This has changed since the original CRM integration model. Zoho Campaigns has moved to a new CRM integration model that changes how syncing and field mapping work.
What changed with the new integration model
- Only one Zoho Campaigns account per organisation can be integrated with a single Zoho CRM organisation, rather than multiple account integrations.
- The new setup syncs all contacts in a module directly, rather than relying on a custom view or criteria-based filter the way the older model did. If you need view-based filtering, you'll need to recreate that logic using segments within Zoho Campaigns after the sync, or by mapping the relevant filtering fields across.
- You'll need a Standard Admin role in Zoho Campaigns and an Administrator role in Zoho CRM to set this up.
Note: We can't confirm a specific fixed number of fields that can be synced under the current model, since Zoho has revised sync mechanics more than once, moving away from the older sync frequency limits (previously as low as 5 per day and 15 per month) toward this fuller, ongoing sync approach. Check Map More Fields in your current sync configuration screen to see exactly what's available to map for your account.
If your sync is disabled
Sync commonly stops if the user who set it up becomes inactive or is removed from one of the two applications, or if your contact sync limit for your Zoho Campaigns plan has been exceeded. Changing the sync owner, or upgrading your plan, typically resolves this.
Need help? 1 Cloud Consultants can help you set up and troubleshoot CRM sync under the current integration model, including field mapping and segment-based filtering.
Book a discovery call with 1 Cloud Consultants.