User Guide: Zoho Integration

Introduction to Zoho Integration

Zoho integration allows you to connect your CRM data with Meera campaigns, enabling:

• Effortless Synchronization: Automate the exchange of customer and lead data between Zoho and Meera.

• Improved Workflow Management: Reflect real-time updates in both platforms.

• Custom Configuration: Tailor the integration to meet your specific business needs, such as selecting record types, mapping fields, and applying filters.

This guide details step-by-step instructions on how to configure the integration, covering both basic and advanced configurations.

---

1. Connecting Zoho to Meera

Establish a secure connection between Zoho and Meera to enable data exchange.

Steps to Connect Zoho:

1. Access the Integration Section:

   • Log in to the Meera Dashboard and choose the campaign where you'd like to set up the integration.

   • 

   • Click the Connectors button (+ icon) and choose CRM Integrations.

   • Select Zoho from the list.
     
     

2. Authenticate with Zoho:

   • OAuth Authentication:

     • You will be redirected to Zoho’s login page.

     • Enter your Zoho credentials and grant access.

       

3. Connection Confirmation:

   • A green icon and success message confirm that the connection is successfully established and secure.
     
     

Why This Matters:

Secure authentication ensures data integrity during synchronization. OAuth is ideal for password-free, session-based access, while API tokens are useful for advanced security configurations.

---

2. Selecting Zoho Object for Synchronization

Choose the types of objects (Leads, Contacts, etc.) to sync with Meera for targeted and efficient data transfer.

Purpose:

Zoho stores various objects like Leads, Contacts, Accounts, and Opportunities. By selecting specific objects, you ensure only the data relevant to your campaign is synchronized, avoiding unnecessary clutter.

Steps to Select Records:

1. After a successful connection, navigate to the Record Selection interface.

2. Choose the record types you wish to sync:

   • Leads: For capturing potential customers.

   • Contacts: For existing customer details.

   • Opportunities: To track sales progress and deals.

3. Meera dynamically loads available fields for the selected record types.

4. Save your selections to proceed.
   
   

Important Note:

Regularly review the selected objects to ensure alignment with your business objectives and campaign needs.

---

3. Field Mapping Between Meera and Zoho

Map fields from Meera to Zoho to ensure data consistency during synchronization.

Purpose:

Field mapping ensures that data fields in Meera are aligned with their Zoho counterparts. For example, Meera's "First Name" field should map to Zoho's "First Name" field. This step is crucial for maintaining data accuracy.

Steps for Field Mapping:

1. Open the Field Mapping Interface:

   • A side-by-side view of fields from Meera and Zoho will be displayed.
     
     

2. Select dropdown values to map corresponding fields:

   • Example: Meera's Email → Zoho's Email Address.

3. Address unmapped fields:

   • For unmapped fields, use the Manual Entry option to input default values (e.g., Country Code = "US").

4. Validate required fields:

   • Ensure all mandatory fields, such as Name and Email, are mapped (marked with an asterisk).
     
     

5. Save your mappings.

Why This Matters:

Accurate field mapping ensures smooth data synchronization, avoids errors, and enables customized workflows by aligning critical data points.

---

4. Setting Filters for Synchronization

Apply filters to sync only the records that meet specific criteria, such as lead status or lead source.

Purpose:

Filters allow you to control which records are included in the synchronization process, making the integration more focused and efficient.

Establish specific lead criteria to determine which leads are synchronized to a particular Meera campaign.

Filter Operators with Examples:

• Contains: Checks if a field contains a specific value(s).

  • Example: Filter: "LeadSource contains Web, Facebook"

  • Field Value: "Web, Facebook" → True

• Not Contains: Checks if a field does not contain specific value(s).

  • Example: Filter: "LeadSource does not contains Web, Facebook"

  • Field Value: "Web, Facebook" → True

• Starts With: Checks if a field starts with a specific value.

  • Example: Filter: "Name starts with John"

  • Field Value: "John Doe" → True

• Equals: Checks if a field is equal to a specific value.

  • Example: Filter: "Status equals Active"

  • Field Value: "Active" → True

• Not Equals: Checks if a field is not equal to a specific value.

