How new sync will be an alternate for custom view/criteria based sync?

How will the new sync provide an alternative for custom view/criteria based sync?

There is no alternative for syncing custom view or criteria-based sync, as we will sync all contacts in a module without relying on views in the new integration setup. However, there are two alternative ways in which this can be achieved:
  1. Create a segment with criteria similar to that of the required view for the synced contacts.
  2. Create workflows and move the respective contacts to the preferred mailing list.
 

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Activity-based Workflow

                                                                                                                This workflow's trigger is based solely on contact activity. These are pre-definable workflows that can be invoked for any entity, including signup forms, campaigns, and more. User scenario 1 Jane has embedded signup forms in her website, blog, and ...
                                                                                                              • Segment Criteria

                                                                                                                You are likely aware that you can create segments based on different criteria in Zoho Campaigns. You can separate contacts using field details like first name, last name, company name, and so on, and based on the lists and topics. In this document, ...
                                                                                                              • Zoho CRM Sync - Troubleshooting Guide

                                                                                                                Integration of your Zoho Campaigns account with Zoho CRM is used to establish a connection between the marketing and sales team aspects of your organization. A smooth transition between marketing and sales is crucial for the effective business of an ...
                                                                                                              • How to create an automated workflow?

                                                                                                                A Workflow is an automation tool that lets you create unique processes based on your business requirements. With workflows you can create various paths your customers can take based on set conditions in each process. In Zoho Campaigns, we offer six ...
                                                                                                              • Migration to the new Zoho CRM integration model

                                                                                                                We're revisiting the integration between Zoho Campaigns and Zoho CRM with the implementation of some important changes in the existing sync model. Benefits of the new sync setup include: All syncs will be instant, maintaining a continuous data flow ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

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



                                                                                                                  eBooks

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



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources