In our previous post, we provided a few great reasons you should integrate Zoho CRM and Zoho Campaigns. We hope that you have decided to take our advice, and are ready to setup your integration!
In this 30-minute video, we will demo the Zoho Campaigns / Zoho CRM setup. It is important that this integration is setup properly, so that
- your contacts come over correctly from CRM,
- you can send email marketing without having to import/export data,
- and you can setup your lists/segments properly, to send out different emails based on type of contact.
Watch more here:
After watching this video, you should be able to properly set up your integration, by
- Making sure you have the fields ready in CRM that you want to segment,
- setting up integration, including ZSC key,
- and creating a list / setting up sync.