Webpower Extension - Online Help - Zoho CRM

Webpower

Web power helps you to create your own campaigns, send relevant content to your subscribers, and keep contacts up to date via email marketing. With the Webpower extension for Zoho CRM, you can now synchronize your campaigns and subscribers in Webpower to Zoho CRM and vice versa. This gives you full control over the campaigns and contacts of Webpower from within Zoho CRM, and lets you maintain a better relationship with customers.

Install Webpower

Install the Webpower extension either from Zoho Marketplace or from within your Zoho CRM account.

To install the Webpower extension from Zoho CRM:
  1. Navigate to Setup > Marketplace > All.
    Under All Extensions, you can view all the extensions supported by Zoho CRM. 
  2. Click All Extensions then search for and click on Webpower.
    The details about the extension will be available.
  3. Click Buy Now.
    You'll be redirected to the payments page for purchasing. After which, a pop-up will be displayed to install the extension.
  4. Click Install Now.
  5. Agree to the Terms of Service and click Install
  6. In the Privacy Declaration box, read the statement and click Agree and Continue.
  7. In the Choose Users/Profiles section, select the users that the extension needs to be installed for:
    1. Install for admin only - The extension will be installed in CRM for only the users with the administrator profile.
    2. Install for all users - The extension will be installed in CRM for all the users associated to the admin user.
    3. Choose profiles - The extension will be installed for the users in the selected profile. Choose this option, click Continue ,then select the profile
      The extension will be installed automatically for the specified users.
  8. Click Authorize tab.
    If you skip this step, you can authorize later from your Settings page. To do so, navigate to Setup > Marketplace. Open the Webpower extension details page and click Authorize.

  9. Enter the email and password of your Webpower account in the pop-up and click and click Log In.
  10. Enter the domain URL (eg, Zykler.Webpower.asia) provided by Webpower in the pop-up.

  11. Click Next to proceed.
Successful installation of the extension will create a webtab and a custom module in your CRM
  • Webpower : This webtab helps you to choose options for synchronize and the settings of the data between Webpower and Zoho CRM.
  • Webpower Lists : This custom module stores the groups from Webpower.

Sync Settings

Data from Webpower can be synchronized with Zoho CRM and vice versa. Before you start synchronizing, you can configure the sync settings from the provided options. You can choose the direction of the sync, either to sync data from Webpower to Zoho CRM or from Zoho CRM to Webpower, or in both directions by configuring Sync Type. You can do a bulk sync or a selective sync. 

Bulk Sync
When you choose to perform a bulk sync, Campaigns, Contacts, and Groups are synched between Webpower and Zoho CRM. 

Webpower to Zoho CRM
  • Campaigns from Webpower will be synched in the Campaigns module of Zoho CRM.
  • Contacts from Webpower will be synched in the Contacts/Leads module of Zoho CRM. While configuring the sync settings you can choose whether to sync the contacts to Contacts module or the Leads module.
  • Groups from Webpower will be synched in the Webpower Lists custom module in Zoho CRM.
Zoho CRM to Webpower 
  • Campaigns from Zoho CRM will be synched to Campaigns in Webpower.
  • New campaigns  ZohoCRM_Contacts and ZohoCRM_Leads will be created in Webpower. The Contacts and Leads from Zoho CRM will be synced to these  Campaigns respectively, as per the option selected while configuring the sync settings (i.e. either Contacts or Leads).
  • Selective sync 
When you choose to perform selective sync, Groups and Contacts can be synced from Webpower to Zoho CRM. The campaigns and their associated groups will be fetched from Webpower and listed in the sync settings page. You can choose the required campaigns and their related groups and subscriber from this list, then click on the Sync List button to sync the data to Zoho CRM. 
  • The selected groups of a campaign will be synced to Webpower Lists custom module in Zoho CRM.
  • The subscribers associated with the groups will be synched to the Contacts/Leads module in Zoho CRM.

Configure sync settings

To configure your sync settings:
  1. Click the Webpower web tab.
  2. In the Settings tab and select the required options. 
    • Choose Bulk/Selective option in Sync.
    • Choose Contacts/Leads in Module.
    • The Sync Type can be set to One Way or Both Ways.
    • In Sync Behaviour, choose Webpower to Zoho CRM/Zoho CRM to Webpower.
    • Choose Yes/No to Enable Scheduled Sync.
    • In Select Sync Occurence choose Daily/Weekly.

  3. Click Save.
  4. Review the sync settings in the Sync tab. 
  5. Click Sync Now button.

View Synchronized Data

  1. Click the Campaigns module to view the Campaigns synced from Webpower to Zoho CRM.
    The contacts synced from Webpower will be listed in the Contacts or Leads module as per your sync settings.
  2. Click Webpower Lists to view the Groups associated to Webpower Campaign. 

Uninstall Webpower

If you uninstall the Webpower extension, data that has been synced to Zoho CRM will be permanently deleted, along with the custom fields. Contacts and Campaigns that have been synced to Zoho CRM will remain intact. Before uninstalling, make sure you have synced all of the data you want to keep; deleted data cannot be recovered.

To uninstall the extension
  1. Navigate to Setup > Marketplace > All.
    All the installed extensions will be listed.
  2. Browse for Webpower and click the corresponding Uninstall link.
  3. Click Ok to confirm and uninstall the extension.

    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


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                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.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        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 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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      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