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Email Campaigns synced to Zoho CRM Custom Modules

Are you using Zoho CRM Enterprise Edition? If so, then this article is made exactly for you!

Modules in Zoho CRM let you organize and keep track of various aspects that help run your business. Now, you want your Email Marketing Metrics synced back to these Modules, right? With SyncApps, you can choose to sync Campaign Responses to Custom Modules in Zoho CRM.

This means that you can use Zoho Custom Records to store all Campaign Responses from Mailchimp, Constant Contact, Act-On, or other Marketing Automation solutions you use that we support.

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

If you wish to use Custom Modules for Campaign Responses, first you will need to select Sync to Custom Modules option on the Campaign Response Sync Method field in the Zoho CRM SyncApps configuration.

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Also, note that your CRM administrator will also need to create 2 Custom Modules for this feature.

  1. Email Campaigns Custom Module to store Marketing Automation Campaign information; and

  2. Campaign Responses Module to store the details of subscribers 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.

The Custom Module name to use for Email Campaigns and Campaign Responses are CustomModule2 and CustomModule1 respectively.

The Custom Module name is not displayed name, usually, it is in the format: "CustomModuleX".

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Note that, Custom Field names and data types must match the above table otherwise the sync will not work properly. 

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

WFtriggers:

WFtrigger or Zoho CRM Workflow support for Contact/Lead update (opt-out, bounce, etc) is supported in Step 1 of your Set Up.

Zoho CRM Workflow Triggers are explained here.

Need some help?

Check out the options below on how you can contact our support team and find the answers you need to help you with your SyncApps integrations. 

Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone is scheduled 

FAQs 

Check out these Help Desk articles for answers to frequently asked questions.

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Be sure to see one customer's story on how SyncApps helped them save 13 days per year of manually importing/exporting data!

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