If you’re an experienced email marketer, then you know you don’t send emails piecemeal. Rather than a single email blast, you’ll want to send customized campaigns.
This is exactly where Zoho Campaigns fits the bill. You can build drip campaigns that entice people to click on your latest promotion, deliver specific messages to specific customer segments, and more.
But when you pair it with Zapier and create automatic workflows (what we call Zaps), you can take your email marketing efforts even further. From automatically subscribing new leads your business generates to updating existing contacts, automation can help you scale faster. Here are the best ways to automate Zoho Campaigns.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Turn form submissions into contacts
Time is money. That’s why you built a web form in the first place: to generate leads even while you sleep. A user shows up on your site, likes what they read, and fills out a form with their specific details. But there’s still the other end of the equation to consider: you don’t have time to keep growing your business if you have to send out specialized emails to any prospect that fills out your form.
Use these Zaps instead. Whenever you generate new leads from forms apps like Squarespace or Typeform, Zapier will automatically add them straight to Zoho Campaign in real time. That way, you’re instantly ready to nurture those leads without the extra legwork. You can convert warmer leads who are much closer to the point of buying before they ever hear your voice.
Create contacts from your ads
In a perfect world, your website would operate as your only lead generator. But nowadays, you need to target folks across multiple platforms, and that includes serving them ads on social media. To do that, you probably use tools like Facebook Lead Ads or LinkedIn Ads.
But if you want a way to seamlessly integrate those prospects into your overall lead generation system, you need automation.
Use these Zaps to automatically capture leads who click on your ads and add them to a mailing list in Zoho Campaigns. That way, you can start targeting prospects the right way, right away. For example, you could send campaigns to prospects in a specific timezone and catch them when they’re just logging into their email in the morning.
Keep your contacts up to date
Do you use Google Sheets to store contact information? Most businesses use spreadsheets to store important customer or lead information, and they can be a source of truth for various teams and departments.
The problem is ensuring this information stays up to date and gets accurately transferred to your other apps, especially when those spreadsheets get updated. Fortunately, Zapier can help.
Whenever a new row is created or updated in Google Sheets, these Zaps will send that information straight to Zoho Campaigns for you. If the contact has never been added to Zoho Campaigns before, Zapier will create them for you. If, however, the contact already exists, Zapier will update it with the new information from your spreadsheet. Job done.
If, on the other hand, Zoho Campaigns is your source of truth, you can use this Zap instead. Any time a contact gets added to Zoho Campaigns, Zapier will create a row with their information in Google Sheets—giving you a reliable back-up source of all your contacts.
Use webhooks to catch lead information
While Zapier connects with thousands of apps, you might come across an integration that doesn’t currently exist. Or maybe there’s a specific feature (like a trigger) you’re after, but the integration doesn’t support it.
When that happens, webhooks can be used to push info from your apps to Zoho Campaigns.
For example, say you capture leads in a tool that doesn’t integrate with Zapier. Rather than manually entering that information into Zoho Campaigns each time you receive it in your lead capture tool, you can create a webhook that automatically catches lead information and sends it to the right place.
Here’s a Zap to get you started:
Keep your contacts in sync across multiple email apps
Are you trying Zoho Campaigns for the first time? You don’t necessarily have to abandon your existing email applications. You can duplicate incoming leads by sending them from one app (say, Mailchimp) straight to Zoho Campaigns. (Just be careful you don’t send any duplicate emails.)
Alternatively, your business might simply use two email marketing platforms to manage different parts of your business. Whatever the case, you can use these Zaps to send contacts from your email marketing apps to Zoho Campaigns.
Either way, you can automatically build up your Zoho Campaigns list behind the scenes.
Get more out of your email marketing tools
By itself, Zoho Campaigns can help you build targeted advertising campaigns that attract and engage your audience.
But, you can take your email marketing efforts even further when you add automation to the mix. Whether you source leads from form submissions, social ads, or existing email tools, Zapier can give you the edge you need to scale your business.
And this is just the start of what you can do with Zapier and Zoho Campaigns. What will you automate first?
