No, syncing Zoho Campaigns with Zoho CRM does not require the top-tier Zoho Campaigns plan, but it does require both applications to be on paid tiers and specific roles to be in place.
What's required
- A Standard Admin role in Zoho Campaigns
- An Administrator role in Zoho CRM
- Paid plans on both sides, since the integration functionality itself is applicable to paid users rather than free accounts
Note: Only one Zoho Campaigns account per organisation can be integrated with a single Zoho CRM organisation. If you need to sync contacts beyond your current Zoho Campaigns plan's contact limit, and have Auto-Upgrade enabled, the sync still completes and your plan is adjusted on the next billing cycle. Without Auto-Upgrade enabled, syncing stops once you exceed your plan's contact limit, and you'll need to manually upgrade to resume.
Need help? 1 Cloud Consultants can help you set up Zoho CRM and Zoho Campaigns integration on the right plans for both.
Book a discovery call with 1 Cloud Consultants.