New CRM integration model
Will editing the sync configuration affect the existing synced data?
Changes to the configuration will impact future sync operations. While existing data in Zoho Campaigns and CRM will stay intact, it may be updated or modified during the next sync according to the new settings.
What should you do if some records don’t appear in Zoho Campaigns after syncing?
Verify if the contact was skipped during the sync by downloading the sync history logs. Our support team will also need sample contacts that didn’t sync from Zoho CRM to Zoho Campaigns but weren’t marked as skipped in the sync logs.
How can you view the sync histories or logs?
In Zoho Campaigns, go to the CRM integration section, where you can access sync histories and logs that offer detailed information about each sync.
Does the sync overwrite data in Zoho CRM or Campaigns?
The sync updates records in Campaigns according to changes in the CRM, but does not overwrite data in the CRM itself.
What happens if there are duplicate records in Zoho CRM during a sync?
During the sync, the system detects duplicates using unique identifiers, such as email addresses, and any duplicates found will be ignored.
Is there a limit to how many syncs you can create between Campaigns and CRM?
No. The new integration model permits one sync per module (for example, one for Leads and one for Contacts). While you can create multiple syncs overall, each module can have only one active sync at a time.
Will the member status in Zoho CRM update all the contact/recipient activity?
Only the most recent action taken by the contact or recipient on the campaign will be updated.
Where does the contact/recipient activity get updated in Zoho CRM?
The contact or recipient activity will be reflected in the member status within Zoho CRM.
Will contact activity from Zoho Campaigns be pushed to Zoho CRM?
Yes. Contacts are synchronized from the CRM to Zoho Campaigns, and campaigns are sent to these contacts after the sync. Contacts who open or click your email campaigns in Zoho Campaigns will have their activity updated and pushed back to your CRM ...
What fields are pre-mapped during a sync?
Basic fields, such as email address, first name, and last name, are pre- mapped. To add additional fields, click Map more fields during the sync setup.
Why isn’t the field value in Zoho CRM being synced to Zoho Campaigns?
You need to verify the module and check if the field is mapped between Zoho CRM and Zoho Campaigns during the sync. Obtain a screenshot from Zoho CRM showing the record with the field value, including the page URL. Capture a screenshot of the same ...
Can Zoho CRM be integrated with both Zoho Campaigns and Zoho Marketing Automation?
Zoho CRM can be integrated with either Zoho Campaigns or Zoho Marketing Automation, but not with both simultaneously.
How do you migrate the shared account (old integration) to the new integration?
To migrate from the shared account (old integration), you must delete either Zoho Campaigns or Zoho Marketing Automation from their account before setting up the new integration.
Is integration available in the Zoho One shared account?
The old user-based integration is available in the shared Zoho One account.
Is it necessary to sync the Deals and Accounts modules separately for the data to be synced from Zoho CRM to Zoho Campaigns?
No. Once the Contacts module is synced, the related Deals and Accounts data will automatically sync from Zoho CRM to Zoho Campaigns.
Why is there a contact count mismatch between Zoho CRM and Zoho Campaigns?
A contact count mismatch usually happens when some contacts are skipped during the sync process. You can review these ignored contacts by visiting the Sync History page and downloading the list. This will show both the number of ignored contacts and ...
Why are you receiving the error "org is already integrated" whileintegrating Zoho CRM with Zoho Campaigns?
This error occurs when the Zoho CRM organization you’re attempting to integrate is already connected to another Zoho Campaigns account.
Can multiple Zoho CRM accounts be integrated with a single Zoho Campaigns account?
No. With the new sync setup, a single Zoho CRM account can only be integrated with one Zoho Campaigns account at a time.
If an email address is changed for a record in Zoho CRM, will it update the existing contact in Zoho Campaigns, or will it create a new contact?
The email address for the existing contact will be updated during the next sync; no new contact record will be created in Zoho Campaigns.
Can you push the contact score from Campaigns to CRM for synced contacts?
Navigate to Sync Services and open Zoho CRM Active Syncs. Click the Setup button and enable the Update Lead Score option.
What happens when the contacts' count in a sync exceeds the contact limit of your current subscription plan?
