How can Zoho campaign list be integrated with the data from Zoho Analytics?
Background
1. We have list of contacts in Zoho CRM. These contacts are associated with accounts.
2. In Zoho Analytics, we have additional information about these Zoho accounts that we get from public sites. This information includes their revenue, income, # of customers, city, state, etc.
3. We want to use the information in Zoho Analytics to create lists in Zoho Campaigns to create appropriate segments so that we can market to these contacts. e.g. Contacts who are associated with accounts with less than 50,000 customers will get different message than contacts who are associated with accounts with more than 50,000 customers.
We see that there are two ways to do this.
1. We can create additional fields in Zoho CRM at account level and manually bring Zoho Analytics data to Zoho CRM using export and import.
2. Is there a way to automate this sync between Zoho CRM and Zoho Analytics, since the account data from public site is updated every quarter and we do not want to go through this exercise every time.
Thanks.