Zoho Campaigns

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Zoho Campaigns a simple, yet effective platform that helps you send the right email campaign to the right audience at the right time. Sign up today and see how.

FormBridge for Zoho is a handy WordPress plugin that connects the form plugin you already use to your Zoho apps without needing to write any code. You can link up any of ten popular form plugins, including Elementor Pro Forms, Contact Form 7, WPForms, and Gravity Forms, with six Zoho apps: Zoho CRM, Zoho Bigin, Zoho Books, Zoho Desk, Zoho Campaigns, and Zoho Marketing Automation.

In this guide, we’ll show you how to automatically add new Contacts/Subscribers to Zoho Campaigns from your form submissions.

You’ll now arrive on the Zoho Connection tab. Here, first select Zoho app from the dropdown menu select Zoho Campaigns.

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Now select the Connected account that you have already created. If you haven’t created one yet, set that up first under FormBridge for Zoho → Connections.

Click Here How to Create connections →

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Select your target Mailing List from the dropdown menu to sync and categorize your form subscribers automatically.

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Choose the suitable Subscription Type from the dropdown menu to define the email permission level for incoming subscribers.

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Select the Topic(s) you want to associate with your contacts. This ensures subscribers only receive emails about topics they chose, keeping your campaigns target-driven.

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Enter or select Contact Tags to categorize your new subscribers. Tags help you segment your contacts easily based on the form they submitted or their lead source.

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In the Duplicate Check field, you can check for duplicate records and update an existing record in Zoho if a match is found based on email, name, or other fields. Enable this option if you want to update existing records. Then, click Next.

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Field Mapping: Here, you need to map your form fields to the corresponding fields in the selected Zoho Books module. Since we selected Customers/Contacts, the Contact Name field is required in Zoho Books. Make sure to map your form’s Contact Name field to the corresponding Zoho Books field.

The required fields may vary depending on the module you select, so make sure to map all required fields accordingly. You can also click the Add Mapping Row button to map additional form fields.

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From the mapping options, you can also enter a Static Value if preferred, instead of mapping directly to a form field.

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Once your necessary fields are mapped, click on the Create feed button.

Now, to check your connection, go and submit the form that you selected for this integration. Then you can see the status from the timeline.

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Every delivery, success or failure, is recorded on the FormBridge for Zoho → Logs screen, with a one-click Resubmit option for anything that failed.

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  • One feed always listens to exactly one Elementor Pro forms. If you have two Elementor Pro forms that should both go to Zoho Campaigns, create two feeds.
  • Switching the Zoho app, account, or module after you’ve already mapped fields will clear the mapping rows below map fields again after changing any of these.
  • To find the exact Zoho Campaigns field API names, go to FormBridge for Zoho → Connections and use the Modules & fields button for that account.
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