Steps to configure SAML SSO for Zoho Marketing Automation

About Zoho Marketing Automation

Zoho Marketing Automation is a marketing-automation platform that lets businesses capture leads, nurture prospects via multi-channel workflows (email, SMS, web), and score/segment them to drive conversion.

Bookmarks

You can add Zoho Marketing Automation to the Identity360 end-user portal by creating a simple bookmark for the application and assigning it to users. The bookmark method enables users to directly login to Zoho Marketing Automation from the Identity360 portal, allowing single-click access.

Note: ManageEngine Identity360 is part of the Zoho suite. So, logging into Identity360 enables SSO for all of the Zoho applications.

Steps to configure Bookmark for Zoho Marketing Automation

  1. Log in to Identity360 as an Admin, Super Admin, or Technician with a role that has Application Integration and Single Sign-on permissions.
  2. Navigate to Applications > Application Integration > Create New Application, and select Zoho Marketing Automation from the applications displayed.
    Note: You can also find Zoho Marketing Automation from the search bar located at the top.
  3. Under the General Settings tab, enter the Application Name and Description.
  4. Under the Choose Capabilities tab, choose Single Sign-On and click Continue.
    Identity360 application configuration General Settings.General Settings of SSO configuration for Zoho Marketing Automation
  5. Under Integrations Settings tab, from Bookmark Configuration, select the respective Data Center.
    Note: A data center is a facility that stores your enterprise data and from which the user can access the same. At Zoho, we host data in best-in-class data centers across the globe.
  6. Click Save.
    Data region selection for bookmark configurationData region selection for bookmark configuration of Zoho Marketing Automation

To learn how to assign users or groups to one or more applications, refer to this page.

Note: No additional configuration settings are required on the Zoho Marketing Automation end.

Steps to enable MFA for Zoho Marketing Automation

Setting up MFA for Zoho Marketing Automation using Identity360 involves the following steps:

  1. Set up one or more authenticators for identity verification when users attempt to log in to Zoho Marketing Automation. Identity360 supports various authenticators, including Google Authenticator, Zoho OneAuth, and email-based verification codes. Click here for steps to set up the different authenticators.
  2. Integrate Zoho Marketing Automation with Identity360 by configuring SSO using the steps listed here.
  3. Now, activate MFA for Zoho Marketing Automation by following the steps mentioned here.

How does MFA for applications work in Identity360?

  SSO Integration flow diagram  

Don't see what you're looking for?

  •  

    Visit our community  

    Post your questions in the forum.

     
  •  

    Request additional resources  

    Send us your requirements.