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. For eg: You can instantly bring in new leads from your CRM and send welcome emails.

Periodic Sync: When you want the data to be synced at a particular time on a regular basis. For eg: If you want your CRM data inside Campaigns every Wednesday at 10 AM, then you can use a periodic sync. Also, when you want to sync data from deals and account modules, you can use this type of sync (we don't support these modules in immediate sync as of now).

Here are some screenshots for your reference,

Note: Immediate sync is available only in the email-based and subscriber-based subscription plans. And the sync might take a maximum of 10 minutes depending on the amount of data to be retrieved.

Want to try setting up the immediate sync? Check our step-by-step guide: https://www.zoho.com/campaigns/help/crm/configure-sync-settings.html

Please do let us know in the comments below how you like our new update.

Cheers,

Vaijayanthi N.

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