Campaign Monitor + Zoho CRM

Create Zoho CRM module entries for new Campaign Monitor subscribers

When a new subscriber signs up through Campaign Monitor, this workflow swiftly transfers their information to Zoho CRM, where a fresh module entry is created. Streamlined and reliable, this procedure ensures that your customer data is up-to-date across your key systems, allowing you to optimize your customer relations management efficiently. By reducing manual data entry, it allows you the freedom to focus more on your actual marketing strategies and campaigns.

When this happens...
New Subscriber
Triggers when a new subscriber is added to a list.
TriggerPolling
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

- Client AccountRequired
- CampaignRequired
Trigger
Polling
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New Client
Triggers when a client is added to Campaign Monitor.
Trigger
Polling
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- Client AccountRequired
- CampaignRequired
Trigger
Polling
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- Client AccountRequired
Trigger
Polling
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- Client AccountRequired
- Smart Email IDRequired
- ToRequired
- Cc
- Bcc
- Add Recipients to List?
Action
Write

- Client AccountRequired
- List IDRequired
- Email AddressRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Client AccountRequired
- List IDRequired
- Email AddressRequired
- Name
- Mobile number
- SMS consent
- Resubscribe
- Restart Autoresponders
Action
Search or write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

- Client AccountRequired
- CampaignRequired
Trigger
Polling
Try It
- Client AccountRequired
Trigger
Polling
Try It
- List IDRequired
- Client AccountRequired
Trigger
Polling
Try It
- ListRequired
- Client AccountRequired
Trigger
Polling
Try It
- Client AccountRequired
- List IDRequired
- Email AddressRequired
- Name
- Mobile number
- SMS consent
- Resubscribe
- Restart Autoresponders
Action
Write
- Client AccountRequired
- List IDRequired
- Email AddressRequired
- Name
- Resubscribe
- Restart Autoresponders
Action
Write
- Client AccountRequired
- ListRequired
- Email AddressRequired
Action
Search
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

About Campaign Monitor

Campaign Monitor is an email marketing tool built for designers. Campaign Monitor makes it easy to send beautiful emails, manage lists and subscribers, and track the results of your campaigns.

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