If I delete a lead from CRM Lead, or convert them from Lead to Account / Contact, will they be removed from Campaigns that are set up to sync with CRM Leads?

If I delete a lead from CRM Lead, or convert them from Lead to Account / Contact, will they be removed from Campaigns that are set up to sync with CRM Leads?

I have a mailing list on Campaigns, that is synced to the CRM Leads tab. Now all I have been doing is to import leads from CRM to Campaigns. If I delete the Lead from CRM Leads, will they get removed from Campaigns as well? Similarly, if I convert a lead to Account / Contact, they will no longer be under the Leads tab anymore. Will they be removed from Campaigns?

If not, how can I set up a way to let Zoho CRM and Campaigns to communicate when a lead is removed from CRM Leads, they should be removed from Campaigns as well?

    Access your files securely from anywhere






                      Zoho Campaigns Resources


                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales

                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates
                                                  What's New in Zoho Desk

                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  What's New in Zoho Desk

                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner





                                                      Zoho SalesIQ Resources

                                                            • Sticky Posts

                                                            • Tip of the week 03 - Sending emails in batches

                                                              Today's marketers not only want their email marketing to be efficient, but also smart. For an email campaign, you may think you have all the essential elements for lead conversion—a big mailing list, an attractive template design, and the most-engaging message content, but after hitting the ‘send’ button, you may not get the expected conversions. Wondering why? Here’s one of the major reasons. Many marketers miss out on sending the email campaign the right way. Did you know that you should not be

                                                            • Tip of the week 04 - Know about your recipients' 'prime open time.'

                                                              In today's market, the importance of customer behavior is astounding, with a vast amount of research and resources going into finding how customers make decisions. The process of persuading your customers to open your email and click on your call-to-action becomes easy when you understand the psychology behind their behavioral traits. Time to turn into a psychologist! Let's get to the basics—you want your emails to resonate well with your recipients. So, what's the primary thing involved here? It's

                                                            • Zoho Campaigns Expert Diaries on SoundCloud, Spotify, Apple Podcasts, and YouTube

                                                              Hi email champs,  As email marketers, we find great lessons in each other's works—be it the subject lines that worked good, the design that was received well, or the CTA that had the maximum clicks. Email marketing encompasses a wide variety of topics spanning everything from creation and design to development and deliverability.  Here's when we from the Zoho Campaigns team found the need to build an email marketing community comprising of seasoned marketers and email geeks who can help each other

                                                            • Email Deliverability Tip #3: Seal the deal with the preheader

                                                              In the last post, we learned about the subject line. Today we'll be learning about the preheader. A preheader is the short text that follows the subject line in an email. The preheader is designed to hint at what your email message is all about. A good preheader should act as a second subject line and convince your contacts to open the email. Now, let's learn the best way to craft a preheader. Your subject line and preheader should work together and accurately convey the gist of your email. Keep

                                                            • Tip of the week 15 - Add subscription-preferences option. Drive more engagement.

                                                              If crafting content for emails, getting creatives done, and running email campaigns is your love, then unsubscribes are the heartbreakers.  You can save your emails from being unsubscribed/trashed by adding a proper subscription-preferences option in your emails (works best at the time of signup). Giving subscribers the option to choose what they want to receive from you and decide how often (frequency of the emails) your emails should hit their inboxes will increase the reach of your campaigns manifolds. 


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep Resources


                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ








                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Adding bank details to the contact through API

                                                                                                              How to add bank-related information to the contact while creating it using API? The account number needs to be encrypted before sending it through API but not sure how to encrypt and get those values. Please guide me in this.

                                                                                                            • average cost display

                                                                                                              Hello there, I'm using the average cost valuation method, and the cost price shown in the Items menu should reflect the latest WAC (Weighted Average Cost). However, it doesn't update automatically. Is there a way to display the current average cost without

                                                                                                            • Apple Mail issues

                                                                                                              Dear Sir or Madam, I am trying to configure my Zoho mail account to Apple Mail. It is not working. It seems to need more information (perhaps a path prefix?) than is shown in your tutorial (<www.zoho.com/mail/help/apple-mac-imap.html>). After plugging

                                                                                                            • Assistance Required for Migrating Data from Odoo Inventory to Zoho Inventory

                                                                                                              Hi Team, I previously used Odoo Inventory to manage my stock and transactions, and I’ve now moved to Zoho Inventory. I’d like to migrate my data from Odoo—including product details, stock, purchase, and vendor information- into Zoho Inventory for continuity

                                                                                                            • I need my entire Zoho Account (mail/organization) deleted!

