Integrating ZOHO Campaigns with ZOHO CRM
£300.00
With this service we set up the integration between your CRM and your Campaigns software and make sure it is accurate and working first time.
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Product Details
Confirm Data Mapping - Confirm the prospect/client profile and the data that would identify them is being captured in the CRM. Also Map Account data in ZOHO CRM to ZOHO Camapiagns.
Set up Leads and Contacts Marketing Lists: Set up two marketing lists with segments that reflect the prospect/client profiles and the data that is being shared with the CRM
Set up synchronisations with CRM: Map data from CRM to fields in Campaigns - creating fields where these are non standard Set up the synchronisation and check that data has been mapped as expected.