ActiveCampaign Connect for Zoho CRM

ActiveCampaign Connect for Zoho CRM

Contents

  1. Prerequisites.
  2. Benefits of ActiveCampaign Connect for Zoho CRM.
  3. How to install the ActiveCampaign Connect for Zoho CRM
  4. Synchronizing ActiveCampaign and Zoho CRM.
  5. How to add or remove Mailing Lists and Tags.
  6. How to check the status of the Email Campaigns in Zoho CRM.
  7. Support.

Prerequisites

  1. You must be the Zoho CRM's super admin.
  2. Zoho CRM Enterprise edition or higher required.
  3. You must have an ActiveCampaign host account.

Benefits of ActiveCampaign Connect for Zoho CRM

  1. Immediately map the contacts to mailing lists by using a custom action workflow.
  2. Sync data directly from ActiveCampaign to Zoho CRM or vice versa.
  3. Easily choose whether to use the data from ActiveCampaign or Zoho CRM for each field, in case of a discrepancy.
  4. Get sales signal notifications in Zoho CRM whenever the records were synced and updated, even though you'll be notified through mail.
  5. You can sync either contacts or leads in two ways like one-way sync or two-way sync. You can tag the contacts or leads at the time of syncing by choosing the option in the setting widget.
  6. You can choose the conflict resolution to either Zoho CRM or ActiveCampaign.
  7. You can check the previously applied API while you want to insert a new API and you can update the API.

How to install ActiveCampaign Connect for Zoho CRM

Steps involved to install "ActiveCampaign Connect for Zoho CRM":
Open Zoho CRM, Go to the marketplace.
Search for the "ActiveCampaign Connect for Zoho CRM" keyword and click the install button or if you want to try it go with the free trial version which is valid for up to 10 days.





Synchronizing ActiveCampaign and Zoho CRM

After installing the extension you have to authorize the connector to sync the tags directly from ActiveCampaign.



Select any of the organisation to connect with the connector


       After you'll be redirected to the widget settings, you can see the widget with the Base URL and API Key. After activating the details you'll get a sync option to which modules you want to sync the details. If you don't know how to find the Base URL and API key in ActiveCampaign, click on the Question mark in dark circle - Free shapes icons symbol to know where the Base URL and API Key are located.



           If you want to change the Base URL and API Key you can edit them by clicking the Report A New High History - Edit Pencil Icon Png - Free Transparent PNG Clipart Images Download icon which appears on the widget settings. You can know the status of the sync whether the ActiveCampaign was synced or not by showing "Pending" and "Activated". If the status is showing as "Pending" the ActiveCampaign was not synced with Zoho CRM, if the status is showing as "Activated" the ActiveCampaign is synced with the Zoho CRM.
           Here you can sync Leads and Contacts modules with both Zoho CRM and ActiveCampaign. Even you can sync the tags which are already existed for the leads and contacts module. After submitting the sync details you'll get a sales signal in Zoho CRM, signal shows the count of the synced contacts from both Zoho CRM and ActiveCampaign.



           By synchronizing the ActiveCampaign and Zoho CRM, you can collect and store the data in both Zoho CRM and ActiveCampaign. There are two types to sync the data
  1. One-way sync.  
  2. Two-way sync.
   1. One-way Sync: In one-way sync, you can sync the data from Zoho CRM to ActiveCampaign or ActiveCampaign to Zoho CRM. You can collect and store the data in either Zoho CRM or ActiveCampaign.



   2. Two-way Sync: in two-way sync, you can sync the data from Zoho CRM to ActiveCampaign and ActiveCampaign to Zoho CRM. You can collect and store the data in Zoho CRM and ActiveCampaign. 



If any contact is added to Zoho CRM the system will throw a notification to a sales signal shown below



How to add or remove Mailing Lists and Tags

   There are two ways to add or remove the Mailing List and Tags, which will happen in the Automation process and Manual Process    

Automation Process:
If you want to add or remove a Mailing List and Tags you have to create workflows in which module you want to. You can create workflows in both the Leads module and the Contacts module, in both of the workflow rules, we have created custom action functions by using those functions you can add or remove Mailing Lists and Tags.





      Based on your workflow conditions the Mailing List or tags will add or remove with respect to the contact. You can select multiple Mailing Lists and Tags to add or remove by using the  key. Press & hold the  key and choose to add or remove the Mailing List and Tags. Those Mailing Lists or Tags will replicate in ActiveCampaign.



      If you want to add new Mailing Lists or Tags you can directly add them from the custom action widget by pressing the "+" icon which is beside the Mailing Lists and Tags multi-select dropdowns and then press submit button. 

Manual Process:
In this process, we can add or remove the mailing list and tags manually by using the button on the "View Page" in the Leads and Contacts module. By selecting multiple records on the page you can add or remove the mailing list and tags in the same window and you will be notified through a sales signal.






Here you can add or remove the Mailing lists and tags manually by using a button named "ActiveCampaign Actions" after choosing the mailing lists and tags you have to submit the actions, then a pop-up will appear on the screen as "Action is being processed. Please wait, the signal will show under the notification".


After that submission, you'll be notified of the signal as shown below



How to check the status of the Email Campaigns in Zoho CRM

Select the campaign and send a campaign to the respected contact from ActiveCampaign by clicking  on the top right of the screen.



After sending the campaign you may know the actions of the campaign in Zoho CRM, actions to be responding to the email campaign are Open, Click, Reply, forward, and Bounce. You may see this in sales signals as well as related in Zoho CRM.

The below image is showing the sales signal of the events of the email campaign. 



The below image is showing the events of the email campaigns in the Related list.



Support

Contact Number: +919868329081
Website: www.nexivo.co


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