How to set up sync with Zoho Forms?

How to set up sync with Zoho Forms?

Zoho Forms is an online form builder application that backs up data on the cloud or other integrated applications. Integrating Zoho Marketing Automation with Zoho Forms will allow you to sync contacts from Zoho Forms, engage them consistently and make them sales-ready. 

Note: Only integrated admins will be able to edit and delete sync, other portal admins will only be able to view the settings.

 Set up sync      

  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.settings icon

    settings page
  2. Select Zoho Forms. Click Create Sync.
  3. Select the forms to be synced with Zoho Marketing Automation.
  4. Select a list if required to which you intend to sync the contacts. The synced contacts will be available in the selected list as well as in the All contacts module.
  5. Select a topic if required to associate your contacts with a relevant topic if you want to send email campaigns to the contacts.configure sync
  6. Click Next.

 Map fields    

  1. The email field is mapped by default.  
  2. Click (+) icon to map additional fields.
  3. Click Initiate, once you are done.
    field mapping 

Editing syncs 

Edit Sync Configuration     

  1. Click Edit icon in the Configuration tab.
    edit configuration
  2. You can edit sync details and advanced settings by clicking Edit icon in the respective section.
  3. Click Save.  

 Edit Mapping     

You can re-map or map more fields for your sync settings by clicking the Edit Mapping in the Sync Detail View.
  1. Navigate to Field Mapping tab.
  2. Click Edit icon.
    edit mapping
  3. Update the mapping fields and click Save.

View sync history     

  1. Navigate to Sync history tab.
  2. Here you can see a detailed view of your sync list:
    1. Sync time - The time and date at which the sync was configured.
    2. Total records - Total number of contacts synced at the given time.
    3. Added -  Number of new contacts added at the given time.
    4. Updated - Number of existing contacts updated.
    5. Skipped - Number of contacts not synced since they didn't match the sync criteria.