1. Will editing the sync configuration affect the existing synced data?
Editing the sync configuration mainly affects how future syncs are handled. The data that is already synced in Zoho Campaigns and Zoho CRM will remain available and will not be deleted. However, during the next sync, some existing records may be updated based on the new configuration rules.
2. What should I do if some records don’t appear in Zoho Campaigns after syncing?
If some records don’t appear in Zoho Campaigns after syncing, first check whether those contacts were skipped during the sync. You can do this by downloading and reviewing the sync history logs. If the contacts are not listed as skipped but still didn’t sync, collect a few sample contact records. Share these details with the Zoho Campaigns Support team so they can investigate and help resolve the issue.
3. How do I view the sync histories or logs?
You can view sync histories and logs from the Zoho CRM integration section in Zoho Campaigns. This section provides a detailed record of each sync that has taken place.
4. Does the sync overwrite data in Zoho CRM or Campaigns?
The Zoho CRM sync updates contact data in Zoho Campaigns based on the latest information available in Zoho CRM. Any changes made in Zoho CRM are reflected in Zoho Campaigns during the sync process. However, the sync does not make any changes to or overwrite data in Zoho CRM.
5. What happens if there are duplicate records in Zoho CRM during a sync?
If there are duplicate records in Zoho CRM during a sync, the system automatically checks for duplicates using unique identifiers such as email addresses. When duplicates are detected, only one record is considered for syncing. The remaining duplicate records are skipped to avoid creating multiple entries in Zoho Campaigns. This helps keep your contact list clean and prevents data conflicts.
6. Is there a limit to how many syncs I can create between Campaigns and CRM?
There is no overall limit on the number of syncs you can create between Zoho Campaigns and Zoho CRM. With the
new integration model, you can create one sync for each CRM module, such as one for Leads and one for Contacts. This means multiple syncs are allowed as long as they are for different modules. However, each module can only have one active sync at any given time.
Yes. Contacts are first synced from Zoho CRM to Zoho Campaigns, and email campaigns are sent to them after the sync. When contacts open or click emails send via Zoho Campaigns, their engagement activity is then pushed back and updated in Zoho CRM.
8. What fields are pre-mapped during a sync?
During a sync, basic fields are pre-mapped by default to ensure a smooth setup. These typically include essential details such as email address, first name, and last name. If you want to sync more information, you can choose Map more fields during the sync setup.
9. Why isn’t the field value in Zoho CRM being synced to Zoho Campaigns?
If a field value from Zoho CRM is not syncing to Zoho Campaigns, first check whether the correct module is being synced. Next, verify that the field is properly mapped between Zoho CRM and Zoho Campaigns in the sync configuration. Take a screenshot of the record in Zoho CRM showing the field value and page URL, as well as a screenshot of the same record in Zoho Campaigns, so the two can be compared for troubleshooting.
10. How do I migrate a shared account (old integration) to the new integration?
To migrate from the shared account using the old integration, you first need to delete either Zoho Campaigns or Zoho Marketing Automation from the shared account. Once one application is removed, you can proceed to set up the new integration model.
11. Is integration available in the Zoho One shared account?
Yes. Integration is available in the Zoho One shared account using the old user-based integration model.
12. Is it necessary to sync the Deals and Accounts modules separately for the data to be synced from Zoho CRM to Zoho Campaigns?
No, it is not necessary to sync the Deals and Accounts modules separately. When you sync the Contacts module from Zoho CRM to Zoho Campaigns, the related Deals and Accounts information is automatically included. This ensures that associated business data stays connected with each contact. As a result, you can access relevant Deals and Accounts details in Zoho Campaigns without setting up additional syncs.
A contact count mismatch between Zoho CRM and Zoho Campaigns usually occurs when some contacts are skipped during the sync process. You can review these skipped contacts by going to the Sync History page and downloading the ignored contacts list. This report shows how many contacts were skipped and the specific reasons they were not synced.
14. Why am I receiving the error “Org is already integrated” while integrating Zoho CRM with Zoho Campaigns?
This error appears when the Zoho CRM organization you are trying to integrate is already linked to another Zoho Campaigns account. To proceed, you must first disconnect the existing integration. After this, you can integrate the Zoho CRM organization with the required Zoho Campaigns account.
