How to integrate Zoho Campaigns with other Zoho applications - Online Help | Zoho Campaigns

How to integrate Zoho Campaigns with Zoho applications

Zoho Campaign allows you to integrate with other Zoho applications.

Integrate your Zoho CRM Account

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration.
    apps under integrations
  3. Mouse over Zoho CRM and click Connect
    crm connect
  4. To comply with GDPR, we inform the activities that will be performed after integration,
    • Sync your Zoho CRM data with Zoho Campaigns.
    • Share your email campaigns with Zoho CRM.
    • Track the recipients who have purchased your product.
    • Share your campaign activities as member status with Zoho CRM.

      crm gdpr popup
  5. Click Continue.

What happens if I deny my Zoho CRM account Integration?

If you deny this integration,
  1. Email campaigns will not be pushed with Zoho CRM.
  2. Member status will not be updated in Zoho CRM.
  3. Zoho CRM data will not be synced with Zoho Campaigns.
  4. Existing active syncs will be disabled.

Denying access to Zoho CRM

    1. From the Navigation toolbar, click Settings. 
    2. Choose Apps under Integration. 
    3.  Mouse over Zoho CRM and click View Details.
      view details
    4.  Click the Deny button beside the account name.
    5. Click Go Ahead.
      deny popup

Integrate with Zoho Survey

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration.
    apps under integrations
  3. Hover over Zoho Survey and click Connect.
    survey connect
  4. To comply with GDPR, we inform the activity that will be performed after integration,
    • Add online surveys made using Zoho Survey, to your campaigns. connect with survey
  5. Click Continue.

What happens if I deny my Zoho Survey account Integration?

If you deny this integration,

  1. Scheduled survey campaigns will be moved to draft.
  2. Scheduled survey A/B test campaigns will be stopped.

Denying access to Zoho Survey

  1. From the Navigation toolbar, click Settings. 
  2. Choose Apps under Integration. 
  3.  Mouse over Zoho Survey and click View Details.
    survey view details
  4. Click the Deny button beside the account name.
  5. Click Go Ahead.
    survey deny popup

Integrate with Zoho Creator

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration. 
    apps under integrations
  3. Hover over Zoho Creator and click Connect.
    creator connect
  4. To comply with GDPR, we inform the activity that will be performed after integration,
    • Sync your Zoho Creator data with Zoho Campaigns.
  5. Click Continue.

What happens if I deny my Zoho Creator account Integration?

If you deny this integration,

  1. Existing active syncs will be disabled.

Denying access to Zoho Creator

  1. From the Navigation toolbar, click Settings. 
  2. Choose Apps under Integration. 
  3.  Mouse over Zoho Creator and click View Details.
  4. Click the Deny button beside the account name.
  5. Click Go Ahead.
    creator deny popup 

Integrate with Zoho Contacts 

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration.
    apps under integrations
  3. Mouse over Zoho Contacts and click Connect.
    contacts connect
  4. To comply with GDPR, we inform the activity that will be performed after integration,
    • Import your Zoho Contacts into Zoho Campaigns. 
      contacts connect
  5. Click  Continue.

What happens if I deny my Zoho Contacts account Integration?

If you deny this integration,

  1. Existing active syncs will be disabled.

Denying access to Zoho Contacts

  1. From the Navigation toolbar, click Settings
  2. Choose Apps under Integration. 
  3.  Mouse over Zoho Contacts and click View Details.
    contacts view details
  4. Click the Deny button beside the account name.
  5. Click Go Ahead.
    creator deny popup

Integrate with Zoho Forms

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration.
    apps under integrations
  3. Hover over Zoho Forms and click Connect.
    forms connect 

  4. To comply with GDPR, we inform the activity that will be performed after integration,
    • Send out the forms created in Zoho Forms as form-based email campaigns.
      forms gdpr popup
  5. Click Continue.

What happens if I deny my Zoho Forms account Integration?

If you deny this integration,
  1. Scheduled form campaigns will be moved to draft.
  2. Scheduled form A/B test campaigns will be stopped.

Denying access to Zoho Forms

  1. From the Navigation toolbar, click Settings
  2. Choose Apps under Integration. 
  3.  Mouse over Zoho Forms and click View Details.
    forms view details
  4. Click the Deny button beside the account name.
  5. Click Go Ahead. 
    deny form campaign

Integrate with Zoho Docs

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration. 
    apps under integrations
  3. Hover over Zoho Docs and click Connect.
    connect with docs
  4. To comply with GDPR, we inform the activity that will be performed after integration,
    • We will import contacts and other files stored in Zoho Docs.
      docs gdpr
  5. Click Continue. 

Integrate with Zoho Books

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration.
  3. Mouse over Zoho Books and click Connect.
    books connect 
  4. To comply with GDPR, we inform the activity that will be performed after integration,
    • Sync contacts from your Zoho Books into Zoho Campaigns.
      books connect
  5. Click Continue.
  6. Enter email address and ZSC key.
  7. Click Save.
    authentication details
Note: You can integrate multiple Books accounts. Click Zoho Books under Integrations and click Add Accounts to integrate another account. 

What happens if I deny my Zoho Books account Integration?

If you deny this integration,
  1. Existing active syncs will be disabled.

