Unsure how to sync Microsoft Dynamics 365 Marketing Lists to Zoho Lists

Unsure how to sync Microsoft Dynamics 365 Marketing Lists to Zoho Lists

I'm trying to setup a sync between Microsoft Dynamics 365 Marketing lists and the Zoho Marketing Lists. The problem is that Zoho only allows me to pull from either Contacts, Accounts, Leads or Opportunities. There's an option for "Custom Module" but I haven't been able to try it because every time I do, I receive an error message. (Attached images.)

My question is this: I already have Marketing Lists setup in CRM. They are not segmented lists, we just have a separate list for each "target audience" and my sales team adds contacts to the lists accordingly. Sometimes they add them to multiple lists, depending on the purpose of the list. How can I sync from these lists to a corresponding list in Zoho?

We were syncing before to Mailchimp using a third-party tool like Zapier. We bought in to Zoho on some other platforms and thought we'd give Campaigns a try since it promoted "integrates with Dynamics", but I haven't figured out how to get it to integrate in a way that works for our business. It's important for me to NOT mess up my CRM flow. How can I achieve the result I want?


      • Sticky Posts

      • Marketer's space - Understanding portal roles in the new user management system

        Hello, As part of our new user management setup, we recently introduced portals and workspaces. Portals enable you to manage multiple products under a single brand within a single account. Workspaces are the spaces you can create within a portal for individual

      • Promote Campaigns on your LinkedIn Company page

        Hello!   We are happy to announce that Zoho Campaigns has further improved its integration with LinkedIn to provide more services. This time, we've come up with a new feature where you can promote your email and social campaigns on your LinkedIn company page.   LinkedIn company page is a hub where followers are updated about the company, its products & services and of course new features & updates. It acts as a public portal for prospects, vendors and partners, etc. You can engage your followers

      • The much-awaited real-time sync between Zoho Campaigns and Zoho CRM is live.

        Hello all, You don't have to wait for 24 hours to pull data from CRM to Campaigns anymore. Instantly bring subscriber data from contacts, leads, and custom modules and get going with your nurturing process right away.  What has changed?  We have two types of syncs now: Immediate and periodic.  The UI: We have cut down on the number of steps for the sync from three to two.  When to use which sync: Immediate Sync: When you want the data to get reflected in Campaigns as and when it is added in CRM.

      • Marketer's Space: Template Editor - Dynamic Content

        Dynamic content has become an inevitable part of email marketing. It's basically the process of displaying content to your leads that is relevant to them based upon them matching a particular criteria you have set previously.    To put it in simpler terms, it is the right content for the right people at the right time.    How to use the dynamic content While creating an email campaign, you go on to select a pre-designed or basic template to add content, and then click Advanced --> Dynamic to create

      • Sending Autoresponders to Existing Contacts

        Hello! In recent times, many of our users wanted to send Autoresponders to existing contacts. Since, these contacts existed already; they will never be receiving that message scheduled in the Autoresponders.  But, is there really a way to push these Autoresponder message(s) to such existing contacts? Well, Zoho Campaigns has again come up with a solution for such request laid by many of our users. We are happy to announce the new enhancement on Autoresponders through which you can send the Autoresponder