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CRM Integration and Sync in Zoho Campaigns

zoho campaigns crm integration and sync

This video on CRM integration and sync was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/

Segments and Topic Assignments in Zoho Campaigns

segments and topic assignments in zoho campaigns

This video on segments and topic assignments was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/

Sending an Email Campaign in Zoho Campaigns

sending an email campaign

This video on sending an email campaign was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/

Creating Topics in Zoho Campaigns

creating topics in zoho campaigns

This video on creating topics was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/

Settings Inside Zoho Campaigns

settings inside zoho campaigns

This video on settings was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/

Utilizing The New Sync For Zoho Campaigns

This past spring, Zoho released a big update for Campaigns which included new improvements to Sync, Topics, and Segments. Prior to this update, a true real-time sync did not exist. For the last 3 years, there was an Immediate Sync and Periodic Sync that users could choose from, but both had their quirks. Luckily, thanks […]

Zoho Campaigns Full Product Tutorial – 2022

Zoho Campaigns Full Product Tutorial with a man holding a megaphone in the shape of the Zoho Campaigns logo

In this tutorial, we review Zoho’s email marketing tool, Zoho Campaigns. This application allows marketers to manage leads and contacts they wish to send targeted emails to for both one-off emails or fully built-out drip campaigns. ? TIME STAMPS ? Please use the following time stamps below to navigate the various sections of this product […]

Automating Zoho Campaigns Topic Assignment based on CRM Tags

Following up on our tutorial covering the new Sync inside Zoho Campaigns, Greg put together simple but great automation to assign Leads or Contacts a topic based on Tags inside the CRM. ? TIME STAMPS ? 0:00 Intro 0:52 Setting Up the Sync 2:05 How the Tags Appear in Campaigns – 2:40 Creating the Workflow

How to Set Up the NEW Zoho Campaigns Sync

Zoho recently released an update to Zoho Campaigns with a NEW and improved sync. In this tutorial, we cover everything you need to know to activate and set up the sync. ? TIME STAMPS ? 0:00 Intro 0:26 Getting Started 2:15 Setting Up Topics – 4:10 Activating the New Sync 4:20 Creating a Sync 8:45 […]

How to sync Zoho Campaigns with Zoho CRM

When it comes to syncing Zoho Campaigns with Zoho CRM, there are a few extra things you will want to know to prevent future headaches. We cover everything from the sync to a couple of extra tips in this video tutorial. ? TIME STAMPS ? 0:00 Intro 0:25 Getting Started 1:25 Creating a Sync 3:50 […]

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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