How can I avoid syncing converted leads when creating a CRM sync?
When you initiate a sync to fetch records from the Leads module in Zoho CRM, you can exclude the converted leads from being imported i.e.you can remove the leads that have been further converted to Contacts. The converted leads will be ignored in the further syncs you initiate with any module. So, once a lead is converted as contact, that specific record cannot be added as a lead again.
To exclude converted leads:
When you set up sync with the Leads module in Zoho CRM, select the radio button Remove from mailing list corresponding to Exclude converted leads. The converted leads will be removed from the associated mailing list
When you set up sync with the Leads module in Zoho CRM, select the radio button Remove from mailing list corresponding to Exclude converted leads. The converted leads will be removed from the associated mailing list
Exclude Converted Leads option will ignore leads that have been successfully converted to contacts. This can only be used in the Leads module.
The converted leads will be ignored in all further syncs you create in any module. This means that you cannot add those contacts as subscribers in any of your Campaigns mailing lists.
You can have separate mailing lists for your leads and contacts. When you set up sync with the Leads module, enable the Exclude Converted Leads option so that converted leads will be ignored in the associated leads mailing list. You can then add those contacts to another mailing list.
OR
If you're maintaining a single mailing list for CRM contacts, disable this option when you create the sync.
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