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Marketing Metrics To Zoho CRM Flow


Want to sync your Marketing Automation marketing metrics back to Zoho CRM?

See the details below!


Flow: Zoho CRM to Marketing Automation

Records from Zoho CRM Campaign/List View A and Zoho CRM Campaign/List View B are now synced to your Marketing Automation's Main List/Audience and now created into segmented Email List(s) or Group(s) with the same name under that Main List/Audience.

In Step 1 of the Set Up Configuration, you can select "Create a new Zoho CRM Campaign and sync to it" as the Campaign Response Sync Method for this requirement.

Flow: Marketing Automation to Zoho CRM

Now that the records have landed in your Marketing Automation's Main List/Audience, create and run the Marketing Automation Campaign and make sure that you have selected these Email List(s), Group(s) that were created from the Zoho CRM Campaign(s) as the recipients of the Campaign.

Let's assume that the Campaign is 100% done and when the sync runs, SyncApps will then create a new Zoho CRM Campaign together with the Marketing Automation's Campaign Responses marketing metrics such as opens, clicks, bounces, etc.

Here are a few Help Center articles that will help you have an idea of how syncing the marketing metrics back to Zoho CRM works:

Need some help?

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