We are excited to announce our integration between two well-respected world-class solutions, Zoho CRM and Constant Contact.

Quick introductions before we get into the functionality provided.

Constant Contact is a purpose-built Campaign Management platform and is very popular for Email Marketing, with the ability to share posts to FaceBook, Instagram, Twitter and LinkedIn.

Zoho CRM is one of the 50+ Apps in the Zoho ecosystem and provides modules to manage Leads, Contacts, Deals, Invoices, Cases etc. with workflows to automate your Sales, Marketing, Support and other operations.

Both products are from different Vendors, both are cloud based and can be subscribed to, with trial versions being offered below:

Constant Contact Trial
Zoho CRM Trial

We have successfully developed and implemented a bi-directional integration between Constant Contact and Zoho CRM with the following feature set:

List management

1. Creating a List

Constant Contact has multiple Lists, each of which can have subscribed Contacts. Our integration enables these Lists and subscribed Contacts to be created from within Zoho CRM! Simply specify a Custom View in the Leads or Contacts module, map the fields required (First Name, Last Name, Email Address, Account Name etc.) and hit the ‘Create List’ button – refresh your Constant Contact page and you will see the Custom View as a List with subscribed Contacts!

All steps are illustrated below starting with a custom view called Internal Team in Zoho CRM with four contacts and the new Create List button:

Give the List a meaningful name that you can relate to, select a View (All Contacts/Leads or a Custom View), and map the required fields from Zoho CRM to Constant Contact, which will be automatically saved:

You can then see the List in Constant Contact along with the subscribed contacts:

2. Updating a List

Any contacts added to (or removed from) the same Zoho CRM custom view will be automatically added (or removed from) to the associated Constant Contact List based on a time interval specified in our scheduler. Your mapped fields have been saved so you can be assured of data consistency as the same information will be uploaded! You can of course choose to update immediately by clicking the ‘Update CC List Now’ button for that Campaign (from our new Constant Contact List module in Zoho CRM – please see Pt 4 below).

3. Managing an existing List(s)

You may already be using Constant Contact and consequently have existing Lists with subscribed Contacts. In the Settings button of our integration, you will have the ability to import these Lists from Constant Contact to Zoho CRM, and create the Subscribers in either the Leads or Contacts Module.

4. Constant Contact Lists

We have provided a new module in Zoho CRM called Constant Contact Lists, which clearly shows all your Lists and can be filtered and sorted, as illustrated below. Clicking on a List will take you into the Details and show you the associated Leads or Contacts.

Campaign Management

1. Get New Campaign

In the Zoho CRM Campaign module you will find a new button ‘Get New Campaign’ which when clicked will download summary information of your Constant Contact Campaigns. There is also an automated scheduler that will do this for you based on a specific time interval.

This provides a list view of only those Constant Contact Campaigns initiated through Zoho CRM. Drill down into each Campaign Summary, where there are two Tabs for Details and Report .

The Details Tab will give you an overview of the Campaign as shown below:

The Report Tab will show you the Constant Contact analytics with Open Rates, Clicks, Bounces, Did Not Open etc. all from within Zoho CRM, so users don’t have to toggle between the two applications!

2. Update Subscriber Status

With any Constant Contact Campaign, the engagement refreshes over time and therefore there is a need to update the subscriber status, so you have the latest analytics in Zoho CRM. The CC Subscriber Status button will enable you to update at your convenience, or you can leave it to our scheduler to automatically fetch and update your CRM.

The above integration has been well tested and we are presently onboarding customers individually, so we can cater for any specific change requests.

Please email me on ravi@mercerlal.com or call/message on +44 7747599294 to get this integration working for you.

Mercer Lal is proud to have partnered with Zoho Corporation, implementing the entire range of 45+ applications in the Zoho One ecosystem.

One of these applications is Zoho CRM, which lies at the heart of the ecosystem and integrates with other applications like Books, Desk, Meetings, Marketing Hub etc.

At MESA, we are implementing Zoho One, starting with the CRM which involves migrating of data from their previous system. This includes data preparation, segmentation, global updates and customisation in Zoho for accurate field mapping. Quite unique to this migration is the importing of historical data which would normally have been beyond budget!

Once Zoho CRM has been implemented, we will be integrating a quotation management tool (Quotewerks) to manage the configure, price, quote (CPQ) process, which will automatically create a Deal, based on the actual quote sent.

Email marketing will also be integrated through an existing platform (Constant Contact) to bring in all the analytics on Open Rates, Bounce Backs, Click Throughs, Opt-Outs etc.

This will be followed by migration of their current accounting system to Zoho Books.

Further phases include Zoho Marketing Hub integration with their website for managing customer journeys, SEO and lead management, as well as many other Zoho Apps.

• Customer Relationship Management (CRM) Solutions
• Project Management Services
• Systems Integration
• Bespoke Software Development

Really excited to see that Quotewerks have developed integration with Zoho CRM, and as a Partner for both products, we are well placed to help customers get the best out of this; watch the video below and get in touch to streamline your quotation management.

https://www.youtube.com/embed/Z0Pymc4NIvQ

• Ticket Management, offering Multi-channel communications with a multi-branded self-service portal and multi-department help desk to reflect your organisation structure. Add to that contextual email and integration with telephony, social media and live chat to take your support to another level
• Automation, that replaces routine tasks and ensures every ticket is assigned, with notification rules and adherence to SLAs.
• Agent Productivity is enhanced multi-fold, using an award winning system that provides a contextual response editor, improves team collaboration and enables management of tickets from mobile devices
• Security is a very high priority and user roles, profiles, data sharing rules and field level access controls all work together, towards protecting customer data whilst giving your team flexibility...oh, did I mention that it helps you comply with GDPR!
• Customisation of Layouts, multiple templates, re-branding and domain mapping all make the Desk distinctive, including self service portals for your customers
• Insights provide high-impact analysis through feature-rich reports, live dashboards and a mobile app for managers on the move
• Extend your help desk by integrating with native and third-party applications. Use Custom Code, SDKs and APIs to get the party singing and dancing

• Generate Leads from various sources, including smart web forms, social integration and marketing campaigns
• Enrich Leads using Zia, the Artificial Intelligence built into Zoho and available across the entire platform
• Distribute Leads automatically to Sales Reps based on pre-defined Workflow Rules
• Nurture Leads through multi-channel communications
• Identify quality leads and convert them to Deals with a single click
• Use built-in analytics to measure the Leads, Conversion Rates on Sources and Sales Reps, as well as Cost per Acquisition (CPA)

• Leads can be converted to Contacts once there is a business opportunity and they become potential customers
• Omni-channel engagement that brings the customer closer and unifies your team across Sales, Support and Marketing
• Customer-facing teams communicate internally in real time on a single database that ensures consistent customer experience
• Empower your teams by leveraging insights and intelligence across all customer touchpoints
• Improve your business processes from prospecting to payments using automated, efficient workflows
• Be productive on the go with access to a full range of mobile applications

• An Account is a Company or a Department that can have multiple Contacts linked to it
• Cater to different needs of the same Organisation by setting up parent-child relationships
• View all transactions in one place from sales orders to invoices and payment details within the account
• Segment accounts based on recency, frequency, and monetary value
• Closely manage accounts under your control
• Discover deeper insights about the accounts that you manage with built-in analytics

• Create a Deal for a confirmed business opportunity
• Identify and focus on Deals that are likely to close, using Zia and it's AI capabilities
• Increase up-selling and cross-selling
• View Deals by Stage and progress through Sales funnel easily
• Create Quotes based a Product Catalogue 
• Build fully customisable sales processes for your organization