How do I exclude contacts already opted-out in Zoho CRM?
When you set up a sync between Zoho CRM and Zoho Campaigns, you can choose to exclude the contacts who have been marked as opted-out in Zoho CRM from being imported into Zoho Campaigns. You can exclude such opted-out contacts in three ways:
- Remove from mailing list: Remove the opted-out Zoho CRM records from being imported into specific mailing lists in Zoho Campaigns. However, such records may exist in other mailing lists that are not part of the sync.
- Remove from Zoho Campaigns: Remove the opted-out Zoho CRM records from your organization in Zoho Campaigns account if email opt-out field is enabled. However, they can be added again through a different sync or by importing.
- Move to Do-not-Mail: list option will move the Zoho CRM record to "Do-not-mail" list when Email opt-out field is enabled after syncing so this record will be ignored from getting added through a different sync or import.
Related Articles
Push data to Zoho CRM
You can push your contacts based on their status (opens and clicks) to the Contacts and Leads modules of Zoho CRM account. Contacts who meet the following criteria will be pushed to respective modules in Zoho CRM, Contacts who have the value in the ...
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 ...
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 ...
How to set up integration 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. Prerequisites Before integrating your Zoho Campaigns account with Zoho CRM, please check that you meet the following ...
Will all my contacts from Zoho CRM be synced with Zoho Campaigns in this new integration setup?
Yes, when you create a sync between Zoho CRM and Zoho Campaigns for a particular CRM module, all contacts under that module will be synced to Zoho Campaigns. Henceforth, view will not be available, so we sync all contacts under a selected module.