The Zoho Campaigns integration with Zoho CRM meets the email marketing needs of your business. Through this integration you can sync your CRM contacts with Zoho Campaign's mailing lists, send mass emails to them and track their response.

The synchronization with Zoho Campaigns helps you to export leads and contacts from CRM to Campaigns and easily plan & execute newsletters, welcome emails, customer surveys, etc. With this integration, Sales & Marketing can also track the responses from contacts and take better sales decisions while prospecting based on the response received. For example, if the response is "Clicked" on the links in email, you've better chances to promote the lead to prospect whereas "Marked as Spam" you could change the Lead Status as not interested.

Availability

Configure Zoho Campaigns Integration

You must have active user license in Zoho Campaigns and also active ZSC key in Zoho CRM to configure the CRM sync settings. If you do not have access to Zoho CRM, please contact your CRM administrator. Complete the following steps to successfully import data from CRM to Campaigns:

• Step 1- Generate ZSC Key in Zoho CRM 
• Step 2 - Set up connection between Zoho CRM and Zoho Campaigns 
• Step 3 - Configure sync Processes in Zoho Campaigns 

Step 1: Generate ZSC Key in Zoho CRM

You need to first generate the ZSC key in Zoho CRM. Only users with Administrator profile can generate the ZSC key.

To generate ZSC key

1. Log in to Zoho CRM with Administrator profile.
2. Go to Setup > Developer Space > APIs > Zoho Service Communication (ZSC) Key.
3. Click Generate Now.
   The ZSC Key will be generated. If you do not have access to Zoho Campaigns, share this key with Zoho Campaigns user to set up the integration.

Step 2: Activate and Set up Configuration Settings

To activate Zoho Campaigns

1. Log in to Zoho Campaigns.
2. Go to Settings, in the left panel > click Integrations.
3. In the Integrations page, select CRM and click Connect.

   

4. In the Authentication Details page, specify the following:

   

5. Email Address: Enter email address of your Zoho CRM account to be integrated.
6. ZSC Key: Enter the Zoho Service Communication  (ZSC) key generated from your Zoho CRM account.
7. Click Save.

Step 3: Configure Sync Processes

After activating the integration by providing the ZSC key and email address, from your Zoho CRM account, you need to specify a set of details for sync setting from Zoho CRM to Zoho Campaigns and also vice versa.

To configure sync settings - CRM to Campaigns

1. From the left panel, click Subscribers > Sync Services.
2. Select the CRM Module. Records from the selected module will be synchronized.
   Leads, Contacts, and Custom modules will be available in the list.
   • All [Records] - All the records will be synchronized with Zoho Campaigns.
   • Custom View [Records] - All the records from the selected list view will be synchronized with Zoho Campaigns.
   • Criteria [Records] - All the records that meet the specified criteria will be synchronized with Zoho Campaigns.

     

3. Specify the SyncDescription.
4. Select a MailingList from the drop-down list. The CRM records will be added to the selected mailing list.
   The mailing lists created in Zoho Campaigns will be listed. You can either choose one from the list or create a new one.
5. Click Next.
6. In Map Fields, click Map More to map other CRM fields with Campaign.
   Based on the mapping, data will be synchronized with the corresponding fields.

   

7. Click Next.
8. Under Configure Sync, specify the frequency of data retrieval.

   

9. Under Retrieval Type, choose one of the following:
   • Retrieve Data - Click Once, if you want the data in the record to be synchronized only once.
   • Sync Frequency [Specific Time] - Specify the frequency at which you want the data to be synchronized, either daily, weekly or monthly. Also specify the time at which the sync has to be carried out.

     

10. Under Data to be Retrieved, choose one of the following:
    • All Data - If you want all the data to be retrieved choose all data.
    • After - Specify the date and time after which the data will be retrieved.
11. Under Advanced Sync Settings section, specify the following:
    • Update Deleted Contacts - Contacts that are deleted from the Zoho CRM after the sync has taken place can either be deleted from the mailing list or Zoho Campaigns.
    • Exclude Email Opt-Out Contacts - All the contacts who have unsubscribed from the mailing list after a sync process will not be updated in future synchronizations. You can either remove them from the mailing list or Zoho Campaigns.

      

12. Click Initiate to start the sync.
    The sync process will be active. You can make it inactive whenever required.

To configure sync settings - Campaigns to CRM

1. Click Subscribers > Sync Services > Active Syncs.
2. In the Campaigns to CRMSettings section, do the followings:
   • Create Campaign in Zoho CRM: Enable this option to push campaigns created in Zoho Campaigns to Zoho CRM.
   • Update Campaign Member Status in Zoho CRM: Enable this option to update the status of campaign members in Zoho CRM
   • Push Member Status as Fields in Zoho CRM (Email Campaigns): Enable this to push the status of a contact or lead in a campaign as a field value in the Contact/Lead's details page.
     Also select the field to which you want to transfer the details in Zoho CRM. You can push the details to the records in the custom module also.
   • Push Member Status as Fields in Zoho CRM (Autoresponders): Enable this to push the status of a contact or lead while sending automatic replies or follow-ups as a field value in the Contact/Lead's details page.
     Also select the field to which you want to transfer the details in Zoho CRM. You can push the details to the records in the custom module also.
   • Push Subscriber Score to Zoho CRM: Enable this to push the subscribers scores in to Zoho CRM. You can select either the Contacts, Leads or Custom module.

     

3. In the Push Data to Zoho CRM section, push the recipients data in to Zoho CRM either as Leads or Contacts.

   

Track Campaign Responses

You can send both Email Campaigns as well as Autoresponders (Drip Marketing) to contacts and leads from Zoho Campaigns. After executing email campaign from Zoho Campaigns, you can easily track different types of responses within Zoho CRM's Campaigns module. You can drill-down the campaign members and view all status of the past email campaigns. In addition, you can view detailed stats of email campaign without logging into Zoho Campaigns.

To view Campaigns/Auto-responders imported from Zoho Campaigns

1. In Zoho CRM, click the Campaigns tab.
   In the Campaigns Home page, you will be able to see the list of all the campaigns.
   The column named Campaign Type indicates whether the campaign was created in Zoho CRM or Zoho Campaigns.
2. Click to open a recently completed campaign with type Zoho Campaigns.
   You can also click the icon next to Zoho Campaigns for a quick view of some important details of the Campaign without getting into the details page.
   
3. In the Campaign details page, you will be able to see the Summary of the Campaign along with the Recipient Activity.
   • The Summary section includes the important campaign details like Subject, Sender details, etc., along with the campaign response stats.
     
   • Click Recipient Activity to view the recipient list based on their response to your campaign. You can click and choose a member status to filter and view the respective list of recipients based on their response to this campaign. You can also filter and view just the Leads or Contacts for each response type from the drop-down on the right side.
     

Track Campaign Responses

To view a list of email campaigns under Contact or Lead

1. In Zoho CRM, open a lead or contact.
2. In the Lead Details page, under Campaigns related list, view the list of email campaigns.