New CRM integration model
How do I update opt-out contacts in the new Zoho CRM sync setup?
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 I edit default field mapping in account and deals field mapping?
You can't edit the default field mapping in the Accounts and Deals field mapping. In the field mapping section, navigate to the Accounts or Deals tabs to view the mapping details. Learn more about field mapping
Can I export the CRM fields which are synced into Zoho Campaigns?
Yes, you can export the synced CRM fields from Zoho Campaigns. Click here to sync with Zoho CRM in the new sync setup.
How do I segment contacts in fields(in Zoho CRM) that cannot be mapped in sync?
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 ...
If contacts are deleted from Zoho CRM, will they be removed from Zoho Campaigns automatically?
In the new sync setup, contacts and leads will remain synced, so contacts deleted from Zoho CRM will be removed from Zoho Campaigns automatically.
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.
Will my syncs happen immediately?
All syncs under the new CRM sync setup will be instantaneous. However, there is a possibility of a time lag if a large number of contacts are being synced.
Can I delete my sync?
You cannot delete a sync under the new CRM setup. However you can alternatively pause sync under the sync detailed view, edit it and then resume it to apply changes.
How can I sync all CRM contacts without upgrading my subscription plan?
At a given point in time, you might not be sending emails to all your synced contacts. You can set the Subscription Status as Non-marketing while you create a sync between Zoho CRM and Zoho Campaigns. The main advantage of this option is that you can ...
What happens when the contacts' count in a sync exceeds the contact limit of my current subscription plan?
When Zoho CRM and Zoho Campaigns are synced, all contacts of the selected module will be synced to Zoho Campaigns. This will naturally increase the number of contacts in your Zoho Campaigns account. Consequently, your subscription plan will be ...
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 ...
How can I remove leads who were converted after syncing with Zoho Campaigns?
You can follow any one of the following options to remove leads who get converted after the sync, Create a segment using "Is Converted" criteria and separate the leads who have not converted. Create workflows to remove converted leads from the list ...
Will the subscription type field of existing contacts be overwritten after every sync?
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.
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. But, the following features under CRM set up will be discontinued. This is because with the new CRM flow these features becomes either redundant or irrelevant in the new flow ...
What is the alternate for syncing specific contacts based on views to send targeted emails to them?
There is no alternate 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 ...
Will all my contacts from Zoho CRM be synced with Zoho Campaigns in this new integration setup?
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. Henceforth, view will not be available, so we sync all contacts under a selected module.
What will happen to all the existing syncs?
We will continue to support all the syncs with Zoho CRM until September 30, 2022. After this, these syncs will be removed. We suggest that the users create a new sync that matches their requirements before the said date.
What are the prerequisites in the new CRM integration model?
Before integrating your Zoho Campaigns account with Zoho CRM, please check that you meet the following requirements: You should have Standard Admin role in Zoho Campaigns. You should have Administrator account in Zoho CRM. You can integrate only one ...
Can I create Zoho CRM syncs with multiple accounts of the same Zoho Campaigns organization?
It is now possible to create syncs with multiple accounts. However, after September 30, 2022 we only permit one admin account of Zoho Campaigns organization to be integrated with one account of Zoho CRM. This means you won't be able to create syncs ...
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 opt from one of the ...

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