How do I sync leads with a specific view?

How do I import records from a custom view in Zoho CRM?

You can import records from specific custom views you've created in Zoho CRM into mailing lists in Zoho Campaigns. You can create a sync with a custom view created in any module in Zoho CRM.

To create a sync with a custom view: 
  1. From the Navigation toolbar, choose Contacts and select Sync Services.
  2. Click New Sync and choose either Immediate Sync or Periodic Sync.
  3. Select the module to import records from.
  4. Choose Custom View while setting up the sync.
  5. Select the custom view to import records from.

Note 

Only Zoho CRM users with paid plan can access this feature.


    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

                                                                                                              • 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 ...
                                                                                                              • 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 ...
                                                                                                              • Import contacts from Zoho Analytics

                                                                                                                We have recently updated Topics in Zoho Campaigns. Please click here for the updated help document. Zoho Campaigns integrates with Zoho Analytics to help you build your mailing lists made out of analyzed data Analytics. The integration lets you ...
                                                                                                              • Import contacts from Zoho Invoice

                                                                                                                We have recently updated Topics in Zoho Campaigns. Please click here for the updated help document. Zoho Campaigns integrates with Zoho Invoice to help you build your mailing lists. You can map custom fields in Zoho Invoice to Zoho Campaigns to ...
                                                                                                              • Contact management in new Zoho CRM integration model

                                                                                                                In the new CRM integration model, we can create one sync for each module, and import all the contacts of that module. This reduces the hassles of creating multiple syncs, and also ensures the data in Zoho CRM and Zoho Campaigns is in complete sync ...
                                                                                                                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