Migration to the new integration setup
We're revisiting how Zoho Campaigns integrates with other applications and have implemented some important changes in the integration process. Consequentially, there will be some changes while syncing Zoho Campaigns with other Zoho applications and third-party applications.
In this document, we have listed all the generic changes as well as a few specific changes based on the application you are integrating or syncing.
Reasons for this update
We're revisiting the integration process for the following reasons:
- Provide administrators a central control for integration and syncing contacts from other applications.
- Make it easier to manage data across different applications. In the new model, a single sync in each module will be sufficient to migrate all data from the other application. This makes it easier to manage data compared to the older integration model.
- Avoid redundant sync process. When two or more members of the organization create a sync with the same application, then the similar process takes place twice. This is unnecessary and the new integration model aims to curb such redundant process.
Generic changes in the new integration and sync setup
- Only users with the administrative role can migrate to the new setup.
- Once you've migrated to the new integration setup, you cannot revert to the old setup.
- Migrate to the latest Topic version before proceeding with this migration as the new CRM integration model supports the updated version of Topics.
- You must be the organization administrator in both Zoho applications to perform the integration and sync.
- Only an Admin can integrate and sync with third party applications. Only one account per organization can be integrated and synced for all applications.
- All contacts will be synced into Zoho Campaigns. The synced contacts can be maintained as segments with specific criteria to send targeted emails to the appropriate set of contacts.
How to migrate to the new setup
- You can click Migrate Now under Action Required band on the dashboard to land under Integrations page or click Settings and click Apps under Integration.
- Navigate to the service, you would like to migrate in the Apps section. Click Migration Required link on top-right corner of that service.
- You will receive a popup with the changes involved with this migration. Read them and click Proceed.
- If you've integrated multiple accounts with a service, you need to choose one account and that will be retained after migration. Click Proceed.
- Click Migrate Now in the final confirmation popup to complete migration process.
Changes in the Zoho applications integration setup
Zoho CRM
We made changes in the integration setup of Zoho CRM one year ago. Please read this to find out how to migrate and what are the changes that will happen with the revamped CRM sync setup.
Refer here to learn the answers frequently asked questions.
Zoho Creator
- Except for the selected account, all remaining synced accounts will be removed from the new integration model.
- All syncs will maintain a continuous data flow between Zoho Campaigns and Zoho Creator without any delay concurrently everyday.
- You can select only one application and view combination at a time to create a sync.
Zoho Analytics
- All syncs will maintain a continuous data flow between Zoho Campaigns and Zoho Analytics without any delay concurrently everyday.
- You can select only one database and one table combination at a time to create a sync.
Zoho Contacts
- A single sync can be created per organization. It's sufficient to sync all contacts from Zoho Contacts.
- Daily syncs are supported to maintain a continuous data flow between Zoho Campaigns and Zoho Contacts.
Zoho Meeting and Zoho Backstage
- A single sync can be created per organization. It's sufficient to sync all contacts from the respective applications.
- All syncs will be instant, maintaining a continuous data flow between Zoho Campaigns and respective applications without any delay.
- All registrants and attendees from upcoming webinars and historical webinars will be synced. The synced contacts can be maintained under segments to send targeted emails to the appropriate set of contacts.
- Syncs created before the migration won't be retained after the migration.
Zoho Desk
- A single sync can be created per organization. It's sufficient to sync all contacts from the respective application.
- Only contacts module of the respective application can be synced with Zoho Campaigns.
- All syncs will maintain a continuous data flow between Zoho Campaigns and the respective application without any delay concurrently everyday.
Zoho Survey
- We will keep the accounts selected by the admin and migrate them to the new flow. All other accounts and syncs will be denied.
- Survey campaigns created and scheduled based on the integration of accounts selected during the migration will remain unaffected. Campaigns based on other account integrations will be stopped and saved as draft.
Changes in the third party applications integration setup
GoToWebinar and Eventbrite
- A single sync can be created per organization. It's sufficient to sync all contacts from the respective applications.
- All syncs will be instant, maintaining a continuous data flow between Zoho Campaigns and the respective applications without any delay.
- All registrants and attendees from upcoming webinars and historical webinars will be synced. The synced contacts can be maintained under segments to send targeted emails to the appropriate set of contacts.
- Syncs created before the migration won't be retained after the migration.
Survey monkey
- We will keep the accounts selected by the admin and migrate them to the new flow. All other accounts and syncs will be denied.
- Survey campaigns created and scheduled based on the integration of accounts selected during the migration will remain unaffected. Campaigns based on other account integrations will be stopped and saved as draft.
