1 / 41

Zoho CRM and Mailchimp Integration

Zoho CRM and MailChimp Connector( ZTM ) is a bi-directional connector which syncs data between Zoho CRM and MailChimp. It allows users to see the MailChimp data within Zoho CRM.<br>https://www.kloudconnectors.com/zoho-to-mailchimp-connector<br>

Télécharger la présentation

Zoho CRM and Mailchimp Integration

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Kloud Connectors How Zoho and MailChimp Connector ( ZTMC ) Works? (Zoho and MailChimp Integration) https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  2. Contents www.kloudconnectors.com

  3. Introduction www.kloudconnectors.com

  4. How to Set Up ZTMC Paid Connector In ZTMC Paid all the functionality is same as that provided in ZTMC Free Trial only the additional functionality which is available is MailChimp to Zoho Syncing i.e you can Sync the Subscribers of your MailChimp as Leads or Contacts in Zoho CRM https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  5. How to Set Up ZTMC Connector Step 1:Connect your Zoho CRM and MailChimp Step 2:Choose Sync Options Step 3:Map the fields for Leads and Contacts Step 4:Select List and Map Fields for MailChimp to Zoho Syncing (Available only in Paid) Step 5:Choose Sync Timings https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  6. How to Set Up ZTMC Connector Step 1:Connect your Zoho CRM and MailChimp https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  7. How to Set Up ZTMC Connector Step 1:Connect your Zoho CRM and MailChimp www.kloudconnectors.com

  8. How to Set Up ZTMC Connector Step 2 : Choose Sync Options a. Sync your Zoho Leads/Contacts Or b. Sync your Zoho Campaign https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  9. How to Set Up ZTMC Connector Step 2 : Choose Sync Options a. Sync your Zoho Leads/Contacts https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  10. How to Set Up ZTMC Connector With the Sync Option ‘Sync your Zoho Leads/Contacts’ you can Sync the Zoho Leads/Contacts/Both in MailChimp List of your Choice www.kloudconnectors.com

  11. How to Set Up ZTMC Connector Step 3:Map the fields for Leads and Contacts https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  12. How to Set Up ZTMC Connector Step 3 : Map Custom Fields for Contacts as shown below https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  13. How to Set Up ZTMC Connector Step 3 : Map Custom Fields for Leads as shown below www.kloudconnectors.com

  14. How to Set Up ZTMC Connector Note 1- Please check if the values of the following fields are mentioned in every record in order to Sync record successfully Email address of Zoho Lead Email address of Zoho Contact Note 2 - PleaseCheck if any field is made mandatory in MailChimp, if the default mapped fields or the custom fields which you have mapped on Mapping Page does not contain the values in Zoho CRM records then the records will not get synced in MailChimp, as the default mapped fields or custom fields are made mandatory in MailChimp. https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  15. How to Set Up ZTMC Connector Sample Lead created in Zoho CRM with the mandatory fields required to sync the record https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  16. How to Set Up ZTMC Connector Sample Contact created in Zoho CRM with all the mandatory field required to sync the record https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  17. How to Set Up ZTMC Connector Leads and Contacts Synced in MailChimp List www.kloudconnectors.com

  18. How to Set Up ZTMC Connector www.kloudconnectors.com

  19. How to Set Up ZTMC Connector The Campaign gets created in Zoho displaying the Statistics of the Leads/Contacts https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  20. How to Set Up ZTMC Connector Step 2 : Choose Sync Options b. Sync your Zoho Campaign https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  21. How to Set Up ZTMC Connector With the Sync Option ‘Sync your Zoho Campaign’ you can Sync the Zoho Campaign Leads and Contacts in the MailChimp List of your Choice www.kloudconnectors.com

  22. How to Set Up ZTMC Connector Step 3:Map the fields for Leads and Contacts https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  23. How to Set Up ZTMC Connector Step 3 : Map Custom Fields for Contacts as shown below https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  24. How to Set Up ZTMC Connector Step 3 : Map Custom Fields for Leads as shown below https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  25. How to Set Up ZTMC Connector Sample Campaign in Zoho CRM https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  26. How to Set Up ZTMC Connector Campaign Leads and Contacts Synced in MailChimp List https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  27. How to Set Up ZTMC Connector Sample Campaign sent in MailChimp using the Synced List Note-The Campaign name in MailChimp should be same as that in Zoho CRM in order to get Campaign statistics in Zoho CRM https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  28. How to Set Up ZTMC Connector Campaign statistics synced in Zoho for the Campaign sent in MailChimp is as follows https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  29. How to Set Up ZTMC Connector You can get the Campaign Summary in Zoho CRM as follows https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  30. How to Set Up ZTMC Connector Step 4:Select List and Map Fields for MailChimp to Zoho Syncing https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  31. How to Set Up ZTMC Connector Select the List and Map fields for MailChimp to Zoho CRM Syncing https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  32. How to Set Up ZTMC Connector Map the custom fields for Zoho Leads or Contacts if you have any https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  33. How to Set Up ZTMC Connector Sample Subscribers in MailChimp List https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  34. How to Set Up ZTMC Connector Subscribers synced from MailChimp List in Zoho CRM Contacts www.kloudconnectors.com

  35. How to Set Up ZTMC Connector Step 5:Choose Sync Timings www.kloudconnectors.com

  36. How to Set Up ZTMC Connector Step 5 : Choose Sync Timings www.kloudconnectors.com

  37. How to Set Up ZTMC Connector You check the Details of your Sync in Sync Details https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  38. How to Set Up ZTMC Connector You check the Errors related to Sync in Sync Errors as shown below https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  39. How to Set Up ZTMC Connector You check the Timings for when did your Sync happened in Sync Timings https://www.kloudconnectors.com/zoho-to-mailchimp-connector

  40. How to Set Up ZTMC Connector For more Detailed Instructions you can refer the User Guide as shown below www.kloudconnectors.com

  41. Help Desk US : +1-917-720-3661 UK : +44-08447048669 IN  : +91-20-25393381 SG : +65-91657845 Facebook: https://www.facebook.com/KloudConnectors Twitter https://twitter.com/kloudconnectors Blog http://blogs.kloudconnectors.com/ www.kloudconnectors.com

More Related