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