How to integrate with Zapier - Online Help | Zoho Campaigns

Integrate with Zapier

In this guide, you'll learn about the various triggers, actions, and searches supported by Zoho Campaigns in Zapier. Also, you'll learn about the pre-requisites to connect with Zapier, and the common problems faced while making a Zoho Campaigns Zap.

Supported Triggers

  1. New Contact: Triggers when a new contact is added to a mailing list.
  2. Unsubscribe: Triggers when a contact unsubscribes from any of the mailing lists or an email address is removed from a mailing list by administrator.
  3. New Campaign: Triggers when a campaign is sent, reviewed, stopped, canceled, paused, or A/B test is complete.

Supported Actions

  1. Send campaign: Sends a campaign.
  2. Create Campaign: Creates a campaign in draft.
  3. Add/Update Contact: Adds a contact into a mailing list of your choice. Also, it can update an existing contact.
  4. Unsubscribe: Unsubscribe an email address from a list of your choice.
  5. Clone Campaign: Clones an existing campaign.

Supported Searches

  1. Find Campaign: Searches for an existing campaign.
  2. Find Contact: Searches an existing contact.

How to get started with Zoho Campaigns on Zapier?

  1. Admin/owner permission: There are no restrictions on what role you need to be to access Campaigns integration features.
  2. Paid/versioned account: Action/search can be accessed all users irrespective of the plan they are in but one needs to be in a paid plan to access the triggers supported by Campaigns.
  3. Custom field support: It can be used while making a Zap.

Connecting with Zoho Campaigns

  1. When you start creating a Zoho Campaigns Zap, you'll be prompted to connect your account.
  2. In the popup that follows, enter your account information and log in.
  3. After you log in, you'll be redirected back to the page where you can make the Zap.

Common problems with Zoho Campaigns

  1. Why do I get this error telling I don't have the privilege to perform an action?

    User privilege is a permission or right to execute or perform any action. Administrators in an organization can grant this permission to their users. You need to have the permission to create or modify data. Users need to have the permission to create a new campaign, create a new list, and add new contact.

  2. How will a merge tag be displayed when the campaign is sent out?

    Merge tag value will be replaced by the Social Default Value. This is done in order to prevent merge tags to be exposed.

  3. I am not able to access the triggers supported by Zoho Campaigns.

    Only the paid users of Zoho Campaigns will be able to access the triggers supported by Zoho Campaigns.

For further assistance, write to us at support@zohocampaigns.com


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