Zoho Campaigns Zoho CRM Integration & Contact Sync

Service Scope

Zoho Campaigns Zoho CRM Integration & Contact Sync is a fixed-scope Zoho Campaigns email marketing service for one Zoho CRM organization, one Zoho Campaigns account, and up to two supported contact synchronization configurations.

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.

Review the Source and Destination

We review the approved Zoho CRM modules, filters, Campaigns lists, topics, fields, and marketing-status requirements before creating the sync.

• Leads and Contacts modules
• Source filters
• Destination lists
• Subscription topics
• Existing duplicate or status concerns

Configure Field and Sync Rules

We configure up to two supported syncs and map up to fifteen compatible fields. The schedule, exclusions, and update behavior are documented for client approval.

• Module and view selection
• Field mapping
• Sync frequency
• List and topic mapping
• Unsubscribe and exclusion handling

Validate Sample Records

We test or review up to twenty-five representative records and compare selected field values and audience destinations after synchronization.

• Created or updated contacts
• Field values
• List membership
• Topic assignment
• Visible exceptions

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 Zoho CRM organization
• 1 Zoho Campaigns account
• Leads and Contacts module sync review
• Up to 2 approved sync configurations
• Mapping of up to 15 supported fields
• List and topic destination mapping

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
• Administrator access to both Zoho CRM and Zoho Campaigns
• Approved CRM modules, views, filters, and destination lists
• Field definitions and subscription instructions
• Up to twenty-five representative records for validation

Delivery and Revisions

Standard delivery is 5–7 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:

• Custom Zoho CRM functions or custom application code
• Unsupported modules or more than two sync configurations
• Major CRM data cleanup
• Complex bidirectional process design
• Ongoing sync monitoring
• Sales pipeline redesign
• 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