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.
- 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.
- 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,
- Navigate to the Integrations tab and click Zoho Marketing Automation from the left menu.
- Click Integrate.
- 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.
- Map the Zoho Marketing Automation fields with the corresponding Zoho Forms fields.
- Click Integrate to save your settings.
- 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. No | Zoho Marketing Automation Field | Supported Zoho Forms Fields |
| 1 | Text | Single 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 |
| 2 | Text Area | Single 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 |
| 3 | Integer | Number, Slider, Rating |
| 4 | ||
| 5 | Phone | Single Line, Phone |
| 6 | Pick List | Single Line, Dropdown, Radio, Matrix Choice, Image Choices |
| 7 | MultiSelect Picklist | Multiple Choice, Checkbox, Matrix Choice, Image Choices |
8 | MultiSelect Checkbox | Multiple Choice, Checkbox, Matrix Choice, Image Choices |
| 9 | Date | Date |
| 10 | Date-Time | Date-Time |
| 11 | Decimal | Number, Rating, Slider, Decimal, Formula |
| 12 | Percent | Number, Rating, Slider, Decimal, Formula |
| 13 | Radio Button | Single Line, Dropdown, Radio, Matrix Choice, Image Choices |
| 14 | Long Integer | Number, Slider, Rating |
| 15 | Checkbox | Decision Box |
| 16 | URL | Website |
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:
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?
Zoho DataPrep Resources
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
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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources