How to set up integration with Zoho CRM

How to set up integration with Zoho CRM

Prerequisites

Before integrating your Zoho Campaigns account with Zoho CRM, please check that you meet the following requirements:

  • You have active user accounts in both Zoho Campaigns and Zoho CRM to sync contacts/leads.
  • If you need to sync custom modules, you will also need an Enterprise Edition CRM account.

Integrate your Zoho CRM account

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

To integrate your Zoho Campaigns account with Zoho CRM,

  1. From the Navigation toolbar, click Settings and choose Apps under Integrations.

  2. Mouse over Zoho CRM and click Connect.
  3. Click My Account from the Connect drop down.
  4. To comply with GDPR, we inform the activites 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.
  5. Click Continue.
  • With the laest OAuth API, you don't have to enter email address and ZSC key.

    • Use cases

    1. When do I change my Zoho CRM's ZSC key in Zoho Campaigns?

    You need not change your ZSC key in Campaigns. If there is any kind of error in the ZSC key, you have the option to simply re-integrate your account and continue.

    2. When will my CRM syncs be disabled?

    Your CRM syncs may be disabled due to one of the following reasons:

    • If your Campaigns subscription has expired.
    • If you've downgraded your Campaigns subscription plan.

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