Zoho Campaigns API & Custom Integration

Service Scope

Zoho Campaigns API & Custom Integration is a fixed-scope Zoho Campaigns email marketing service for one business, one Zoho Campaigns account, one approved external system, and one fixed-scope custom integration.

The service covers the approved quantities and configuration described below in one Zoho Campaigns account. Work outside those quantities is quoted separately.

The objective is to deliver a practical, documented configuration that the client can understand, approve, and continue using after handoff.

Define the Integration Contract

We document the source system, authentication method, up to two triggers, up to three Zoho Campaigns actions, fifteen field mappings, contact identity, marketing-status rules, and expected errors.

• Source triggers
• Destination actions
• Field mapping
• Contact matching
• Permission and status handling

Build the Approved Connection

We configure or develop the fixed-scope connection using supported APIs and secure credential handling appropriate to the approved environment.

• Authentication
• Request and response mapping
• Basic validation
• Retry or error logging when supported
• Environment configuration

Test and Document the Integration

We test up to twenty-five representative records or events, compare the expected and visible results, document exceptions, and provide a concise technical handoff.

• Successful actions
• Field values
• Duplicate behavior
• Marketing status
• Visible errors

Testing and Validation

Before handoff, we review the completed configuration against the approved scope and test the platform behavior that can be validated safely with the access and data provided.

• Approved quantities and settings
• Names, fields, and mapping logic
• Visible platform status
• Representative test result
• Exceptions requiring client action

Implementation Summary

At handoff, the client receives a concise implementation summary covering the completed work, the configuration visible in Zoho Campaigns, and any unresolved platform or third-party dependency.

• 1 approved external system
• 1 Zoho Campaigns account
• 1 fixed-scope API integration
• Mapping of up to 15 data fields
• Up to 2 approved source triggers
• Up to 3 supported Zoho Campaigns actions

Client Requirements

Before work begins, the client must provide the following access, information, content, and approvals:

• Zoho Campaigns administrator access
• An active Zoho Campaigns plan that supports the approved configuration
• Final business information, brand assets, content, and implementation instructions required for the service
• Permission-based contact data and accurate marketing-status instructions when contacts are involved
• Timely review and written approval of proposed settings and test results
• Authorized access to both systems
• API credentials supplied through an approved secure method
• Complete trigger, action, identity, field, and permission mapping
• Stable test environment and up to twenty-five sample records or events
• Technical contact for the external system

Delivery and Revisions

Standard delivery is 15–20 business days after all required access, content, data, and approvals are received. Platform processing or third-party delays may extend completion.

One consolidated correction round is included when submitted within seven days of delivery and remains within the approved scope. New content, replacement data, additional assets, or a materially different configuration is treated as separate work.

Important Scope Boundaries

The following items are not included in this service:

• More than one external system
• Complex middleware or enterprise architecture
• Unsupported endpoint development
• Historical data backfill
• High-volume performance engineering
• Ongoing hosting, monitoring, or maintenance
• Third-party application fees
• Zoho Campaigns subscription or usage fees
• Original legal, privacy, or regulatory advice
• Unapproved work outside the stated quantities
• Ongoing management after handoff
• Guaranteed delivery, inbox placement, engagement, leads, or revenue