Use cases related to Zoho CRM sync
Before you sync your contacts/leads with Zoho Campaigns, we'll compare both applications in the context of sending emails:
- In Zoho CRM, processing the data of contacts/leads is sending sales related emails
- In Zoho Campaigns, processing the data of contacts/leads is sending marketing/promotional emails
While you use both services to process the data of your contacts/leads, the lawful basis of processing the data might vary depending on the case. In this article, we'll walk you through some use cases that you might encounter while syncing your contacts/leads with Zoho Campaigns.
CASE 1
- Legitimate Interest
- Contract
- Public Task
- Vital Interest
- Legal Obligation
- Legitimate Interest
- Contract
- Public Task
- Vital Interest
- Legal Obligation
Steps to follow in Zoho Campaigns while syncing your contacts/leads:
Mention the purpose and processing basis - Under Manage Consent, mention the purpose of processing the data and set the data processing basis as either Legitimate Interest, Contract, Public Task, Vital Interest, or Legal Obligation.
Select the mailing lists and sync the contacts - Select the mailing list for the defined purpose and sync your contacts/leads to it.
- If you do not want to sync your contacts to existing mailing lists, you can create a new mailing list for them. Ensure that you have mentioned the purpose of processing the data, as well as the processing basis for that list, then sync the contacts to that list.
- If you want to sync your contacts to a new mailing list, you can create a new mailing list for them. Ensure that you have mentioned the purpose of processing the data, as well as the processing basis for that list, then sync the contacts to that list.
CASE 2
The lawful basis on which you would like to process the data of your synced contacts/leads falls under:
- Legitimate Interest
- Contract
- Public Task
- Vital Interest
- Legal Obligation
Steps to follow in Zoho Campaigns while syncing your contacts/leads:
Mention the purpose and processing basis - Under Manage Consent, mention the purpose of processing the data and set the data processing basis as either Legitimate Interest, Contract, Public Task, Vital Interest, or Legal Obligation.
Select the mailing lists and sync the contacts - Select a mailing list, for the defined purpose, then sync your contacts/leads into it.
- If you do not want to sync your contacts to existing mailing lists, you can create a new mailing list for them. Ensure that you have mentioned the purpose of processing data, as well as the processing basis for that list, then sync the contacts to that list.
CASE 3
- Legitimate Interest
- Contract
- Public Task
- Vital Interest
- Legal Obligation
Mention the purpose and processing basis - Under Manage Consent, mention the purpose of processing the data and set the data processing basis as Consent.
Select the mailing lists and sync the contacts - Select a mailing list for your purposeand sync your contacts/leads to it. While syncing, you need to select the Update as Consent Required radio button in sync settings.
- If you do not want to sync your contacts to existing mailing lists, you can create a new mailing list for them. Ensure that you have mentioned the purpose of processing the data, as well as the processing basis for that list, then sync the contacts to that list.
- You have to get consent from your contacts by sending them a consent email. Only then you can send them marketing/promotional emails.
CASE 4
Mention the purpose and processing basis - Under Manage Consent, mention the purpose of processing the data and set the data processing basis as Consent.
Select the mailing lists and sync the contacts - Select a mailing list for the mentioned purpose and sync your contacts/leads to it. While syncing, you need to select the Update as Consent Expressed radio button in the sync settings.
- If you do not want to sync your contacts to existing mailing lists, you can create a new mailing list for them. Ensure that you have mentioned the purpose of processing the data, as well as the processing basis for that list, then sync the contacts to that list.
- When you initiate the sync, consent status of those contacts/leads will be updated from whom you have obtained consent in CRM.
CASE 5
Mention the purpose and processing basis - Under Manage Consent, mention the purpose of processing the data and set the data processing basis as Consent.
Select the mailing lists and sync the contacts - Select a mailing list for the mentioned purpose and sync your contacts/leads to it. While syncing, you need to select the Update as Consent Required radio button in the final step.
- If you do not want to sync your contacts to existing mailing lists, you can create a new mailing list for them. Ensure that you have mentioned the purpose of processing the data, as well as the processing basis for that list, then sync the contacts to that list.
- You have to get consent from your contacts by sending them a consent email. Only then you can send them marketing/promotional emails.
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