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Building Expert Business Solutions with Zoho CRM
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Setting up a two-way synchronization between Zoho CRM and Campaigns is such a critical and valuable step that you must complete this before you do anything else. Arguably, it is the best feature we have within Campaigns and the main reason we must try Campaigns ahead of any third-party email marketing software.
Let's consider a scenario whereby we have had an inquiry from Bob Brown at ABC Foods, which is a manufacturing business that has been added as a lead in Zoho CRM. Our user (a member of the sales team) will follow up this lead, but we also want to add the prospect to a mailing list specifically for leads within the manufacturing sector so that we can send them an email or potentially a series of nurturing emails.
The steps to synchronize this lead between Zoho CRM and Campaigns is as follows:
Nurture – Manufacturing
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