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Zoho Campaigns

The Zoho Campaigns integration connects your Zoho Campaigns account to Mokapen to sync already sent email campaigns, their related KPIs (sent, opens, clicks) and recipient actions (who opened the email, who clicked a link). Data lands in Marketing → Campaigns, in reports and — key point — on the contact record, where you see whether that person opened or clicked a campaign.

It is an inbound OAuth integration: data flows from Zoho Campaigns to Mokapen. Mokapen does not create or modify campaigns on Zoho.

Overview: Integrations. Destination module: Campaigns.

Requirements

• Zoho Campaigns account with at least one already sent (recent) campaign.
• Mokapen plan that includes the integration (suitable Premium plan — medal icon on the page if not available).
• Marketing → Campaigns module to browse the list and KPIs (included in higher Premium plans where applicable; otherwise medal icon on the page).
• OAuth credentials configured on the Mokapen platform (if the Sync button is disabled, contact your Mokapen administrator — OAuth is not set up for the environment).

Connect Zoho Campaigns

1. User menu → Integrations → Zoho Campaigns.
2. Click Sync Zoho Campaigns (a suitable Premium plan is required).
3. Complete Zoho OAuth: sign in and authorize Mokapen to access Zoho Campaigns.
4. When Account connected appears, configure sync direction, field mapping, duplicates/conflicts, automatic sync and privacy.
5. Check the sync authorization and click Save or Sync.

Only sent campaigns are synced (Zoho «recent sent campaigns»). Drafts and scheduled campaigns that have not yet been sent are not imported into Mokapen.

What is synced

On first connection (and then with automatic/manual sync) Mokapen imports:

• Sent campaigns — title, status, dates, type, Zoho source. They appear in Marketing → Campaigns.
• Campaign KPIs — typically sent, opens, clicks (aggregate send statistics).
• Subscriber actions — for each recipient with relevant interactions, Mokapen syncs opens and clicks on the campaign.
• Campaign contacts / leads — if the subscriber's email matches an existing contact (or is created/updated according to mapping and duplicate rules), engagement is linked to that record and to the campaign.

In practice, activity sync considers subscribers who have opened or clicked (it does not import those who did not interact). With automatic sync active, Mokapen realigns campaigns and activity on a periodic schedule (hourly when auto sync is enabled and the integration is not paused).

Sync direction is to Mokapen only (one way): you do not export campaigns from Mokapen to Zoho.

Settings to configure

Sync direction

Available only to Mokapen (inbound). There is no bidirectional sync on campaigns.

Field mapping

In the Connect fields section, match Zoho Campaigns fields to Mokapen contact fields. Email is required and is typically already linked: without email, engagement is not connected to the CRM. Each Mokapen column can only be used once; leave blank («skip») what you do not need.

Duplicates and conflicts

• Avoid duplicates — email comparison: if the recipient already exists in the Directory, Mokapen updates that record instead of creating a second one.
• Manage conflicts — if the same mapped fields differ, choose whether Zoho or Mokapen takes precedence.

Automatic sync and privacy

• Automatic sync — when enabled, Mokapen runs a scheduled sync (hourly) for active Zoho Campaigns connections that are not paused.
• Manual sync — you run synchronization when needed from the integration page.
• Privacy — visibility of imported data (public for members, or restricted to selected collaborators), as with other marketing integrations.

Only whoever connected the account (or was given shared sync management) can change settings, sync or disconnect.

Where you see the data

• Marketing → Campaigns — list of Zoho email campaigns with source, status, KPIs (sent / opens / clicks) and linked leads, together with Ads and other newsletters.
• Reports → Campaigns — comparisons by source and period (newsletter vs Ads, performance per campaign).
• Contact record → timeline / updates — see whether the contact has opened or clicked a campaign (with campaign name and how many times), also filterable by marketing channel.
• Contact record → Connections → Campaigns — the campaign stays linked to the contact as a connected entity.

What you see on the contact (opens and clicks)

This is the operational value of the sync: not just totals in Campaigns, but individual behavior.

• Open a contact in the Directory.
• In the timeline (updates / marketing) entries appear such as: the contact has opened «Campaign name» N time(s), or has clicked «Campaign name» N time(s).
• The contact may have the linked campaign / source tied to that newsletter, so sales and marketing know which send the interest came from.

