Zoho CRM to Zoho Campaigns filter using Contact and Account fields
I'm new to Zoho CRM and Zoho Campaigns, headed over from the Mailchimp world.
Question for you experts ..
Is there a way to use both Contact & Account fields in Zoho CRM to create a mailing list in Zoho Campaigns?
The Contact Sync feature only seem to allow for Contact fields to be used as filter criteria.
I'm trying to pull together a mailing list of all Contacts belonging to Accounts with a certain Status (Status is a custom field against each Account - example values are Fit, Repeat Customer, Inactive etc.)
Alternately, is there a way to create a workflow in Zoho CRM to mirror (derive) a Contact field from its Account?