Marketer’s Space: Using Zoho CRM Data for Dynamic Content and Personalization in Zoho Campaigns

Marketer’s Space: Using Zoho CRM Data for Dynamic Content and Personalization in Zoho Campaigns

Hello Marketers!
Welcome back to Marketer’s Space. Do you want to send emails or SMS that feel less like mass messages and more like one-on-one conversations? By integrating Zoho CRM with Zoho Campaigns, you can pull in rich customer data and use it to personalize your campaigns. In this post, we’ll explore how you can use CRM data to tailor your message content, segment your audience more effectively, and get better results from every campaign you send.

Bring CRM Data into Your Campaigns   

Once your Zoho CRM and Campaigns accounts are connected, you can access a wide range of CRM fields including both standard and custom fields to personalize your email and SMS campaigns.

For example:
  • Use the CRM Lead Owner’s name in the subject line or greeting
  • Add the contact’s account type or industry in the email body

Create Dynamic Content That Adapts to Each Contact   

Dynamic Content lets you display different content blocks to different recipients within the same email. Based on CRM data, you can show unique:
  • Text
  • Images
  • Text with images
  • Buttons

Dynamic Content, available in the email template builder, allows you to create a single campaign that adapts to different audience segments based on the conditions you specify. When integrated with Zoho CRM, you can use Account Tags like Industry, Rating, Account Type, Account Name, Annual Revenue, Number of Employees, SIC Code, Website, and Account Owner to tailor your campaigns. Apart from these tags, you also have custom fields synced from Zoho CRM under Predefined Tags, allowing you to further personalize your messages.

Let’s say you want to personalize your email content based on the Industry tag. For contacts in the Education industry, you could display the message:
“Explore innovative tools crafted for educators and institutions.”
And for contacts in the Hospitality industry, the email could say:
“Discover guest experience solutions tailored for hospitality leaders.”

Similarly, you could tailor visuals, CTAs, or even button text based on a custom field tag. For instance, you can create a custom field in Zoho CRM to track membership status and sync it with Zoho Campaigns. During a sale, you can use Dynamic Content to show an exclusive banner for members with a message like:
“Members get exclusive deals - shop now!”
Additionally, you can add a CTA button, so members see:
“Browse Member-Only Discounts”, redirecting them to the exclusive sale section.
Meanwhile, non-members would see the standard sale content, ensuring a seamless yet personalized experience for every recipient.
By leveraging dynamic content with CRM tags, you ensure every recipient gets a message that feels personal and relevant, driving better engagement and response rates.

What Are Merge Tags?   

Merge Tags allow you to insert CRM data directly into your campaign content. These tags automatically pull values for each contact.

In the Editor: 

Hi $[UD:FIRST_NAME||]$,
Your account is marked as $[AF:ACCOUNT_TYPE||]$. Let us know how we can support your journey.

What the recipient sees: 

Hi Kavita,
Your account is marked as Enterprise. Let us know how we can support your journey.  

To make your emails even more personal, you can even sync a custom Text Area field from Zoho CRM where the sales team adds key updates after customer calls. You can use this field to show a personalized message in each contact’s email.

In the Editor: 

Hi $[UD:FIRST_NAME||]$,
$[UD:NOTES||]$
Let us know if you need anything.

Seen by Recipient: 

Hi Raj,
Your onboarding call is scheduled for Monday. We’ll send you the Zoom link soon.
Let us know if you need anything.

This way, you don’t have to customize each message manually, and every email feels direct and relevant.

Why Integrate Zoho CRM with Zoho Campaigns?   

Here’s what you gain:
  • Access to a larger number of CRM records
  • Better audience targeting through detailed CRM filters
  • Personalized emails and SMS messages
  • A unified view of customer interactions across sales and marketing
Whether you’re sending a monthly newsletter, promoting an offer, or following up after an event, CRM integration helps you get the most out of every message.  
If you’re already using Zoho Campaigns, integrating it with Zoho CRM turns your bulk outreach into personalized engagement - without increasing manual work. Stay tuned for more tips and use cases right here in Marketer’s Space.

Until then, happy campaigning!

