Now let’s authorise Sopro to connect with your Zoho account and activate
Step 1: Connecting the accounts
To start the configuration setup, click on the CRM Integrate tab on the sidebar of your
Sopro portal, and then click Activate under the Zoho CRM.
Connect your Zoho account by logging into Zoho and authorising the connection between
Sopro and Zoho by clicking Accept.
You will be automatically taken to the next step – General Import Settings.
Step 2: General import settings
1. Import Options
This step defines which prospects should be imported from your Sopro campaign to Zoho.
You have two options:
• Import all prospects
Select this option to import all prospects we will contact on your behalf within
your Sopro campaign.
I.e. If your Sopro campaign engages 10,000 prospects, you will see all 10,000
prospects in Zoho.
• Import responders only
Selecting the second option will import only the prospects that responded to an
email in your Sopro campaign.
I.e. If your Sopro campaign has resulted with 200 responses, you will see all
200 prospects in Zoho
2. Import as leads or contacts
Select whether data from Sopro should be imported as Zoho Leads or Zoho Contacts.
Step 3: Importing and mapping responses with Lead Statuses
In the next section you can select which types of responses to import into Zoho. You
will also map the lead status for each type of response to your Sopro campaign . This
step has different options based on your selection in step 2.
If you selected “Import all prospects” in step 2,
every prospect from your Sopro campaign
will be imported to Zoho. The integration can then update the lead status of each, as
contacts respond to your Sopro campaign.
First, select the initial status for the contacted prospects, and then assign how the
lead status should be updated for each type of response. As contacts respond to your
Sopro campaign, your data will automatically update in Zoho. (Lead statuses are only
available if leads are imported)
If “Import responders only” option was selected in
the previous step, you have the option to select which type of responses to be imported
as Contacts, and to map each of the response types with a certain lead status.
(I.e Positive Response > Pre-Qualified - This will import all positive responses
as leads and will assign them with a “Pre-Qualified” lead status.)
Step 4: Create deals for imported contacts from Sopro to Zoho
his is an optional step. If selected, it allows you to create opportunities and assign
them to specific opportunity stages based on the type of response in your Sopro
campaign. (Only available if Contacts are imported).
Step 5: Map Sopro properties with Zoho CRM fields
The next step is to map the Company, Contact and Deal properties from your Sopro campaign
to the corresponding fields in Zoho.
The source fields can be connected with two
types of Zoho fields: Text fields or
If a text field is selected the default value transferred will be “Sopro”. If a dropdown
field is selected, Sopro needs to be added as an option in your Zoho source list.
“On duplicate records, update or skip?” – This
option enables updating existing company
or contact information in your Zoho with details from the Sopro campaign
Step 6: Review settings and confirm.
Once you have completed the settings and field mapping stages, you can review the setup
and click Confirm to activate
the Zoho integration.
Step 7: Bask in glory
You blocked out an hour for this and we’re guessing it took between 3 and 5 minutes to
Worst case, you have at least 45 minutes back to revel in your triumph over technology.
We recommend either a deck chair or a sun lounger for this stage, usually in good
company and with an assortment of appropriate beverages.
Would you like to arrange a demo to see the full value?