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Zoho Campaigns integration

Zoho Campaigns is an email marketing platform for managing mailing lists, sending campaigns, tracking engagement, and automating subscriber workflows. Use Zoho Campaigns from Zoft voice agents, chat agents, workflows and AI employees.

  1. Starts withNew Contact
  2. ZoftAgent or workflow decides what happens next
  3. Then in Zoho CampaignsSend Campaign
  4. AndCreate Campaign
Illustrative flow built from Zoho Campaigns’s real triggers and actions.

Zoft + Zoho Campaigns

What Zoft can do with Zoho Campaigns.

  • 01Voice agentsA phone agent can use Zoho Campaigns actions such as Send Campaign and Create Campaign during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Zoho Campaigns while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Contact” happens in Zoho Campaigns, or use Zoho Campaigns as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Zoho Campaigns actions on its own, and ask for your approval before it sends or changes anything important.

Actions 11

Things Zoft can do in Zoho Campaigns.

  • Remove TagRemove a tag from a contact.
  • Find ContactLook up an existing contact by email address.
  • Find CampaignLocate an existing campaign by campaign name.
  • Send CampaignSend a campaign that has been created or cloned.
  • Clone CampaignClone an existing campaign, optionally renaming.
  • Create CampaignCreate a new campaign with campaign name, subject, topic, sender name/address, and mailing list.
  • Add Tag to ContactApply a tag to a contact by email. Creates the tag if it doesn't exist.
  • Custom API CallMake a custom API call to a specific endpoint
  • Add/Update ContactAdd a new contact or update an existing one. Confirmation email sent based on mailing list settings.
  • Unsubscribe ContactRemove a contact from a mailing list.
Show all 11
  • Add Contact to Mailing ListAdd contacts to your mailing lists.

Triggers 3

Events in Zoho Campaigns that can start a workflow.

  • New ContactFires when a new contact is added to a selected mailing list.
  • New CampaignFires when a new campaign is created.
  • UnsubscribeFires when a contact is removed from a mailing list or unsubscribed.

Setup

Connect Zoho Campaigns in three steps.

  1. 01ConnectChoose Zoho Campaigns in Connections and approve access in the Zoho Campaigns sign-in window. Zoft never sees your password.
  2. 02Put it to workAdd Zoho Campaigns as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ

Zoho Campaigns on Zoft, answered.

What can Zoft do with Zoho Campaigns?

Zoft supports 11 actions and 3 triggers for Zoho Campaigns. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Zoho Campaigns to Zoft?

Choose Zoho Campaigns in Connections and approve access in the Zoho Campaigns sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use Zoho Campaigns?

Yes. Once Zoho Campaigns is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Zoho Campaigns without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Zoho Campaigns to work in your operation.