Integrate with Zoho Apps

Integrate with Zoho Apps

Zoho Campaign allows you to integrate with other Zoho applications.

Quick Links

Integrate your Zoho CRM Account

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration.

  3. Mouse over Zoho CRM and click Connect.

  4. Click My Account from the Connect drop down.
  5. To comply with GDPR, we inform the activities that will be performed after integration,
    • Sync your Zoho CRM data with Zoho Campaigns.
    • Share your email campaigns with Zoho CRM.
    • Track the recipients who have purchased your product.
    • Share your campaign activities as member status with Zoho CRM.

  6. Click Continue.

Integrate other user's Zoho CRM account

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration.

  3. Mouse over Zoho CRM and click Connect.

  4. Click Other User's Account from the Connect drop down. A popup will appear.
  5. To comply with GDPR, we inform the activities that will be performed after integration,
    • Sync your Zoho CRM data with Zoho Campaigns.
    • Share your email campaigns with Zoho CRM.
    • Track the recipients who have purchased your product.
    • Share your campaign activities as member status with Zoho CRM.

  6. Specify the following,

    • Email Address - Enter other user's Zoho CRM account’s email address.
    • ZSC Key - Enter the Zoho Service Communication (ZSC) key generated by that user's Zoho CRM account.
  7. Click Save.

Learn more on how to import contacts from Zoho CRM

Note

  • You can integrate multiple CRM accounts. Click Zoho CRM under Integrations and click Add Accounts to integrate another account.

Integrate with Zoho Survey

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration.

  3. Hover over Zoho Survey and click Connect.

  4. To comply with GDPR, we inform the activity that will be performed after integration,
    • Add online surveys made using Zoho Survey, to your campaigns.

  5. Click Continue.
Learn more on how to create survey campaign

Integrate with Zoho Creator

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration.

  3. Hover over Zoho Creator and click Connect.

  4. To comply with GDPR, we inform the activity that will be performed after integration,
    • Sync your Zoho Creator data with Zoho Campaigns.

  5. Click Continue.
Learn more on how to import contacts from Zoho Creator

Integrate with Zoho Contacts

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration.

  3. Mouse over Zoho Contacts and click Connect.

  4. To comply with GDPR, we inform the activity that will be performed after integration,
    • Import your Zoho Contacts into Zoho Campaigns.

  5. Click Continue.
Learn more on how to import contacts from Zoho Contacts

Integrate with Zoho Forms

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration.

  3. Hover over Zoho Forms and click Connect

  4. To comply with GDPR, we inform the activity that will be performed after integration,
    • Send out the forms created in Zoho Forms as form-based email campaigns.

  5. Click Continue.
Learn more on how to create Form based campaign

Integrate with Zoho Docs

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration.

  3. Hover over Zoho Docs and click Connect.
  4. To comply with GDPR, we inform the activity that will be performed after integration,
    • We will import contacts and other files stored in Zoho Docs.

  5. Click Continue.
Learn more on how to import contacts from Zoho Docs | Learn more on how to import content from Zoho Docs

Integrate with Zoho Books

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration.

  3. Mouse over Zoho Books and click Connect.

  4. To comply with GDPR, we inform the activity that will be performed after integration,
    • Sync contacts from your Zoho Books into Zoho Campaigns.

  5. Click Continue.
  6. Enter email address and ZSC key.
  7. Click Save.

    Learn more on how to import contacts from Zoho Books

Note

  • You can integrate multiple Books accounts. Click Zoho Books under Integrations and click Add Accounts to integrate another account.

Integrate your Zoho Recruit

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration.

  3. Mouse over Zoho Recruit and click Connect.

  4. Click My Account from the Connect drop down.
  5. To comply with GDPR, we inform the activities that will be performed after integration,
    • Sync contacts and candidates from Zoho Recruit into Zoho Campaigns.
    • Share your campaigns with Zoho Recruit.

  6. Click Continue.

Integrate Other user's Recruit account

  1. Log in to Zoho Campaigns.
  2. From the Navigation toolbar, click Settings.
  3. Choose Apps under Integration.

  4. Hover over Zoho Recruit and click Connect.

  5. Click Other User's Account and enter his/her Zoho Recruit account's email address and ZSC key.
  6. To comply with GDPR, we inform the activities that will be performed after integration,
    • Sync contacts and candidates from Zoho Recruit into Zoho Campaigns.
    • Share your campaigns with Zoho Recruit.

  7. Click Continue.
  8. Specify the following,
    • Email Address - Enter other user's Zoho CRM account’s email address.
    • ZSC Key - Enter the Zoho Service Communication (ZSC) key generated by that user's Zoho CRM account.
  9. Click Save.
Learn more on how to import contacts from Zoho Recruit

Note

  • You can integrate multiple Recruit accounts. Click Zoho Recruit under Integrations and click Add Accounts to integrate another account.

Integrate your Zoho Analytics

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration.

  3. Mouse over Zoho Analytics and click Connect.

  4. To comply with GDPR, we inform the activity that will be performed after integration,
    • Sync contacts data stored in the database from Zoho Analytics to Zoho Campaigns.

  5. Click Continue.
  6. Enter your email address and ZSC key.
  7. Click Save.

Learn more on how to import contacts from Zoho Analytics

Note

  • You can integrate multiple Analytics accounts. Click ZohoAnalytics under Integrations and click Add Accounts to integrate another account.

Integrate your Zoho Invoice

  1. From the Navigation toolbar, click Settings.
  2. Choose Apps under Integration.

  3. Mouse over Zoho Invoice and click Connect.

  4. To comply with GDPR, we inform the activity that will be performed after integration,
    • Sync the contacts present in Zoho Invoice with Zoho Campaigns.

  5. Click Continue.
  6. Enter your email address and ZSC key.
  7. Click Save.

Learn more on how to import contacts from Zoho Invoice

Note

  • You can integrate multiple Invoice accounts. Click Zoho Invoice under Integrations and click Add Accounts to integrate another account.

Integrate with Zoho Meeting

By integrating your Zoho Campaigns account with Zoho Meeting, you can:

  • Add the registrants and attendees of your webinars to your mailing lists.
  • Send campaigns about the details of your webinar to the registrants.
  • Send promotional newsletters to your webinar attendees.

To integrate your account with Zoho Meeting account:

  1. From the Navigation toolbar, select Settings.
  2. Choose Apps under Integration.

  3. Mouse over Zoho Meeting and click Connect.

  4. As a step to be GDPR compliant, we'll inform the activities that will be performed after the integration that are:
    • You'll be able to run promotional campaigns for webinars scheduled in Zoho Meeting.
    • Sync webinar details from Zoho Meeting to Zoho Campaigns.
    • Sync webinars and attendees list to Zoho Campaigns.
  5. Click Continue to integrate.

Learn more on how to import registrants and attendees from Zoho Meeting
Learn more on how to create a webinar-based campaign.

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