Integrate with Marketing Apps - Online Help | Zoho Campaigns

Integrate with Marketing Apps

Eventbrite 

Eventbrite is an event management platform used to create and manage events such as meetups, conferences, and product launches. Integrating Eventbrite with Zoho Campaigns allows you to sync registrants and attendees as contacts for event-based campaigns. 

Features 

  1. Sync events, registrants, and attendees from Eventbrite.
  2. Create mailing lists for event participants.
  3. Use workflows for event follow-up communication.
  4. Segment contacts based on event participation and engagement.
  5. View sync activity and integration history from Zoho Campaigns. 
Notes
Note 
  1. Eventbrite integrations use pre-mapped fields by default and field mapping cannot be modified. 

Prerequisites 

  1. You must have an active Eventbrite account. If you have multiple accounts, only one account can be selected for integration.
  2. Only users with Administrator permission in both Eventbrite and Zoho Campaigns can setup the sync.
  3. If GDPR is enabled in your account, the Lawful basis for communication must be configured.

 Integrate with Eventbrite   

  1. Click Settings icon on the top-right corner of the screen.

  2. Choose Apps under Integration.

  3. Select Eventbrite under Marketing Apps and click Connect

  4. Log into your Eventbrite account in the new page that opens

  5. After your account is connected, go back to Zoho Campaigns

  6. Select Eventbrite and click Connect.

  7. A pop up appears to Integrate with Eventbrite

  8. In the pop up:
    1. Select the Organization to Integrate
    2. Choose the Webinar you want to sync.
    3. Enable the toggle button to Create new mailing lists for new events(Optional).
    4. Select a topic if required.

  9. Click Initiate to complete the integration.

 What happens if I deny my Eventbrite account integration?   

If you deny/change Eventbrite integration:

  1. You can't import your contacts from Eventbrite.

  2. Eventbrite campaigns in the draft cannot be sent.

  3. Eventbrite stats and results will not be generated.

Denying access to Eventbrite   

Follow the steps given below to disconnect your Eventbrite account.

  1. Click the Settings icon in the top-right corner.

  2. Click Apps under Integrations.

  3. Select Eventbrite under Connected Apps.

  4. Click the Disconnect option after clicking the three dots in the right.

  5. A pop appears informing about the effect of disconnecting.

  6. Click Proceed.

 Post Integration 

  • You can always go back and edit the Sync details and Field Mapping

  • You can also view the Sync History which logs all the actions related to this integration.

SurveyMonkey

SurveyMonkey is an online survey platform used to create and distribute surveys. Integrating SurveyMonkey with Zoho Campaigns allows you to send survey-based campaigns and analyze survey engagement.

 Features 

  1. Schedule and send survey campaigns from Zoho Campaigns.
  2. Use survey merge tags to insert survey names and links into campaigns.
  3. Use survey-based actions in Journeys.
  4. Analyze survey activity such as completed, started, and pending responses.
  5. Access survey details directly from the integration dashboard.
Info
Info 
  1. Only account details are shown in the integration page since there is no contacts sync in this integration.
  2. This integration is only for campaign creation and sending survey based campaigns.

 Prerequisites 

  1. You must have an active SurveyMonkey account. If you have multiple accounts, only one account can be selected for integration.
  2. Only users with Administrator permission in both SurveyMonkey and Zoho Campaigns can setup the sync.
  3. You must have at least one survey created in your Survey Monkey account.

 Integrate with SurveyMonkey   

  1. Click Settings icon on the top-right corner of the screen.

  2. Choose Apps under Integration.

  3. Select SurveyMonkey under Marketing Apps and click Connect

  4. Log into your SurveyMonkey account in the new page that opens

  5. Click Authorize after confirming the activities that will be performed after integration.

  6. Zoho Campaigns will request you for some permissions

  7. Click Authorize and your SurveyMonkey account will now sync with Zoho Campaigns.

What happens if I deny my SurveyMonkey account integration?   

