What is CRM email marketing?

An email marketing strategy to collect customer information—demography, purchase history, website browsing, behavior, and more—and use it to create targeted email campaigns that can build and strengthen relationships with customers. The goal of CRM email marketing is to deliver personalized content at each stage of customer's buying journey.

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Zoho Campaigns integrates with

icon Zoho CRM

icon Zoho Bigin

icon Salesforce

icon SugarCRM

icon MS Dynamics 365

icon HubSpot

Types of CRM email integration in Zoho Campaigns

In-house integration

Zoho Campaigns offers in-house integration with Zoho CRM and Bigin by Zoho CRM.

Third-party integration

Zoho Campaigns offers third-party CRM integrations with a variety of CRM software including Salesforce, SugarCRM, MS Dynamics 365, and HubSpot.

Custom-made integration

Zoho Campaigns also offers custom-made CRM integration options like API, webhooks, and integrations with Zapier and Zoho Flow to integrate your CRM software.

Integration process for CRM email marketing

The integration process varies depending on the CRM software you use. However, here are some general steps to follow for integrating Zoho Campaigns with a CRM software for CRM email marketing.

Steps 1

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Set up an account

Create an account with both Zoho Campaigns and your CRM software.

Steps 2

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Choose your integration method

Decide the type of integration you want to use.

Steps 3

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Connect your CRM software

Follow the steps for each platform—Zoho CRM, Bigin by Zoho CRM, Salesforce, SugarCRM, MS Dynamics 365, and HubSpot.

Steps 4

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Configure your settings

Set up the sync and map fields, create segments, and more based on your business requirements.

Steps 5

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Test the integration

Before launching your campaigns, test it.

Steps 6

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Launch your campaigns

Launch your email campaigns and start tracking their performance using the reporting and analytics features in Zoho Campaigns.

Why CRM
email marketing?

iconReceive accurate and up-to-date information about your customers by syncing your CRM software with an email marketing software.
iconPersonalize email campaigns based on customer data stored in the CRM software to increase the relevance and effectiveness of your campaigns.
iconSegment your email lists based on CRM data including customer demographics or behaviors to target specific groups with tailored messaging.
iconSet up automated email campaigns based on triggers or events in the CRM software to save time and increase efficiency in the marketing process.
iconGet insights and analytics on the performance of email campaigns by measuring the effectiveness of your marketing efforts and make data-driven decisions.

Use cases for CRM email marketing

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Nurture

Send personalized email campaigns based on the stage of your CRM contacts in their buyer’s journey to nurture leads and move them further down the sales funnel.

icon

Retention

Send loyalty campaigns such as reward programs, exclusive offers, or personalized recommendations to retain customers and increase customer lifetime value.

icon

Promotion

Send event invitations and reminders and track their RSVPs and attendance to increase event attendance and engagement.

icon

Upselling

Send targeted email campaigns promoting complementary or upgraded products or services to increase revenue and customer satisfaction.

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Feedback

Send surveys or feedback requests and track responses to gather valuable customer insights and improve your products or services.

Best practices for
CRM email marketing

Segment your email list

Use the customer data stored in your CRM software to manage and segment your email list into specific groups based on demographics, behavior, or other criteria. This helps create targeted and relevant email campaigns that are more likely to resonate with your audience.

Personalize your emails

Personalize your emails: Use dynamic content and merge tags to personalize your emails with the recipeint’s name, location, purchase history, or other relevant information. Personalized emails have been shown to have higher open and click-through rates than generic emails.

Use automation and workflows

Set up automated email campaigns based on triggers or events in your CRM software, such as a new lead, a customer's birthday, or an abandoned cart. This helps save time and improve efficiency in your email marketing process.

Optimize your email content

Keep your email content concise, visually appealing, and easy to read. Use a clear and compelling subject line, a strong call-to-action, and high-quality images or videos.

Test and optimize your campaigns

Use A/B testing to test different email designs, subject lines, and call-to-actions to see what works best with your audience.

Ensure compliance with regulations

Make sure your email campaigns comply with relevant regulations such as GDPR or CAN-SPAM. Provide an easy opt-out option for recipients who no longer wish to receive your emails.

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