Connecting with Zoho applications - Zoho Marketing Automation

Connecting with Zoho applications

Integrate your Zoho CRM Account

1. From the Navigation toolbar, click Settings.
2. Select Apps under Integrations. 



3. Mouse over Zoho CRM and click Connect.
4. Click My Account from the Connect drop down.

    


5. To comply with GDPR, we inform the activities that will be performed after integration,
      • Sync your Zoho CRM data with Zoho Marketing Automation.
      • Share your email campaigns with Zoho CRM.
      • Track the recipients who have purchased your product.
      • Share your campaign activities as member status with Zoho CRM
6. Click Continue .

Integrate with Zoho Survey

1. From the Navigation toolbar, click Settings.
2. Select Apps under Integrations.



3. Hover over Zoho Survey and click Connect.

       
4. To comply with GDPR, we inform the activity that will be performed after integration,
      • Use online surveys made using Zoho Survey to send survey campaigns.
5. Click Continue.

     


Integrate with Zoho Creator

  1. From the Navigation toolbar, click Settings. 
  2. Select Apps under Integrations. 
 

    3. Hover over Zoho Creator and click Connect.

        


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

      • Sync your Zoho Creator data with Zoho Marketing Automation.
5. Click Continue.

Learn how to import leads from Zoho Creator

Integrate with Zoho Contacts

  1.  From the Navigation toolbar, click Settings.
  2.  Select Apps under Integrations.


 3. Mouse over Zoho Contacts and click Connect. 

     

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

  • Import your contacts from Zoho Contacts into Zoho Marketing Automation.

5. Click Continue.

Integrate with Zoho Forms

  1. From the Navigation toolbar, click Settings.
  2. Select Apps under Integrations.

   

 3. Hover over Zoho Forms and click Connect.
                   

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

      • Send out the forms created in Zoho Forms as form based email campaigns.

5. Click Continue.


Integrate with Zoho Docs

  1. From the Navigation toolbar, click Settings.
  2. Select Apps under Integrations.      
       

    3.  Hover over Zoho Docs and click Connect.  

       

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

      • We will import leads and other files stored in Zoho Docs.

        5. Click Continue.

Learn how to import leads from Zoho Docs | Learn how to import content from Zoho Docs


Integrate with Zoho Books

  1. From the Navigation toolbar, click Settings.
  2. Select Apps under Integrations.
    

 3. Mouse over Zoho Books and click Connect.
           

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

      • Sync contacts from your Zoho Books into Zoho Marketing Automation.
   5.  Click Continue.

  6. Enter email address and ZSC key. Click Save.

           


    You can integrate multiple Books accounts. Click Zoho Books under Integrations and click Add Accounts to integrate another account.  


Integrate your Zoho Recruit

  1. From the Navigation toolbar, click Settings.
  2. Select Apps under Integrations.    
  

      3. Mouse over Zoho Recruit and click Connect. 

      4. Click My Account from the Connect drop down. 

      

        5. To comply with GDPR, we inform the activities that will be performed after integration, 
      • Sync contacts and candidates from Zoho Recruit into Zoho Marketing Automation.
      • Share your campaigns with Zoho Recruit.


       6.   Click Continue.

Integrate Other user's Recruit account

  1. Log in to Zoho Marketing Automation.
  2. From the Navigation toolbar, click Settings.
  3. Select Apps under Integrations. 


   4.  Hover over Zoho Recruit and click Connect .
   5. Click Other User's Account. 

       

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

      • Sync contacts and candidates from Zoho Recruit into Zoho Marketing Automation.
      • Share your campaigns with Zoho Recruit.
       7. Click Continue. 

  8.   Specify the following,

      Email Address - Enter other user's email address associated with Zoho Recruit.

      ZSC Key - Enter the Zoho Service Communication (ZSC) key generated by that user's Zoho Recruit account.

    9. Click Save.



You can integrate multiple Recruit accounts. Click Zoho Recruit under Integrations and click Add Accounts to integrate another account.     

Integrate your Zoho Analytics

  1. From the Navigation toolbar, click Settings.
  2. Select Apps under Integrations.
       

       3. Mouse over Zoho Analytics and click Connect.

              

       4. To comply with GDPR, we inform the activity that will be performed after integration,
      • Sync contacts data stored in database from Zoho Analytics to Zoho Marketing Automation.

      5. Click Continue.
      6. Enter your email address and Authtoken. 
      7. Click Save.


    

 









 

You can integrate multiple Reports accounts. Click Zoho Reports under Integrations and click Add Accounts to integrate another account.           


Integrate your Zoho Invoice

  1. From the Navigation toolbar, click Settings.
  2. Select App s under Integrations.  
          

      3. Mouse over Zoho Invoice and click Connect. 

      

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

      • Sync the contacts present in Zoho Invoice with Zoho Marketing Automation.
   5. Click Continue.
    6. Enter your email address and ZSC key.
    7. Click Save.
     


You can integrate multiple Invoice accounts. Click Zoho Invoice under Integrations and click Add Accounts to integrate another account.     


  Integrate with Zoho Meeting

  1. From the  Navigation  toolbar, click  Settings. 
  2. Select  Apps under  Integrations.   
       

        3. Mouse over  Zoho Meeting  and click  Connect. 

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

  •  Manage webinars and promote it through email campaigns.
              
5.  Click  Continue.
    

    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 CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              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 CRM Training

                  Zoho SalesIQ Resources



                      Zoho TeamInbox Resources




                                Zoho DataPrep Resources

                                  Zoho DataPrep Demo

                                  Get a personalized demo or POC

                                  REGISTER NOW


                                    Design. Discuss. Deliver.

                                    Create visually engaging stories with Zoho Show.

                                    Get Started Now











                                                          • Related Articles

                                                          • 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, ...
                                                          • Connecting with G Suite applications

                                                            Integrate with Google 1. From the Navigation toolbar, choose Settings.  2. Select Apps under Integrations. 3. Mouse over Google and click Connect.      4. To comply with GDPR, we inform the activity that will be performed after integration,    Import ...
                                                          • Connecting with social media applications

                                                            To connect Facebook account From the Navigation toolbar, choose Settings. Select Apps under Integrations. Mouse over Facebook and click Connect. To comply with GDPR, we inform the activities that will be performed after  integration, We'll share the ...
                                                          • Connecting with SMS applications

                                                            Once you have signed up with any of these gateways, you will need to integrate them with Zoho Marketing Automation to send large volumes of SMS messages.  To integrate Clickatell with Zoho Marketing Automation:  Sign up with Clickatell and buy SMS ...
                                                          • How can I manage roles and privilege settings

                                                            When there are multiple users in an organization, it is essential to be attentive about data access. We try to make it as easy as possible for you to maintain the balance between easily sharing data between team members, yet maintaining strong ...

                                                          Resources

                                                          Videos

                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                          eBooks

                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                          Webinars

                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                          CRM Tips

                                                          Make the most of Zoho CRM with these useful tips.



                                                            Zoho Show Resources