Marketer’s Space: Supercharged Workflow with Zoho CRM Integration

Marketer’s Space: Supercharged Workflow with Zoho CRM Integration

Hello Marketers!
Welcome back to another post in Marketer’s Space. Today, we’ll explore how integrating Zoho CRM with Zoho Campaigns can help you create smarter, more personalized Workflow. In this post, we’ll look at a specific use case to demonstrate how this integration enhances triggers like Custom Date Field, Criteria Match, and Added to List - making your campaigns more precise and impactful. 
An event management company that caters to corporate clients wanted to automate personalized anniversary offers for employees from high-budget firms exactly one week before their special day. To achieve this, their sales team first created a custom module in Zoho CRM named Corporate Event Contacts, capturing details like:
  • Name, email, and phone number
  • Employee’s birthday, partner’s birthday, anniversary date
  • Event preferences, guest count, and budget

Syncing CRM Modules for Richer Contact Data   

Once the data was ready, the marketing team connected Zoho CRM with Zoho Campaigns. Then they went to Contacts > Sync Services, set up a new sync, selected the Corporate Event Contacts module, and synced it to a list named Corporate Event Contacts inside Campaigns. Though adding to a list is optional, we suggest doing so as it will be useful later on.
Then they map the fields. By using the Map More Fields option, they ensured all custom fields, including date and budget fields, were also synced. This step was key for triggering personalized Workflow later.

Triggering a Workflow Based on Custom Dates   

Zoho Campaigns has the Date Field trigger in Workflow, making it easy to run timely campaigns.
In the Workflow, they chose the Anniversary Date field (synced from Zoho CRM) as the trigger and set the Workflow to start 7 days before the anniversary. This was done by toggling the “Allow contact entry before selected date” on. It allowed the marketing team to send out reminders and offers well ahead of time, giving clients enough room to plan and book their event.
This automation ensured timely outreach with zero manual follow-up.

Add Criteria for Precision Targeting   

Zoho Campaigns lets you further refine entry into Workflow by toggling “Set criteria for contacts to enter the Workflow”. Here’s how they used it effectively:
  • Budget greater than 2500: To focus only on high-value leads
  • List Membership = Corporate Event Contacts: To ensure the Workflow applied only to contacts from the custom CRM module
This step highlights the value of syncing CRM contacts to specific lists, allowing precise audience targeting. By now, you’ve achieved three actions using just one trigger - setting the custom date field, targeting the list, and applying the budget criteria. You can play more with the “Add Criteria” feature to enable even finer targeting and create highly specific workflows.

Delivering the Campaign with Email Action   

Once the trigger was set, they added a Send Email action to the Workflow. This email was tailored with personalization elements such as name, event theme, and booking links.
With everything configured and activated, the Workflow ran automatically, delivering personalized campaigns to the right contacts at the perfect time.

Why This Matters for Marketers

  • Automate communication based on CRM data
  • Use custom fields to segment and personalize messages
  • Drive more engagement and bookings without manual effort
If you’re already using Zoho CRM and Zoho Campaigns, this is your chance to unlock the full potential of Workflow powered by CRM data.
Stay tuned as we bring more CRM-powered ideas in our upcoming posts. Until then, happy campaigning!

Regards,
Pearlin Nitika
User Education | Zoho Campaigns



        • Recent Topics

        • Need Inactive accounts to be visible in Reports in Zoho Books

          I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions report

        • Issue with Inline Images in Email Reply via Zoho Desk API

          Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply

        • unblock e-mail

          please unblock my e-mails info@meatnews.gr and myrtokaterini@meatnews.gr

        • Add Zoho Mail for users who do not need Zoho One

          We have licenses for ZOho One for teams that need to use the suite of products that Zoho One offers.  We have 8 more people who only need email access and we would like to add just a Zoho Mail.  They do not need the Zoho One license.  We are currently

        • Zoho Projects - Q2 Updates | 2025

          Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth

        • ZML vs HTML Snippet - which is better?

          Are there certain use cases where one is better than the other?

