How can I sync contacts between Zoho CRM and Zoho Campaigns for email marketing?
To ensure your contact database is aligned between Zoho CRM and Zoho Campaigns, follow this process:
Enable Sync from Zoho Campaigns:
Go to Campaigns → Contacts → Sync Services → Choose Zoho CRM.
Choose the CRM module (Leads, Contacts, or Custom Modules) and sync direction (one-way or two-way).
Set Filters:
You can sync only selected views or records based on criteria (e.g., Tag = "Newsletter Subscriber").
Map Fields:
Ensure custom fields like "Source", "Region", or "Subscription Type" are mapped correctly to Campaigns.
Automate List Updates:
Any new CRM contact added to a selected view will be added to the Campaigns list automatically.
Enable GDPR Compliance (if applicable):
Ensure consent fields are synced to avoid sending emails to unsubscribed users.
Use Case Example:
Marketing creates a CRM view named “Email Subscribers”. Zoho Campaigns syncs this view daily, sending campaigns only to opted-in contacts.
This keeps your campaigns accurate and prevents spam or compliance issues.
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