Integrate with Zoho CRM
New CRM integration model
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.
7. Will contact activity from Zoho Campaigns be pushed to Zoho CRM?
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.
13. Why is there a contact count mismatch between Zoho CRM and Zoho Campaigns?
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.
15. 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?
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.
16. Can you push the contact score from Zoho Campaigns to Zoho CRM for synced contacts?
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.
18. What happens if the synced contacts exceed my Zoho Campaigns subscription limit?
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.
20. Is the Zoho CRM sync immediate?
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.
21. Can I assign topics to contacts during the CRM sync?
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.
22. 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 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.
23. Will contacts without an email address be synced to Zoho Campaigns?
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.
25. Can I edit the default field mapping in Leads, Contacts, Accounts, and Deals?
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.
26. 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:
- 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.
27. If a lead is converted to a contact, will it be automatically removed from the Zoho Campaigns leads associated list?
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.
32. How do I 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 segment in Zoho Campaigns based on your criteria. After segmenting, you can update the subscription type to Marketing for the selected contacts.
33. Can I map the synced contacts data to a mailing list?
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.
35. Why is sync is disabled, and no contacts are syncing to Zoho Campaigns?
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.
37. What is the alternativee for syncing specific contacts based on views to send targeted emails to them?
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.
38. 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. 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?
Before integrating your Zoho Campaigns account with Zoho CRM, please check that you meet the following requirements:
- 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.
41. 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.
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.
44. 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 Processing Basis
- Last Follow Up By
- Territories
As these fields are not supported, you can't create segments based on them.
45. 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.
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.
Old CRM integration model
1. 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 data created in Campaigns and activities that happen with respect to Zoho Campaigns will be able to influence the values of the predefined features.
2. 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.
3. 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 that dynamically updates with the contacts added via sync.
4. Why haven’t some contacts been pushed to Zoho CRM?
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 active.
- Check if the users who have created any signup form or a workflow pushing data to Zoho CRM are active.
- Ensure that workflows pushing data to Zoho CRM are active.
5. 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 automatically.
- Contact limit reached - When your contact limit reaches the maximum as per your Zoho Campaigns subscription plan, active syncs will be disabled automatically. We will also send a notification via email regarding the same.
- Mailing list removed - When the mailing list associated with the sync is removed/deleted from Zoho Campaigns, then the active sync will be disabled automatically.
- Inactive user - When the Zoho Campaigns user who created a specific sync is marked as Inactive in Zoho Campaigns, all syncs created by the inactive user service will be disabled automatically
6. 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 option is enabled under Settings >> Subscription.
Your subscription plan will be automatically upgraded only if the Auto-upgrade option is enabled under Settings >> Subscription.
7. 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. In other words, you can remove the leads that have been further converted to Contacts. The converted leads will be ignored in the further syncs you initiate with any module. So, once a lead is converted as contact, that specific record cannot be added as a lead again.
To exclude converted leads:
When you set up sync with the Leads module in Zoho CRM, select the radio button Remove from mailing list corresponding to Exclude converted leads. The converted leads will be removed from the associated mailing list.
To exclude converted leads:
When you set up sync with the Leads module in Zoho CRM, select the radio button Remove from mailing list corresponding to Exclude converted leads. The converted leads will be removed from the associated mailing list.
Note:
The Exclude Converted Leads option will ignore leads that have been successfully converted to contacts. This can only be used in the Leads module.
The converted leads will be ignored in all further syncs you create in any module. This means that you cannot add those contacts as subscribers in any of your Campaigns mailing lists.
The converted leads will be ignored in all further syncs you create in any module. This means that you cannot add those contacts as subscribers in any of your Campaigns mailing lists.
You can have separate mailing lists for your leads and contacts. When you set up sync with the Leads module, enable the Exclude Converted Leads option so that converted leads will be ignored in the associated leads mailing list. You can then add those contacts to another mailing list.
Alternatively, if you're maintaining a single mailing list for CRM contacts, disable this option when you create the sync.
Alternatively, if you're maintaining a single mailing list for CRM contacts, disable this option when you create the sync.
8. 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 from mailing list: Remove the opted-out Zoho CRM records from being imported into specific mailing lists in Zoho Campaigns. However, such records may exist in other mailing lists that are not part of the sync.
- Remove from Zoho Campaigns: Remove the opted-out Zoho CRM records from your organization in Zoho Campaigns account if email opt-out field is enabled. However, they can be added again through a different sync or by importing.
- Move to Do-not-Mail: list option will move the Zoho CRM record to "Do-not-mail" list when Email opt-out field is enabled after syncing so this record will be ignored from getting added through a different sync or import.
9. 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 CRM can be removed from your lists in Zoho Campaigns as well.
