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5 ways to automate Zoho Campaigns with Zapier

By Daniel Kenitz · March 18, 2024
A hero image of the Zoho Campaigns app logo connected to other app logos on a light yellow background.

If you're an experienced email marketer, then you know you don't send emails piecemeal. Rather than a single email blast, you'll want to send customized campaigns

This is exactly where Zoho Campaigns fits the bill. You can build drip campaigns that entice people to click on your latest promotion, deliver specific messages to specific customer segments, and more. 

But when you pair it with Zapier and create automatic workflows (what we call Zaps), you can take your email marketing efforts even further. From automatically subscribing new leads your business generates to updating existing contacts, automation can help you scale faster. Here are the best ways to automate Zoho Campaigns.  

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Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Turn form submissions into contacts

Time is money. That's why you built a web form in the first place: to generate leads even while you sleep. A user shows up on your site, likes what they read, and fills out a form with their specific details. But there's still the other end of the equation to consider: you don't have time to keep growing your business if you have to send out specialized emails to any prospect that fills out your form.

Use these Zaps instead. Whenever you generate new leads from forms apps like Squarespace or Typeform, Zapier will automatically add them straight to Zoho Campaign in real time. That way, you're instantly ready to nurture those leads without the extra legwork. You can convert warmer leads who are much closer to the point of buying before they ever hear your voice.  

Add/update contacts in Zoho Campaigns for new form submissions in Squarespace

  • Squarespace logo
  • Zoho Campaigns logo
Squarespace + Zoho Campaigns
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    Form submissions of Squarespace will be added as contacts to a mailing list in Zoho Campaigns.

    Add or update Zoho Campaign contacts for new Gravity Form submissions

    • Gravity Forms logo
    • Zoho Campaigns logo
    Gravity Forms + Zoho Campaigns
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      When people fill out your online forms, you'll want the details added to your marketing tool. This integration helps by automatically adding/updating a contact in Zoho Campaigns when there is a new form submission in Gravity Forms. You won't have to manually update contacts again.

      Add new Zoho Forms entries as contacts in Zoho Campaigns

      • Zoho Forms logo
      • Zoho Campaigns logo
      Zoho Forms + Zoho Campaigns
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        Easily keep your contact list updated with this handy workflow. Whenever someone submits a new entry in your Zoho Forms, this automation will create or update their details in Zoho Campaigns. That way, you can effortlessly maintain an organized and up-to-date contact list for a more efficient marketing experience.

        Add new WPForms entries to Zoho Campaigns as contacts

        • WPForms logo
        • Zoho Campaigns logo
        WPForms + Zoho Campaigns
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          Automate your marketing efforts with this WPForms and Zoho Campaigns connection. Whenever a new entry is submitted via WPForms, the submitter's information is immediately utilized to create or update a contact in your Zoho Campaigns. This results in an efficient process, ensuring every form entry is swiftly reflected in your marketing campaigns. Say goodbye to manual data entry and make the most of every customer interaction.

          Add or update Zoho Campaigns contacts for new leads in Typeform

          • Typeform logo
          • Zoho Campaigns logo
          Typeform + Zoho Campaigns
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            Looking to an easier way to keep your outreach up to date and on target? This Zap can help. Just set it up and, as soon as a new lead submits their details via a Typeform form, a new contact will be added, or an existing contact updated, in your Zoho Campaigns account.

            Create contacts from your ads

            In a perfect world, your website would operate as your only lead generator. But nowadays, you need to target folks across multiple platforms, and that includes serving them ads on social media. To do that, you probably use tools like Facebook Lead Ads or LinkedIn Ads. 

            But if you want a way to seamlessly integrate those prospects into your overall lead generation system, you need automation. 

            Use these Zaps to automatically capture leads who click on your ads and add them to a mailing list in Zoho Campaigns. That way, you can start targeting prospects the right way, right away. For example, you could send campaigns to prospects in a specific timezone and catch them when they're just logging into their email in the morning.

