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Anyone else struggling with an integrated CRM to Marketing Automation. Our process used to work smoothly than with MA 2.0 it has been spotty at best. Seemingly no matter what I do, I can not trigger journeys from the CRM anymore. For months I've beenMarketer's Space - Get effortless subscription management for CRM-synced contacts using Journeys
Hello, marketers! Welcome to another post in the CRM Integration Series in Marketers’ Space. We’ve been exploring how integrating Zoho CRM with Zoho Marketing Automation (ZMA) can enhance your marketing efforts, especially via the Journeys feature. ThisEmail Campaigns overview page is missing SENT DATE and # people sent to!
I would like to see the date the email campaign was sent, so I can understand and track when each email campaign was sent. Right now, unless you go to a contact who received a campaign, you cannot see when the campaign was sent (!!!!!!). So, if my bossQuickly delete items in email builder?
When deleting items in the email builder, it requires two clicks: one to hit the trash icon on the item, and then another click to confirm the delete. Is there anyway to skip the confirm deletion? Some kind of hot key like the Command button on the macUse 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, etcCopying and pasting emails from CRM to Marketing Automation
Hello, My Zoho consultants built all my customer nurture emails in CRM instead of Marketing Automation. I would like them all in Marketing Automation. Can they simply copy and paste the emails from CRM to Marketing Automation? Or will they need to rebuildMarketer’s Space: Supercharged Journeys with Zoho CRM Integration
Hello Marketers! Welcome back to another post in Marketer’s Space! Today, we’ll explore how integrating Zoho CRM with Zoho Marketing Automation (ZMA) can take Journeys to the next level. In this post, we’ll look at a specific use case to demonstrate howI have been looking for CVID to get segmate list where & how can fnd it?
I am trying to get segment details from the Zoho API. The API documentation says that the CVID is a mandatory parameter, but I cannot find the CVID in the "getmailinglists" API. Can you tell me where to find the CVID?Zoho Marketing Automation APIs
When I want to create New lead in marketing automation , I want to add First Name and Last Name as well along with Email but there is no option like this in API . Can you please give me the API which will fulfill my condition ?Multi branding issue with sender addresses
Hello, I'm currently working on a project involving two (seperate) brands. Named 'Windeck' and 'Prolance'. They've chosen CRM Plus and I'm currently working on CRM, SalesIQ, Social and Marketing Automation. So far, I'm able to make enough separationsZoho MA and Custom Module
I am trying to create a sync between Markting Automation and Zoho CRM. I am mapping a custom module from the CRM. The custom module has email field mobile phone field However I cannot finish the integration since the system keeps asking me for email orSegmenting Contacts Based on Product Purchased
I am trying to organize our main Marketing Automation email list in a way that segments contacts based on products they have purchased (for example in this case it is 3 different products). To my knowledge, this would require the sync from Zoho CRM toMarketer's Space: Streamline marketing and sales by integrating ZMA's Planner with Zoho CRM
In a competitive market, clear goal-setting and seamless campaign execution are crucial for marketing and sales alignment. When integrated with Zoho CRM, Zoho Marketing Automation's Planner enables marketers to create, manage, and measure campaigns effectivelyis it possible to pull the landing page and email campaign from Zoho app to Zoho marketing? Can I get all the benefits that exclusive app that offers in ZMA?
There is a exclusive Zoho apps for landing page design, email campaign, and same features are there within ZMA as well for to setup landing page and email campaign. can ZMA offer all or limited features of those apps? I request please provide demo andMass delete leads
How do I mass delete leads in ZMA? I want to delete leads that have not opened emails in 6 months. But I can only select 200 at a time - there are thousands.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 isCreate journey and use history data of website (e.g. page visited)
I'm trying to figure out how to create a journey that allows me to do something (e.g. top up lead score) based on something the contact did before he filled in the submission form and actually became a contact. Example: anonymous website visitor visitsCall to Action (CTA) - Embedded (Not a Pop-up)
Is there something comparable to creating a Call To Action that's embedded or inline, but isn't a pop-up? Similar to Hubspot's? https://knowledge.hubspot.com/ctas/create-calls-to-actionMail sent from Journey in Marketing Automation not syncing in CRM Contact Details
Hi, I've created a module in Zoho CRM called "test module" and synced it in Zoho Marketing Automation, in a list called "test module list". Then I created just one contact in test module, and it synced correctly in the zoho marketing automation list.Marketer's Space: CRM Integration—Using Deal and Account Properties for Smarter Segmentation and Lists
Hello marketers, Welcome back to another post in Marketers' Space as we continue our series on CRM integration. This week, we’re exploring how integrating with Zoho CRM helps you access deal and account properties, empowering you to achieve precise segmentationProblem 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.Engagement Pop Ups not showing on the webpage
We have created and setup an engagement pop up but it is not showing on the web page. The trigger is when a visitor enters the page. Here is the page: https://atiaustralia.edu.au/industries/security/. Can you please help us?Problem with Journeys and campaign sending
I'm a new user for Zoho Marketing Automation, so maybe I'm doing something wrong, but I just can't seem to solve it. So I have 5 sign up forms, all of them SHOULD add contacts that submit it to a list. Then a Journey with a "added to list" trigger wouldEngagement Pop-up with different users language
Can I have pop-ups with different languages according to the user language?Journey send email action
Hi, Can someone tell me what this means (in picture) please ?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.We are unable to integrate Zoho MA with Zoho CRM due to an error message being displayed
We are using the Zoho One version and would like to integrate both tools. However, during the integration process, an error message appears stating 'This account is already integrated,' although we do not have Zoho CRM integrated with Marketing Automation.Can't create segments/lists based on Account field values in MA 2.0
Hello, I recently discovered that for some reason you can't create a segment/list that shows all contacts, based on certain criteria from the Account module. For example: In CRM there is a multi-select field in the Account module to manage subjects ofCan Zoho Marketing Automation 2.0 push data to crm as a journey update the details in the CRM ?
