Zoho MarketingHub and Zoho CRM – Integration Settings

I’ll explain what you need to do in your Zoho CRM in order to have a successful synchronisation of data in this Zoho MarketingHub Tutorial.

Recap From The Previous Video

  • ‌Use Structured Data fields for Synchronisation.
  • Make sure the data is clean.
  • Synchronise Leads, Contacts or another module.
  • Make sure you have sufficient admin privileges for you user.
  • Ensure you have the correct subscription level for the number of sync records.

‌Synchronisation Steps

  • Step 1 – Log in 
  • Step 2 – Turn on the interaction 
  • Step 3 – Create the mailing list and GDPR settings 
  • Step 4 – Create the synchronisation

‌Important note about syncs

  • ‌Avoid multiple syncs into the same mailing list
  • Note that other users may have syncs to the same lists as well.

‌Mailing Lists and GDPR

  • ‌When creating a mailing list for the first time, you need to set your consent rules.
  • We will select GDPR because we have EU based data.
  • Choose multiple purposes for your mailing lists.

‌Mailing List and Topic Set Up

  • ‌Name the topic (this is the purpose of sending emails) similar to the sync name.
  • Select your Data Processing Basis – We selected Legitimate Interest as our consent basis, select the most appropriate but beware, they change the way you use data in MarketingHub.
  • Provide a Legitimate Interest Assessment file if you have one.
  • Create a Mailing List, give it a name, select No for the signup option and provide a description of why the recipient has been added to the mailing list.
  • ‌Do not set up consent emails yet if you do not know what you are doing.

‌Sync Types

  • ‌Immediate Sync – sends data into MarketingHub whenever a new record is created in the CRM system or the fields updated.
  • Periodic Sync – will send the records from the CRM into MarketingHub at specific times.

Immediate Sync

  • ‌Give the sync a name and select which leads you wish to synchronise, either All Leads / Contacts or a List View.
  • Select the mailing list from earlier.
  • Select the appropriate exclusion options, best practice is:
    • Exclude opt out from the mailing list.
    • Exclude converted leads from the mailing list.

‌Mapping

  • ‌Map the fields from the CRM system to fields in Marketing Hub.
  • If the fields don’t exist already in Marketing Hub then then select New Field on the right to create it.
  • Pressing Initiate begins the sync immediately.

‌Marketing Hub to CRM

  • ‌In the sync list, select the settings to go to the Campaigns to CRM settings.
  • Make sure at least Create Campaigns and Push Member Status is selected. Update email Opt out is dependant on how you want to use mailing lists.

‌Recap

  • ‌Make sure you have the correct user permission levels for syncing.
  • Create a mailing list with the correct GDPR rules that apply to your business and usage case.
  • Don’t just buy data, you don’t really have consent and you may regret it.
  • ‌Select the correct interval for syncing, either immediate or scheduled. Make sure the fields you want are mapped.
  • Ensure you have the correct settings going back to CRM too.
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Certified Zoho Trainer

Tabish Alam

I’m a Senior CRM Consultant with a leading Zoho Partner in Europe and hold a Level 2 Certification in Zoho CRM which is currently the highest level possible.  Learn more.

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