Sync leads from Zoho Creator - Zoho Marketing Automation

Sync leads from Zoho Creator

Zoho Creator is an online custom apps builder through which you can create different applications using drag and drop feature. Zoho Creator will have a form, reports and pages and in reports section, you can view the contacts and other details. These contact details can be imported from Creator to your Zoho Marketing Automation.

 Selecting an application

1. From the Navigation toolbar, click on Leads and select Sync services.

2. Navigate to Zoho Creator sync setup and click New sync.  
  



3. Enter the following details in Set up sync page,

  • Sync name- This is for internal reference.
  • Applications- Select the Creator application from which you want to import data.
  • Views- Select your preferred Creator view.
  • Sync to- Select the mailing list you want to sync details to.

4. Click Save and Continue and proceed to map fields.


 Map your Fields

In Map your Fields, you can choose Creator fields such as Email Address, First Name, Last Name, Mobile Number against your fields in Zoho Marketing Automation's. Click Save and continue after mapping.

For instance, you can map the email address field in Zoho Creator against the Lead email field in Zoho Marketing Automation.

Email Address (Zoho Creator) = Lead Email (Zoho Marketing Automation)

First Name (Zoho Creator) = First Name (Zoho Marketing Automation).


 Retrieval frequency

You can set the frequency for data import in this step. The import of data can be set to happen once or it can be set to recur on a daily, weekly or monthly basis depending upon your requirement.

1. Select the sync frequency,

  • Retrieve data - To import data once. 
  • Sync frequency - Set frequency to import data on a daily, weekly or monthly basis.

2. Set the Sync time: Choose your preferred time and time zone to import contacts.

3. Under Data to be retrieved, you can select one of the following options,

  • All data - To import all the data.
  • After - To import data after the selected date and time.

You can choose date range from 30 days before the sync creation date. You can't retrieve data older than one month from Creator.

4. Click Initiate.


 The sync time set in the second step will adhere to the timezone followed in your application. In case, your application has a different timezone, then set the time and timezone of your sync accordingly.

Use case

My periodic sync has become inactive before the set time period. Why does this happen?

If we change the application link name or the view link name in your Zoho Creator account, then all sync associated to the older link names will become inactive and cannot be re-activated. So, create new syncs whenever you change either of the links mentioned above.

Sync Detail View

1. From the Navigation toolbar, click on Leads and select Sync services.

2. Navigate to Zoho Creator sync setup and click Active syncs.



3. Hover over the sync and click View details.


Edit field mapping

You can re-map or map more fields for your sync settings by choosing the Edit mapping in the Edit drop down.


Edit retrieval detail

You can edit the retrieval details such as retrieve interval, data to be retrieved and sync contacts configuration by choosing the Edit retrieval details in the Edit drop down.


Import details/history

Use this option to get a detailed history of the Leads synced from Zoho Creator to Zoho Marketing Automation.You can see this in the detailed view of the sync.




Status
Description
Total leads
 Leads imported/synced in a single fetch.
 New leads
 Leads newly added to the Marketing Automation org.
Re-added leads
Leads already deleted in Marketing Automation account but now added again.
Duplicate leads
Leads already present in Marketing Automation account.
Ignored leads
 Leads who were not added to the mailing list.
Deleted leads
Leads deleted in Recruit account and getting updated in Marketing Automation as well.

   

Ignored leads

Leads are ignored during the import if they fall under one of the following category,

Status
Description
Bounced
Leads bounced from the recipient's inbox in previously sent email from  Zoho Marketing Automation.
Do-Not-Mail
Leads who have unsubscribed from your org.
Group Email(s)
Leads having a role/group email address. For e.g. info@, administrator@, careers@, service@, support@, etc.
File Duplicate(s)
 Leads present more than once in the file. 
Invalid Pattern
Leads with an invalid email address; e.g. patriciazylker.com, john@gnail.com
Empty email address
 Leads whose email address field is missing.

  

Do more with sync creation
To create a sync with Zoho Contacts, click here

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