Claspo allows you to send the collected data to third-party apps. You can add the Zoho Campaigns integration to new and existing Claspo forms.
Before connecting Zoho to Claspo, you need to activate the Campaigns app and create a new campaign in Zoho.
Activating Zoho Campaigns
To activate the Campaigns app:
Go to the Zoho home page, and select Campaigns from the apps.
On the welcome page, click I agree. Take me in! to accept the Terms of Service.
Enter your Company name and Phone number in the corresponding fields and click Next.
Click the down arrows and select Your role, Company industry, and Current size of contacts list from the dropdown lists, then click Next.
The Zoho Campaigns app dashboard opens where you can create your campaigns. See Zoho’s Creating Campaigns article to learn more.
Adding Zoho Campaigns integration in Claspo
When creating a new form, the Integrations step suggests adding a new integration. Proceed as follows:
Click Add integration.
Select Zoho Campaigns from the list of apps.
The Zoho Sign in pop-up window opens.
Enter your email address or mobile number in the field and click Next.
Enter your Zoho account password and click Sign in.
Click the Accept button to give Claspo permission to access the data in your Zoho account.
Note:
The Zoho access permission does not expire and remains valid unless you revoke it.
If you experience authorization issues, click Reauthorize beside the Zoho icon on the integration page and repeat the authorization process.
Select the mailing list from the List dropdown.
Select the Field mapping fields from the dropdown lists.
Note: The Email field is required. You have to add the email field to your widget when editing its appearance.
The Field mapping contains two types of fields:
Widget fields. Those are the contact fields you add when editing a Claspo template. For example, email, first name, last name, phone.
System fields. Those are the fields depending on the site where a widget is displayed. For example, site language, browser, operation system, device.
Enter the static field values and select the corresponding field names in Zoho from the dropdown list.
The static fields are the same for all the customers who subscribed using this widget.Add more static fields if required by clicking Add static fields, then click Done.
The confirmation message shows and Zoho Campaigns appears in your integrations.
To finish the integration process, click Done.
Adding Zoho integration to existing forms
To add the Zoho integration to the existing forms in Claspo:
On the Claspo dashboard, click Widgets on the left panel and select a Subscription form or Request form from the list.
Select Integrations in the Widget Details menu and follow all the steps described in the Adding Zoho Campaigns integration in Claspo section.
You can edit the integration configuration for Zoho Campaigns at any time.
Your Zoho account is now integrated with Claspo and the customer data from the widgets will be automatically transferred to the specified Zoho list.
Managing opt-in in Zoho
In Zoho, the double opt-in process is the default. To learn how to configure opt-in confirmations, see the Manage Opt-in article in Zoho’s Knowledge Base.