Push data to Zoho CRM - Online Help | Zoho Campaigns

Push data to Zoho CRM

We have recently updated to a new Zoho CRM integration model in Zoho Campaigns. Push records as contact or lead feature is discontinued in this new setup, however you can push data to Zoho CRM using workflows.
You can push your contacts based on their status (opens and clicks) to the Contacts and Leads modules of Zoho CRM account. Records are required to have the value in the required mandatory fields: 
  1. First name, last name and email address fields for records to be pushed as Lead.
  2. First name, last name, email address and company name fields for records to be pushed as Contact.

Push records as Leads or Contacts

Here, contacts from Campaigns are pushed as leads and their fields are pushed based on Open/Click status from Zoho Campaigns to the Leads module of Zoho CRM account.
To configure mailing lists and map fields:
  1. Log in to Zoho Campaigns.
  2. From the Navigation toolbar, choose Contacts and select Sync Services.

  3. Under Zoho CRM, select Active Syncs.
  4. Click Setup at the top-right.
  5. Choose the contacts(Clicked or Opened) that you want to push to Zoho CRM and the way you want them to be entered in Zoho CRM(Contacts or Leads).

  6. Click Configure Mailing List and Map Fields.

  7. It will prompt you to choose mailing list into which you want to push the records in Leads or Contacts module.
  8. Click Next.
  9. In the next step, map fields in Campaigns with CRM.
  10. Click Next.
  11. In the following step, you can map your custom data to a Zoho CRM field and push the recipient activities, such as open and click campaign member status, or other custom data you wish to add to your CRM account.

  • You can configure different mailing lists for opened and clicked recipients so that you can have a clear idea as to why a contact is pushed into Zoho CRM.
  • Avoid configuring the same mailing list across both modules(Leads and Contacts) as it may lead to confusion as to which module a contact should be pushed.
  • If a contact from Zoho Campaigns is missing the mandatory fields such as first name, last name, email address, etc.; then the contact will not be pushed to Zoho CRM.
  • You can stop pushing the recipients' status (both open and click) to Leads and Contacts modules of Zoho CRM by disabling the button.
  • Contact data will be pushed only when a campaign is sent to the synced mailing list.
  • Contacts already synced or added to CRM will not be pushed.
  • You can map extra fields by clicking the Map More Fields link below the Map Fields section.
  • Use Push Custom Data to CRM fields to filter the contacts in your Zoho CRM account and later create a view based on status.


Some of the contacts are not pushed to Zoho CRM. Why is this happening?

Contacts will not be pushed if:

  1. They are synced already from Zoho CRM.
  2. The mandatory fields, such as first name, last name, email address, etc, are not available.
  3. Campaign is not sent to the mailing lists configured at the Configure Mailing List step in the Push as Contacts/Leads enabling process.
  4. There is no user activity in the sent campaign.

Push Contact Scores to Zoho CRM

With different ways to score your contacts, we will now see how you shall push those scores into Zoho CRM. Follow the below steps:

  1. Go to Contacts tab from the Navigation bar and select All Contacts.
  2. Click the Sync tab and navigate to Zoho CRM syncs.
  3. Go to Active Syncs
  4. Navigate to Settings tab.
  5. Click the Edit icon in the Campaigns to CRM Settings
  6. Navigate to the section Push contact score to Zoho CRM and turn on the toggle switch.
  7. Choose a CRM module to update contact scores and select an integer field to map the contact score with.push score to CRM

    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

            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide

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

                        Write to us:  support@zohoforms.com



                          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

                                                                                      • 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. There is no need to enable an option to push campaign and member status data in the new sync setup.
                                                                                      • Zoho CRM Sync - Troubleshooting Guide

                                                                                        Integration of your Zoho Campaigns account with Zoho CRM is used to establish a connection between the marketing and sales team aspects of your organization. A smooth transition between marketing and sales is crucial for the effective business of an ...
                                                                                      • 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 ...
                                                                                      • How to configure sync settings

                                                                                        We have recently updated to a new Zoho CRM integration model in Zoho Campaigns. Please click here for the updated help document. Configure your sync settings to keep all of your campaigns and contacts updated across both applications. With options to ...
                                                                                      • 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. But, the following features under CRM set up will be discontinued. This is because with the new CRM flow these features becomes either redundant or irrelevant in the new flow ...
                                                                                      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