Link Record to Campaign (Zoho CRM)
Adds a Lead or Contact to a Campaign and sets their Member Status.
What it needs.
Map each field to a column in your table. Optional fields can stay empty.
campaign_idThe unique 19-digit ID of the Campaign.dynamic_selectrelated_moduleSelect whether you are adding a Lead or a Contact.selectrelated_record_idThe unique 19-digit ID of the Lead or Contact.stringmember_statusThe status of the lead/contact within this campaign.nullableselect
When to use this.
The "Link Record to Campaign (Zoho CRM)" action facilitates the integration of leads or contacts into specific marketing campaigns within Zoho CRM. By providing key input parameters such as Campaign_ID, Related_Module (to specify whether the record is a Lead or Contact), Related_Record_ID, and an optional Member_Status, users can effectively manage their campaign memberships. The action outputs essential data, including a status message and the linked_record_id, confirming the successful addition of the record. This functionality is particularly useful for marketing teams looking to streamline their campaign management processes, enhance lead tracking, and improve engagement strategies. As part of the integration category, this action supports efficient data handling and campaign optimization within the Zoho CRM ecosystem.
What it returns.
Every field this action writes back to the row. Click a line to expand nested objects.
statusStatusnullablestringmessageMessagestringlinked_record_idLinked Record Idnullablestring
How this fits a workflow.
Trigger → Link Record to Campaign (Zoho CRM) → enrich → push to your CRM. You set it up once; after that it runs without you.
- Step 1TriggerNew row, form submit, or schedule.
- Step 2Link Record to Campaign (Zoho CRM)The Zoho CRM action runs.
- Step 3EnrichWaterfall fills missing fields.
- Step 4Push to CRMHubSpot / Pipedrive / Zoho CRM / GoHighLevel.
Two actions you can chain after this one:
Throughput & reliability.
How fast it drains a table, and what happens when the upstream provider has a bad day.
- Per-minute limit100 / min
- Per-day limit2,000 / day
- RetriesAutomatic w/ backoff
- Failed lookupsZero credits
More Zoho CRM actions.
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Retrieve details of a specific account using its unique Zoho Record ID.
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Delete an existing account record in Zoho CRM using its unique record ID. This action typically moves the record to the Recycle Bin.
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List Contacts (Zoho CRM)
Retrieve a paginated list of contacts from Zoho CRM, including basic contact fields and pagination info.
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Create Account (Zoho CRM)
Create a new account record in Zoho CRM, including company details, billing, and shipping addresses. Requires an Account Name.
FAQ.
Run Link Record to Campaign (Zoho CRM) in 60 seconds.
Connect the account, drop the action on a column, run it on your rows.