Okta and Zoho Campaigns Integration

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Automatically add new Okta users to Zoho Campaigns for targeted onboarding and marketing. Latenode's visual editor and affordable execution-based pricing make it easier to keep lists current, saving time and budget.

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Okta

Zoho Campaigns

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Okta and Zoho Campaigns

Create a New Scenario to Connect Okta and Zoho Campaigns

In the workspace, click the β€œCreate New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Okta, triggered by another scenario, or executed manually (for testing purposes). In most cases, Okta or Zoho Campaigns will be your first step. To do this, click "Choose an app," find Okta or Zoho Campaigns, and select the appropriate trigger to start the scenario.

Add the Okta Node

Select the Okta node from the app selection panel on the right.

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Okta

Configure the Okta

Click on the Okta node to configure it. You can modify the Okta URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Okta

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Run node once

Add the Zoho Campaigns Node

Next, click the plus (+) icon on the Okta node, select Zoho Campaigns from the list of available apps, and choose the action you need from the list of nodes within Zoho Campaigns.

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Zoho Campaigns

Authenticate Zoho Campaigns

Now, click the Zoho Campaigns node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Campaigns settings. Authentication allows you to use Zoho Campaigns through Latenode.

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Configure the Okta and Zoho Campaigns Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Connect Zoho Campaigns

Zoho Campaigns Oauth 2.0

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The action ID

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Run node once

Set Up the Okta and Zoho Campaigns Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Okta, Zoho Campaigns, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking β€œRun once” and triggering an event to check if the Okta and Zoho Campaigns integration works as expected. Depending on your setup, data should flow between Okta and Zoho Campaigns (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Okta and Zoho Campaigns

Okta + Zoho Campaigns + Slack: When a new user is created in Okta, they are automatically added or updated as a contact in Zoho Campaigns. Subsequently, a notification is sent to a designated Slack channel to inform the marketing team about the new user.

Zoho Campaigns + Okta + Google Sheets: When a contact unsubscribes from a Zoho Campaigns campaign, the automation retrieves the contact's information. It then attempts to find the corresponding user ID in Okta. Finally, the unsubscribed contact's email and Okta user ID (if found) are recorded in a Google Sheet for compliance purposes.

Okta and Zoho Campaigns integration alternatives

About Okta

Use Okta in Latenode to automate identity and access management. Trigger workflows on user events like creation or login. Provision users in other apps or revoke access based on Okta status. Simplify user lifecycle management across your stack with visual, scalable automation.

About Zoho Campaigns

Use Zoho Campaigns in Latenode to automate email marketing based on triggers from other apps. Segment lists, personalize content, and track results using Latenode's visual editor. Connect Zoho Campaigns to CRMs, databases, or payment systems for smarter, automated campaigns. Scale outreach efforts without complex coding or per-step fees.

See how Latenode works

FAQ Okta and Zoho Campaigns

How can I connect my Okta account to Zoho Campaigns using Latenode?

To connect your Okta account to Zoho Campaigns on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Okta and click on "Connect".
  • Authenticate your Okta and Zoho Campaigns accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically add new Okta users to Zoho Campaigns?

Yes, with Latenode! Automatically sync new Okta users to Zoho Campaigns, enriching profiles with custom data using JavaScript blocks for advanced personalization. Scale user engagement effortlessly.

What types of tasks can I perform by integrating Okta with Zoho Campaigns?

Integrating Okta with Zoho Campaigns allows you to perform various tasks, including:

  • Add new Okta users as subscribers in Zoho Campaigns lists.
  • Update subscriber information in Zoho Campaigns from Okta profiles.
  • Trigger email campaigns in Zoho Campaigns based on Okta user events.
  • Segment Zoho Campaigns lists based on Okta group memberships.
  • Remove users from Zoho Campaigns when deactivated in Okta.

What Okta user attributes are available for use in Latenode workflows?

Latenode exposes all standard and custom Okta user attributes, including profile details, group memberships, and authentication factors, for powerful workflow logic.

Are there any limitations to the Okta and Zoho Campaigns integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time synchronization might be subject to Okta API rate limits.
  • Complex data transformations may require JavaScript knowledge.
  • Zoho Campaigns may have its own subscriber limits.

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