What I am trying to do is we get facebook leads and we get them directly in the CRM and then they are synced with Marketing Automation so they Stat receving mails, Whatsapp messages then if they reply their contact details are updated and then I triedImporting contacts - from Zoho CRM - contact are missing
Hi.. I'm still trying to get my head aroudn the Zoho world.. so bear with me ;-) I imported a few contacts: (3781) But Marketing Automation is showing me only a limited number of total contacts: Did the 2700odd contacts vanish.. or am I missing the oneMarketer's Space: Smarter Marketing with CRM Integration
Hello Marketers! Welcome back to another deep dive into smart marketing strategies at Marketers' Space! Today, we’re kicking off an exciting series focused on how Zoho CRM and Zoho Marketing Automation (ZMA) when integrated can transform your marketingMarketing Automation 2.0 Doesn't Allow to Sync Contact Owner with Zoho CRM
Hello, I'm trying to sync the Zoho CRM contacts module with Marketing Automation. When I try to choose "Contact Owner" as a field to map between the CRM and Automation, I get the following message: "This field cannot store this data type." Is there aDeliverability
I have been doing a regular email weekly for the last 6 months. During this time, the open rate is consistently around 20%, representing 500+ opens on the list. It has been as high as 700. These last 2 weeks, this has dropped to 300, so almost halved,ZMA - Filtering special characters in emails ?
It's known that you can use the + symbol in gmail for creating an array of alternate emails connected to the original account : eg firstnamesurname+anything@gmail.com. I was using this format to test the routing on our webforms but it's not working nowHow to remove hard bounce in ZMA 2.0?
I am facing this issue, and I can't find an option to remove the hard bounce.aMarketer's Space: Re-engage your Audience with WhatsApp Journeys
Hello Marketers, Welcome back to another post in Marketers' Space! We’re continuing our WhatsApp Journeys series, diving into strategies that ensure your marketing efforts don’t go unnoticed. So, you drafted an email with personalization, a compellingMarketer's Space - Mastering Utility Templates in WhatsApp Journeys
Hello marketers! Welcome back to Marketer's Space! We’re continuing our WhatsApp Journeys series, diving deeper into how to make your marketing efforts more efficient and personalized. This week, we’ll be looking at utility templates and how to make useMarketer’s Space: Creating Personalized Experiences with WhatsApp Journeys
Hello, marketers! Welcome to another post in Marketer's Space. In our previous post, we explored the basics of WhatsApp marketing and why it’s a must-have tool for marketers like you. This week, we’re diving deeper into how to maximize your WhatsApp campaignFollowup on same mail thread
Hi, Is it possible to send follow-up mails on our previous campaigns in Marketing Automation, such that the lead can see all our mails in the same thread?Email open rate dropped vs Sales Push
Hi, Ever since we have shifted to ZoHo MA from Sales Push, our open rates and CTR have started dropping. Can someone help, how to do RCA and improve going forward?Next Page
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Gmail is ramping up its email sender policy from November 2025
Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, weWhatsApp Message Pricing Changes (Effective July 1, 2025)
Starting July 1, 2025, Meta will introduce a per-message pricing model on the WhatsApp Business Platform, replacing the current conversation-based billing. This update affects all WhatsApp messages sent through Zoho Marketing Automation. We’ve brokenGoogle Analytics version update | GA 4
Hello Marketers. This post is to notify you about the update of Google Analytics 4(GA4), the next generation of analytics which collects event-based data. What's GA4 and Why does it matter? Google Analytics 4 is the latest edition of website and app analyticsAnnouncing migration support for Zoho Marketing Automation 2.0
*** This post aims to cover details on how we support the migration plan from the older version of Zoho Marketing Automation, giving module specific guidance, timelines and some FAQs. *** Dear Marketing Automation Users, We understand your eagerness to
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Checking client unsubscribe details
Hi team, Can you please let me know where we can check if a client has unsubscribed, along with the date and time it was done? If this information is not available at our end, please help confirm the unsubscribe date for the below email ID from the backend:Sync Zoho Marketing Automation with Zoho Forms
I can't find a section where the integration between Zoho Marketing Automation and Zoho form is explained. And how form subscription works with opt-in and consents.
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Gmail is ramping up its email sender policy from November 2025
Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, weMarketer’s Space - WhatsApp Pricing Update: What Marketers Need to Know and Do
Hello Marketers, Welcome back to Marketer’s Space! WhatsApp made changes to their pricing model on July 1, 2025, moving from conversation-based pricing to a per-message pricing model. This week’s post focuses on what these changes mean for your WhatsAppWhatsApp Message Pricing Changes (Effective July 1, 2025)
Starting July 1, 2025, Meta will introduce a per-message pricing model on the WhatsApp Business Platform, replacing the current conversation-based billing. This update affects all WhatsApp messages sent through Zoho Marketing Automation. We’ve brokenMarketer's Space: Leveraging CRM Data for Dynamic Content and Personalized Campaigns
Hello Marketers! Welcome back to another post in Marketer’s Space! We’re excited to continue our series on the many advantages of integrating Zoho CRM with Zoho Marketing Automation (ZMA). This series is designed to help you unlock the full potentialMarketer’s Space - Automating CRM Actions with Journeys - Part 1
Marketing and sales go hand in hand, yet teams often struggle with inefficiencies in lead management. Leads may go cold due to delayed follow-ups, and valuable prospects might get lost in the shuffle. This is where integrating Zoho CRM with Zoho Marketing
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