Regards,
Pearlin Nitika
User Education
Zoho Campaigns Team
 

    • Recent Topics

    • Grouping Undeposited Funds to Move to other accounts

      In the bank option it would be nice to check what transactions in undeposited funds I want to move to other accounts. Then while checking this it can accumulate totals and created whats essentially a deposit slip. Once the transaction is moved it should

    • Finding rhythm through poetry

      Poetry has long been a powerful form of expression, discovery, and reflection. For many, it is a way to pen down their thoughts and experiences. The "poetic license" allows writers to shape their words with rhythm and flow. This year, on World Poetry

    • Sync your CRM Tasks with Zoho Projects

      Zoho Projects integration with Zoho CRM helps you manage your tasks more efficiently. You can create all project related activities right inside your CRM using this integration. Create new portal or associate an existing portal, add projects to the portal,

    • Zoho CRM strips whitespace in text fields

      When editing field text with multiple spaces: CRM - both UI and API trim / compress the whitespace to a single space when saving: Is this known / expected / documented behaviour?

    • WorkDrive API returning empty response even after placing file in Team Folder

      Hi everyone, I am trying to fetch a file from Zoho WorkDrive using a Deluge standalone function in Zoho People. The API call executes successfully using a configured connection, but the response is coming back empty. I have verified the following: The

    • Custom Button makes scroll bar go down in report

      I have a report with a Custom button called Completed. A colleague mentionned to me that when he pressed this custom button it scrolled down the page which is annoying since he want to stay at the same space on the repoort. There is no reload linked to

    • Quickbooks Integrations Stopped Working

      All of our Quickbooks integrations have stopped working. I am checking in to see if: a) this is a known issue b) if anyone else is having this issue. As usual, Zoho support is unavailable.

    • sync two zoho crm

      Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.

    • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

      Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

    • Incorrect Functioning of Time Logs API (Version 3)

      We need to fetch the list of time logs for each task for our company internal usage. We are trying to achieve it by using the next endpoint: https://projects.zoho.com/api-docs#bulk-time-logs#get-all-project-time-logs Firstly, in the documentation the

    • Zoho CRM Queries Now Support Databases and Cloud Data Sources

      Hello everyone! We're thrilled to announce a major enhancement to the Queries feature in Zoho CRM! Queries now support a broader range of external data sources, allowing you to fetch live data and combine it with CRM records, all using a unified query

    • Zoho CAMPAIGNS working hours

      Hi I use Campaigns Automation workflows to automate follow-ups to my Leads. I discovered this weekend that emails are being sent out on Sundays. How do I limit my Campaigns outgoing emails to business working hours? This is very important! Thanks, D

    • Salesforceに添付ファイルを格納したい

      お世話になっております。 Salesforceに添付ファイルを格納したく、カスタムオブジェクトに連携し、 「ファイルのアップロード」項目を設けました。 実際、エラーもなく送信出来たのですが、実際生成されたカスタムオブジェクトのレコードを見ると、どこにも添付ファイルがありません。仕様として、この添付ファイルはSalesforceのどこに格納されるのでしょうか？ 今回作りたいフォームは、複数の書類を添付するため、Zohoformのファイルアップロード項目「本人確認書類」「源泉徴収票」などの項目を、Salesforce側にも設けた「本人確認書類」「源泉徴収票」という各項目にURLリンクとして紐づけたいと思っておりました。

    • Dynamic image in form works in the app but not on the customer portal.

      img = frm_Fichas[ID == input.Nombre].Foto; imgno = Nophoto[ID2 = 1].Image; if(len(img) > 1) { img = img.replaceAll("/sharedBy/appLinkName/",zoho.appuri); img = img.replaceAll("viewLinkName","Fichas_de_personal_public"); img = img.replaceAll("fieldName","Foto");

    • Is it possible to retrieve function (Deluge) code from Zoho CRM externally?

      Hi Everyone, Is it possible to fetch or retrieve the Deluge function code from Zoho CRM using an external method (API or any other approach)? I would like to know if there is any way to access or extract the function script outside of Zoho CRM, or if

    • Uplifted homepage experience

      Editions: All editions. Availability update: 17th February 2026: All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions) 23 February 2026: JP (All Editions) | AU, CN (Free, Standard, Professional editions) 27 February 2026:

    • Darshan Hiranandani : How many participants can join a Zoho Meeting at once?

      Hi everyone, I'm Darshan Hiranandani, trying to find out the maximum number of participants that can join a Zoho Meeting at once. Has anyone here used Zoho Meeting for larger groups and can share their experience or knowledge about the participant limit?