Denying access to Zoho Books

  1. From the Navigation toolbar, click Settings
  2. Choose Apps under Integration. 
  3.  Mouse over Zoho Books and click View Details.
    books view details
  4. Click the Deny button beside the account name.
  5. Click Go Ahead. 
    creator deny popup

Integrate your Zoho Recruit

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration.
    apps under integrations
  3. Mouse over Zoho Recruit and click Connect.
    recruit connect 
  4. To comply with GDPR, we inform the activities that will be performed after integration,
    • Sync contacts and candidates from Zoho Recruit into Zoho Campaigns.
    • Share your campaigns with Zoho Recruit.
  5. Click Continue.
    recruit gdpr

What happens if I deny my Zoho Recruit account Integration?

If you deny this integration,

  1. Email campaigns will not be pushed with Zoho Recruit.
  2. Member status will not be updated in Zoho Recruit.
  3. Zoho Recruit data will not be synced with Zoho Campaigns.
  4. Existing active syncs will be disabled.

Denying access to Zoho Recruit

  1. From the Navigation toolbar, click Settings. 
  2. Choose Apps under Integration. 
  3.  Mouse over Zoho Recruit and click View Details.
    recruit view details
  4.  Click the Deny button beside the account name.
  5. Click Go Ahead.
    deny popup

Integrate your Zoho Analytics

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration.
    apps under integrations
  3. Mouse over Zoho Analytics and click Connect.
    analytics gdpr
  4. To comply with GDPR, we inform the activity that will be performed after integration,
    • Sync contacts data stored in the database from Zoho Analytics to Zoho Campaigns.
      analytics gdpr
  5. Click Continue. 
  6. Enter your email address and ZSC key.
  7. Click Save.
    authentication details
Note: You can integrate multiple Analytics accounts. Click Zoho Analytics under Integrations and click Add Accounts to integrate another account. 

What happens if I deny my Zoho Analytics account Integration?

If you deny this integration,

  1. Existing active syncs will be disabled.

Denying access to Zoho Analytics

  1. From the Navigation toolbar, click Settings
  2. Choose Apps under Integration. 
  3.  Mouse over Zoho Analytics and click View Details.
    analytics view details
  4. Click the Deny button beside the account name.
  5. Click Go Ahead.  
    creator deny popup          

Integrate your Zoho Invoice

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration.
    apps under integrations
  3. Mouse over Zoho Invoice and click Connect.
    invoice connect
  4. To comply with GDPR, we inform the activity that will be performed after integration,
    • Sync the contacts present in Zoho Invoice with Zoho Campaigns.
      invoice connect
  5. Click Continue.
  6. Enter your email address and ZSC key.
  7. Click Save.
    authentication details

Note: You can integrate multiple Invoice accounts. Click Zoho Invoice under Integrations and click Add Accounts to integrate another account.  

What happens if I deny my Zoho Invoice account Integration?

If you deny this integration,
  1. Existing active syncs will be disabled.

Denying access to Zoho Invoice

  1. From the Navigation toolbar, click Settings
  2. Choose Apps under Integration. 
  3.  Mouse over Zoho Invoice and click View Details.
    invoice view details
  4. Click the Deny button beside the account name.
  5. Click Go Ahead.  
    creator deny popup

Integrate with Zoho Meeting

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

  • Add the registrants and attendees of your webinars to your mailing lists.
  • Send campaigns about the details of your webinar to the registrants.
  • Send promotional newsletters to your webinar attendees. 
Note: Only the users with "Administrator" permission in Zoho Meeting can connect the account with Zoho Campaigns.

To integrate your account with Zoho Meeting account:

  1. From the Navigation toolbar , select Settings.
  2. Choose Apps under Integration.
    apps under integrations
  3. Mouse over Zoho Meeting and click Connect.
    meeting connect
  4. As a step to be GDPR compliant, we'll inform the activities that will be performed after the integration that are:
    • You'll be able to run promotional campaigns for webinars scheduled in Zoho Meeting.
    • Sync webinar details from Zoho Meeting to Zoho Campaigns.
    • Sync webinars and attendees list to Zoho Campaigns.
  5. Click  Buy now to continue.

What happens if I deny my Zoho Meeting account Integration?

If you deny this integration,
  1. Existing active syncs will be disabled.
  2. Scheduled webinar-based campaigns will be moved to draft.
  3. Scheduled webinar-based A/B test campaigns will be stopped.

Denying access to Zoho Meeting

  1. From the Navigation toolbar, click Settings
  2. Choose Apps under Integration. 
  3.  Mouse over Zoho Invoice and click View Details.
  4. Click the Deny button beside the account name.
  5. Click Go Ahead.  
    meeting deny popup

Integrate with Zoho Flow

  1. From the navigation toolbar, select Settings.
  2. Choose Integration Platforms under Integrations.

  3. Mouse over Zoho Flow and click View More.

  4. Click Connect with Zoho Flow.

  5. Click CREATE YOUR OWN to start creating your customized flows with Zoho Flow.

Integrate with Zoho Desk

  1. From the Navigation toolbar, choose Settings. 
  2.  Select Apps under Integrations. 

    apps under integrations
  3. Mouse over Zoho Desk and click Connect.
  4. Choose the Zoho Desk organization. 
  5. To comply with GDPR, we inform the activities that will be performed after integration,
    1.     Sync contacts from your Zoho Desk account.
      gdpr popup
  6. Click Go Ahead. 

What happens if I deny my Zoho Desk account Integration?

If you deny this integration,
  1. Existing active syncs will be disabled.

Denying access to Zoho Desk

  1. From the Navigation toolbar, click Settings
  2. Choose Apps under Integration. 
  3.  Mouse over Zoho Desk and click View Details.
    desk view details
  4. Click the Deny button beside the account name.
  5. Click Go Ahead.  
    creator deny popup

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