Client story · Trade association
currencyassociation.org ↗One relationship hub for an international association and its programmes
The International Currency Association runs the Global Currency Forum and the CashMatters programme. We brought members, delegates, committees and mailing lists from scattered spreadsheets and Mailchimp into one Zoho CRM, connected to email campaigns, the website and a private community.
Trade association
Industry
United Kingdom
Country
Zoho CRM + Campaigns
Platform
What we delivered
A single source of truth for every relationship
Affiliations data model
One record per person, programme, event edition and role, so the CRM shows exactly how each contact is involved.
Committees & views
A committees module and 17 shared views so each team sees its own slice of the network.
Mailchimp migration
Audience, organisations and email content moved across, with unsubscribes and bounces kept as opt-outs.
Rule-based mailing lists
Lists built from CRM data and synced to Zoho Campaigns automatically, with domain authentication in place.
Website form API
A secure endpoint that adds or updates the contact, files them on the right list and logs the enquiry.
Private community
Zoho Connect groups linked to CRM, with invitations sent from the contact record.
CRM
Campaigns
Connect
DelugeProcess overview
How the solution runs, end to end
A simplified view of the workflow we built. Field-level rules, internal data and client-specific logic are kept confidential.
- 01Audit
Mapped the existing CRM fields and every data source.
- 02Model
Designed affiliations and committees around how the association works.
- 03Migrate
Moved existing CRM data and the Mailchimp audience into the new model.
- 04Clean
Retired old fields after backup and fixed titles, sectors and duplicates.
- 05Lists
Built rule-based mailing lists synced to Zoho Campaigns.
- 06Website
Connected website forms to CRM through an API.
- 07Community
Linked private Connect channels to CRM contacts.
Detailed blueprint shared with the client only
Integrations
Systems we connected
Every line below is a data connection set up as part of the project.
MailchimpZoho CRMMailchimpZoho CampaignsZoho CRMZoho CampaignsZoho CRMZoho CRMZoho ConnectResults
Where it landed
Verified reviews
From our Zoho projects
“Working with the team has been a genuinely positive experience. Highly professional, deeply knowledgeable, and consistently strong on the technical side. Throughout the project they were exceptionally responsive — especially in moments that required immediate attention — and always handled tasks with reliability and calm confidence. Clear communication, a proactive attitude, and real dedication. A pleasure to collaborate with, and someone I would gladly recommend.”
“I had the great opportunity to work with the team on a Zoho Desk and Facebook integration project. Highly skilled, responsive, and truly dedicated to achieving results — went above and beyond, even working late hours when needed, to ensure the project's success. I highly recommend them to anyone looking for a reliable and talented specialist.”
“It was really great working with the team! They could create really good systems on Zoho and mend them to your liking.”
“The best — delivered the job very fast. I recommend them for any Zoho jobs.”
Have a process like this?
We design and build Zoho systems that match how your team actually works.