                                                                                                              Hey! I used zoho for my email aaron@aaronglass.me with domain forwarding/mx all that. I got rid of the mx info on my godaddy account and still Google won't let me sign up with my aaron@aaronglass.me email. (I'm moving to Google for business) SO! I was

                                                                                                            • Error: "Invalid Element warehouse_id" when sending order to Zoho

                                                                                                              i'm getting the error "Invalid Element warehouse_id" when trying to send an order to Zoho via API. Has anyone faced this issue before? How can I fix it?

                                                                                                            • No way to sell individual and case units smoothly in Zoho

                                                                                                              Currently, Zoho Inventory handles inventory primarily at the case level, which can be challenging for businesses that frequently need to break down cases into individual units for retail sales or smaller shipments. Although Zoho Inventory currently supports

                                                                                                            • How to handle multiple languages (Resume parser, Job opening, job board, career site) ?

                                                                                                              We are looking to bring Zoho Recruit to a market that needs to support 2 languages. The first thing we need to make sure is that the Candidate be flag with the language they speak. This is easy enough make a custom field that as the desire languages.

                                                                                                            • Shipping Labels

                                                                                                              Hi, Can we generate Packing Labels for manual shipping same as the format as Airway Bill in zoho books or inventory?

                                                                                                            • Unit Measurement Sign,

                                                                                                              Dear Zoho Support Team, I hope you are doing well. We recently purchased Zoho Inventory based on recommendations of your team that “it would be a great fit for our Shopify operations”. However, we are currently facing several urgent issues that require

                                                                                                            • Leadchain into a custom module

                                                                                                              Hello ZOHO Community ! is it possible to put the leads collected by leadchain into a custom module instaed of leads module ? Best wishes Niels

                                                                                                            • Urgent: How to Bulk Upload Images in Zoho Inventory? Any Workarounds?

                                                                                                              We are currently onboarding 5,000+ items from Shopify into Zoho Inventory, but we’re struggling with the lack of a bulk image upload feature. Right now, we have to manually upload and assign images one by one, which is extremely time-consuming and inefficient.

                                                                                                            • Can I automatically update COGS and Inventory account when creating an item?

                                                                                                              I have been trying to get Zoho to update the other two fields when I update one (Sales Account, COGS account, and Inventory Account). I know this seems like not a huge time saver, but I am all about efficiency and being an independent taproom, I create

                                                                                                            • I'm looking for a Microsoft List alternative in Zoho One to manage large lists of repetitive tasks

                                                                                                              I've used Microsoft Lists to manage lots of tasks that need to be completed several times for different users. We started with a large spreadsheet and then discovered lists, which worked pretty well. I was wondering if there is a similar products in Zoho,

                                                                                                            • Zoholics Europe and UK Awards 2025: Honouring our loyal customers!

                                                                                                              We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! This is your chance to shout about the amazing things you've created, connected, or achieved with Bigin! And if you win,

                                                                                                            • Fillable template with dynamic tables?

                                                                                                              Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figure

                                                                                                            • How to store API keys in zoho?

                                                                                                              Hi everyone, I'm currently building an integration using Zoho Flow and I need to securely store several API keys that will be used to make external service calls from my flows. I would not like to hardcode the values in the code of custom function. What's

                                                                                                            • Zoho RPA is now available in your Zoho One bundle!

                                                                                                              Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? Zoho

                                                                                                            • is there an easy way to embed a zoho analytics report into a widget (or inside the "account" page) of Zoho CRM

                                                                                                              Hi, I have built a report that is specific to an account in Zoho CRM but I would like this to be built into the Zoho CRM front-end. I have looked at the widget concept but it seems quite complicated (see attached screenshot but I need to filter this view

                                                                                                            • Bigin iOS app update - Introducing Card Scanner and initiating WhatsApp conversations using pre-approved templates.

                                                                                                              Hello everyone! In the latest iOS (v1.11.3) version of the Bigin app, we have introduced the following features: Card Scanner Initiating WhatsApp conversations. Card Scanner: Our new Card Scanner feature extracts contact information from business cards.

                                                                                                            • Introducing card scanner in Bigin Android app

                                                                                                              Hello everyone! We are excited to introduce the card scanner feature on the latest Android version(1.7.26) of the Bigin app as well. Card scanner extracts contact information from business cards and allows you to save them as contacts in Bigin. You can

                                                                                                            • Full RTL and Hebrew Translation Support for Zoho Creator User Portal (Including All System Pages, Templates, and MFA Screens)

                                                                                                              Dear Zoho Creator Team, We kindly request comprehensive support for right-to-left (RTL) languages, particularly Hebrew, across the entire Zoho Creator user portal. This includes system-generated pages, templates, and multi-factor authentication (MFA)

                                                                                                            • ZUG real estate virtual meetup 2025: Sign documents, collect payments, and automate workflows with Zoho Sign

                                                                                                              Hi there! Are you in real estate and looking for a secure, compliant way to manage all your paperwork? In such a fast-paced industry, timing, compliance, and client trust are everything. Handling paperwork has always been a challenge, whether you're finalizing

                                                                                                            • OCR (Optical Character Recognition), automatisation des PDF et autres améliorations de Zoho RPA

                                                                                                              Zoho RPA est une plateforme d'automatisation des processus robotiques conçue pour accélérer et simplifier vos workflows. Elle permet de connecter facilement vos applications cloud à vos systèmes existants, même ceux qui ne disposent pas d’API, afin d’automatiser

                                                                                                            • 📞 Call + 💬 WhatsApp + 📲 SMS in Zoho CRM – All in One Place!