            Import Facebook leads to Zoho Campaigns automatically

            • Facebook Lead Ads logo
            • Zoho Campaigns logo
            Facebook Lead Ads + Zoho Campaigns
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              Though there is an integration between Zoho Campaigns and Facebook, capturing Facebook leads is not an option until now. It can be achieved with this Zap where Facebook leads will be automatically added to a mailing list in Zoho Campaigns. Workflows can then be setup to that mailing list to send automatic followup emails and actions based on the leads' behavior.

              Add or update Zoho Campaigns contacts for new contact activities in ClickFunnels Classic

              • ClickFunnels Classic logo
              • Zoho Campaigns logo
              ClickFunnels Classic + Zoho Campaigns
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                When contacts engage in certain activities, you'll want to follow up with them using your marketing tool. This integration helps by automatically adding/updating a contact in Zoho Campaigns. It's never been easier to coordinate your marketing efforts to contacts who are progressing.

                Add new Leadpages form submissions to Zoho Campaigns as updated contacts

                • Leadpages logo
                • Zoho Campaigns logo
                Leadpages + Zoho Campaigns
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                  Create an efficient workflow between Leadpages and Zoho Campaigns with this automation. When new form submissions happen in Leadpages, the details are directly sent to Zoho Campaigns, which adds or updates them in your contact list. This streamlines your digital marketing efforts, ensuring all your valuable leads are stored effectively in Zoho Campaigns.

                  Add new Interact quiz leads as Zoho Campaigns contacts

                  • Interact logo
                  • Zoho Campaigns logo
                  Interact + Zoho Campaigns
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                    With this integration, automatically add new Interact quiz leads as Zoho Campaigns contacts.

                    Create and update Zoho Campaigns contacts from new OptinMonster leads

                    • OptinMonster logo
                    • Zoho Campaigns logo
                    OptinMonster + Zoho Campaigns
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                      Effortlessly keep your Zoho Campaigns contact list up-to-date with this handy automation. When a new lead is captured through OptinMonster, this workflow will add or update their information in your Zoho Campaigns contact list, ensuring your marketing efforts are always reaching the right audience. Spend less time manually managing your contacts and more time focusing on growing your business.

                      Add or update Zoho Campaigns contacts for new LinkedIn Ads lead gen form responses

                      • LinkedIn Ads logo
                      • Zoho Campaigns logo
                      LinkedIn Ads + Zoho Campaigns
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                        Improve lead handling efficiency with this workflow. When a new lead is generated from a form response in LinkedIn Ads, it directly updates or adds the contact information to Zoho Campaigns. Save time and boost your marketing campaign effectiveness by keeping your contact data constantly up-to-date. This automation ensures no lead is missed and every potential customer is properly followed up on in your CRM.

                        Keep your contacts up to date

                        Do you use Google Sheets to store contact information? Most businesses use spreadsheets to store important customer or lead information, and they can be a source of truth for various teams and departments. 

                        The problem is ensuring this information stays up to date and gets accurately transferred to your other apps, especially when those spreadsheets get updated. Fortunately, Zapier can help. 

                        Whenever a new row is created or updated in Google Sheets, these Zaps will send that information straight to Zoho Campaigns for you. If the contact has never been added to Zoho Campaigns before, Zapier will create them for you. If, however, the contact already exists, Zapier will update it with the new information from your spreadsheet. Job done.

                        Keep your Spreadsheet in sync with Zoho Campaigns

                        • Google Sheets logo
                        • Zoho Campaigns logo
                        Google Sheets + Zoho Campaigns
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                          Zoho Campaigns have a direct integrating with Spreadsheet, but that only works for manual upload. But this zap will update or add a new contact whenever there is a new entry or an update in your Google Spreadsheet. So there is no manual update required whenever the sheet is updated. Kindly ensure records are always added in the last row for this sync to work properly.

                          Add new Google Sheets rows to Zoho Campaigns as updated contacts

                          • Google Sheets logo
                          • Zoho Campaigns logo
                          Google Sheets + Zoho Campaigns
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                            This workflow begins when a new row is added to your spreadsheet in Google Sheets. Once this happens, it instantly updates or adds a contact in Zoho Campaigns. This automatic process saves you from manual data transfers, ensuring your marketing efforts are always up-to-date with the latest data from your team's spreadsheets.