  • Example: Filter: "Status not equals Inactive"

  • Field Value: "Active" → True

• Greater Than: Checks if a field is greater than a specific value.

  • Example: Filter: "Age greater than 30"

  • Field Value: 35 → True

• Less Than: Checks if a field is less than a specific value.

  • Example: Filter: "Age less than 30"

  • Field Value: 25 → True

• Greater Than or Equals: Checks if a field is greater than or equal to a specific value.

  • Example: Filter: "Age greater than or equals 30"

  • Field Value: 30 → True

• Less Than or Equals: Checks if a field is less than or equal to a specific value.

  • Example: Filter: "Age less than or equals 30"

  • Field Value: 25 → True

Example:

If City = New York, synchronize those leads to Meera. By setting these filters, you ensure that only leads meeting your defined criteria are synchronized to the appropriate Meera campaign, enhancing the effectiveness of your marketing efforts.

---

5. Mapping Meera Statuses to Zoho Statuses

Align lead statuses between Meera and Zoho for consistent lifecycle tracking.

Purpose:

Statuses reflect the lifecycle of leads (e.g., New, Converted). By mapping statuses, you ensure that updates in Meera are accurately mirrored in Zoho.

Steps for Status Mapping:

1. Access the Status Mapping Interface.

2. Match Meera statuses with Zoho statuses:

   • Example: Meera's Delivered → Zoho's Contacted.
     
     

3. Save your mappings to ensure consistency.

List of Meera Status:

Why This Matters:

Status mapping prevents discrepancies, enabling seamless tracking of leads across both platforms.

---

6. Zoho to Meera Status Update

To effectively manage lead statuses between Zoho and Meera, you can set up criteria in Zoho that correspond to Meera's API endpoints for updating lead statuses. Here's how you can map Zoho lead statuses to Meera's 'Open', 'Close', and 'Do Not Contact (DNC)' statuses:

Open Status Mapping:

• Zoho Criteria: Identify leads in Zoho that should be marked as 'Open' in Meera. This could be based on specific lead statuses, such as 'New', 'Contacted', or 'In Progress'.

• Implementation: Create a workflow rule or process in Zoho that triggers when a lead meets the 'Open' criteria. This workflow should call Meera's API to update the lead's status to 'Open'.
  
  

Close Status Mapping:

• Zoho Criteria: Determine which leads in Zoho should be marked as 'Closed' in Meera. This might include leads with statuses like 'Closed - Won', 'Closed - Lost', or 'Unqualified'.

• Implementation: Set up a workflow or process in Zoho that detects when a lead's status changes to one of the 'Closed' statuses. This should trigger a call to Meera's API to update the lead's status to 'Closed'.
  
  

Do Not Contact (DNC) Status Mapping:

• Zoho Criteria: Identify leads that have opted out of communications or should not be contacted, such as those with a 'Do Not Contact' status or a checked 'Email Opt-Out' field.

• Implementation: Implement a workflow in Zoho that triggers when a lead is marked as 'Do Not Contact'. This workflow should invoke Meera's API to update the lead's status to 'DNC'.
  
  

---

7. Synchronizing Data

Trigger the synchronization process after confirming all configurations.

Steps:

1. Validate all settings: Ensure fields are mapped, filters are applied, and statuses are configured.

2. Click the Sync button.

3. Monitor progress in the Execution Logs.
   
   

   

Key Tip:

Use execution logs to identify and troubleshoot errors during synchronization.

---

8. Managing Post-Sync Operations

Review results, adjust configurations, and troubleshoot errors after the sync.

Steps:

1. View Execution Logs to analyze sync results.

2. Adjust the settings as needed and rerun the sync.

3. Pause or resume synchronization from the dashboard.

   

---

9. Common Issues and Their Resolutions

Address common problems like missing fields or authentication errors.

Examples:

• Missing Fields: Map all required fields in the Field Mapping Interface.

• Authentication Errors: Reconnect Zoho using valid credentials.

• Unmapped Statuses: Confirm that all statuses in Meera are mapped to Zoho equivalents.

 

If you need any further assistance or have any additional questions, please get in touch with us at help@meera.ai