Connecting with third-party applications - Zoho Marketing Automation

Connecting with third-party applications

Integrate with Eventbrite

1. From the  Navigation toolbar, choose Settings.

2. Select  Apps under Integrations.

3. Mouse over Eventbrite and click  Connect.


4. To comply with GDPR, we inform the activities that will be performed after integration,

  • Import contacts.
  • Send campaigns about an event.
  • Generate the Eventbrite stats and results in Report Summary.

5. Click  Continue.

6. Login to your Eventbrite account.

What happens if I deny/change my Eventbrite account integration?

If you deny/change Eventbrite integration:

  • You can't import your contacts from Eventbrite.
  • Eventbrite campaigns in draft cannot be sent.
  • Eventbrite stats and results will not be generated. 

Denying access to Eventbrite

1. From the  Navigation toolbar, click  Settings.

2. Select  Apps under Integrations.


3. Mouse over Eventbrite and click  View details.


4. Click the  Deny button beside the account name.


5. Click  Go ahead. 

Change Eventbrite account

1. From the  Navigation  toolbar, click  Settings.

2. Select  Apps under Integrations.


3. Mouse over Eventbrite and click  View details .


4. Click the  Change button beside the account name.


5. Click Change in the Change confirmation popup and login to another account to allow access. 

Integrate with SurveyMonkey

1. From the  Navigation toolbar, choose  Settings.

2. Select  Apps under  Integrations.


3. Mouse over SurveyMonkey  and click  Connect.


4. To comply with GDPR, we inform the activity that will be performed after integration,

  • Send out the surveys created using your SurveyMonkey account, as survey campaigns

5. Click  Continue.


What happens if I deny/change my SurveyMonkey account integration?

If you deny/change SurveyMonkey integration,

  • You cannot send the SurveyMonkey campaigns that are in draft, but campaigns that are scheduled or in progress or in testing will be sent as usual.


Denying access to SurveyMonkey

1. From the Navigation toolbar, choose Settings.

2. Select Apps under Integrations.


3. Mouse over SurveyMonkey and click  View details .


4. Click the  Deny  button beside the account name.


5. Click  Go ahead.

Change SurveyMonkey account

1. From the Navigation toolbar, choose Settings.

2. Select Apps under Integrations.


3. Mouse over SurveyMonkey and click  View details.


4. Click the  Change button beside the account name.


5. Click  Change in the Change confirmation popup, log in to another account and, allow access.

Integrate with Office 365

1. From the Navigation toolbar, choose Settings.

2. Select Apps under Integrations.


3. Mouse over Office365 and click  Connect.


4. To comply with GDPR, we inform the activities that will be performed after integration,

  • Import contacts from Office 365 account to Zoho Marketing Automation.
  • Create events in your Office 365 calendar when a campaign is scheduled or sent.

5. Click  Continue.

6. Login to your Office 365 account.


What happens if I deny/change my Office 365 account integration?

If you deny/change Office 365 integration:

  • You cant import your Office 365 contacts into Zoho Marketing Automation any further.
  • Events will not be created in your Office 365 calendar when a campaign is scheduled or sent.


Denying access to Office 365

1. From the Navigation toolbar, choose Settings.

2. Select Apps under Integrations.


3. Mouse over Office 365 and click  View details .


4. Click the  Deny button beside the account name.

5. Click  Go ahead.

Change Office 365 Account

1. From the  Navigation toolbar, click  Settings.

2. Select  Apps under Integrations.


3. Mouse over Office 365 and click  View details .



4. Click the  Change button beside the account name.

5. Click Change in the Change confirmation popup, log in to another account, and allow access.

Integrate with Paypal

In your Paypal account , follow the steps to associate with your Campaigns account.

1. From the Navigation toolbar, choose  Settings.

2. Select  Apps under Integrations.


3. Mouse over Paypal and click  Connect.


4. To comply with GDPR, we inform the activity that will be performed after integration,

  • Import the leads based on the transaction taking place in your PayPal account.
5. Click  Continue.

6. Select a mailing list.


7. An IPN URL for Paypal account is generated. Click Done.


 In Paypal, 

1. Login with your credentials.

2. Click on Profiles  and then choose  Other Options .

3. Click on Selling Tools tab.

4. Click update parallel to Instant Payment Notification under Getting Paid and managing my risk section.

5. Update your IPN URL to integrate with Paypal.


 
What happens if I delete my Paypal account integration? 

If you deny Paypal integration ,

  • Your leads won't be updated into the selected lists.

 

Deleting access to Paypal

1. From the Navigation toolbar, choose  Settings.

2. Select  Apps under Integrations. 


3. Mouse over Paypal and click  View details .

 

4. Click the  Delete button beside the account name.

5. Click  Go ahead

Integrate with GoToWebinar

1. From the  Navigation toolbar, choose Settings.

2. Select  Apps under Integrations.


3. Mouse over GoToWebinar and click  Connect. .A popup will appear.

        

4. To comply with GDPR, we inform the activities that will be performed after integration,

  • Import the details of your webinar registrants and attendees.
  • View details about past webinars and upcoming webinars.

5. Click  Continue.      

6. Enter your GoToWebinar credentials and click  Allow.


What happens if I deny/change my GoToWebinar account integration?

If you deny/change GoToWebinar integration:

  • You can't activate new syncs. 
  • Import of details of your webinar registrants and attendees in exsisting active syncs will be stopped.
  • You can't View details about your past webinars and upcoming webinars.

 

Denying access to GoToWebinar

1. From the  Navigation toolbar, choose Settings.

2. Select  Apps under Integrations.


3. Mouse over GoToWebinar and click  View details.

    

4. Click the  Deny button beside the account name.


5. Click  Go ahead.

Change GoToWebinar Account

1. From the  Navigation toolbar, choose Settings.

2. Select  Apps under Integrations.



3. Mouse over GoToWebinar and click  View details .

  

4. Click the  Change button beside the account name.

  

5. Click  Change in the Change confirmation popup, log in to another account, and allow access.

Integrate with Gravatar

You can enable Gravatar to fetch and display your subscriber's Gravatar profile image in smart and detailed views of subscriber information.

1. From the  Navigation toolbar, choose Settings.

2. Select  Apps under Integrations.



3.  Mouse over Gravatar and click  Enable .


4. To comply with GDPR, we inform the activity that will be performed after  integration,

  • We will use Gravatar to check for the profile image of your leads. If there's no image available, we'll assign them a default one.
  • 5. Click  I Agree . Your leads' Gravatar profile image will be updated in Zoho Marketing Automation.


    1. You can disable Gravatar by clicking on  Disable button available under Gravatar in Integrations page.


    2. Click Proceed in the popup box.




    Integrate with Evernote

    1. From the  Navigation toolbar, click  Settings.     

    2. Select  Apps under Integrations.


    3. Mouse over Evernote and click Connect.

         

    4. To comply with GDPR, we inform the activities that will be performed after integration,

    • We will import leads and other files stored in Evernote.

    5. Click  Go ahead.


    You can authenticate Evernote account by entering your login credentials, whenever you're going to import data from it.



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