Zoho CRM Custom Modules for Campaign Response Sync

Zoho CRM SyncApps has a new feature to sync Email Service Provider (ESP) Campaign Responses to custom modules in Zoho CRM.

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

If not on Zoho CRM Enterprise edition and still need reportable Marketing Metrics in your CRM please see here for another sync option - http://support.cazoomi.com/hc/en-us/articles/205123989-Sync-your-Email-Campaign-metrics-back-to-the-original-Zoho-CRM-Campaign

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 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  
     

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.

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Custom field names and data type 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

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