Set up sync with Salesforce - Online Help | Zoho Campaigns

Set up sync with Salesforce - New Version

Using Zoho Campaigns' integration with Salesforce, create well designed branded email campaigns and send targeted emails to your contacts in Salesforce. Improve your engagement with your contacts using emails and measure how these email campaigns drive your sales pipelines. You can set up a sync between Salesforce and Zoho Campaigns on a daily, weekly, and monthly basis. You can import your records from LeadsContactsAccountsOpportunities or a custom module in Salesforce to Zoho Campaigns.

Initiating Periodic Sync

To initiate a periodic sync:
  1. From the Navigation toolbar, choose Contacts and select Sync Services.
  2. Click Add New Sync.
    salesforce add new sync
  3. Mouse over Periodic Sync and click Create Sync.
    create sync
  4. Select the module to be synced i.e either Leads, Contacts, Accounts, Opportunities or any Custom Module.
  5. Select All Leads/All Contacts/All Accounts/All Opportunities  to sync all records depending on the respective modules that you have selected.
  6. Select the mailing list to which you want to sync the records.
  7. Select topics to associate with your contacts.
  8. Choose a specific custom view to sync records from your CRM account.
  9. If you have email opt-out contacts, you can either exclude them from the sync, remove them from mailing list or remove from Zoho Campaigns by selecting the respective radio button.
  10. Select the frequency of data retrieval i.e either once, daily, weekly or monthly.
  11. Select the time at which you want the sync to occur periodically.
  12. Choose if you want sync all data or only the data added after a specific time.
  13. Click Next.
    setup sync
  14. Setup the field mapping and initiate the sync.

Field Mapping

Basic details such as email address, first name, and last name are pre-mapped.

  • Click Map more fields if you want to add more fields to the mapping.

Edit field mapping

You can re-map or map more fields for your sync settings by clicking the Edit Mapping link in the Sync Detail View.

Sync Settings

Configure your sync settings to keep all of your campaigns and contacts updated across both applications. With options to push campaigns to Salesforce and update your contacts and campaign member status, you'll be able to better execute your campaigns and manage your contacts.
To configure your sync settings:
  1. From the Navigation toolbar, choose Contacts and select Sync Services.
  2. Under Salesforce, select Active Syncs.
  3. You can view all the syncs.
  4. You can add a new sync by clicking the button.
  5. You can view the details of a particular sync, and you can also edit the configuration or delete it.
  6. Click the Setup subtab to edit the sync configuration.
    setup button
  7. You can see the sync configuration in the Settings page.
  8. Click the Edit icon to change the configuration.
  9. In the Campaigns reports to Salesforce section, you may do the following:
    1. Create Campaign in Salesforce - Enable this option to push email campaigns created in Zoho Campaigns to the Campaigns module of  Salesforce. 
    2. Update Campaign Member Status in Salesforce - Enable this option to update the status of campaign members, such as opens, clicks, and bounces in the contact's campaign related list of Salesforce.
    3. Push Member Status to Fields in Salesforce - Enable this to push the status (opens, clicks, bounces) of the most recent five campaigns to a multi-line custom field of a Contact or Lead's details page. (Fields selected under Push Member Status will get updated with the email campaigns report and will overwrite the pre existing data.) Member status can be pushed to a Text area field of Salesforce.
      update setup

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:



                              Zoho Marketing Automation

                                Zoho Sheet Resources


                                    Zoho Forms Resources

                                      Secure your business
                                      communication with Zoho Mail

                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times

                                        Carry your calendar with you
                                        Anytime, anywhere

                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now

                                                    Zoho SalesIQ Resources

                                                        Zoho TeamInbox Resources

                                                                Zoho DataPrep Resources

                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW

                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now

                                                                                          • Related Articles

                                                                                          • Set up sync with Salesforce

                                                                                            We have recently updated Topics in Zoho Campaigns. Please click here for the updated help document. Using Zoho Campaigns' integration with Salesforce, create well designed branded email campaigns and send targeted emails to your contacts in ...
                                                                                          • Migration to the new Topic version

                                                                                            We've updated the Topic management system and implemented some important changes, such as the following: Topic Management will be mandatory for all organizations. In the new version of topics, contacts are directly associated with topics, whereas,  ...
                                                                                          • Set up sync with Bigin - New Version

                                                                                            There are two types of sync between Bigin and Zoho Campaigns that you can set up. Immediate Sync : After you setup and initiate an immediate sync, any new record that is added in Bigin will be automatically updated in Campaigns. Your records will be ...
                                                                                          • Set up sync with SugarCRM - New Version

                                                                                            Integrating SugarCRM with Zoho Campaigns helps you to import leads and contacts from your Vertical CRM into Zoho Campaigns. You can set up a sync to schedule periodic syncing of all your contacts and leads between SugarCRM and Zoho Campaigns on a ...
                                                                                          • Set up sync with HubSpot - New Version

                                                                                            Integrating HubSpot with Zoho Campaigns helps you to import leads and contacts from the Contacts, Companies, and Deals module into Zoho Campaigns. You can set up a sync to schedule periodic syncing of all your contacts and leads between HubSpot and ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                              Zoho Show Resources