them if I can add them to my email list
- Add them to my CRM
- Update a field in the CRM Lead record where I can enter the proper topics
- Have Campaigns Sync do the rest so that user starts getting the appropriate email immediately
Any ideas on how to do this or achieve the same ends another way?
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