What are the prerequisites to integrate with Zoho CRM?
Before integrating your Zoho CRM account with Zoho Campaigns, please check that you meet the following requirements:
- You have active user accounts in both Zoho Campaigns and Zoho CRM to sync contacts/leads.
- Zoho CRM administrator status to access the ZSC key that allows Zoho CRM to integrate with Campaigns.
Related Articles
How to set up integration with Zoho CRM
We have recently updated to a new Zoho CRM integration model in Zoho Campaigns. Please click here for the updated help document. Prerequisites Before integrating your Zoho Campaigns account with Zoho CRM, please check that you meet the following ...
What are the prerequisites in the new CRM integration model?
Before integrating your Zoho Campaigns account with Zoho CRM, please check that you meet the following requirements: You should have Standard Admin role in Zoho Campaigns. You should have Administrator account in Zoho CRM. You can integrate only one ...
Integrate with CRM applications
Integrating your CRM account with an email marketing software helps you to establish a strong relation with your contact base and improve contact engagement. You can keep a track of each and every action that you take, eventually creating a complete ...
How to set up integration with Zoho CRM - New integration model
Prerequisites Before integrating your Zoho Campaigns account with Zoho CRM, please check that you meet the following requirements: You should have Standard Admin role in Zoho Campaigns. You should have Administrator account in Zoho CRM. You can ...
Push data to Zoho CRM
You can push your contacts based on their status (opens and clicks) to the Contacts and Leads modules of Zoho CRM account. Contacts who meet the following criteria will be pushed to respective modules in Zoho CRM, Contacts who have the value in the ...