{"id":7199,"date":"2020-01-08T19:18:36","date_gmt":"2020-01-08T19:18:36","guid":{"rendered":"https:\/\/help.fromdoppler.com\/es\/?p=7199"},"modified":"2025-12-01T20:13:38","modified_gmt":"2025-12-01T20:13:38","slug":"como-integrar-doppler-con-zoho-crm","status":"publish","type":"post","link":"https:\/\/help.fromdoppler.com\/en\/how-to-integrate-zoho-crm-with-doppler\/","title":{"rendered":"How to integrate Doppler with Zoho CRM"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Would you like to know how to make the most of your Zoho CRM account? By integrating it with <a href=\"https:\/\/www.fromdoppler.com\/\">Doppler<\/a>!\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This allows you to manage all your contacts and easily incorporate them into your email marketing strategy by synchronising your CRM data with your subscriber lists. In just five steps, you&#8217;ll have an integration ready to take your communication to the next level.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Thanks to this connection, you can import your contact information and use the combined power of both platforms to support your<a href=\"https:\/\/blog.fromdoppler.com\/disena-customer-journey-email-marketing\/\"> customers<\/a> throughout their journey.<\/span><\/p>\n<h2><b>1. Step-by-step guide to integrating your Zoho account with Doppler<\/b><\/h2>\n<p><b>1.1 <\/b><span style=\"font-weight: 400;\">Log in to your Doppler account<\/span><\/p>\n<p><b>1.2<\/b><span style=\"font-weight: 400;\"> Access your account and go to the Integrations module from the main menu.<\/span><\/p>\n<p><img class=\"alignnone wp-image-12517\" src=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-ingles-1-300x19.png\" alt=\"\" width=\"726\" height=\"46\" srcset=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-ingles-1-300x19.png 300w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-ingles-1-1024x66.png 1024w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-ingles-1-768x50.png 768w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-ingles-1.png 1037w\" sizes=\"(max-width: 726px) 100vw, 726px\" \/><\/p>\n<p><b>1.3<\/b><span style=\"font-weight: 400;\"> From the list of available integrations, select<\/span><b> Zoho CRM <\/b><span style=\"font-weight: 400;\">and click Connect.<\/span><\/p>\n<p><img class=\"alignnone wp-image-12518\" src=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-ingles-2-300x134.png\" alt=\"\" width=\"754\" height=\"337\" srcset=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-ingles-2-300x134.png 300w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-ingles-2-1024x459.png 1024w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-ingles-2-768x344.png 768w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-ingles-2.png 1321w\" sizes=\"(max-width: 754px) 100vw, 754px\" \/><\/p>\n<h2><b>2. Configure the synchronization parameters<\/b><\/h2>\n<p><b>\u00a02.1<\/b><span style=\"font-weight: 400;\"> Once the connection is authorized, define what information you want to synchronize:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Contacts.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Leads.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Accounts.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">You can choose the Doppler Lists to which contacts from Zoho will be imported.<\/span><\/p>\n<p><img class=\"alignnone wp-image-12519\" src=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-ingles-3-300x224.png\" alt=\"\" width=\"676\" height=\"505\" srcset=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-ingles-3-300x224.png 300w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-ingles-3.png 646w\" sizes=\"(max-width: 676px) 100vw, 676px\" \/><\/p>\n<h2><b>3. Log in to the Zoho API Console<\/b><\/h2>\n<p><b>3.1<\/b><span style=\"font-weight: 400;\"> Access the<a href=\"https:\/\/accounts.zoho.com\/developerconsole\"> Zoho API<\/a> Console and select the Server-Based Applications option.<\/span><\/p>\n<p><img class=\"alignnone wp-image-12512\" src=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/Zoho1-1-300x139.png\" alt=\"\" width=\"628\" height=\"291\" srcset=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/Zoho1-1-300x139.png 300w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/Zoho1-1-1024x474.png 1024w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/Zoho1-1-768x356.png 768w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/Zoho1-1-1536x712.png 1536w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/Zoho1-1.png 1837w\" sizes=\"(max-width: 628px) 100vw, 628px\" \/><\/p>\n<p><b>3.2<\/b><span style=\"font-weight: 400;\"> From there, you can generate the necessary credentials to connect your Zoho CRM account with Doppler.<\/span><\/p>\n<h2><b>4. Complete your application details in Zoho<\/b><\/h2>\n<p><b>4.1<\/b><span style=\"font-weight: 400;\"> On the next screen of the API Console, you will need to enter the details you previously copied from your Doppler account.\u00a0 These are the details that were visible on the integration screen:<\/span><\/p>\n<ul>\n<li aria-level=\"1\"><b>Client name.<\/b><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Client domain.