                            If, on the other hand, Zoho Campaigns is your source of truth, you can use this Zap instead. Any time a contact gets added to Zoho Campaigns, Zapier will create a row with their information in Google Sheets—giving you a reliable back-up source of all your contacts. 

                            Add new Zoho Campaigns contacts to Google Sheets as rows

                            • Zoho Campaigns logo
                            • Google Sheets logo
                            Zoho Campaigns + Google Sheets
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                              Effortlessly manage new contacts from Zoho Campaigns in a Google Sheets spreadsheet by setting up this time-saving automation. With this workflow, every time a new contact is added to Zoho Campaigns, a corresponding row will be created in your designated Google Sheets spreadsheet. Stop manually copying and pasting contact information, and streamline your list management process using this efficient integration.

                              Use webhooks to catch lead information

                              While Zapier connects with thousands of apps, you might come across an integration that doesn't currently exist. Or maybe there's a specific feature (like a trigger) you're after, but the integration doesn't support it. 

                              When that happens, webhooks can be used to push info from your apps to Zoho Campaigns. 

                              For example, say you capture leads in a tool that doesn't integrate with Zapier. Rather than manually entering that information into Zoho Campaigns each time you receive it in your lead capture tool, you can create a webhook that automatically catches lead information and sends it to the right place. 

                              Here's a Zap to get you started: 

                              Catch new webhooks and add or update contacts to Zoho Campaigns

                              • Webhooks by Zapier logo
                              • Zoho Campaigns logo
                              Webhooks by Zapier + Zoho Campaigns
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                                When you have information being sent through webhooks, you may need your marketing tool updated with the details. This integration helps by automatically adding.updating a contact in Zoho Campaigns when a new webhook is caught at a specific URL. It's never been easier to connect your tools.

                                Keep your contacts in sync across multiple email apps

                                Are you trying Zoho Campaigns for the first time? You don't necessarily have to abandon your existing email applications. You can duplicate incoming leads by sending them from one app (say, Mailchimp) straight to Zoho Campaigns. (Just be careful you don't send any duplicate emails.)

                                Alternatively, your business might simply use two email marketing platforms to manage different parts of your business. Whatever the case, you can use these Zaps to send contacts from your email marketing apps to Zoho Campaigns. 

                                Either way, you can automatically build up your Zoho Campaigns list behind the scenes. 

                                Add new Mailchimp subscribers as Zoho Campaigns contacts

                                • Mailchimp logo
                                • Zoho Campaigns logo
                                Mailchimp + Zoho Campaigns
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                                  Do you use two email marketing platforms to manage different parts of your business? This integration automatically adds new Mailchimp subscribers as Zoho Campaigns contacts to keep everything updated across the board.

                                  Add new HubSpot contacts to Zoho Campaigns or update existing ones immediately

                                  • HubSpot logo
                                  • Zoho Campaigns logo
                                  HubSpot + Zoho Campaigns
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                                    Stay on top of your contact management with this robust workflow. When you add a new contact to your HubSpot list, this automation ensures their information is instantly reflected in your Zoho Campaigns. By connecting your HubSpot and Zoho Campaigns, you effectively reduce manual data entry and optimize your marketing efforts.

                                    Add new ActiveCampaign contacts to Zoho Campaigns and update existing ones

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                                    • Zoho Campaigns logo
                                    ActiveCampaign + Zoho Campaigns
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                                      Effortlessly manage your contacts between ActiveCampaign and Zoho Campaigns with this streamlined workflow. Whenever you add a new contact to a list in ActiveCampaign, it will instantly create or update the contact in Zoho Campaigns. This automation ensures your contacts are always in sync, saving time and maintaining accurate information across both platforms.

                                      Get more out of your email marketing tools

                                      By itself, Zoho Campaigns can help you build targeted advertising campaigns that attract and engage your audience.  

                                      But, you can take your email marketing efforts even further when you add automation to the mix. Whether you source leads from form submissions, social ads, or existing email tools, Zapier can give you the edge you need to scale your business. 

                                      And this is just the start of what you can do with Zapier and Zoho Campaigns. What will you automate first?

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                                      A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'