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Zoho Campaigns Integration: The Best Email Marketing Platform

Zoho Campaigns Integration: How does Zoho Campaigns help in my email marketing efforts? Zoho Campaigns is built in a way to facilitate every stage of your email marketing. It lets you import, export, and organically grow your mailing lists. The presence of customizable, readymade

Bit Form is a WordPress form builder plugin that can integrate with over 50+ popular platforms, including Zoho CRM, Zoho Sheet, Zoho Campaign, ActiveCampaign, Airtable, Agiled CRM, Dropbox, Copper CRM, Capsule CRM, HubSpot, Groundhogg, Google Drive, Google Sheet, Zoom, Zoho Recruit, Zoho Desk, Zoho Bigin, WooCommerce, WebHooks, Trello, Telegram, SendFox, Propovoice CRM, Moosend, and MailPoet. This can help you save time and effort, and improve your lead generation and customer management processes.

Using Zoho Campaigns integration with WordPress form builder, you can automatically push your WordPress form data in Zoho Campaign. You can easily integrate without any coding. This Documentation goes through the configuration process.

Zoho Campaigns Integration Tutorial

Authorization of Zoho Campaigns Integration

To set up the Zoho Campaigns integration in Bit Form, simply go to the Bit Form plugin and open up the form you want to work on. Then, head to the form settings and look for the integrations section. Click on the plus icon to add a new integration, and search for Zoho Campaigns from the available options.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Data Center: Select a Data Center from the drop-down list.

To get your Zoho Campaigns Client ID and Client Secret, follow these steps:

  • Access Zoho Developer Console: Go to “Zoho Developer Console“.
  • Add Client: Click on “Add Client” and choose “Server-Based Application” as the client type.
  • Name your Application: Provide a descriptive name for your application.
  • Gather Integration Details:
    • Go to your integration’s settings page (separate platform).
    • Copy the Homepage URL from the integration settings.
  • Paste Homepage URL: In the Zoho API Console, locate the “Homepage URL” field and paste the copied URL.
  • Gather Authorized Redirect URIs:
    • Still on your integration’s settings page, copy the Authorized Redirect URIs.
  • Paste Authorized Redirect URIs: In the Zoho API Console, find the “Authorized Redirect URIs” field and paste the copied URIs.
  • Create Client: Click the “Create” button to finalize the process.
  • Copy Client Credentials: The Zoho API Console will display your “Client ID” and “Client Secret“.
  • Integrate Credentials: Copy and paste these credentials (Client ID and Client Secret) into the designated fields on your integration platform.

Once you have successfully entered your Zoho Campaigns Client ID & Client Secret, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Zoho Campaigns Integration with Bit Form - Authorization is Success

List: Select the contact List from the dropdown.

Zoho Campaigns Integration with Bit Form - Choose List

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Zoho Campaigns. The “Contact Email” field is the default and required field in Zoho Campaigns, so you will need to map your form’s “Contact Email” field to this field in Zoho Campaigns. You have the option to map additional fields by clicking on the Plus (+) icon.

Zoho Campaigns Integration with Bit Form - Field Mapping
  • Contact Email – Required Field
  • Address
  • City
  • Company Name
  • Country
  • Facebook Handle
  • First Name
  • Job Title
  • Last Name
  • Lead Source
  • LinkedIn Handle
  • Mobile
  • Note
  • Phone
  • Secondary Email
  • State
  • Title
  • Twitter Handle
  • Website
  • Zip Code

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Zoho Campaigns Integration with Bit Form - Finish and Save
Zoho Campaigns Integration with Bit Form - Integration is Success

Configuring the conditional logic

Now, let’s set up some conditional logic to trigger the integration for the submitted data. To do this, head over to the conditional logic section. You have the option to create a new conditional logic or use an existing one. Make sure to set the Action behavior to “Always” and check the Integration under Additional Actions. Then, select your desired Integration, in this case, “Zoho Campaigns API“. Once done, just click on Update.

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration. To see your response, just head over to the Response section in Bit Form, click on your record, and then scroll down. Below your Timeline, click on Show Integration Logs.

Zoho Campaigns Integration with Bit Form - Responses
Zoho Campaigns Integration with Bit Form - Integration Log

note-icon-bit-apps  Note

When you send data in Zoho Campaigns, you’ll receive an email confirmation message to the email you’ve provided. The data won’t be inserted until you confirm it. If you’d like to skip the email confirmation step and send data without it, you can do so by adjusting some settings in Zoho Campaigns. Just disable the SIGNUP FORM option.

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