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.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
How can I remove leads who were converted after syncing with Zoho Campaigns?
You can follow any one of the following options to remove leads who get converted after the sync, Create a segment using "Is Converted" criteria and separate the leads who have not converted. Create workflows to remove converted leads from the list ...Use cases related to Zoho CRM sync
To stay compliant with GDPR, you need to keep certain key points in mind while you sync your Zoho CRM contacts/leads with Zoho Campaigns. In both the applications, the purpose and the lawful basis of processing data might be different. Before you ...Push data to Zoho CRM
We have recently updated to a new Zoho CRM integration model in Zoho Campaigns. Push records as contact or lead feature is discontinued in this new setup, however you can push data to Zoho CRM using workflows. You can push your contacts based on ...Integrate with CRM applications
Integrating your CRM account with an email marketing software helps you to establish a strong relation with your contact base and improve contact engagement. You can keep a track of each and every action that you take, eventually creating a complete ...Set up sync with Zoho CRM
We have recently updated to a new Zoho CRM integration model in Zoho Campaigns. Please click here for the updated help document. You can set up your sync settings to schedule periodic syncing of all your contacts and leads between Zoho CRM and Zoho ...
New to Zoho LandingPage?
Zoho LandingPage Resources