Set up sync with Zoho Meeting

Zoho Meeting is a secure online meeting platform and webinar solution that helps you connect, collaborate, and work remotely with efficacy. Schedule online meetings, stream live webinars and enhance your remote collaboration experience with this highly secure online meeting software.

Integrating Zoho Campaigns with Zoho Meeting allows you to sync registrants and attendees from Zoho Meeting as contacts to promote your webinars by sending webinar-based email campaigns.

By syncing your Zoho Campaigns account with Zoho Meeting, you can:

Import the registrants and attendees of your webinars into Zoho Campaigns.
Keep the registrants posted about the details of your webinars via email newsletters.
Send promotional newsletters to your attendees about the topics discussed in the webinar.

Setup the Sync

To sync your Zoho Meeting account with Zoho Campaigns:

Click Contacts in the Navigation Toolbar, then click Sync Services.
Hover over Zoho Meeting and click Associate New Account. Click on Continue in the new page that appears.
The two apps will be connected. You will see a screen as shown below. Click on Setup to proceed with the sync.
You will see a page where you can set up a new sync. Select the desired option in the Events to Sync field. Once you select the option, all the registrants and attendees data in that module from Zoho Meeting will be synced to All Contacts view of Zoho Campaigns.
The Events to Sync field allows you to choose between Upcoming Webinars or Upcoming and Past Webinars.
Select the topics to be associated with the imported registrants and attendees. This step is optional.
Choose the Lawful basis for communication.
Click Initiate.

Notes:

Both your Zoho Campaigns and Zoho Meeting accounts must be registered under the same email address for this integration to take place.
It is not possible to set up multiple syncs using the Add New Sync option. Only one sync can be set up.
In order for you to choose the Topics, you need to have more than one topic created in your Zoho Campaigns account.
In Zoho Campaigns, under Settings -> Compliance Settings -> if you enable GDPR Settings, the Lawful basis for communication option will be available for choosing when setting up the sync.
Webinars that you create in Zoho Meeting after your account is associated with Zoho Campaigns will automatically be synced here.
Webinars created before activating the sync will not be imported.
View your list of webinars in Zoho Campaigns by accessing the Sync History tab inside the integration settings of Zoho Meeting.
The webinars for which the ‘Recurring Webinar’ option is enabled in Zoho Meeting won’t be synced to Zoho Campaigns.

View mapped fields

In the integration between Zoho Campaigns and Zoho Meeting, you would not be able to explicitly map the fields of Zoho Meeting against the fields of Zoho Campaigns like how you can do for other Zoho Apps. Hence, you will only be able to view the field mapping. You cannot edit the field mapping either. To view the field mapping:

Click Contacts in the Navigation Toolbar, then click Sync Services.
Hover over Zoho Meeting. Click on View configuration to go to the sync details page.
In the sync details page, click on the Field Mapping tab at top. This will show the field mapping available.

Sync Detail View

To see the detail view of the sync,

From the Navigation Toolbar, choose Sync Settings under Contacts.
Hover over Zoho Meeting. Click on View configuration to go to the sync details page.
Here, you can view the details of the sync such as the Configuration, Field Mapping, and Sync History.
If you click on Pause Sync button at top right, the sync will be paused.
You can click on Resume Sync button to resume the sync.

Edit Sync Configuration

Click Contacts in the Navigation Toolbar, then click Sync Services.
Hover over Zoho Meeting. Click on View configuration to go to the sync details page.
Click Edit at top right to edit the sync.
Make the necessary changes and click on Initiate.

View Sync History

Click Contacts in the Navigation Toolbar, then click Sync Services.
Hover over Zoho Meeting. Click on View configuration to go to the sync details page.
Click on Sync History tab at the top.
Here you can see a detailed view of your sync list:
      • Sync time - The time at which the sync was performed.
      • Total records - Total number of contacts synced at the given time.
      • Added - Number of new contacts added at the given time.
      • Updated - Number of existing contacts updated.
      • Skipped - Number of contacts not synced since they didn't match the sync criteria. The icon beside the skipped count allows you to export the list of the skipped records.

Note:
Regarding the skipped records, the email address of the registrants and attendees of a webinar is mandatory during the registration. Hence, when a group email address is specified, you would encounter skipped records.

Create segments of your webinar registrants and attendees

In Zoho Campaigns, you can create segments of your webinar registrants, attendees, contacts who did not register, and the registrants who did not attend the webinar. To do so:

From the Navigation Toolbar, choose Contacts and select Segments.
Click the top-right Create icon and select Segment from the drop-down.
In segment creation page, do the following:

Name - Give a name to your segment. (This is for your reference to identify and relate to the criteria).
Criteria - This would be the basis to segregate your contacts as Webinar registrants or Webinar attendees.

Click Save.

Disable Integration

To disable the integration between Zoho Campaigns and Zoho Meeting:

Go to Settings. Under Integration section click on Apps.
Search for Zoho Meeting, hover over it, and click on View details.
At far right of the next page click on Deny.
In the pop-up that appears, click on Go Ahead once you've read the effects of disabling this integration.

Set up sync with Zoho Meeting - Online Help | Zoho Campaigns