When an email address is changed for a record in Zoho CRM, the update is reflected in Zoho Campaigns during the next sync. The existing contact record in Zoho Campaigns is updated with the new email address. A new contact record will not be created as part of this change.
Yes, you can push the contact score from Zoho Campaigns to Zoho CRM for synced contacts. To do this, go to Sync Services and open the Zoho CRM Active Syncs section. Click the Setup button for the relevant sync and enable the Update Lead Score option. Once this is enabled, the contact scores from Zoho Campaigns will be updated in the corresponding Zoho CRM records automatically during each sync.
17. Can multiple Zoho CRM accounts be integrated with a single Zoho Campaigns organization?
With the new integration model, syncs are at the organizational level, so you can integrate your unique Zoho Campaigns organization with only one organization in Zoho CRM. The other reason for organizational level sync is organization level unsubscribes. When a contact unsubscribes, they are automatically unsubscribed from all topics in the organization. So, the setup to sync each Zoho CRM organization with unique Zoho Campaigns organization avoids confusion and unwanted unsubscribes.
If synced contacts go beyond your Zoho Campaigns plan limit, what happens depends on your settings. If Auto-Upgrade is enabled, all contacts will continue to sync without interruption, and you'll be charged in the next billing cycle. If Auto-Upgrade is disabled, the sync will stop once the limit is reached, and you’ll have to upgrade your plan manually to continue. Users on free plans, older pricing models, Zoho One, or CRM Plus must always upgrade manually, while this restriction does not apply to Pay-as-you-go users.
19. Can a CRM sync be deleted in the new Zoho Campaigns integration setup?
No, in the
new Zoho Campaigns CRM integration, deleting an existing sync is not supported. Instead, you can pause the sync under the
sync detailed view whenever needed, edit it and then resume it to apply changes. This approach helps prevent accidental data loss while still allowing flexibility in managing the sync.
Yes. With the new Zoho CRM sync setup, data is synced in near real time, so updates are reflected almost instantly in Zoho Campaigns. This means that any new or updated records in Zoho CRM will be immediately pushed to your Zoho Campaigns account automatically. However, when a large volume of contacts is being synced simultaneously, the process may take a little longer to complete.
Yes. During the CRM sync setup, you can use the Choose Topic option to assign topics to contacts as they are synced from Zoho CRM to Zoho Campaigns. You can select one topic or multiple topics based on how you want to categorize your contacts. This helps ensure that synced contacts are organized correctly from the start. It also makes it easier to target the right audience for future campaigns.
You can update the opt-out contacts in Zoho CRM from Zoho campaigns. We require users to enable “
Update Opt-out Contacts” option in Zoho Campaigns. It will automatically update the synced records in Zoho CRM. This option is enabled by default. You can edit these settings whenever you want.
Follow these steps to enable the Update opt-out contacts:
- From the Navigation Toolbar, click Contacts, then click Sync Services.
- Under Zoho CRM, select Active Syncs.
- Click Setup to edit the sync configuration.
- In this section, you can enable Update Opt-out Contacts to update the opt-out in Zoho CRM for those contacts which were unsubscribed from Zoho Campaigns. This option is enabled by default. You can edit these settings whenever you want.
No, contacts without an email address will not be synced to Zoho Campaigns. The system automatically excludes these records during the sync process, as an email address is required to identify and communicate with contacts. Only contacts that have a valid email address in Zoho CRM are included in the sync.
24. Are there any mandatory fields that need to be mapped during the Zoho CRM sync in Zoho Campaigns?
Yes, email address is a mandatory field that must be mapped during the Zoho CRM sync in Zoho Campaigns. Without mapping the email field, contacts cannot be synced from Zoho CRM to Zoho Campaigns.
Yes, you can edit the default field mapping for the Contacts and Leads modules during the sync setup. This allows you to customize how information is transferred between Zoho CRM and Zoho Campaigns for these modules. However, the default field mappings for Accounts and Deals cannot be edited. To view the mapping details for Accounts or Deals, simply go to the field-mapping section and navigate to the respective tabs, where you can view the mappings.
