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. For eg: You can instantly bring in new leads from your CRM and send welcome emails.
Periodic Sync: When you want the data to be synced at a particular time on a regular basis. For eg: If you want your CRM data inside Campaigns every Wednesday at 10 AM, then you can use a periodic sync. Also, when you want to sync data from deals and account modules, you can use this type of sync (we don't support these modules in immediate sync as of now).
Here are some screenshots for your reference,
Note: Immediate sync is available only in the email-based and subscriber-based subscription plans. And the sync might take a maximum of 10 minutes depending on the amount of data to be retrieved.
Want to try setting up the immediate sync? Check our step-by-step guide: https://www.zoho.com/campaigns/help/crm/configure-sync-settings.html
Please do let us know in the comments below how you like our new update.
Cheers,
Vaijayanthi N.
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