<\/b><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Authorized redirect URLs.<\/b><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Client type.<\/b><\/li>\n<\/ul>\n<p><b>4.2<\/b><span style=\"font-weight: 400;\"> Fill in each of these fields and click Create to generate the application.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><img class=\"alignnone wp-image-12513\" src=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/Screenshot-2025-11-28-111459-300x136.png\" alt=\"\" width=\"633\" height=\"287\" srcset=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/Screenshot-2025-11-28-111459-300x136.png 300w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/Screenshot-2025-11-28-111459.png 620w\" sizes=\"(max-width: 633px) 100vw, 633px\" \/><\/p>\n<h2><b>5. Copy the Client ID and Client Secret<\/b><\/h2>\n<p><b>5.1 <\/b><span style=\"font-weight: 400;\">Once the application has been created, Zoho will display two key pieces of information:<\/span><\/p>\n<ul>\n<li aria-level=\"1\"><b>Client ID<\/b><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Client Secret<\/b><\/li>\n<\/ul>\n<p><b>5.2<\/b><span style=\"font-weight: 400;\"> These values are what you will need to enter on the Doppler integration screen to complete the connection between both platforms.<\/span><\/p>\n<p><b>&#x26a0;&#xfe0f; Important: <\/b><span style=\"font-weight: 400;\">Keep this information in a safe place. It is necessary to authenticate the integration and should not be shared with third parties.<\/span><\/p>\n<p><img class=\"alignnone wp-image-12514\" src=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/Screenshot-2025-11-28-111550-300x258.png\" alt=\"\" width=\"610\" height=\"525\" srcset=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/Screenshot-2025-11-28-111550-300x258.png 300w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/Screenshot-2025-11-28-111550.png 521w\" sizes=\"(max-width: 610px) 100vw, 610px\" \/><\/p>\n<h2><b>6. Complete the information in Doppler and finalize the connection<\/b><\/h2>\n<p><b>6.1<\/b><span style=\"font-weight: 400;\"> Now you must return to Doppler and complete the fields with the Client ID and Client Secret you just obtained in Zoho CRM.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Once on the integration screen:<\/span><\/p>\n<ol>\n<li><span style=\"font-weight: 400;\"> Enter the Client ID in the corresponding field.<\/span><\/li>\n<li><span style=\"font-weight: 400;\"> Enter the Client Secret in its assigned field.<\/span><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p><b>6.2<\/b><span style=\"font-weight: 400;\"> After completing both pieces of information, click \u201cConnect\u201d to integrate your accounts.<\/span><\/p>\n<p><img class=\"alignnone wp-image-12520\" src=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/Zoho-ingles-4-300x181.png\" alt=\"\" width=\"761\" height=\"459\" srcset=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/Zoho-ingles-4-300x181.png 300w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/Zoho-ingles-4.png 603w\" sizes=\"(max-width: 761px) 100vw, 761px\" \/><\/p>\n<h2><b>7. Synchronize your Lists<\/b><\/h2>\n<p><b>7.1<\/b><span style=\"font-weight: 400;\"> Once the integration between both platforms has been successfully completed, you will be able to automatically synchronize your Zoho CRM Leads and Contacts with the Doppler Subscriber Lists you define.<\/span><\/p>\n<p><b>7.2<\/b><span style=\"font-weight: 400;\"> To continue, select which Zoho CRM entities you want to send to your Doppler Lists.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can choose between:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Leads<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Contacts<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Any other entity that has an email registered in Zoho<\/span><\/li>\n<\/ul>\n<p><b>7.3 <\/b><span style=\"font-weight: 400;\">Then, associate each entity with the Doppler List where you want to store it.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This means that all the available information for that entity will be sent and linked to the List you select in your Doppler account.<\/span><\/p>\n<p><img class=\"alignnone wp-image-12521\" src=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/Zoho-ingles-5-300x210.png\" alt=\"\" width=\"791\" height=\"554\" srcset=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/Zoho-ingles-5-300x210.png 300w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/Zoho-ingles-5.png 593w\" sizes=\"(max-width: 791px) 100vw, 791px\" \/><\/p>\n<h2><b>8. Synchronization with Zoho custom modules<\/b><\/h2>\n<p><b>8.1<\/b><span style=\"font-weight: 400;\"> If you want to synchronize Zoho CRM custom modules with a Doppler List, make sure that the api_supported = true property is enabled. Otherwise, the entity will not appear as available.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can find more information in the official Zoho documentation.