Yes. There is a workaround for this scenario. You can manually map a custom field in Zoho CRM to track the status of unsubscribed contacts from Zoho Campaigns. Follow these steps:
- Create a custom field in Zoho CRM within the desired module to capture the unsubscribed status from Zoho Campaigns.
- Navigate to Sync Services and open Zoho CRM Active Syncs and click on the Setup botton.
- On the setup page:
(a) Enable the Update Opt-out Contacts option. This ensures that unsubscribe actions in Zoho Campaigns are reflected in Zoho CRM. (This setting is enabledby default, but it can be modified.)
(b) Enable Custom Field of Zoho CRM.
(c) Select the appropriate CRM module and choose the custom field you created to track unsubscribed contacts.
Yes, a lead that is converted into a contact can be automatically removed from the Zoho Campaigns leads associated list. To enable this, you need to turn on the Remove Converted Leads from the List toggle, which becomes available after you associate leads to a list during the leads sync setup. Once this option is activated, any lead that gets converted into a contact in Zoho CRM will be automatically removed from the associated leads list in Zoho Campaigns.
28. Can I sync custom modules from Zoho CRM to Zoho Campaigns?
Yes, you can sync custom modules from Zoho CRM to Zoho Campaigns just like the predefined modules. Any custom module you create in Zoho CRM can be included in the sync setup, allowing its records to be transferred to Zoho Campaigns.
29. How do I remove opted-out Zoho CRM records from Campaigns?
To remove opted-out Zoho CRM records from Zoho Campaigns, you need to enable a specific option during the sync setup. Open the relevant sync and click Show Advanced Options. Next, turn on the Remove the Opt-Out Zoho CRM Records option. Once enabled, any contacts or leads marked as opted-out in Zoho CRM will be removed from Campaigns automatically during the sync.
30. If a Zoho CRM record is updated from an existing value to Empty, will it be pushed to Zoho Campaigns?
If a Zoho CRM record is updated from an existing value to empty, whether it is reflected in Zoho Campaigns depends on the sync settings. When the Update Empty Field Value option is enabled during the sync, the empty value will overwrite the existing data in Zoho Campaigns during the next sync. If this option is disabled, the existing values in Zoho Campaigns will remain unchanged, and the empty update will be ignored.
31. What field types are not supported in the Zoho CRM sync process?
Zoho Campaigns does not support syncing certain field types from Zoho CRM, specifically lookup fields. These fields are not compatible with the current sync process, and therefore cannot be transferred to Campaigns.
Zoho Campaigns doesn’t currently support syncing filtered CRM contacts directly. With the new integration, all contacts from the chosen module will be synced to Zoho Campaigns. As a workaround, you can sync contacts as Non-Marketing, then create a segment in Zoho Campaigns based on your criteria. After segmenting, you can update the subscription type to Marketing for the selected contacts.
Yes, you can map the data of synced contacts to a specific mailing list in Zoho Campaigns. During the sync setup, the Sync to List option allows you to select the list to which the contacts should be added.
34. If the sync user is inactive or removed, how do I make the sync active?
To make the sync active, the owner of the sync or the integration owner must be changed. To proceed with changing the sync owner, the Zoho Campaigns support team needs approval from the admin user of the account. Please contact our support team by emailing them at support@zohocampaigns.com with the email address of the user to whom the sync ownership should be transferred.
The Zoho CRM sync may be disabled if the user configured for sync is inactive or has been removed from either Zoho CRM or Zoho Campaigns. Syncing can also stop if your Zoho Campaigns contact limit has been exceeded. In such cases, contacts will not sync until the issue is resolved. Once the user is reactivated or the subscription limit issue is fixed, the sync will resume automatically.
36. Will all existing feature be supported in the new CRM sync setup?
Most of the existing features will be supported in the
new CRM sync setup. However, the following features under CRM set up will be discontinued. With the new CRM flow, these features will become either redundant or irrelevant in the new flow
- Update email campaigns in custom field in Zoho CRM (Last five campaigns): This data will be pushed by default to Zoho CRM, which makes this option redundant.
