Developed by Zoho, the SendinBlue plugin lets you seamlessly integrate all of the benefits of SendinBlue with your CRM platform, including:
- Sync your contacts in a couple of clicks
- Send email campaigns to your Zoho contacts
- Access your email marketing analytics from your CRM
- Receive notifications when Zoho contacts engage with your emails
Installing the Plugin
To install the SendinBlue plugin for Zoho, start by visiting the SendinBlue page in the Zoho marketplace and click Install.
After installing the plugin, you will be prompted to link you SendinBlue account with the plugin by typing in your V3 API key. You can find this key by clicking on the API & Forms tab then click on Manage Your Keys.
Once you have found your key, copy and paste it into the prompt in Zoho and click Save.
Now that you’ve successfully connected your SendinBlue account with your Zoho CRM, you can sync your CRM contacts with SendinBlue.
Sync Your Contacts
To sync your Zoho contacts with SendinBlue, visit the SendinBlue tab under the extended menu icon.
Once you reach this menu, you’re presented with a number of options for syncing your contacts. We will go through them step by step. The first option lets you decide which contacts you’d like to sync by choosing between one of the following:
- Bulk Sync - Sync all of your contacts
- Selective Sync - Sync only a selection of your contacts
The next option gives you 2 choices for sync type:
- One Way - Sync contacts only from one platform to another
- Both Ways - Sync contacts across both platforms
If you chose One Way in the previous option, then you will be able to distinguish which platforms you would like to sync to and from by choosing either:
- SendinBlue to Zoho - Sync your SendinBlue contacts to Zoho
- Zoho to SendinBlue - Sync contacts from your Zoho CRM to SendinBlue
Finally, you will be able to select if you would like to Enable Scheduled Sync by selecting yes or no. If you click yes, you’ll be given a new option, Select Sync Occurrence, which enables you to choose between either daily or weekly syncs. Finally, you are given the option to decide which module in your CRM you would like the sync to affect, choosing between:
As soon as you save your settings, you can click Start Sync to perform your first sync with the settings that you set up. There is also a new Settings tab in the SendinBlue, where you may change your sync settings at any time.
After successfully running the sync that you set up, you should be able to find your contacts in the Contacts sections of both your Zoho CRM and/or SendinBlue, depending on the settings you chose for the sync.
View Campaign Results in Zoho
Now that you’ve got your contacts synced up, it’s time to take a look at SendinBlue campaign results directly from Zoho CRM. You can access this information by clicking on Campaigns from the extended menu at the top of your Zoho page. Once here, select the campaign that you want to view.
After choosing a campaign, you’ll be taken to a page that has detailed results for that specific campaign. If you want to more quickly analyze campaign performance in Zoho, you can also modify the numbers at the top to give you the numbers you’re most interested in seeing.