Push Data to Zoho CRM

Push Data to Zoho CRM

You can push your contacts based on status (opens and clicks) to the Contacts and Leads modules of Zoho CRM account.

Push as Leads

Here, a lead and their  fields are pushed based on Open/Click status from Zoho Campaigns to the Leads module of Zoho CRM account.

To configure mailing lists and map fields:

  1. Log in to Zoho Campaigns.
  2. From the Navigation toolbar, choose Subscribers and select All Subscribers -> Sync.
  3. Under Zoho CRM, select Active Syncs.
  4. Under the Push Data to Zoho CRM section, click View Details.
  5. Then, click Push as Leads.
  6. Click Configure Mailing List and Map Fields call-to-action button related to Clicked Recipients/Opened Recipients.
  7. It will prompt you to Choose Mailing List page to push the reports in Leads module.
  8. In the next step, it will take you to the Map Fields page to map your Campaigns Fields to CRM Fields.
  9. In the following step, you can map your custom data to a Zoho CRM field and push the recipient activities, such as open and click campaign member status, or other custom data you wish to add to your CRM account.

Push as Contacts

Here, a contact and selected fields is pushed based on open and click status from Zoho Campaign’s mailing lists to mapped fields of the Contacts module in Zoho CRM account.

To configure mailing lists and map fields:

  1. Log in to Zoho Campaigns.
  2. From the Navigation toolbar, choose Subscribers and select All Subscribers -> Sync.
  3. Under Zoho CRM, select Active Syncs.
  4. Under the Push Data to Zoho CRM section, click View Details.
  5. Then, click Push as Contacts.
  6. Click Configure Mailing List and Map Fields call-to-action button related to Clicked Recipients/Opened Recipients.
  7. It will prompt you to Choose Mailing List page to push the reports in Contacts module.
  8. In the next step, it will take you to the Map Fields page to map your Campaigns Fields to CRM Fields.
  9. In the following step, you can map your custom data to a Zoho CRM field and push the recipient activities, such as open and click campaign member status, or other custom data you wish to add to your CRM account.

Notes

  • If a contact from Zoho Campaigns is missing the mandatory fields such as first name, last name, email address, etc.; then the contact will not be pushed to Zoho CRM.
  • You can stop pushing the recipients' status (both open and click) to Leads and Contacts modules of Zoho CRM by disabling the button.
  • You can map extra fields by clicking the Map More Fields link below the Map Fields section.
  • Use Push Custom Data to CRM fields to filter the contacts in your Zoho CRM account and later create a view based on status.

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: support@zohocampaigns.com