Zendesk
- A single sync can be created per organization. It's sufficient to sync all contacts from Zendesk.
- Only contacts module of the Zendesk can be synced with Zoho Campaigns.
- All syncs will maintain a continuous data flow between Zoho Campaigns and Zendesk without any delay concurrently everyday.
Google Analytics
- With this update, the integration will be with Google Analytics - version 4.
- In this version, all data and analytics can be viewed directly in Google Analytics and it will not be populated under Reports tab of Zoho Campaigns like earlier.
- Google Analytics data will not be shown in the Campaigns reports page.
Salesforce
- Custom and criteria based views cannot be configured.
- New syncs in the All Contacts view will have the Accounts and Deals modules mapped by default.
- The following features under the respective application set up will be discontinued. This is because with the new CRM flow these the following features will become either redundant or irrelevant,
- Update email campaigns in custom field in (last 5 campaigns)
- Push data to the respective application
FAQ
1. Why should I sync all the contacts when I would send marketing emails to only a few contacts? This would increase my subscription plan fee when it is not beneficial for me?
When you create a sync, you can mark the subscription type of these contacts as 'non-marketing' contacts and import them into Zoho Campaigns. You can change the subscription type of specific contacts to marketing when you want to send campaigns to them using Zoho Campaigns.
We only charge for contacts in the marketing subscription type, so syncing them as non-marketing contact and changing the subscription type when you are going to send campaigns to them will help you manage contacts in the revamped integration setup.
2. Does this mean only admins can send survey emails in the revamped sync setup?
Users can send survey campaigns after the update. That will not be changed with this revamped integration setup. However, syncs created by admin and the accounts admin chooses to retain in Zoho Survey and Survey Monkey integration setup will be retained after the migration and the other syncs created by the users will be disabled. We recommend that the admin verify if all the necessary syncs are active after migration and clone the syncs of users which will be required for the organization.
3. If I have an active workflow that includes a Zoho survey email based on a user integrated account, will the email be stopped?
Since other users' integration apart from admin integration will be removed and denied, the survey campaign created based on the users' integrations will be stopped.
A workaround is to configure a survey email from the admin's account to ensure that no scheduled or workflow based survey email campaigns will not be affected because of the migration to the new setup.
4. How is the new CRM sync setup beneficial? Does migrating to this new setup affect my data in the existing setup?
The new CRM sync setup is aimed at simplifying the flow of data between CRM and Campaigns. This migration will make it easier for you to maintain the synced data and it most certainly will not affect your data in the existing setup.
Old CRM sync setup | New CRM sync setup |
You need to configure multiple syncs for the leads, contacts, and custom modules. | You need to configure one sync for each of your module to import all data. |
You can create limited number of syncs and only import contacts via those syncs. | All relevant contacts will be imported when you create a single sync for a particular module. |
Accounts and Deals modules could be synced periodically. | There is no need to run separate syncs for your related accounts and deals modules because they are also synced instantly with this one configuration. |
You can configure immediate and periodic syncs. Periodic syncs will only be updated on the set time. | All syncs configured will be instantaneous. |
5. If I am facing issues while migration or in the new integration or sync setup, can I revert to the old setup?
Once migrated, you will not be able to revert to the old setup. If you are facing any kinds of issues during or after migration, please contact us at support@zohocampaigns.com and we will provide you with assistance required to resolve all relevant issues.
Related articles
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Migration to the new Zoho CRM integration model
We're revisiting the integration between Zoho Campaigns and Zoho CRM with the implementation of some important changes in the existing sync model. Benefits of the new sync setup include: All syncs will be instant, maintaining a continuous data flow ...Migration to the new user management setup
We're revisiting the user management system along with the roles and privileges setup. With the new setup, we've introduced a couple of new default roles and have altered certain privilege restrictions to make the user management more effective. ...Migration to the new Topic version
We've updated our Topic management system and implemented some important changes, such as the following: Contacts are maintained at the organization level. In the old version, it was mandatory to add contacts to a list. When contacts choose to ...Roles and Privileges - New version
When there are multiple users in your organization, it's essential to be mindful when it comes to data access. We try to make it as easy as possible for you to walk the line between easily sharing data between team members, yet maintaining strong ...Integrate with Zoho CRM
New CRM integration model 1. Will editing the sync configuration affect the existing synced data? Editing the sync configuration mainly affects how future syncs are handled. The data that is already synced in Zoho Campaigns and Zoho CRM will remain ...
New to Zoho LandingPage?
Zoho LandingPage Resources