ZOHO CRM
- Lukas Sadurski
- Robert K. Toth
Seamlessly integrate Zoho CRM with Maileon to streamline your email marketing. Sync contacts, manage campaigns, and track engagement directly within Zoho for a unified view of your customer interactions.
Getting your Maileon API key
The API Key can be created and viewed in the Maileon account under "Settings" → "API Keys" and ensures the connection to your account. Make sure this API key is only used by this integration.
Plugin settings
General settings
API Key
Your Maileon API key.
Lead sync
Enable lead sync
Select if you want to sync leads to Maileon.
New leads will be synced on creation if Email field contains a valid email.
Furthermore on edit of a lead it’ll try to sync to Maileon.
Permission level
The permission new leads receive when saved in Maileon.
Send Double Opt-In mail to new leads*
Only available if permission “none” selected. Check this if you want to send Double Opt-in emails to the leads.
Double Opt-in mailing key*
Only available if permission “none” selected. You can specify which mailing you’d like to send out. if left empty, the one specified as default in Maileon will be used.
Lead field mapping
You can set which Zoho Crm lead field data should be sent to which Maileon field.
Make sure to select correct field type relations (Zoho string fields can be sent to Maileon string, numbers to numbers, booleans to booleans etc).
Contact sync
Enable contact sync
Select if you want to sync contacts to Maileon.
New contacts will be synced on creation if Email field contains a valid email.
Furthermore on edit of a contact it’ll try to sync to Maileon.
Permission level
The permission new contacts receive when saved in Maileon.
Send Double Opt-In mail to new contacts*
Only available if permission “none” selected. Check this if you want to send Double Opt-in emails to the contacts.
Double Opt-in mailing key*
Only available if permission “none” selected. You can specify which mailing you’d like to send out. if left empty, the one specified as default in Maileon will be used.
Contact field mapping
You can set which Zoho Crm contact field data should be sent to which Maileon field.
Make sure to select correct field type relations (Zoho string fields can be sent to Maileon string, numbers to numbers, booleans to booleans etc).
Zoho CRM custom fields
Leads
In Maileon - boolean
MaileonId - string
Maileon status - select
Contacts
In Maileon - boolean
MaileonId - string
Maileon status - select
Campaigns
Maileon contact filter id - string
Custom use case
This plugin comes with predefined workflows. If your use case is different than the predefined process, you can disable the default workflows, and set up your own.
Example
module = "Lead"; // "Lead" or "Contacts" - string
id = 12345678; // the id of the record you want to send to Maileon - int
zcrmmaileon.upsertMaileonContact(module,id);