Integrate Zoho CRM with Zoho Campaigns
Send information between Zoho CRM and Zoho Campaigns automatically, without writing any code, using Zoho Flow.
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Add a new contact in Zoho Campaigns whenever a new contact is added in Zoho CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in Zoho Campaigns whenever a new contact is added in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow adds a contact to an existing list. Updates the details of the contact if it already exists. in Zoho Campaigns.
Add a new contact in Zoho Campaigns whenever a new contact is added in Zoho CRM
Zoho CRM + Zoho Campaigns
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Supported triggers and actions
Integrate Zoho CRM and Zoho Campaigns using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
User created or updated
Triggers when the details of an existing user are created or updated
New note
Triggers when a new note is added
New lead
Triggers when a new lead is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New contact
Triggers when a new contact is created
Updated deal
Triggers when an existing deal is updated
Campaign failed
Triggers when a campaign is paused, stopped, or cancelled
Campaign sent
Triggers when a campaign is successfully sent
Campaign created
Triggers when a new campaign is created
Contact unsubscribed from list
Triggers when a contact is unsubscribed from the selected list
Subscriber added to list
Triggers when a subscriber is added to the selected list
All Actions - Actions are the automated tasks
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Enroll cadence
Enrolls an existing record to a cadence
Un-enroll cadence
Un-enrolles a record from the cadence
Update related module entry
Relates an entry in this module with an entry in another module
Draft email template
Drafts an email based on the selected template
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Remove tags
Removes tags from the specified record
Send mail merge
Sends a mail merge with details of the selected record
Add tags
Adds tags to the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send email template
Sends an email to the specified users
Add user
Adds a new user
Add note
Adds a note to the selected module
Raise signal
Raises a signal to Zoho CRM
Update user
Updates the details of an existing user based on user ID
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch lead
Fetches a lead by email address or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch user
Fetches the details of an existing user by name or email address
Fetch email template
Fetches an email template by name
Fetch account
Fetches an account by its name or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch event
Fetches an event by its title or unique ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
Create tag
Creates a new tag
Clone campaign
Creates a copy of an existing campaign
Add contact to list
Adds a new contact to the specified list
Create list
Creates a list with the specified emails
Add contact to workflow
Adds a contact to the selected workflow
Send campaign
Sends the selected campaign
Add or update contact
Adds a contact to an existing list. Updates the details of the contact if it already exists.
Tag contact
Tags the specified contact
Update list
Updates the details of an existing list
Move contact to do-not-mail list
Moves the specified contact to the do-not-mail list
Associate list to campaign
Associates an existing list to the selected campaign
Untag contact
Untags the specified contact
Fetch campaign report
Fetches the report for the specified campaign
Fetch contact
Fetches the details of an existing contact
Fetch contact from list
Fetches the details of a contact by email address
Unsubscribe contact
Removes the specified contact from an existing list
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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What is Zoho Campaigns?
Zoho Campaigns helps you create and send personalized email campaigns. With features like predefined templates, autoresponders, intuitive editor, and reports, you can better engage your customers.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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