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
- 01A lead is captured with consent
AIChatVault records the customer fields and the explicit marketing-consent state configured in lead capture.
- 02Consent and routing are evaluated
Records without the required consent are skipped; consenting contacts are checked against routing rules and default lists.
- 03Fields are mapped and subscribed
AIChatVault sends the mapped contact data to the selected Zoho Campaigns mailing list or lists.
- 04Zoho manages campaign delivery
Campaign content and delivery remain controlled inside Zoho Campaigns and its configured topics and preferences.
- 05Preference 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.
