Integrate with Zoho CRM
Set up sync with Zoho CRM
You can set up your sync settings to schedule periodic syncing of all your contacts and leads between Zoho CRM and Zoho Campaigns on a daily, weekly, or monthly basis. Types of sync There are two types of sync that you can setup. They are: Immediate ...
Use cases related to Zoho CRM sync
To stay compliant with GDPR, you need to keep certain key points in mind while you sync your Zoho CRM contacts/leads with Zoho Campaigns. In both the applications, the purpose and the lawful basis of processing data might be different. Before you ...
Push data to Zoho CRM
You can push your contacts based on their status (opens and clicks) to the Contacts and Leads modules of Zoho CRM account. Contacts who meet the following criteria will be pushed to respective modules in Zoho CRM, Contacts who have the value in the ...
How to configure sync settings
Configure your sync settings to keep all of your campaigns and contacts updated across both applications. With options to push campaigns to CRM and update your contacts and campaign member status, you'll be able to better execute your campaigns and ...
How to set up integration with Zoho CRM
Prerequisites Before integrating your Zoho Campaigns account with Zoho CRM, please check that you meet the following requirements: You should have admin privileges in Zoho Campaigns and Zoho CRM to integrate them. If you need to sync custom modules, ...