    • Where is the scheduled report in New UI?

      Hi Team, Seems there is not such a field in New UI, hence I have to switch to old UI to handle request..

    • Approval Workflow for Purchase Orders Abrir

      The requirement is , that all purchase orders greater than or equal to 5000 go through an approval process from certain people, but within books I only see that the approvers can be by levels or any approver but we cannot enter a rule like these. Can

    • WeTravel + Zoho CRM Integration - Has Anyone Built a Connector or Extension?

      Hi all, I'm exploring options for integrating Zoho CRM with WeTravel (booking & payment platform for tour operators). Zapier seems to be the common method but seems limited. I'm wondering if anyone in the community has developed a more comprehensive solution,

    • Option in pipeline deal to select which hotel or branch or store if client has more than one local store

      Hi, I would like to know if there is an option in the deal pipeline to select which hotel, branch, or store a deal is related to—if the company has more than one location. For example, I have a client that owns several hotels under the same company, and

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Undo article like/dislike

      It seems to be not possible to undo your like/dislike for an article. Would be great if you can. Kind regards, Helen

    • Nested notebooks

      Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.

    • Tax in Quote

      Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from

    • Issue with "Send Email" from Quotes not loading Email Template data

      Hi everyone, I'm currently experiencing an issue when using the "Send Email" option from a Quote record in Zoho CRM. What’s happening: When I go to the Quotes module and select a record, then click Send Email, the attached file (Quote) correctly pulls

    • Dynamically Fetching Lookup Field Display Value

      I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of the

    • Stop Scrolling, Start Asking: Meet Zia for Your Files

      Hey everyone 👋 The era of 'scrolling and searching' is officially over. Whether it's a dense legal contract or a long meeting recording, searching for specific details is a massive time-sink. We think you should be able to interact with your files, not

    • Introducing a smarter, faster, and more flexible charting experience

      Hello Zoho Sheet users, We're delighted to share the latest news about a major update to charts in Zoho Sheet! The new version supports dynamic data ranges, granular styling options, faster loading, and other interesting enhancements that allow you to

    • How to create a new Batch and update Stock via Inventory?

      Hi everyone, We are building an automation where a user enters batch details (Batch Number, Mfg Date, Expiry, and Quantity) into a Custom Module. I need this to trigger an API call to Zoho Inventory to: Create the new batch for the item. Increase the

    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

    • How do I open MSG files in Microsoft Word?

      If you want to open MSG files in Microsoft Word is not natively supported, as MSG is an email file format created by Microsoft Outlook. However, there are professional approaches to access MSG content in Word. First, open the MSG file in Outlook and copy

    • Unable to charge GST on shipping/packing & Forwarding charges in INDIA

      Currently, tax rates only apply to items. It does not apply tax to any shipping or packing & forwarding charges that may be on the order as well. However, these charges are taxable under GST in India. Please add the ability to apply tax to these charges.

    • How to add packing & forwarding charge in purchase order & quotation???

      Hello Zoho Team I have just started using Zoho for my company and I wanted to make purchase order. My supplier charges fix 2% as packing & forwarding on Total amount of material and then they charge me tax. For example, Material 1 = 100 Rs Material 2

    • How to create a boxplot chart in Zoho Analytics?

      Hi, I'm looking forward to making a boxplot in Zoho Analytics, either with all my data or with a time segmentation. No documentation or YouTube video explaining that was found. I guess this is a feature gap. How feasible would it be to add this to Analytics?

    • New UI for Writer - Disappointed

      I've been enjoying Zoho Writer as a new user for about 6 months, and I really like it. One of my favorite things about it is the menu bar, which you can hide or leave out while still seeing most of your page because it is off to the left. I think this

    • What are the create bill API line item requiered fields

      While the following documentation says that the line items array is requiered it doesn't say what if any files are requiered in the array. Does anyone know? API documentation: https://www.zoho.com/inventory/api/v1/bills/#create-a-bill I'm trying to add

    • WorkDrive issues with Windows Explorer Not Responding

      We are using WorkDrive to collaborate on editing video content. We have a lot of files and quite a few are a few gigs. Recently anytime I try and work with the files Explorer freezes for a couple minutes whether it's dragging the files into Premiere or

    • Connecting Zoho Inventory to ShipStation

      we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri

    • Where is the settings option in zoho writer?

      hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards

    • Next Page