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2><b>9. Map the Fields<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">After selecting the Zoho CRM entities and Doppler Lists you want to synchronize, you will need to map the fields:<\/span><\/p>\n<p><b>9.1<\/b><span style=\"font-weight: 400;\"> This process consists of associating the data you have stored in Zoho with the corresponding fields in Doppler, so that the information reaches your Lists correctly. Don&#8217;t worry: it&#8217;s a simple and intuitive process.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You will be able to view and map fields such as:<\/span><\/p>\n<ul>\n<li aria-level=\"1\"><b>Email<\/b><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>First Name<\/b><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Last Name<\/b><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Activity<\/b><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Among other data available in your Zoho CRM module<\/span><\/p>\n<p><b>9.2<\/b><span style=\"font-weight: 400;\"> Match each Zoho field with its equivalent in Doppler, as it will appear on the screen. (You must have previously created fields.)<\/span><\/p>\n<p><img class=\"alignnone wp-image-12522\" src=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-7-300x194.png\" alt=\"\" width=\"776\" height=\"502\" srcset=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-7-300x194.png 300w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-7-768x496.png 768w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-7.png 971w\" sizes=\"(max-width: 776px) 100vw, 776px\" \/><\/p>\n<p><b>9.3<\/b><span style=\"font-weight: 400;\"> Once you have mapped all the fields you need, proceed by clicking \u201cNext.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You&#8217;ve done it! Enjoy the integration<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When the field mapping is completed successfully, synchronization is activated and your integration between Zoho CRM and Doppler is ready to use. &#x1f64c;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">All synchronized lists will immediately appear on your Main Dashboard.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As you add new Lists, you will be able to:<\/span><\/p>\n<ul>\n<li aria-level=\"1\"><b>View them<\/b><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Edit them<\/b><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Delete them<\/b><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">And all from the same management grid.<\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">&#x1f4a1; DopplerTip: Periodically review your synchronized Lists to ensure that the data is up to date and that your Email Marketing Strategy makes the most of your CRM information.<\/span><\/i><\/p>\n<p>&nbsp;<\/p>\n<p><img class=\"alignnone wp-image-12523\" src=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-ingles-6-300x206.png\" alt=\"\" width=\"829\" height=\"569\" srcset=\"https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-ingles-6-300x206.png 300w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-ingles-6-768x528.png 768w, https:\/\/help.fromdoppler.com\/wp-content\/uploads\/2020\/01\/zoho-ingles-6.png 863w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">See how simple it is? In just a few steps, you can synchronize<\/span><b> Zoho CRM<\/b><span style=\"font-weight: 400;\"> with <\/span><b>Doppler <\/b><span style=\"font-weight: 400;\">and start working with a unified database that is ready to activate your communications. With your lists synchronized in Doppler, you will be able to:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Schedule and send your<\/span><b> Email Campaigns<\/b><span style=\"font-weight: 400;\"> from a single location.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Analyze the performance of each mailing with detailed metrics.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automatically receive each new<\/span><b> Lead or Contact<\/b><span style=\"font-weight: 400;\"> created in Zoho CRM in the List you have chosen.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">If you want to discover what type of Campaigns you can set up with this integration, we recommend exploring our<\/span><b> Automation options based on your Users&#8217; Behavior.<\/b><\/p>\n<p><span style=\"font-weight: 400;\">You are now ready to take advantage of the full potential of this integration and take your Email Marketing strategy to the next level! &#x1f680;<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>","protected":false},"excerpt":{"rendered":"<p>Would you like to know how to make the most of your Zoho CRM account? By integrating it with Doppler!\u00a0 This allows you to manage all your contacts and easily incorporate them into your email marketing strategy by synchronising your CRM data with your subscriber lists. In just five steps, you&#8217;ll have an integration ready [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[583,486],"tags":[418,326,685],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>C\u00f3mo integrar Doppler con Zoho CRM y potenciar tu negocio<\/title>\n<meta name=\"description\" content=\"Integra ambas plataformas en s\u00f3lo 5 pasos y disfruta los beneficios del Email Marketing para Zoho CRM. 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