Sync with Zoho CRM

Click to view the answer:

1. I see that I can sync leads and Contacts but how do I sync leads with a specific view?

When users sync records, they tend to miss out the Criteria option in the first step of sync settings. It is easy to filter the leads by certain criteria or subset as it is assigned in CRM field. In sync settings page,

  1. Choose the Leads under the Module to sync.
  2. Select the Criteria and choose the field to filter the leads.
  3. Complete the mapping field, fetching interval steps to complete the sync process.

Note

  • This functionality is applicable to paid users only.

2. When I Sync the contacts, there are few contacts that do not get fetched into Zoho campaigns account. How to find those contacts?

You can view the contacts by viewing the Import Details. To view import details

  1. Go to Contacts --> Sync Contacts
  2. Click the sync name --> Import Details
  3. This will take you to Import History where you can view the Invalid Contacts

3. I would like to send an email campaigns to my "potentials". I can see how to sync contacts and leads but not potentials. Is there a way to do this?

  1. Go to Contacts --> Sync Contacts.
  2. In Sync Details, select Contacts from the drop-down menu.
  3. Choose the Criteria option and select the check box related to PotentialsFields.
  4. Now, set the conditions by selecting the Potentials and filter the records from the Potentials tab.

Note

  • This functionality is applicable to paid users only.

4. How can I not exceed the sync limit of 5/day and 15/month?

There are 2 ways through which you can avoid this limitation.

Firstly, Sync all Contacts/Leads from Zoho CRM to Zoho Campaigns. Then, you can create segments to filter the contacts/leads based on criteria and target email campaigns to a particular set of contacts/leads under each segment.

Secondly, If you frequently add new contacts in Zoho CRM, please select the fetch interval as Daily, Weekly or Monthly.

Note

  • It is recommended to map all Zoho CRM fields to Zoho Campaigns fields.

5. Is there a feature allowing us to add new contacts from Zoho Campaigns to Zoho CRM?

Yes, it is possible to push data from Zoho Campaigns to Zoho CRM account. You can push an e-mail address along with the open and clicked reports in the related fields in Leads or Contacts tab in Zoho CRM.

For example, you can push contacts based on open and click activity.

6. I was trying to sync contacts but it could not sync "info@zylker.com". Is there any problem with the sync?

Any contact, which starts with info, sales, admin, jobs, and office will not be imported and if a customer requests with a valid reason, we will allow them by changing the settings from our end. Nobody would provide the sales or info id as his contact email id and sending the campaign to those email ids has a high chance of getting marked as spam and that is the reason, we have blocked them.

7. How can I find my ZSC key in my Zoho CRM account?

You can find the ZSC key by following the steps below:

  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 ZSCkey and paste it in the ZSC key field in Zoho Campaigns.

Note

  • Only administrators can access ZSC key in Zoho CRM

8. How can I change my ZSC key in my Zoho Campaigns account?

You can regenerate your ZSC (Zoho Service Communication) key by copying the ZSC key from your Zoho CRM account and pasting it in your Campaigns account.

  1. Go to Contacts --> Sync Contacts
  2. In Sync Contacts page, click the View Details of your Campaigns to CRM Settings.
  3. Here, you can change the ZSC key option.

Note: Once you regenerate the ZSC key, all previous syncs will become inactive and you have to enter the new ZSC key in your Zoho Campaigns account to activate the periodic syncs.

9. How do I allow other users of my org to sync my records in their Zoho Campaigns account?

You can allow other users to sync your records to their Zoho Campaigns account by following the steps below:

  1. Go to Contacts --> Sync Contacts
  2. In Sync Contacts page, click the View Details of your Campaigns to CRM Settings.
  3. Here, you can allow/deny other users to sync your records.

10. How do I sync my records from Accounts module of Zoho CRM?

You can sync contacts from Account module by following the steps given below:

  1. Log in to Zoho Campaigns account
  2. Go to Contacts   --> click Sync Contacts
  3. In Sync Details page, select the Contacts from the drop-down menu
  4. Choose the Criteria option and select the check box related to Account Fields

Now, set the conditions by selecting the Account Information from the drop-down menu to filter the records from the Account module.

11. I have 600 contacts in custom view of Zoho CRM but after syncing contacts to Zoho Campaigns, I find 200 contacts only. Can someone explain it?

The reason behind the mismatch is due to invalid contacts. You can check invalid contacts in the following path:

  1. Go to Contacts--> Sync Contacts
  2. Click the sync name -->Import Details
  3. This will take you to Import History where you can view the Invalid Contacts

12. What happens when the number of contacts getting synced exceeds my plan limit in Zoho Campaigns?

In such case, you can sync contacts up to the plan limit. You can find the contact details under import history.

  1. Go to Contacts --> Sync Contacts
  2. Click the sync name --> Import Details
  3. This will take you to Import History where you can view the number of Contacts

13. I want to delete the bounced contacts. How do I update bounced contacts back in Zoho CRM?

You can delete the bounced contacts (Hard bounced) by creating a custom view for bounced contacts in Zoho CRM and mass delete.

You can make use of "Push Member Status as Fields in Zoho CRM" feature to update the email campaign related status such as open rate, click rate or bounce status of every contact or leads in your Zoho CRM account. Later, you can create a view to delete or do any other operation on the basis of Campaign status.

How to enable this option in Zoho Campaigns?

To enable this option, click on Contacts tab---> Sync Contacts--->Campaigns to CRM Settings --->View details.

  Enable "Push Member Status as Fields in Zoho CRM" and choose the CRM textarea type field to which the status needs to be updated for leads/contacts. By default the available textarea field in CRM will be populated. You can also create a new textarea field named "member status" or with any other name in Zoho CRM and choose the same when you enable this option.

Creating view in Zoho CRM based on the updated field

    To create a view:

  1. Go to Contacts or Leads module in CRM.
  2. In All Contacts page, Click Create View option
  3. Give a name to the view.
  4. Choose the Field (textarea field) containing campaign status.
  5. Specify the Criteria as bounced status.

For example: If the selected field is "Description", your Criteria should be "Description contains Bounced".

Once done, select all the contacts/leads filtered through this view and mass delete.

Learn more about push member status  

14. How to integrate multiple Zoho CRM accounts?

To integrate multiple Zoho CRM account, follow the steps given below:

  1. Go to Contacts --> Sync Contacts
  2. Click Sync Contacts from Zoho Services from right hand side.
  3. In Click Sync Contacts from Zoho Services page, choose the service as Zoho CRM
  4. Enter the Authentication Details such as email address and ZSC key
  5. Click Save button to proceed