Email Campaigns synced to Zoho CRM Custom Modules

Zoho CRM SyncApps has a feature to sync Campaign Responses to custom modules in Zoho CRM.

What this means is that we are able to use Zoho Custom Records to store all Campaign Responses from MailChimp, Constant Contact, Act-On or other marketing automation solutions we support.

Please note that Zoho's Custom Module feature is only available in the Zoho CRM Enterprise Edition.

To use custom modules for campaign responses you will need to select Sync to Custom Modules option on Campaign Response Sync Method field in the Zoho CRM SyncApps configuration.

Your CRM administrator will also need to create 2 custom modules for this feature.

1) Email Campaigns custom module to store ESP campaign information and 2) Campaign Responses module to store details of subscriber campaign metrics such as the number of opens, clicks, etc.

After your custom modules are created you will then need to create custom fields for each module:

  • Custom Module: Email Campaigns
    Custom Field Name Data Type
    Sent Date DateTime
  • Custom Module: Campaign Responses
    Custom Field Name Data Type Related List Label
    Email Campaign Lookup - Email Campaign Campaign Responses
    Contact Lookup - Contact Campaign Responses
    Lead Lookup - Lead Campaign Responses
    Opens Number  
    Clicks Number  
    Bounces Number  
    Email Events TextArea (Large)  
    Sent Date Date Time  
     
  • Note - mapping Forwards works only for Constant Contact API
    Forwards Number  

In your SyncApps configuration, you will need to enter the custom module id (not module label) so SyncApps will know which module to be used.

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In the above screenshot the custom module name to use for Email Campaigns and Campaign Responses are CustomModule2 and CustomModule1 respectively.

save image

Custom field names and data type must match the above table otherwise the sync will not work properly.

Custom_Modules_Zoho_CRM.jpg

To add custom modules please open the following URL:

https://www.zoho.com/crm/help/customization/custom-modules.html

To add custom fields please open the following URL:

https://www.zoho.com/crm/help/customization/custom-fields.html

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