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Zoho Marketing Automation Integration: All-in-one marketing automation software

Zoho Marketing Automation Integration: Zoho Marketing Automation is a multichannel software solution with features designed to ease the marketing process and generate sales-ready leads. Watch a Video.

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.

The integration allows marketers to quickly move leads between the two platforms without errors or delays. It also helps in generating insights about the leads captured on Bit Form, so marketers can know which ones are hot prospects and which need more attention.

Zoho Marketing Automation Integration Tutorial

Authorization of Zoho Marketing Automation Integration

To set up the Zoho Marketing Automation 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 Marketing Automation from the available options.

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

Zoho Marketing Automation Integration with Bit Form - Set Integration Name

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

Zoho Marketing Automation Integration with Bit Form - Choose data center

To get your Zoho Marketing Automation 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 Marketing Automation Client ID & Client Secret, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Zoho Marketing Automation Integration with Bit Form - Authorization is Success

List: Select a list from the drop-down menu. Before that make sure you have already created a list on your zoho marketing automation account.

Zoho Marketing Automation Integration with Bit Form - Choose a 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 Marketing Automation. The “Contact Email” field is the default field in Zoho Marketing Automation, so you will need to map your form’s “Contact Email” field to this field in Zoho Marketing Automation. You have the option to map additional fields by clicking on the Plus (+) icon.

Zoho Marketing Automation Integration with Bit Form - Field Mapping

Integration Save

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

Zoho Marketing Automation Integration with Bit Form - Integration is Success

info-icon-bit-apps  INFO

When you send data in Zoho Marketing Automation, you’ll get a friendly email confirmation to the address you provided. Your data will only be added once you confirm it. If you prefer to skip the email step and send data without confirmation, just head to Zoho Marketing Automation settings, click on Double OPT-IN, and disable it.

Zoho Marketing Automation Integration with Bit Form - Settings
Zoho Marketing Automation Integration with Bit Form - Settings - Double OPT-IN
Zoho Marketing Automation Integration with Bit Form - Settings - Double OPT-IN - Disable

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 Marketing Hub 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 Marketing Automation Integration with Bit Form - Responses
Zoho Marketing Automation Integration with Bit Form - Integration Log
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