Instant Sync between Stages of Marketing Automation and Leads Module of Zoho CRM
Hello Community, I am looking for ways to instantly sync data from my Marketing Automation Stages to Leads Module of CRM. Scenarions: 1) if a score is added to my leads in Marketing Automation and they went to certain stage I want to send their Score
Score integrate
I want to integrate Zoho Marktinghub scores with CRM and Recruit, but I can't find a way. Does anyone know how to do it?
Problem with zoho abandoned cart
Hello Zoho team! I'm trying to add the abandoned cart function to my page. I've followed the instructions that you've provided(I've adapted it because your documentation doesn't work with the smarty format)and the http request is 200(it mean that it should work) but, when I check the market hub, it doesn't show me the elements that I've added to the abandoned cart.
Pop ups: adding more input fields
Hi there, I am wondering if anyone knows how to add more input fields in a pop up? Now there are only 1 or 2 fields available (email or name and email) but we would like to add 1 or 2 extra fields. Is this at all possible? If so; how can I add these? Many thanks!! Annelieke
Zoho Marketing Automation - Zoho CRM integration error
Hello, I'm trying to import lead from Zoho CRM into Zoho Marketing Automation. When trying to associate the Zoho CRM account I get this error: Any hint on how to solve? Thank you
Problem sending mass emails
When I send a mass email I receive an email saying how many recipents i have added but that zero or a very small number of emails were successfully sent. Why is it that barely any emails are sending? Am i doing something wrong when sending them? I have
Use of External Email Services
Would like the ability to use an external SMTP service to send emails campaigns in Marketing Automation. Services like SendGrid, Maligun Amazon SES, etc
I'm not able to sync my leads from Zoho CRM to Zoho Marketing Automation
Hello!! We are trying to run a trial marketing automation within our internal team while trying to integrate leads from Zoho CRM. But as we tried to sync leads from the Zoho CRM to Zoho Marketing Automation an error pops up displaying "Organization is
How to delete immediate sync by other users?
Hi Zoho MA Team, I am newbie to Zoho MA and I am having problems in immediate sync. Since the maximum limit per module is 5 only, I want to delete other user's immediate sync which are inactive. But I got this error. Delete permission for Leads is already
Can I track email replies?
I understand how to trigger a process if an email is opened, or a link is clicked. However, is there a way to create a response based on a reply to an email? For example send a message, if the recipient replies then update the field and remove it from
No page visits recorded for campaign in Zoho MA
When I look at Website Insights for a sent campaign in Zoho Marketing Automation it says "There were no page visits and event hits recorded in this campaign." However, I can see that links were clicked in the email, and I know traffic has been driven
Cannot Assign CRM Task Subject
Like title says, when setting a CRM task as a journey item inside Marketing Automation there is no field to set the subject. All the subjects for the tasks are undefined. Which does not help the CRM user with the task as they have no clue what to d
Let a contact run through a journey multiple times
Is there already a solution available to let contacts run through a journey multiple times? I have a demo request form + journey, and it is desirable that contacts can run through multiple times. Same for a general whitepaper download form with a hidden
Goal reached after form fill is marked as anonymous
I have defined a goal in Marketing Automation > Web assistant. Visits any page with a specific keyword in its URL. The implementation is that one can reach the goal page after a form fill. I was expecting that the goal would be counted as an 'known',
Going through a journey not in the history at crm level
Hi, is there a way to view at CRM level that a contact has completed a specifiek journey ( from Marketing Automation ) I was expecting to see this in the contacts history? Stuff like -> field out form, with a date? Ended journey at ...
Zoho Marketing Automation Goal appears empty in Zoho CRM
The reached goal defined in Zoho Marketing automation get synced to my ZOHO crm. Modified Time in CRM is ok, but the label for the goal is missing in my crm, I see an empty field. What could cause this error? It seems that my goal name is written in the
Delay in viewing goals within Marketing Automation
Hi, I think that there is a big time lack in viewing reached goals within Zoho MA. Can you please verifiy?
Are goal criteria in Goal condition limited to 3?
I want to define a goal ( e.g. demo request ) , and we have 5 languages in our site. Therefore I need to be able to 'or' 5 'Visits a particular page' cases. Seems that I am limited to 3? Is that correct? Will it be extended in the future?
Removing connected Zoho CRM accounts
We've recently connected Marketing Hub with Zoho CRM, but we want to change the synced account with another account from our Company. Right now, it seems we can't remove any accounts. UPDATE: It looks like you'd need to contact support in order to remove the accounts. Might be a feature to consider, allowing admins to remove/unconnect accounts.
Popups are activated but are not working, why?
Hi there, I have this issue with my popups. They are activated and assigned to pages, but are not working. What could be the issue and how can I fix this?
Recuperating a Deleted Journey
Hey Zoho! I need help restoring a delete journey. Could you help me with this? If not at least send me the results and reporting. It's name goes as something like email blasts 04212022
What happens to bounced leads when they are sync'd from Zoho CRM? Plus a few other questions related to sync'ing.
A few questions for the MH team. I've a list of leads that come form a sync to a ZohoCRM view. 1. What happens when a sync'ed lead is bounced. Does the bounce information get pushed back into the CRM? If so, when and what does that look like? 2. If a lead upsubscribes, what happens to the sync'ed contact in the CRM? 3. When I delete a lead from MH, can I re-sync the lead (so it is no longer deleted) from the ZohoCRM contact?
