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4 min read

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

  • Turn form submissions into contacts

  • Create contacts from your ads

  • Keep your contacts up to date

  • Use webhooks to catch lead information

  • Keep your contacts in sync across multiple email apps

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

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

Add or update Zoho Campaign contacts for new Gravity Form submissions

Add or update Zoho Campaign contacts for new Gravity Form submissions
  • Gravity Forms logo
  • Zoho Campaigns logo
Gravity Forms + Zoho Campaigns

Add new Zoho Forms entries as contacts in Zoho Campaigns

Add new Zoho Forms entries as contacts in Zoho Campaigns
  • Zoho Forms logo
  • Zoho Campaigns logo
Zoho Forms + Zoho Campaigns

Add new WPForms entries to Zoho Campaigns as contacts

Add new WPForms entries to Zoho Campaigns as contacts
  • WPForms logo
  • Zoho Campaigns logo
WPForms + Zoho Campaigns

Add or update Zoho Campaigns contacts for new leads in Typeform

Add or update Zoho Campaigns contacts for new leads in Typeform
  • Typeform logo
  • Zoho Campaigns logo
Typeform + Zoho Campaigns

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

Import Facebook leads to Zoho Campaigns automatically
  • Facebook Lead Ads logo
  • Zoho Campaigns logo
Facebook Lead Ads + Zoho Campaigns

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

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

Add new Leadpages form submissions to Zoho Campaigns as updated contacts

Add new Leadpages form submissions to Zoho Campaigns as updated contacts
  • Leadpages logo
  • Zoho Campaigns logo
Leadpages + Zoho Campaigns

Add new Interact quiz leads as Zoho Campaigns contacts

Add new Interact quiz leads as Zoho Campaigns contacts
  • Interact logo
  • Zoho Campaigns logo
Interact + Zoho Campaigns

Create and update Zoho Campaigns contacts from new OptinMonster leads

Create and update Zoho Campaigns contacts from new OptinMonster leads
  • Zoho Campaigns logo
Zoho Campaigns

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

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

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

Keep your Spreadsheet in sync with Zoho Campaigns
  • Google Sheets logo
  • Zoho Campaigns logo
Google Sheets + Zoho Campaigns

Add new Google Sheets rows to Zoho Campaigns as updated contacts

Add new Google Sheets rows to Zoho Campaigns as updated contacts
  • Google Sheets logo
  • Zoho Campaigns logo
Google Sheets + Zoho Campaigns

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

Add new Zoho Campaigns contacts to Google Sheets as rows
  • Zoho Campaigns logo
  • Google Sheets logo
Zoho Campaigns + Google Sheets

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

Catch new webhooks and add or update contacts to Zoho Campaigns
  • Webhooks by Zapier logo
  • Zoho Campaigns logo
Webhooks by Zapier + Zoho Campaigns

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

Add new Mailchimp subscribers as Zoho Campaigns contacts
  • Mailchimp logo
  • Zoho Campaigns logo
Mailchimp + Zoho Campaigns

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

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

Add new ActiveCampaign contacts to Zoho Campaigns and update existing ones

Add new ActiveCampaign contacts to Zoho Campaigns and update existing ones
  • ActiveCampaign logo
  • Zoho Campaigns logo
ActiveCampaign + Zoho Campaigns

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?

Related reading:

  • 6 email marketing automation ideas

  • How to automate email newsletters & drip campaigns

  • Connect multiple email marketing tools

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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'