To update those deleted records in Zoho Campaigns:
To update those deleted records in Zoho Campaigns:
- Go to Contacts, select Sync Services, and choose Active Syncs in Zoho CRM.
- Click Setup at the top-right.
- Click Edit under Zoho Campaigns Settings.
- Switch the toggle ON, corresponding to Update deleted contacts.
Remove from mailing list: Deleted contacts in CRM will be removed from the mailing list in Zoho Campaigns into which the records were imported.
Remove from Zoho Campaigns: Deleted contacts in CRM will be removed from Zoho Campaigns.
Note:
These updates will apply to recurring syncs only.
10. 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 contacts in Zoho CRM from Zoho campaigns. We require users to enable the Update Campaign Member Status in CRM option in Zoho Campaigns. It will automatically update the Bounce Status in Zoho CRM for the synced records.
To enable the Member status in CRM:
- Go to Contacts, select Sync Services, and choose Active Syncs in Zoho CRM.
- Click Setup o the top-right.
- Click Edit under the Campaigns to Zoho CRM sync settings.
- Switch the toggle ON, corresponding to Update Campaign Member Status in CRM.
- Click Save.
With this, the member status of records being imported from Zoho CRM will be updated in Zoho Campaigns automatically.
Note:
Member status of records include Opens, Unopens, Replies, Clicks, and Bounce.
Alternative method:
You can use a Smart Filter in Zoho CRM to filter out all the Bounced contact.
11. Where can I find missing contacts after importing?
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 importing the records. Records matching the criteria will be restricted from getting added to the specified mailing list in Zoho Campaigns.
Criteria for being ignored/excluded being:
Criteria for being ignored/excluded being:
- Bounced: Mail was undeliverable to the subscriber or the email address doesn't exist.
- Blocked: Email address blocked by Zoho Campaigns.
- Do-not-Mail: Email address has been moved to do-not-mail registry.
- Role-based email addresses: Email address is generic, such as info@, administrator@, careers@, service@, support@, etc.
- Duplicate entries: Email address is present more than once in the file.
- Invalid Pattern: Records having invalid email address format. For example, "johngmail.com", "jane@aol", "ted@zylkercom"
- Empty Email: Records' having empty email address field.
- Other Errors: Records categorised as miscellaneous and don’t fall into the above-mentioned categories.
To view such ignored contacts:
- Go to Contacts and choose Sync services.
- Select the respective CRM account and click Active Sync.
- Click View Details.
- Click Ignored Contacts.
12. 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 the Navigation toolbar, choose Contacts, then select Sync Services.
- Click New Sync and choose either Immediate Sync or Periodic Sync.
- Select the module to import records from.
- Choose Custom View while setting up the sync.
- Select the custom view to import records from.
Note:
Only Zoho CRM users with a paid plan can access this feature.
Only Zoho CRM users with a paid plan can access this feature.
13. How do I edit retrieve details?
You can edit retrieve details directly from the Sync Detail View in Zoho Campaigns. Click Edit, then select Edit Retrieval Details to make changes. From here, you can update settings such as the retrieve interval, the type of data to be retrieved, and the contact sync configuration.
14. 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 respective fields and click Add.
- Click Save and Exit at the top-right after mapping.
15. 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 the same record at any given time resulting in data redundancy. However, you can use the same view in multiple syncs while creating a periodic sync with Zoho CRM. Since the records will be fetched at the intervals that you choose, you will be able to use the same view for different syncs.
16. 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.
Notes:
Your subscription plan will only be upgraded automatically if the Auto-upgrade option is enabled under Settings >> Subscription.
Your subscription plan will only be upgraded automatically if the Auto-upgrade option is enabled under Settings >> Subscription.
17. 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 communication within a specific group or a department. Most contacts using the email addresses may not be intended to receive email campaigns or marketing related emails. Sending an email campaign to such role-based email addresses holds a high chance of being marked as spam or being blacklisted.
So, keeping the reputation of our customers in mind, we do not allow to add/import/sync or send emails to group/role addresses. For special cases, you can reach out to us at (support@zohocamapigns.com).
Learn more about role-based email addresses
So, keeping the reputation of our customers in mind, we do not allow to add/import/sync or send emails to group/role addresses. For special cases, you can reach out to us at (support@zohocamapigns.com).
Learn more about role-based email addresses
18. 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 have 2-3 syncs that would fetch all your records from Zoho CRM. After all records are imported, you can create segments within the mailing lists to filter the contacts or leads based on certain criteria. You can then send emails to a particular segment or multiple segments of contacts and leads under each mailing list.
- If you frequently add new contacts to Zoho CRM, set up immediate syncs for the fetching of all records at real time. You can also choose to set up a periodic sync and set the sync frequency to either Daily, Weekly, or Monthly.
19. 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.
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