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


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