Sync leads from Office 365

Sync leads from Office 365

Zoho MarketingHub enable you to import contacts from Office 365. All you have to do is integrate your Zoho MarketingHub account with Office 365 and create a sync. Then contacts in your Office 365 account can be automatically imported as leads into your Zoho MarketingHub account.

Create Sync

1. From the Navigation bar, click Leads and select Sync services.

2. Navigate to Office 365 sync setup and click New sync.

    

3. Enter the following details,

  • Sync name: Give your sync a name.
  • Sync to mailing list: Select the mailing list in Zoho MarketingHub to which you want to import the leads. You can also create a new mailing list and associate it here.

4. Click Next.


Map Your Fields

You can map your Office 365 fields to Zoho MarketingHub fields in this section. Basic details such as email address, first name, and last name are pre-mapped. Mapping the email address field is mandatory. You can map additional fields by clicking on Map more link. Once done, click Save and Continue.


For instance, you can map the birthday field in Office 365 against a custom field in Zoho MarketingHub.

Birthday (Office 365) = Birthday (Zoho MarketingHub' custom field)*

*To add a new custom field in Zoho MarketingHub while mapping the fields, click New fields option.

Sync Detail View

1. From the Navigation bar, click Leads and select Sync services.

2. Navigate to Office 365 sync setup and click Active syncs. 


3. Hover over the sync and click View details.


You can view sync details like mapped list, and last retrieval time; subscriber details like number of newly added, re-added, duplicate and deleted leads. The sync remains active till the completion of subscriber import.

Import details/history

Use this option to get a detailed history of the leads synced from Office 365 to Zoho MarketingHub. You can see this in the detailed view of the sync.



Status
Description
Total Leads
 Leads imported/synced in a single fetch.
New leads
Leads added to the MarketingHub org.
Re-added leads
 Leads already deleted in MarketingHub account but now added again.
Duplicate leads
Leads already present in MarketingHub account.
 Ignored leads
 Leads are not added to the mailing list.
 Deleted leads
 Leads deleted in Reports account and getting updated in MarketingHub as well.

Do more with sync services

To create sync with Google, click here.

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