Why can't I see the delivered Zoho Campaign automation email on Zoho CRM lead record?
I recently did update the field mapping on our Leads sync services between Zoho CRM and Zoho Campaigns. The end goal is to create tailored email drip campaigns with the use of segments and automation. I understand you can build cadences, email templates, and workflows on Zoho CRM but their email templates stats is lacking in-depth report compared to Zoho Campaigns. Why oh why Zoho is focusing on its ala carte products rather than improving the integrations between their products.
Anyway, I made an automation for our welcome/thank you for our service inquiry leads. They received the email based on the automation and also on the campaign (message) report but I am not seeing it reflected on their lead record on Zoho CRM same goes under the campaign summary of the contact record on Zoho Campaigns. I deactivated/freezed the automation.
What I want to see are the following:
1. The email from Zoho Campaign regardless if it's a simple campaign or using Automation should automatically be updated/reflect on Zoho CRM lead record. I am not seeing Update member status on Zoho CRM for the automation email/message settings. I only see it under Zoho Campaigns basic email campaign settings.
2. Zoho Campaign contact record should also reflect which automation did the contact entered and exited; and the automation email (message) they received just by looking at their record on Zoho Campaign. (Not just on the automation contact path).
Can someone provide clarity on this on which between Zoho CRM and Zoho Campaign is the best platform for email nurture campaigns? I am very frustrated with the email marketing capabilities of Zoho like seriously it's so much easier and intuitive using ActiveCampaigns, Hubspot, and Eloqua. They are marketing the tool as water down version of their Zoho Marketing Automation platform but it's performing poorly.
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Tracy Pasicolan
Vivekvarman D
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