        • Auto CheckOut Based On Shift.

          This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to match

        • How to remove some users in zoho accounts

          How to remove some users in Zoho accounts.

        • how to differentiate if whatsapp comes from certain landing page?

          I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp

        • Customizing Form Questions per Recipient Group in Zoho Campaigns/Forms

          Hello everyone, I would like to ask if it’s possible in Zoho Campaigns or Zoho Forms to send out a campaign where the form questions can be customized based on the group of recipients. Use case example: I have prepared 20 questionnaire questions. For

        • Importing a new list into campaigns

          I'm in the middle of switching my email platform to campaigns. I have a list that I want to import, and it overlaps with my existing Zoho CRM list. The fields in my Zoho CTM are more robust. Will this new list that I upload into my campaigns overwrite

        • Infinite loop of account verification

          Hi I can't do anything on my zoho account.  I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying. 

        • Load PO_Date field (Purchase Order) with current date in Deluge

          Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.

        • Zoho CRM in Microsoft Power Automate Custom Connector

          Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I created

        • Spell check sucks

          Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.

        • How to include total km for multiple trips in expense report.

          Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?

        • New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria

          Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements

        • Outgoing blocked: Unusual activity detected.

          I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses

        • Zoho One Login Issue - Unable to receive OTP

          Hi Support Team, I am experiencing a unique login issue with Zoho One. I am attempting to log in from India using Zoho Login credentials provided by a USA-based client. Their Zoho account is hosted on a US data center. After entering the username and

        • Question Regarding Managing Sale Items in Zoho Books

          Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export

        • In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf

          In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice number

        • Problem of Import Client Users From CRM and or Expense

          I am premium plan user on Projects. I have about 500 customers on Expense and CRM that integrated with each other. According to at below link, I am trying to import clients from CRM, system not allowed to select any customer. If I import from Expense,

        • Unable to see free plan option

          Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.

        • unblock my zoho mail account. outlines@zoho.com

          please unblock my zoho mail account, outlines@zoho.com

        • domain not verified error

          Hi when i try to upload a video from zoho creator widget to zoho work drive iam getting domain not verified error.I don't know what to do .In zoho api console this is my home page url https://creatorapp.zoho.com/ and this is my redirect url:www.google.com.Iam

        • equest to Disassociate Bigin from Zoho One and Migrate to Standalone (Upgrade to Bigin Premier – 3 Seats, Annual)

          Dear Zoho One Support Team, I’m writing to request your assistance to disassociate (remove) the Bigin application from our Zoho One organization while preserving all existing Bigin data. After the disconnection is successfully completed, we intend to

        • SMTP email sending problem

          Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid

        • billing

          hi, I am being billed $12/year, and I can't remember why. My User ID is 691273115 Thanks for your help, --Kitty Pearl

        • Syncing Zoho Forms with Bigin - Embedding issue?

          Hello everyone, I created a Zoho Form for a page on my GoDaddy website to collect leads, which then transfers the data to Bigin. However, I'm facing an issue where it doesn't seem to work properly. I've integrated Zoho Forms with Bigin and tried embedding

        • How to add receipts

          How to add receipts

        • Unable to enable tax checkboxes

          Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,

        • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

          Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

        • Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition

          Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I have

        • Zoho CRM: how can I control which contacts to sync with Outlook?

          I was just playing around syncing contacts from Zoho to MS Outlook (MS365 account.) The problem is our firm has hundreds of thousands of contacts and I don't want to bury my contacts list in outlook. Any help with this is greatly appreciated.

        • ZohoSign and ZohoBooks Integration/Workflow

          Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in one

        • Manage monthly tasks with projectsf

          Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks Will

        • Zoho Suite is very slow

          Since today Zoho is incredibly slow over all applications! What's going on?

        • How can I track which zoho users are actively using Zoho CRM

          I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity

        • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

          When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working

        • Combine and hide invoice lines

          In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design         $1000 (total of lines below, the client can see this line) Graphic Design           $600 (hidden but entered to reporting and

        • Next Page