Example: you send a product newsletter from Zoho → in Marketing → Campaigns you see total opens and clicks → open contact «Maria Rossi» and in the timeline read that she opened the campaign and clicked the link: you can call her or assign a follow-up without opening Zoho.

Automations

There is no dedicated «Zoho campaign open» trigger, but contacts created or updated by engagement (when sync creates/updates the record) can feed contact automations (e.g. Contact Created / Contact Created or Modified), if the plan includes automations. Useful to assign a salesperson or create a follow-up activity for those who clicked.

Limits to know

• Sent / recent campaigns only — drafts and scheduled campaigns not yet sent are not synced; Zoho exposes recent sent campaigns to the connector.
• Inbound only — you do not modify campaigns on Zoho from Mokapen.
• Relevant engagement — typically those who opened or clicked are imported; those who did not interact do not generate a campaign activity row.
• Email required — without mapped email, linking to the CRM contact does not work.
• OAuth required — connection uses Zoho OAuth (not an API key pasted in the form). If OAuth is not configured on the platform, the Sync button stays disabled.
• Periodic auto sync — unlike some newsletter connectors with open/click webhooks, Zoho Campaigns updates primarily via scheduled sync when automatic sync is on (plus manual Sync).
• Campaigns module on a higher plan — connecting the integration requires a suitable Premium plan; viewing Marketing → Campaigns may require the higher level (medal icon on the page).

Common issues

• No campaigns in the list — verify that sent campaigns exist in Zoho Campaigns, that sync has started and that the Campaigns module is available on your plan.
• Sync button disabled — OAuth may not be configured for the environment, or your plan does not include the integration (medal icon / premium modal).
• Connection failed / expired — revoke and reconnect via OAuth; tokens can expire if access was revoked in Zoho.
• I don't see opens/clicks on the contact — check email mapping, that the subscriber actually interacted, and that the record is the one with the same email; run Sync or wait for the next automatic cycle if auto sync is active.
• Duplicates in the Directory — enable «Avoid duplicates» and verify email mapping before syncing in bulk.
• I can't change the settings — only whoever connected (or has shared sync) manages the page; ask that user or the Owner.

Disconnecting

From Integrations → Zoho Campaigns click Disconnect. In the window you can choose to keep the Campaigns already synced in Mokapen. Contacts and timeline entries already created are not deleted automatically when disconnecting. To confirm, type the required text in the modal.

Use cases

• Follow-up on those who clicked — after a Zoho newsletter, filter contacts with clicks in the timeline and assign them to a salesperson for a call.
• Newsletter KPIs in the same place as Ads — compare Zoho opens/clicks with Facebook or Google spend/clicks in Marketing → Campaigns and in reports, without opening three consoles.
• Engagement history on the record — the salesperson opens the contact and sees which campaigns they opened or clicked in recent months, before the call.
• Campaign attribution — the contact stays linked to the source campaign: you know which send generated interest.
• Zoho + CRM without CSV — historical sync on first connection, then automatic hourly updates when auto sync is enabled.

Frequently asked questions

Q: What is synced?

A: Sent email campaigns (recent sent), aggregate KPIs (sent, opens, clicks) and recipient actions (opened / clicked) linked to CRM contacts when email is mapped.

Q: Where do I see if a contact opened or clicked?

A: On the contact record, in the timeline / updates (and in campaign connections). The campaign name and how many times they opened or clicked appear.

Q: Do I connect with OAuth or API key?

A: With Zoho OAuth (authorize Mokapen in the browser). There is no API key field on the Zoho Campaigns page.

Q: Why don't I see drafts?

A: Only already sent (recent) campaigns are synced.

Q: Does Mokapen modify my campaigns on Zoho?

A: No. The integration is read-only toward Mokapen.

Q: How often does automatic sync run?

A: When automatic sync is enabled, Mokapen schedules an hourly sync for active Zoho Campaigns connections. You can always run Sync manually.

Q: What plan do I need?

A: A suitable Premium plan to connect the integration; the Marketing → Campaigns module may require a higher level. If a feature is not available, the medal icon appears on the page.

Q: What happens if I disconnect?

A: You can choose whether to keep campaigns already imported. Contacts and the open/click history already in the CRM remain.