- Push data to Zoho CRM: This refers to pushing contacts and leads based on clicks/opens. This data can be updated to Zoho CRM using workflows, making this option redundant.
- Field mapping: With this update, there will be one sync per module and all the fields will be mapped once synced. Moving forward this option will be irrelevant.
There is no alternativee for syncing certain contacts based on views, as we will sync all contacts in a module without relying on view in the new integration setup. However, there are two other alternative ways in which this can be achieved:
- Create a segment with criteria similar to that of the required view for the synced contacts.
- Create workflows and move the respective contacts to the preferred mailing list.
Yes, when you
create a sync between Zoho CRM and Zoho Campaigns for a particular CRM module, all contacts under that module will be synced to Zoho Campaigns. Syncing by specific views is no longer supported, so all contacts in the chosen module will be transferred.
39. What are the prerequisites in the new CRM integration model?
- Have Standard Admin role in Zoho Campaigns.
- Have Administrator account in Zoho CRM.
- You can integrate only one Zoho Campaigns account from your organization with one Zoho CRM organization. You cannot integrate multiple accounts.
40. How will the new sync provide an alternative for custom view/criteria based sync?
There is no alternative for syncing custom view or criteria-based sync, as we will sync all contacts in a module without relying on views in the new integration setup. However, there are two alternative ways in which this can be achieved:
- Create a segment with criteria similar to that of the required view for the synced contacts.
- Create workflows and move the respective contacts to the preferred mailing list.
The subscription type field of existing contacts added to Zoho Campaigns will not be overwritten. We will only sync the subscription type of newly added contacts from Zoho CRM.
42. Can I edit default field mapping in account and deals field mapping?
No, you cannot edit the default field mapping for Accounts and Deals in Zoho Campaigns. The mappings for these modules are fixed to ensure data consistency during the sync. However, you can still view the mapping details by going to the field mapping section and selecting the Accounts or Deals tabs.
43. Can I export the CRM fields which are synced into Zoho Campaigns?
Yes, you can export the CRM fields that have been synced into Zoho Campaigns. Once the fields are synced, you can access them within Zoho Campaigns and export the data as needed.
The following fields cannot be mapped in Zoho CRM sync, as these
fields are not supported in Zoho Campaigns:
- Modified By
- Created By
- Modified Time
- Layout
- Wizard
- Lookup and multi-user lookup
- Profile/record image
- File upload
- Subform
- Image upload
- Data Processing Basis
- Last Follow Up By
- Territories
As these fields are not supported, you can't create segments based on them.
In the
new sync setup, contacts and leads will remain synced, so contacts deleted from Zoho CRM will be removed from Zoho Campaigns automatically.
46. Will campaign and member status get pushed to Zoho CRM automatically?
Campaign and member status data will be pushed to Zoho CRM by default in the
new Zoho CRM sync setup. Hence, there is no need for options to enable push campaign and member status data in the new sync setup.
47. How do I import newly added subscribers from Zoho Campaigns to Zoho CRM?
You can push a contact along with selected fields to Zoho CRM with the help of
workflows or by
enabling push to CRM option in signup forms. Although you cannot directly push contacts from Zoho Campaigns to Zoho CRM, you have to choose from one of the above two options to push your contacts to Zoho CRM.
48. Can you integrate Zoho CRM with both Zoho Campaigns and Zoho Marketing Automation?
No, you cannot integrate Zoho CRM with both Zoho Campaigns and Zoho Marketing Automation. You can integrate it with either Zoho Campaigns or Zoho Marketing Automation. If you have integrated Zoho CRM and Zoho Campaigns, but want to instead integrate it with Zoho Marketing Automation, you have to disable the integration for Zoho Campaigns and then integrate Zoho CRM with Zoho Marketing Automation.
49. What are the prerequisites to integrate with Zoho CRM?
Before integrating your Zoho CRM account with Zoho Campaigns, check that you meet the following requirements:
- You have active user accounts in both Zoho Campaigns and Zoho CRM to sync contacts/leads.
- Zoho CRM administrator status and admin role in Campaigns.