Reactivate: How to integrate with Zoho CRM

You can integrate your Reactivate account directly with Zoho CRM.

An integration between Reactivate and Zoho CRM allows you to sync live open events so you can send your audience an automated email when they are in their inbox.

To get started

1. From your Retention.com dashboard, click the Retention.com logo in the top-left corner.

2. The drop-down menu will appear. Click Reactivate. You will be taken to the Reactivate dashboard.

3. Click on Integrations from the left navigation panel in Reactivate. Then, click Available Integrations at the top and choose the Zoho CRM icon.

4. Click Connect.

5. Click Accept. (If you are not already logged into your Zoho CRM account, you will need to do that first.)

6. You will be taken to Integration Settings. This is where you can Disable/Enable the integration, Remove it, and edit your Event Sync settings.

Remember: For the integration to work, it needs to be Enabled AND have Event Sync turned on (choose “Yes”).

7. Next, test the event to pass the Event name you created to Zoho CRM. To do that, click the Edit icon next to Event Sync. Then, click Send Test Event.

8. Paste an email address that already exists in your Zoho CRM account, and click Send.

How to send a test event

1. From your Integration Settings, click the edit icon next to Event Sync. Once you add your Event, click Send Test Event.

2. Paste an email address that already exists in Zoho CRM to send a test event. Click Send.

How to change Event Sync

If you want to edit or enable/disable your Event Sync, you can do that in your Integration Settings.

1. Go to Integrations. Then, click the three dots next to the integration name, and click Settings.

2. Click the pencil icon next to Event Sync.

3. You can choose if you want to Synchronize collected events by toggling between Yes/No. You can also change whether to sync the events for Contacts or Leads. To change the Sync events list, type a new one in Event name.

4. When you’re finished making your changes, click Save.

How to remove the integration

To remove an integration, go to Integrations. Then, click the dots next to the integration name, and click Remove.

Sync summary

You can view your daily sync history under Sync Summary on your integration page. It will show you the date, number of completions, if there are any failures, and the number that are in the queue.

To access all of your sync history, click View Full History under Sync Summary. If there’s a failure, it will show the email address, what type of failure has occurred under ESP Feedback, and the date and time of the failure.

If you have questions about the error message, you can contact support at support[at]retention[dot]com.