Integrate Zoho Campaigns with Zoho CRM - Unified Integrations | Admin Guide - Zoho One

Integrate Zoho Campaigns with Zoho CRM

Overview

The integration offers various options to stay in touch with your prospects/customers about your brand through newsletters, welcome emails, surveys, and transactional emails. It also enables you to make better decisions by tracking their email responses. For example, you have better chances with a prospect who clicks on an email than one who has marked the email as spam.

The steps involved in integrating Zoho Campaigns with Zoho CRM vary between the three User Interface versions supported in Zoho One. Select the UI version you use and proceed with the steps that follow.
One Experience UI
Spaces UI
Unified UI
One Experience UI

To enable the integration,

  1. Sign in to Zoho One, click the Admin Panel icon  in the top-right corner.
  2. Click App Management on the left menu, then select Integrations.
  3. Go to the Integrations tab.

  4. Click Campaigns app, all the available integrations will be listed.
  5. Click Enable besides CRM. 
Notes
Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.

To configure the integration,

Follow the steps mentioned in the link to configure.

To deactivate the integration,

  1. Sign in to Zoho One, click the Admin Panel icon  on the top-right corner.
  2. Click App Management on the left menu, then select Integrations.
  3. Go to the Integrations tab.
  4. Click Campaigns, then go to the Active tab.
  5. Click the kebab menu besides CRM, then click Deactivate.
  6. Read the confirmation message and click Deactivate.
Notes
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.

To delete the integration,

  1. Sign in to Zoho One, click the Admin Panel icon on the top-right corner.
  2. Click App Management on the left menu, then select Integrations.
  3. Go to the Integrations tab.
  4. Click Campaigns, then go to the Active tab.
  5. Click the kebab menu  besides CRM, then click Delete.
  6. Read the confirmation message and click Delete.
Notes
Delete is an irreversible action. You will need to re-enable and configure the integration to use it again.



Spaces UI

To enable the integration,

  1. Sign in to Zoho One, click the Directory Settings icon  in the top-right corner.
  2. Click App Management on the left menu, then select Integrations.
  3. Go to the Integrations tab.

  4. Click Campaigns app, all the available integrations will be listed.
  5. Click Enable besides CRM.
Notes
Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.

To configure the integration,

Follow the steps mentioned in the link to configure.

To deactivate the integration,

  1. Sign in to Zoho One, click the Directory Settings icon  on the top-right corner.
  2. Click App Management on the left menu, then select Integrations.
  3. Go to the Integrations tab.
  4. Click Campaigns, then go to the Active tab.
  5. Click the kebab menu  besides CRM, then click Deactivate.
  6. Read the confirmation message and click Deactivate.
Notes
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.

To delete the integration,

  1. Sign in to Zoho One, click the Directory Settings icon  on the top-right corner.
  2. Click App Management on the left menu, then select Integrations.
  3. Go to the Integrations tab.
  4. Click Campaigns, then go to the Active tab.
  5. Click the kebab menu  besides CRM, then click Delete.
  6. Read the confirmation message and click Delete.
Notes
Delete is an irreversible action. You will need to re-enable and configure the integration to use it again.

Unified UI

To enable the integration,

  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the app you want to integrate with, then click Available; all the available integrations will be listed, click Enable.
Notes
Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.

To configure the integration,

Follow the steps mentioned in the link to configure.

To deactivate the integration,

  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click , then click Deactivate.
  5. Read the confirmation message and click Deactivate.
Notes
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.

To delete the integration,

  1. Sign in to Zoho One.
  2. Click Directory in the left navigation menu, then click Integrations.
  3. Click Integrations in the tab at the top.
  4. Click the required app, hover over the integration you want to delete, click , then click Delete.
  5. Read the confirmation message and click Delete.
Notes
Delete is an irreversible action. You will need to re-enable and configure the integration to use it again.