If you deny/change SurveyMonkey integration,

  • You cannot sync further surveys from Survey Monkey

  • You won't be able to use the survey merge tags in your campaigns.

  • You won't be able to use the survey-based actions in workflows.

  • You won't be able to view the surveys created using SurveyMonkey in your campaign creation flow.

 Denying access to SurveyMonkey   

Follow the steps given below to disconnect your SurveyMonkey   account.

  1. Click the Settings icon in the top-right corner.

  2. Click Apps under Integrations.

  3. Select SurveyMonkey   under Connected Apps.

  4. Click the Disconnect option after clicking the three dots in the right.

  5. A pop appears informing about the effect of disconnecting.

  6. Click Proceed.

 

Post Integration 

In the integration dashboard of SurveyMonkey  , you can view your account name and last connected details including the date, time and the administrator.  

GoToWebinar

GoToWebinar is a webinar hosting platform used to conduct live webinars and manage registrations. Integrating GoToWebinar with Zoho Campaigns allows you to sync webinar registrants and attendees for webinar-based communication.

 Features 

  1. Sync webinars, registrants, and attendees from GoToWebinar.
  2. Create campaigns for webinar audiences.
  3. Use workflows for webinar registration follow-ups.
  4. Segment contacts based on webinar participation.
  5. View sync details and integration activity from Zoho Campaigns.

 Prerequisites 

  1. You must have an active GoToWebinar account. If you have multiple accounts, only one account can be selected for integration.
  2. Only users with Administrator permission in both GoToWebinar and Zoho Campaigns can setup the sync.

Integrate with GoToWebinar 

  1. Click Settings icon on the top-right corner of the screen.

  2. Choose Apps under Integration.

  3. Select GoToWebinar under Marketing Apps and click Connect

  4. Log into your GoToWebinar account in the new page that opens

  5. Click Authorize after confirming the activities that will be performed after integration.

  6. Zoho Campaigns will request you for some permissions

  7. Click Authorize and your GoToWebinar account will now sync with Zoho Campaigns.

 What happens if I deny my GoToWebinar integration?   

If you deny this integration:

  • All active syncs will be disabled.

  • Scheduled webinar-based campaigns will be moved to draft.

  • You cannot import new registrants or attendees from GoToWebinar.

  • You cannot send campaigns to your webinar audiences.   

 Denying access to  GoToWebinar

  1. Click Settings icon in the top-right corner of the screen.

  2. Choose Apps under Integration.

  3. Under connected apps, Select GoToWebinar.

  4. Click the Disconnect option after clicking the three dots in the right.

  5. A pop appears informing about the effect of disconnecting.

  6. Click Disconnect.

 Post Integration 

  • You can always go back and edit the Sync details and Field Mapping

  • You can also view the Sync History which logs all the actions related to this integration.

Zoho Survey   

Zoho Survey helps you engage with your audience through multi-lingual surveys with customizable themes. When integrated with Zoho Campaigns, it allows you to create and send survey-based campaigns, personalize communication using survey data, and analyze how your audience interacts with them.
This integration is useful when you want to collect feedback and act on it directly through your campaigns, without switching between platforms.

Features

  1. You can fetch the surveys created in Zoho Survey and send them out to your target audience using survey-based campaigns in Zoho Campaigns.
  2. The survey merge tags available in Zoho Campaigns allow to bring in the survey name and survey links to the email campaign content.
  3. You can automate survey campaigns using workflows.
  4. Analyze survey reports using different sub-categories like survey completed contacts, survey not started, survey started, and survey sent.
Info
  1. Only account details are shown in the integration page since there is no contacts sync in this integration.
  2. This integration is only for campaign creation and sending survey based campaigns.

 Prerequisites     

  1. You must have an active account in Zoho Survey. If you have multiple active accounts, only a single account can be selected for this integration.

