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Getting Started with Zoho Campaigns

Getting Started with Zoho Campaigns


Follow these steps to connect your Zoho Campaigns and automate your tasks effortlessly.

Step 1: Select Zoho Campaigns from viaSocket’s Library of Apps

Find Zoho Campaigns: Use the search bar to locate Zoho Campaigns from the list of available apps.

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Select Zoho Campaigns: Click on Zoho Campaigns to begin the integration process.

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Step 2: Authenticate

Authentication Prompt: After selecting Zoho Campaigns, viaSocket will prompt you to authenticate your Zoho Campaigns account.

                   

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Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Campaigns data. Click 'Accept' to proceed.

               

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Log In to Zoho Campaigns: If you are not already logged in, you will be asked to log into your Zoho Campaigns account.

                       

Map Data Fields, Test and Save

  • Ensure that data from the triggering app is correctly mapped to the fields in Zoho Campaigns. This might involve mapping email content to a lead’s details or form submissions to contact records.

  • Before finalizing, run a test to ensure everything is set up correctly. 

  • Once you are satisfied with the test results, save your step.

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