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Seamlessly integrate Zoho CRM with Maileon to streamline your email marketing. Sync contacts, manage campaigns, and track engagement directly within Zoho for a unified view of your customer interactions.

Note

By default the lead conversion does not send data to Maileon. To make sure contacts created by conversion are synced, you need to set up the lead conversion mapping.

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Getting your Maileon API key

The API Key can be created and viewed in the Maileon account under "Settings" → "API Keys" and ensures the connection to your account. Make sure this API key is only used by this integration.

Plugin settings

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General settings

API Key

Your Maileon API key.

Lead sync

Enable lead sync

Select if you want to sync leads to Maileon.

New leads will be synced on creation if Email field contains a valid email.

Furthermore on edit of a lead it’ll try to sync to Maileon.

Permission level

The permission new leads receive when saved in Maileon.

Send Double Opt-In mail to new leads*

Only available if permission “none” selected. Check this if you want to send Double Opt-in emails to the leads.

Double Opt-in mailing key*

Only available if permission “none” selected. You can specify which mailing you’d like to send out. if left empty, the one specified as default in Maileon will be used.

Lead field mapping

You can set which Zoho Crm lead field data should be sent to which Maileon field.

Make sure to select correct field type relations (Zoho string fields can be sent to Maileon string, numbers to numbers, booleans to booleans etc).

Contact sync

Enable contact sync

Select if you want to sync contacts to Maileon.

New contacts will be synced on creation if Email field contains a valid email.

Furthermore on edit of a contact it’ll try to sync to Maileon.

Permission level

The permission new contacts receive when saved in Maileon.

Send Double Opt-In mail to new contacts*

Only available if permission “none” selected. Check this if you want to send Double Opt-in emails to the contacts.

Double Opt-in mailing key*

Only available if permission “none” selected. You can specify which mailing you’d like to send out. if left empty, the one specified as default in Maileon will be used.

Contact field mapping

You can set which Zoho Crm contact field data should be sent to which Maileon field.

Make sure to select correct field type relations (Zoho string fields can be sent to Maileon string, numbers to numbers, booleans to booleans etc).

Zoho CRM custom fields

Leads

  • In Maileon - boolean

  • MaileonId - string

  • Maileon status - select

Contacts

  • In Maileon - boolean

  • MaileonId - string

  • Maileon status - select

Campaigns

  • Maileon contact filter id

Custom use case

This plugin comes with predefined workflows. If your use case is different than the predefined process, you can disable the default workflows, and set up your own.

Example

Code Blockmodule = "Lead"; // "Lead" or "Contacts" - string id = 12345678; // the id of the record you want to send to Maileon - int zcrmmaileon.upsertMaileonContact(module,id);
  • - string

Support lead conversion

Note

By default the lead conversion does not send data to Maileon. To make sure contacts created by conversion are synced, you need to set up the lead conversion mapping.

The best practice is to map all the corresponding lead fields to the contact fields.

  • In Maileon - boolean

  • MaileonId - string

  • Maileon status - select

Mapping “In Maileon” field is mandatory for this to work.

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