Zoho Marketing Automation

Zoho Marketing Automation

Zoho Marketing Automation is a marketing automation software that helps you in effectively managing your marketing activities across multiple channels. You can convert your form submissions to capture leads and add them to your mailing list automatically with the Zoho Forms - Zoho Marketing Automation integration.
  1. Before leads are added to a mailing list in Zoho Marketing Automation, respondents will receive an email to confirm or deny their submission once they submit a form entry. Only after they confirm, their contact be added to the mailing list.
  2. Upon the respondent's confirmation and successful addition to the contact list, subsequent form submissions with the same email address will not trigger a confirmation email. Instead, the contact already present in Zoho Marketing Automation will be updated with the newly submitted details.

Integration Setup    

To integrate your form with Zoho Marketing Automation,

  1. Navigate to the Integrations tab and click Zoho Marketing Automation from the left menu.
  2. Click Integrate.

    Click Integrate

  3. Select the required Portal and the Contact List to which you want to push the contacts/leads you collect from your form submissions. If you have not created any Zoho Marketing Automation contact lists yet, you will be prompted to create one.
  4. Map the Zoho Marketing Automation fields with the corresponding Zoho Forms fields.
  5. Click Integrate to save your settings.

    Map fields

  6. To remove this integration, click Remove Integration.

Supported Field Types

The table below lists the Zoho Forms fields that can be mapped with the respective fields in Zoho Marketing Automation. 

S. NoZoho Marketing Automation FieldSupported Zoho Forms Fields
1TextSingle Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Referrer Name, IP Address,Terms & conditions
2Text AreaSingle Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time
3IntegerNumber, Slider, Rating
4EmailEmail
5PhoneSingle Line, Phone
6Pick ListSingle Line, Dropdown, Radio, Matrix Choice, Image Choices
7MultiSelect PicklistMultiple Choice, Checkbox, Matrix Choice, Image Choices
8
MultiSelect Checkbox
Multiple Choice, Checkbox, Matrix Choice, Image Choices
9DateDate
10Date-TimeDate-Time
11DecimalNumber, Rating, Slider, Decimal, Formula
12PercentNumber, Rating, Slider, Decimal, Formula
13Radio ButtonSingle Line, Dropdown, Radio, Matrix Choice, Image Choices
14Long IntegerNumber, Slider, Rating
15CheckboxDecision Box
16URLWebsite


    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









                                                                                                          • Related Articles

                                                                                                          • Zoho Marketing Automation

                                                                                                            Zoho Marketing Automation is a marketing automation software that helps you in effectively managing your marketing activities across multiple channels. You can convert your form submissions to capture leads and add them to your mailing list. You can ...
                                                                                                          • Welcome to Zoho Forms!

                                                                                                            Transform the time-consuming “ collect, stack, and enter ” paper form workflow into “ capture, store, and process ” paperless approach with Zoho Forms and simplify data collection. Who is Zoho Forms for? Zoho Forms is for anyone who wants to ...
                                                                                                          • Document Merge using Zoho Writer

                                                                                                            Table of contents Overview Setting up Document Merge using Zoho Writer Sharing merged document templates with form collaborators Sending merged documents with email notifications Manually merge a form response with a document Merge and get form ...
                                                                                                          • Zoho Flow Integrations

                                                                                                            Integrate your forms using Zoho Flow, and the information you collect will always reach the right apps. With this integration, you can connect your forms to different applications and trigger different actions each time a form is submitted. For ...
                                                                                                          • Adding a new record to a Zoho CRM module

                                                                                                            Table of Contents Integration Setup Supported Modules, Attachment Fields, Field Types Trigger Actions in Zoho CRM while adding a new record Set Alert on Integration Failure Using the Zoho Forms - Zoho CRM integration, you can automatically push your ...
                                                                                                            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