Synchronize Contacts between Zoho Campaigns and CRM

Synchronize Contacts between Zoho Campaigns and CRM

Set up sync with Zoho CRM

You can set up your sync settings to schedule periodic syncing of all your contacts and leads between Zoho CRM and Zoho Campaigns on a daily, weekly, or monthly basis.

Types of sync

There are two types of sync that you can setup. They are:


  1. Immediate Sync : After you setup and initiate an immediate sync, any new record that is added in CRM will be automatically updated in Campaigns. Your records will be updated in five to ten minutes. Using immediate sync, you can only sync records from your contacts, leads, or any other custom module.
  2. Periodic Sync : Set up this sync to schedule periodic syncing of all your records between CRM and Campaigns on a daily, weekly, or monthly basis. Using periodic sync, you can sync records from all modules including your Accounts and Deals modules.
To select a type of sync:
  1. From the Navigation toolbar, choose Contacts and select Sync Services.
  2. Click New Sync, then choose either Immediate Sync or Periodic Sync.

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