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Zoho CRM INTEGRATION WITH MAILPRO™


AVAILABLE TRIGGERS

New Contact

New Lead

New or Updated Contact

New or Updated Lead

New User

New Entry in Module (Instant)

AVAILABLE ACTIONS

Add/Update Subscriber

Create Email Campaign

Send Email Campaign

Unsubscribe Email

Add Subscriber to TAG

Create Contact

Create Lead

Create Entry in Module

Update Contact

Update Lead

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

FEATURES

Use this zap to add new Zoho CRM contacts to your Mailpro contacts and automatize email communication, invite contacts to events and more.

Here are some ways to use Zoho CRM with Mailpro:

You can add new Zoho CRM contact to Mailpro. Send new Zoho CRM contact a welcome email from Mailpro. Add new Zoho CRM contact to your Mailpro email newsletter.

SETUP

In order to use Mailpro with ZohoCRM through Zapier you are required to have a Mailpro account, a Zapier account, and of course a Zoho account to make a successful connection with Mailpro. The ZohoCRM account needs administrator permissions and be a paid account.

  1. The first thing you'll need to do is login into Zapier either with a Google account, Facebook account or with an email and password. If you don’t have a Zapier account, you can create one.
    Setup Zoho CRM 1
  2. After you login you can look for Mailpro in the search bar on top of the page, to find all Mailpro’s zaps or templates we already created. You can also click on the “Make a Zap” button and in the resulting page look for ZohoCRM to start a Trigger event that will execute an Action in Mailpro.
  3. First you will need to select the Trigger event in ZohoCRM, and then you will be asked to Sign in to ZohoCRM and grant access to your account by providing an Auth Token, in order to get the information needed for the zap to work, and share data with Mailpro. Usually this login is done once and it’s kept archived in your Zapier account for future use.
    Setup Zoho CRM 2
  4. After you sign in to Zoho CRM you may be asked to finish setting up options for the Trigger event to work. You can verify that the connection is working and then you click in the “Continue” button.
  5. Setup Zoho CRM 3
  6. Then you will have to select the Action event in Mailpro, and you will be asked to sign in to Mailpro and grant access to your account, in order to access the information needed for the zap to work, and receive data from the other application. Usually this login is done once and it’s kept archived in your Zapier account for future use.
    Setup Zoho CRM 4
  7. After you sign in to Mailpro you may be asked to finish setting up options for the Action event to work. It could be associated to contacts, messages or SMS. Depending of each type of information, just follow the steps and instructions presented. You can verify that the connection is working and then you click in the “Done” button.
  8. At the end of the setup process you need to activate the zap in order for it to start working.

Mailpro is right now in early access mode with Zapier (beta integration), so if you want to use Mailpro in your Zaps, you will have to accept an invitation in the following link:
Accept the invitation

Mailpro

ABOUT MAILPRO

Mailpro is an online Email and SMS marketing solution. It lets you create professional looking newsletters in minutes for your customers with our +560 free responsive templates. Then you can send your newsletter to thousands of email contacts in few seconds with simple steps. After this you can track the effectiveness of your email campaigns with our detailed statistics and make strategic decisions to achieve a successful Email and SMS marketing plan.

For more information visit mailpro.com


Zapier

ABOUT ZAPIER

Zapier is a web automation service. With Zapier you can build Zaps which can automate parts of your business. A Zap (or connection) is a blueprint for a task you do repeatedly, that may involve complex setup or requires several steps to be accomplished.

Zapier allows you to work more efficiently by connecting the online web apps you use with Mailpro to create automated tasks, and get more out of your data using an easy drag-and-drop interface.

For more information visit zapier.com

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