Integrate with Zoho CRM
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 ...
How do I generate the ZSC key?
ZSC key refers to the Zoho Service Communication Key. This was required to integrate your Zoho CRM account with Zoho Campaigns. However recently, we have disabled the ZSC key feature. Before integrating your Zoho Campaigns account with Zoho CRM, ...
How can I avoid exceeding the sync limit of 10/day and 50/month?
There are two ways you can avoid this: You can have one active sync each for the different modules from Zoho CRM to Campaigns. You can import records from those modules into different lists along with the required fields mapped. This way you would ...
Why can't I sync role-based email addresses into my lists?
Email addresses such as "info@xyz.com", "sales@xyz.com", "admin@xyz.com", "jobs@xyz.com", or "office@xyz.com" , etc. will be ignored by being imported or added in Zoho Campaigns as default. Role-based addresses are intended for specific purposes of ...
What happens when the number of contacts getting synced exceeds my plan limit in Zoho Campaigns?
If the limit is reached then active syncs gets disabled. To resume the syncs, you need to upgrade your subscription to a suitable plan that fits your database.
Can I use the same view for multiple syncs?
If you're creating an Immediate sync with Zoho CRM, you'll not be able to use the same view in multiple syncs. Using same view for two different immediate syncs will bring in same record at any given time resulting in data redundancy. However, you ...
What will happen to the converted leads in Zoho Campaigns?
Exclude Converted Leads: It will ignore Leads that have been successfully converted to Contacts. This is exclusive to Leads module only. Click the Initiate button to sync contacts from Zoho CRM.
How do I edit field mapping?
You can edit the field mapping set up for a specific sync at any given time. To edit mapping: Go to Contacts and choose Sync services. Select the respective CRM account and click Active Sync. Click the Edit icon and choose Edit Mapping. Map the ...
How do I edit retrieve details?
You can edit the retrieve details such as retrieve interval, data to be retrieved and sync contacts configuration by clicking Edit > Edit Retrieval Details in the Sync Detail View.
How do I import records from a custom view in Zoho CRM?
You can import records from specific custom views you've created in Zoho CRM into mailing lists in Zoho Campaigns. You can create a sync with a custom view created in any module in Zoho CRM. To create a sync with a custom view: From ...
When I sync contacts, there are few don’t get imported. How to find them?
In Zoho Campaigns, when you find a mismatch in count when syncing records from Zoho CRM to Zoho Campaigns, a possible reason could be records getting ignored while being imported. We maintain certain criteria for records to be excluded while ...
How do I import newly added subscribers from Zoho Campaigns to Zoho CRM?
You can push a contact along with selected fields to Zoho CRM with the help of workflows or by enabling push to CRM option in signup forms. Although you cannot directly push contacts from Zoho Campaigns to Zoho CRM, you have to opt from one of the ...
How do I update bounced contacts in Zoho CRM?
You can update the bounced contacts in Zoho CRM from Zoho campaigns. We require users to enable “Update Campaign Member Status in CRM” option in Zoho Campaigns. It will automatically update the Bounce Status in Zoho CRM for the synced records. To ...
How do I integrate multiple Zoho CRM accounts?
You can only integrate your Zoho CRM account with Zoho Campaigns. Only those users who hold the admin profile in Zoho CRM can connect their CRM accounts with Campaigns. Learn how to integrate your CRM account
How do I update records deleted from Zoho CRM, in Zoho Campaigns?
Update deleted contacts: Records that were imported into Zoho Campaigns and later were deleted from Zoho CRM can be removed from your lists in Zoho Campaigns as well. To update those deleted records in Zoho Campaigns: Go to Contacts, ...
How do I exclude contacts already opted-out in Zoho CRM?
When you set up a sync between Zoho CRM and Zoho Campaigns, you can choose to exclude the contacts who have been marked as opted-out in Zoho CRM from being imported into Zoho Campaigns. You can exclude such opted-out contacts in three ways: Remove ...
How can I avoid syncing converted leads when creating a CRM sync?
When you initiate a sync to fetch records from the Leads module in Zoho CRM, you can exclude the converted leads from being imported i.e.you can remove the leads that have been further converted to Contacts. The converted leads will be ignored in the ...
When do I change my Zoho CRM ZSC key in Zoho Campaigns?
If your ZSC key is changed in Zoho CRM then you need to make sure that it is updated in Zoho Campaigns as well. If Zoho CRM ZSC key is changed and not updated in Zoho Campaigns then your data from Zoho CRM will not sync with Zoho Campaigns as per ...
When will my CRM syncs be disabled?
Any sync with Zoho CRM may be disabled in the scenarios mentioned below. User removed from organization - When a user who created a sync in Zoho Campaigns is removed from the organization, all syncs created by that user will be disabled ...
Some of the contacts have not been pushed to Zoho CRM. Why is this happening?
In the unlikely event of an error while pushing records from Zoho Campaigns to Zoho CRM: Make sure that all the mandatory fields in Zoho CRM is mapped with respective fields Zoho Campaigns. Make sure that Zoho CRM and Zoho Campaigns integration is ...
Can I create Zoho CRM syncs with multiple accounts of the same Zoho Campaigns organization?
It is now possible to create syncs with multiple accounts. However, after September 30, 2022 we only permit one admin account of Zoho Campaigns organization to be integrated with Zoho CRM. This means you won't be able to create syncs with multiple ...
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 ...
What will happen to all the existing syncs?
We will continue to support all the syncs with Zoho CRM until September 30, 2022. After this, these syncs will be removed. We suggest that the users create a new sync that matches their requirements before the said date.
Will all my contacts from Zoho CRM be synced with Zoho Campaigns in this new integration setup?
Yes, when you create a sync between Zoho CRM and Zoho Campaigns for a particular CRM module, all contacts under that module will be synced to Zoho Campaigns. Henceforth, view will not be available, so we sync all contacts under a selected module.
What is the alternate for syncing specific contacts based on views to send targeted emails to them?
There is no alternate for syncing certain contacts based on views as we will sync all contacts in a module without relying on view in the new integration setup. However, there are two other alternative ways in which this can be achieved: Create a ...
What happens when the contacts' count in a sync exceeds the contact limit of my current subscription plan?
We will automatically upgrade to the next subscription limit if the contacts' count in a sync exceeds the contact limit. The adjustment in your subscription plan will be reflected in the upcoming billing cycle. Note: CRMPlus and Zoho One users has to ...
Is it mandatory to add the contacts to a mailing list?
It is not mandatory to add each sync's contacts to a list. Each sync created will directly push the CRM contacts to All Contacts in Zoho Campaigns. However, we provide you a choice to add the synced contacts to a list. Else, you can create a segment ...
Will all existing feature be supported in the new CRM sync setup?
Most of the existing features will be supported in the new CRM sync setup. But, the following features under CRM set up will be discontinued. This is because with the new CRM flow these features becomes either redundant or irrelevant in the new flow ...
What is subscription type?
Subscription type helps you identify if the user is interested in receiving marketing campaigns on behalf of your organization. The two subscription types are: Marketing Non-marketing
What does marketing and non-marketing subscription types mean?
Marketing Contacts under this subscription preference have granted their permission to receive all marketing related communication and adding these contacts will be reflected in your subscription plan. Non - marketing Contacts under this ...
Will the subscription type field of existing contacts be overwritten after every sync?
The subscription type field of existing contacts added to Zoho Campaigns will not be overwritten. We will only sync the subscription type of newly added contacts from Zoho CRM.