Form based campaigns with CRM Lookup
Hello, I am sending emails with a form link to my contacts via ZOHO CRM, to let them check and eventually update their details. If they click on the form link, the form that pops-up is already prepopulated with their details stored in CRM. (Lookup field). I would like to do the same with Marketing-Hub. But the form integration is only linking a form and not auto-filling existing fields. Thanks for your help
No Delay emails in journeys are NOT exactly no delay.
Hi Everyone, I just got off the phone with MarketingHub support and felt that the information received needs to be communicated loud and clear. As many of the other people in this forum, I am working to get MarketingHub doing my heavy lifting with leads and hopefully making me look like a super efficient superstar even though we are a 2 person office. Anyway, what I just found out has made a big difference in the way I will set journeys up. I know that the app has issues, but I also know somethings
Inbound Marketing Strategies and Concepts Video Playlist
FBurg CRM has created videos about Zoho inbound marketing strategies. you can apply these to your Zoho marketing strategies. There is something for basic and advanced users. Here is the link to YouTube Playlist with 22 marketing strategy specifics. I
Connect "Update field" component with another component
I received this comment when trying to activate my Journey. What does this mean and how do I fix it? "Connect "Update field" component with another component" Thanks! Zoho novice
Why NAME input field is actually LAST NAME input field in the popup contact form?
Hi, I came across some impossible situation... While creating Smart Popup in the Marketing Hub we have 2 fields available: NAME and EMAIL. While registering to the form it comes out that the NAME is actually LAST NAME on the list... How is that even possible? I have all contacts importet from Mailchimp and all them have regular FNAME, and all from Zoho will have LAST NAME intead of first name? Please tell me i can chnge it somewhere. Thanks
Working with Campaigns & Marketing Hub
I'm a little confused as to Campaigns VS Marketing Hub. I currently use Campaigns and want to ramp into Marketing Hub. When I look at lists in Marketing Hub, I see my Campaigns lists and the interface starts to look at lot like Campaigns. 1. Is Marketing Hub an "overlay" of Campaigns? Meaning does it leverage what I've built in Campaigns? 2. Should I be using Campaigns for my CRM Client emails and Marketing Hub for my Leads? (I'm seeing my Clients in Marketing Hub too but the term "lead" is very
Signature copy works only in Firefox and Safari
HI, I noticed today a problem during a demo I did of the email Signature Campaign. I shared the sigature to myself, received the mail with the link to the signature to be copied: I tried all of the tab (except outlook, I'm on Mac), to copy the the clipboard.
Duplicate Values
Hi, I am trying to update our internal contact's email address as we recently changed our emial domain from thinklogicmarketing.com to thinklogicmediagroup.com. Some of the leads I am trying to update are prompting that there is a duplicate value. Though
How to test if smart pop-ups is working or not?
Hi Zoho team, We created a smart pop-up, both engagement and sign up late last year and it seems it's not working properly. Is there any way to test if the pop-ups are working or not? Thank you!
Marketing Hub Zoho Meeting Webinar Leads?
According to the documentation - when you integrate your Zoho meetings account, it's meant to sync the leads through from Zoho Meetings into Marketing Hub lists. However - I can find no way to do this. There only appears to be a sync from gotowebinar.
Deleting leads
Is there a way to delete more than 200 leads at a time? We are trying to remove leads who have acquired less than 100 lead score which were added in 2019-2020 to free up space for newly acquired contacts. Would be convenient if we can select the filtered
Embedding social media feed into a website
Are there any tools or widgets available from Zoho that will allow embedding live social media feeds to a website?
Marketing Automation Mails not working with Zoho Forms
Hello! I am having problems with Marketing Automation. I have all the forms of my website with Zoho Forms working perfectly with Zoho CRM, but the problem comes when I try to USE marketing automation. Now is a must to assign a topic to the leads if you
Release date for V2 has been pushed to Q4!
I suggest that you stop giving dates. I do hope that what you finally release is worth the wait and WORKS. Until then, Zoho Campaigns is the way to go. Most MH V1 features don't work!
So here we are in the last month of the 4th Qtr 2021, Is there any news on Version 2?
Is there any news on Version 2?
Please: our customers need information about the release of the new version Zoho MarketingHub
Hi, 1. When will the new version of Zoho MarketingHub be released? 2. In case there is no exact date: Can you give us an approximate deadline? Our company has to decide whether to wait for MarketingHub or choose another alternative. Thank you. Sergi
What to do in MarketingHub after converting a Lead into a CRM Customer (Contact)
Hey guys! First of all let me say, great job with this new addition. You nailed it! Now, I'm a bit confused about MarketingHub and the CRM sync. I understand the importance of marketing to Leads but, I don't see a clean view or tab where I can identify and market my CRM contacts (already customers) in MarketingHub interface. I see there's Pre-made Journey templates for customer retention and loyalty but there is not a specific tab to identify customers. All I see is a Leads tab which I understand
List based fields
Give us the ability to have individual fields within a list. This would enable us to store information that is related on the list in database fields without having to create individual fields for each list. Confused? Let me give you an example: Lets say I have different lists, for each product I offer one list. And a customer is added to the list, if they buy my product: Lists: - Product A - Product B - Product C - Product D And I'd like to store for each purchase the following informations:
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