If your contact count exceeds your current plan’s limit and Auto-Upgrade is ON, all contacts will sync, and your plan will be adjusted in the next billing cycle. If Auto-Upgrade is OFF, the sync will stop, and you must manually upgrade your plan ...
Can you delete the active sync?
In the new CRM sync setup, deleting a sync is not supported. Instead, you can pause the sync and later edit and resume it as needed.
Is the Zoho CRM sync immediate?
In the new CRM sync setup, all syncs are designed to occur instantly. However, please be aware that syncing a large number of contacts at one time may cause a slight delay.
Will sent campaigns and member status be pushed to Zoho CRM automatically?
Yes. By default, these status data are automatically pushed to Zoho CRM in the new sync setup. No additional options need to be enabled to transfer this data.
Will contacts without an email address be synced to Zoho Campaigns?
No. Contacts without an email address are automatically excluded during the sync process.
Are there any mandatory fields that have to be mapped during the Zoho CRM sync in Zoho Campaigns?
The email address is a mandatory field required for syncing contacts to Zoho Campaigns.
Can you edit the default field mapping in Leads, Contacts, Accounts, and Deals?
In the Contacts and Leads modules, you can edit the field-mapping section. The default field mappings for Accounts and Deals cannot be edited. To view the mapping details, go to the field-mapping section and navigate to the Accounts or Deals tabs.
Is there a workaround if a contact isn’t updated as unsubscribed in Zoho CRM, even after unsubscribing from Zoho Campaigns?
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: Step 1: Create a custom field in Zoho CRM within the desired module to ...
Can you update the opt-out contacts in Zoho CRM from Zoho campaigns?
Yes. To do this, you need to enable the “Update Opt-out Contacts” option in Zoho Campaigns. Step 1: Go to Sync Service. Step 2: Select Zoho CRM. Step 3: Click on Active Syncs. Step 4: Choose Setup. Step 5: Click Edit. Step 6: Enable Update Opt-out ...
If a lead is converted to a contact, will it be automatically removed from the Zoho Campaigns leads associated list?
Yes. To enable this, you must activate the Remove Converted Leads from the List toggle, which appears only after associating leads to a list during the leads sync setup. Turning on this option ensures that a lead is automatically removed from the ...
Can you sync custom modules from Zoho CRM to Zoho Campaigns?
Yes. Custom modules created in Zoho CRM can be synced with Zoho Campaigns in the same way as predefined modules.
Can you assign multiple topics to contacts during the sync?
Yes. The “Choose Topic” option in the sync settings allows you to select and assign several topics to the contacts.
Can you assign topics to contacts during the sync?
Yes. The sync settings include a “Choose Topic” option that allows you to assign a topic to the contacts being synced.
How do you remove opted-out Zoho CRM records from Campaigns?
When syncing a specific CRM module, the “Remove the Opt-Out Zoho CRM records” option must be enabled. You can do this by opening the relevant sync, selecting Show Advanced Options, and then turning on Remove opt-out Zoho CRM records.
How do you exclude CRM opt-out contacts from syncing to Zoho Campaigns?
During the CRM sync for a specific module, the option to exclude opt-out contacts must be enabled. To do this, you should open the relevant sync, click on Show Advanced Options, and then enable Exclude Opt-Out Contacts.
If a Zoho CRM record is updated from an existing value to Empty , will it be pushed to Zoho Campaigns?
If the option “Update Empty Field Value” is enabled during a sync, empty fields will be updated in Zoho Campaigns after the next sync. If this option is disabled, existing field values in Zoho Campaigns will remain unchanged.
If contacts are deleted from Zoho CRM, will they be removed from Zoho Campaigns automatically?
In the new sync setup, if a contact or lead is deleted in Zoho CRM, it will automatically be removed from Zoho Campaigns during the next sync cycle.
What field types are not supported in the Zoho CRM sync process?
Zoho Campaigns does not support syncing lookup fields from Zoho CRM as these fields are no longer compatible with the current sync process.
How can you sync your CRM contacts without upgrading your Zoho Campaigns subscription plan?
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 ...
Can you map the synced contacts data to a mailing list?
Yes. During the sync process, you can use the “Sync to List” option to sync contacts directly to a specific list of your choice.
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