  2. You must be the organization administrator in both Zoho Survey and Zoho Campaigns to initiate the integration.

  3. You must have at least one active survey in your Zoho Survey account.

 Integrate with Zoho Survey   

Follow the steps given below to integrate your Zoho Survey account with Zoho Campaigns.

  1. Click the Settings icon in the top-right corner.

  2. Click Apps under Integrations.

  3. Click either Zoho, or Marketing, or Survey under Categories, then select Zoho Survey.

  4. Read the features and pre-requisites first.

  5. Click Connect.

 How to disconnect the Zoho Survey integration   

Follow the steps given below to disconnect your Zoho Survey account.

  1. Click the Settings icon in the top-right corner.

  2. Click Apps under Integrations.

  3. Select Zoho Survey under Connected Apps.

  4. Click Disconnect.

  5. Click Disconnect in the pop-up that appears.

 What happens if I deny my Zoho Survey account Integration?   

The following changes will take place when you disconnect your Zoho Survey integration with Zoho Campaigns:

  1. You won't be able to view the surveys created using Zoho Survey in your campaign creation flow.

  2. All the scheduled survey campaigns in your Zoho Campaigns account will be moved to drafts.

  3. All the survey campaigns in the in progress status will be stopped.

  4. You won't be able to use the survey merge tags in your campaigns.

  5. You won't be able to use the survey-based actions in workflows. 

Zoho Meeting 

Zoho Meeting lets you host webinars and online sessions while capturing registrant and attendee data. When integrated with Zoho Campaigns, it helps you turn that engagement into actionable communication, so you can promote your webinars, follow up with attendees, and keep your audience informed without managing data manually.
This integration is especially useful if you regularly run webinars and want a consistent way to manage registrations, send reminders, and engage attendees before and after your events.

 Features 

  1. Import/sync webinar details along with registrants and attendees data into Zoho Campaigns.
  2. Send invitations, reminders, and follow-up campaigns to your audience through webinar based campaigns.
  3. Automate actions like reminders and follow-ups based on webinar sign-ups and participation through workflows.
  4. Use your mailing lists to promote upcoming webinars through targeted campaigns.
Notes
The integration for Zoho Meetings only has pre-mapped fields by default and cannot be changed.
Prerequisites 
  1. You must have an active Zoho Meeting account. If you have multiple accounts, only one account can be selected for integration.
  2. Only users with Administrator permission in both Zoho Meeting and Zoho Campaigns can setup the sync.
  3. If GDPR is enabled in your account, the Lawful basis for communication must be configured.

 To integrate your Zoho Meeting account 

  1. Click Settings icon on the top-right corner of the screen.

  2. Choose Apps under Integration.

  3. Select Zoho Meeting and click Connect.

  4. A pop up appears to Integrate with Zoho Meetings

  5. In the pop up:
    1. Select the Organization to Integrate
    2. Choose the Webinar you want to sync.
    3. Enable the toggle button to Create new mailing lists for new events (Optional).
    4. Select a topic to the webinar if required.

  6. Click Initiate to complete the integration.

Notes

All registrants and attendees will be synced to the All Contacts section in Zoho Campaigns.

 What happens if I deny my Zoho Meeting account Integration?   

If you deny this integration:

  1. All active syncs will be disabled.

  2. Scheduled webinar-based campaigns will be moved to draft.

  3. You cannot import new registrants or attendees from Zoho Meeting.

  4. You cannot send campaigns to your webinar audiences.

 Denying access to Zoho Meeting   

  1. Click Settings icon in the top-right corner of the screen.

  2. Choose Apps under Integration.

  3. Under connected apps, Select Zoho Analytics.

  4. Click the Disconnect option after clicking the three dots in the right.

  5. A pop appears informing about the effect of disconnecting.

  6. Click Disconnect.

 Post Integration 

  1. You can view the Sync history which has webinar specific sync details like status, registrants, attendees, etc.
  2. Sync activity is tracked and available for reference within the integration section.