                                                                                                              We’re excited to introduce HelloSend, a powerful communication extension for Zoho CRM that brings SMS, WhatsApp, and Voice Calling directly into your CRM workspace. Whether you're in sales, support, or service delivery, HelloSend helps you connect with

                                                                                                            • Automation#24: Auto-Update custom field from Accounts to Tickets

                                                                                                              Hello Everyone! Welcome back to the Community Learning Series! This episode dives into how Zylker Techfix streamlines account-related ticket references. Previously, employees had to manually check account details to retrieve specific customer information,

                                                                                                            • Product Updates in Zoho Workplace applications | May 2025

                                                                                                              Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this May. Zoho Mail Increased Preset Limit for Reminder and Snooze Options Preset limits for the Reminder and Snooze options

                                                                                                            • Outlook 365 ('classic') won't connect to Zoho email

                                                                                                              New computer, fresh install of Office desktop. On the old computer Outlook was working fine with Zoho, retrieving/sending mail, etc. On the new one I can't connect the accounts in Outlook--Outlook just keeps popping up the box asking for a password. All

                                                                                                            • login email

                                                                                                              Never logged into email says last log in never loged into

                                                                                                            • Installment plans

                                                                                                              Hi I am looking for a way to allow my customer to make equal monthly payments. For instance if I create an invoice for customer Y for $1000 I want to allow them to make equal monthly payments for the next 6 months. I need those payments to be auto charged

                                                                                                            • Search Mail with URL parameters

                                                                                                              Is it possible to search Zoho Mail by passing URL params like we can in Gmail? eg. mail.google.com/mail/u/0/#search/from:(jane@doe.com)

                                                                                                            • Need Help Fetching Latest Conversion Rate by Date

                                                                                                              Hi Team, I’m currently working on building a Balance Sheet in Zoho Analytics across different entities, with a common base currency of USD. I receive USD conversion values on a daily basis, and my requirement is to always capture the most recent available

                                                                                                            • Enhance Zoho One Conditional Assignment to Fully Reassign App Settings When Changing Departments

                                                                                                              Hi Zoho Team, We’d like to submit a feature request regarding the current behavior of Zoho One’s conditional assignment logic when moving a user between departments. 🔧 Current Limitation As it stands, Zoho One’s conditional assignment does not remove

                                                                                                            • Category to Alert

                                                                                                              Hi I am looking for help on how to solve an issue. We use the Category field for all items. We also use Composite Items. We would like to create an email alert when a Sales Order is created, however it would need to look at the Item to identify the category

                                                                                                            • Validation Rule (Date)

                                                                                                              Hi There,  Can any anyone help me with the validation rule? I'm trying to fire a rule whereby the End Date cannot be before Start Date.  Any takers?  Manoj Nair

                                                                                                            • Beyond Email: #3 Organize effortlessly with Bookmarks

                                                                                                              With her team’s details now neatly saved under Contacts, Sarah is feeling more settled in Zoho Mail. As she begins exploring her new workspace, she remembers the collection of useful links she has saved on her browser—project trackers, client portals,

                                                                                                            • Notification based on created/updated sales order that contain certain line items.

                                                                                                              Hi, I am finding the workflows within Books somewhat difficult to setup, so I am thinking that a custom function may be the best way to go about this. I want to be able to send a notification to a team member that any sales order that has been created

                                                                                                            • Drawings in forms

                                                                                                              I do a lot of drawings during my consultations and I’d like to add  body maps or stencils that I can draw on in different colours and add explanations etc. I need to be able to erase mistakes etc. Ideally in a form that I can prepopulate with client details and a few questions/ client signature and then save as a form. is this currently possible? if not, is it in the pipeline? thanks, Dennis

                                                                                                            • How can I populate dropdown data with information from another source or app?

                                                                                                              I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?

                                                                                                            • Workplace - Zoholics Europe Customer Awards

                                                                                                              Dear Zoho Mail Community! 📣 We're excited to announce that at this year's Zoholics events across Europe, we're holding customer awards for the first time ever! Workplace - Zoholics Europe Customer Awards This is your chance to shout about the amazing

                                                                                                            • Next Page