Experience Editor
Zoho CRM Integration
Nexweave recently updated its UI and got a new look! You will notice differences (especially in the colours) between the graphics and screenshots you see in this article and the corresponding sections within the Nexweave platform. Don’t worry though, because the steps and processes this article details remain the same. Moreover, we’re going to updating this article to reflect our platform changes very soon. Stay tuned and keep reading!

Generate a URL and embed code for your images and videos that are compatible with Zoho CRM and directly plug them into the email builder on the Zoho CRM platform!

Please note: Users can choose whether they want to send Mass Emails to Leads or Contact. In this demonstration, we are sending Mass Emails to Leads. The same process applies to Contact as well.

For our demonstration, we are sharing a personalised image in an email that hyperlinks to a video landing page. Here's an example of what your recipients would receive:

1. Start by configuring and launching a URL Override campaign in Nexweave. To learn how you can successfully run a URL campaign, please have a look at the linked article, or you can also refer to the video below:

2. Once your campaign is launched, click on Generate Embed Code. 

3. In the embed code modal, set your desired Integration platform from the dropdown. You can select Zoho CRM (contacts) or Zoho CRM (leads) as the integration platform, depending on which audience group you are targeting.

4. In our demonstration, we have set the integration platform to Zoho CRM (leads).

5. Then, map each of the listed Nexweave variables with the corresponding Zoho CRM variables by selecting them from the dropdown.

In case the variable list does not contain an appropriate match, you can also create your Zoho CRM variable from within the dropdown.

6. In our demonstration we have mapped the variables:

  1. NAME: ${Leads.Lead Name}

  2. DOMAIN: ${Leads.Website}

7. Click on Generate Embed code to get the email embed code compatible with Zoho CRM.

8. Within the Zoho CRM platform, create an email template.

9. In the email builder, click on the Edit HTML which enables you to insert embed code from nexweave.

10. Copy the generated link from the Nexweave campaign, and paste it into the HTML editor.

Please note: The image in the email preview will appear with the merge field name/default values. However, your audience will see their personal information once the email is released to them.

11. Once your email is designed, you can share it via Mass Email on Zoho CRM.

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Nexweave Knowledge Base | 2024