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:

From the Navigation toolbar, choose Contacts and select Sync Services.
Click New Sync and choose either Immediate Sync or Periodic Sync.
Select the module to import records from.
Choose Custom View while setting up the sync.
Select the custom view to import records from.

Learn how to set up a sync with Zoho CRM

Note

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

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