Integrations - Online Help

Integrate with Zoho Apps

Integrate with Zoho CRM

Zoho CRM integrates with Zoho Campaigns  to provides great benefit to your business needs such as Sales, Marketing, watching out your leads and potentials. It gives you the option to importing the contacts from CRM to Campaigns and view the sent campaigns’ and Autoresponders status, Recipients Summary such as open rate and click rate from your CRM account. 

Prerequisites

Before integrating your CRM account with Zoho Campaigns, please check that your CRM account complies with the following prerequisites.

  • You must have a user account in both Campaigns and CRM to configure the sync settings.
  • To integrate your CRM account, you must have Standard, Professional and Enterprise Editions.
  • You must have an active ZSC key to configure your CRM account. If not, please contact your org administrator.

Now,   complete the following steps to successfully import data from CRM to Campaigns:

  • Generate ZSC Key in Zoho CRM
  • Integrate  Zoho CRM with Campaigns

Generate ZSC key

  1. Log in to Zoho CRM account.
  2. Click on the Setup link at the right top of the page.
  3. In the Setup page, click Developer Space icon.
  4. In the Developer Space page, click Zoho Service Communication (ZSC) Key subtab.
  5. Copy the ZSC key and paste it in the ZSC key field in Zoho Campaigns.

Integrate your Zoho CRM Account

Before making Sync with Zoho CRM, you need to integrate your Zoho CRM profile to Zoho Campaigns account.

To integrate Zoho CRM account,

  1. Go to Contacts module --> Sync Contacts subtab.                                   
  2. In Sync Contacts page, click Sync Contacts from Zoho Services from right hand side panel.
  3. In Sync Contacts from Zoho Servicespage, specify the following:
    • Service: Choose Zoho CRM.
    • Email Address: Enter your CRM account’s email address.
    • ZSC Key: Enter Zoho Service Communication (ZSC) key generated from your Zoho CRM account.
  4.  Click Save button to proceed.

Note

Integrate with Zoho Survey

Zoho Campaigns integrates with Zoho Survey to send your survey to the subscribers via email campaign. Now, you can create user-feedback form, customer satisfaction survey, Multiple choice questions, opinion polls and send it via Zoho Campaigns.

To integrate your Zoho Survey account,

  1. In the Settings tab, click Integrations icon.
  2. In Integrations page, Click the Associate Account related to Zoho Survey option.
  3. You’ll get a message that your Survey account has been integrated.

Note

  • To integrate your Survey and Campaigns account, you must have the accounts with same email address.

Learn more on how to create a Zoho Survey campaign.

Integrate with Zoho Creator

Before importing the contacts from your Creator account, you need to integrate your Zoho Creator account with Zoho Campaigns.

To integrate your Zoho Creator account,

  1. In the Settings tab, click Integrations icon.
  2. In Integrations page, Click the Associate Account related to Zoho Creator option.
  3. You’ll get a message that your creator account is integrated.

Note

  • To integrate your Creator and Campaigns account, you must have the accounts with same email address.

Learn more on how to import contacts from Zoho Creator.

Integrate with Zoho Contacts

Before importing the contacts from Zoho Contacts, you need to integrate your Zoho Contacts account with Zoho Campaigns. Contacts

To integrate your Zoho Contacts account,

  1. In the Settings tab, click Integrations icon.
  2. In Integrations page, Click the Associate Account related to Zoho Contacts option.
  3. You’ll get a message that your Contacts account is integrated.

Note

  • To integrate your Contacts and Campaigns account, you must have the accounts with same email address.

Learn more on how to import contacts from Zoho Contacts.

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