Old CRM integration model
Can the tags and scores be synced between both the applications?
Tag and score data can be synced with Zoho Campaigns by creating custom fields for both data sets respectively. Although, Zoho Campaigns has both contact tag and contact scoring pre-defined features, CRM data cannot be synced with these. Only the ...
Will the old syncs (in old CRM sync setup) be carried over or deleted after the migration deadline?
After migration, all the existing syncs will be removed. We suggest that the users create a new sync that matches their requirements before migrating to the new CRM sync setup model.
Is it mandatory to add the contacts to a mailing list?
It is not mandatory to add each sync's contacts to a list. Each sync created will directly push the CRM contacts to All Contacts in Zoho Campaigns. However, we provide you a choice to add the synced contacts to a list. Else, you can create a segment ...
Some of the contacts have not been pushed to Zoho CRM. Why is this happening?
In the unlikely event of an error while pushing records from Zoho Campaigns to Zoho CRM: Make sure that all the mandatory fields in Zoho CRM is mapped with respective fields Zoho Campaigns. Make sure that Zoho CRM and Zoho Campaigns integration is ...
When will my CRM syncs be disabled?
Any sync with Zoho CRM may be disabled in the scenarios mentioned below. User removed from organization - When a user who created a sync in Zoho Campaigns is removed from the organization, all syncs created by that user will be disabled ...
How can I avoid syncing converted leads when creating a CRM sync?
When you initiate a sync to fetch records from the Leads module in Zoho CRM, you can exclude the converted leads from being imported i.e.you can remove the leads that have been further converted to Contacts. The converted leads will be ignored in the ...
How do I exclude contacts already opted-out in Zoho CRM?
When you set up a sync between Zoho CRM and Zoho Campaigns, you can choose to exclude the contacts who have been marked as opted-out in Zoho CRM from being imported into Zoho Campaigns. You can exclude such opted-out contacts in three ways: Remove ...
How do I update records deleted from Zoho CRM, in Zoho Campaigns?
This is not applicable for users who have migrated to the new Zoho CRM integration model as we remove deleted records by default in this model. Update deleted contacts: Records that were imported into Zoho Campaigns and later were deleted from Zoho ...
How do I integrate multiple Zoho CRM accounts?
You can only integrate your Zoho CRM account with Zoho Campaigns. Only those users who hold the admin profile in Zoho CRM can connect their CRM accounts with Campaigns. Learn how to integrate your CRM account
How do I update bounced contacts in Zoho CRM?
This answer is applicable for the older version of Zoho CRM. If you have migrated to the new Zoho CRM integration model, bounced contacts will be updated by default. Please refer this article for further information. You can update the bounced ...
When I sync contacts, there are few don’t get imported. How to find them?
In Zoho Campaigns, when you find a mismatch in count when syncing records from Zoho CRM to Zoho Campaigns, a possible reason could be records getting ignored while being imported. We maintain certain criteria for records to be excluded while ...
How do I import records from a custom view in Zoho CRM?
You can import records from specific custom views you've created in Zoho CRM into mailing lists in Zoho Campaigns. You can create a sync with a custom view created in any module in Zoho CRM. To create a sync with a custom view: From ...
How do I edit retrieve details?
You can edit the retrieve details such as retrieve interval, data to be retrieved and sync contacts configuration by clicking Edit > Edit Retrieval Details in the Sync Detail View.
How do I edit field mapping?
You can edit the field mapping set up for a specific sync at any given time. To edit mapping: Go to Contacts and choose Sync services. Select the respective CRM account and click Active Sync. Click the Edit icon and choose Edit Mapping. Map the ...
What will happen to the converted leads in Zoho Campaigns?
Exclude Converted Leads: It will ignore Leads that have been successfully converted to Contacts. This is exclusive to Leads module only. Click the Initiate button to sync contacts from Zoho CRM.
Can I use the same view for multiple syncs?
If you're creating an Immediate sync with Zoho CRM, you'll not be able to use the same view in multiple syncs. Using same view for two different immediate syncs will bring in same record at any given time resulting in data redundancy. However, you ...
What happens when the number of contacts getting synced exceeds my plan limit in Zoho Campaigns?
If the limit is reached then active syncs gets disabled. To resume the syncs, you need to upgrade your subscription to a suitable plan that fits your database. Note: Your subscription plan will be automatically upgraded only if the Auto-upgrade ...
Why can't I sync role-based email addresses into my lists?
Email addresses such as "info@xyz.com", "sales@xyz.com", "admin@xyz.com", "jobs@xyz.com", or "office@xyz.com" , etc. will be ignored by being imported or added in Zoho Campaigns as default. Role-based addresses are intended for specific purposes of ...
How can I avoid exceeding the sync limit of 10/day and 50/month?
There are two ways you can avoid this: You can have one active sync each for the different modules from Zoho CRM to Campaigns. You can import records from those modules into different lists along with the required fields mapped. This way you would ...
What are the prerequisites to integrate with Zoho CRM?
Before integrating your Zoho CRM account with Zoho Campaigns, please 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 ...