Documentation/CRM & Support Integrations/Connect Zoho Campaigns

CRM & Support Integrations

Connect Zoho Campaigns

Send consenting contacts to selected Zoho Campaigns lists, map customer fields and keep unsubscribe, bounce and spam events synchronized.

Prerequisites and consent

  • A Zoho Campaigns account with at least one mailing list.
  • A Zoho user allowed to manage Campaigns contacts.
  • An explicit marketing consent field in the AIChatVault lead-capture form.
  • A documented lawful basis and privacy notice for the marketing activity.

Connect and select lists

  • Open the agent, choose Integrations and select Zoho Campaigns.
  • Connect with Zoho and approve contact access.
  • Select one or more default mailing lists for consenting contacts.
  • Map AIChatVault lead fields to the appropriate Zoho contact fields.
  • Optionally configure routing rules for specific sources, pages or agents.

Configure preference events

  • Copy the generated unsubscribe, bounce and spam webhook URLs from AIChatVault.
  • Create the matching webhooks in Zoho Campaigns settings.
  • Do not regenerate the webhook secret unless you are prepared to update every Zoho webhook URL.
  • Run the connection test to verify token, mailing-list access and consent configuration.

How Zoho Campaigns works end to end

  1. 01
    A lead is captured with consent

    AIChatVault records the customer fields and the explicit marketing-consent state configured in lead capture.

  2. 02
    Consent and routing are evaluated

    Records without the required consent are skipped; consenting contacts are checked against routing rules and default lists.

  3. 03
    Fields are mapped and subscribed

    AIChatVault sends the mapped contact data to the selected Zoho Campaigns mailing list or lists.

  4. 04
    Zoho manages campaign delivery

    Campaign content and delivery remain controlled inside Zoho Campaigns and its configured topics and preferences.

  5. 05
    Preference events synchronize back

    Configured unsubscribe, bounce and spam webhooks update AIChatVault suppression and integration activity so affected contacts are not treated as active subscribers.

Verify carefully

  • Use a controlled address and confirmed consent to test subscription.
  • Confirm the contact enters the expected list with correct field values.
  • Test preference-event webhooks in a safe environment where possible.
  • Review skipped records rather than bypassing missing consent.
Need more help? If the issue continues after these steps, contact AIChatVault support and include the agent, channel or integration involved and what you expected to happen.