Contacts not syncing between CRM and Campaigns

Contacts not syncing between CRM and Campaigns

There are a number of reasons why contacts might not sync between CRM and Campaigns, including:

* The most common reason is that the contact in CRM does not have an email address associated with it

* If the email address of the contact in CRM already exists on a contact in Campaigns, the system will not sync duplicate email addresses from CRM to Campaigns

* If the contact in CRM has a group email address associated with it (ie info@, support@, admin@ etc) this is considered to be a restricted email address and the system cannot sync these contacts to Campaigns. More information on this can be found on the Zoho website: https://help.zoho.com/portal/kb/articles/what-is-role-group-address

To check why contacts are not syncing between CRM and Campaigns, click into the sync settings in Campaigns (Contacts >> Sync Services >> Active Syncs) and then click on the sync in question. There will be a section called Imported Contacts which shows the details of the contacts, and one of the options is Ignored Contacts. Click on the number of Ignored Contacts to expand on the details, and you will see an option to Export the list of Ignored Contacts to Excel, which will give full information of which contacts have been ignored and why.






    • Related Articles

    • Finding Contact Role Ids in Your CRM

      Step 1: Setting Up OAUTH 1. Click Setup >> Connections >> Add Connection >> Zoho OAuth 2. Configure the connection as below: STEP 2: Functions | Create a New Function  & paste in the following code (change zohoapis.com to zohoapi.eu if applicable) ...

    • Event & Contact Sync between Office365 & Zoho CRM

      Connect your Meetings & Contacts between Zoho CRM and Microsoft Office 365.  in Office a new calender's is created called Zoho CRM, which you'll need to overlay in your Outlook. Events DO NOT sync to your personal calendar. The same applies to ...

    • Sticky Notes in Zoho CRM

      Sticky notes in Zoho CRM are a great way to quickly jot down details about a call, a task or any other information that needs to be easily accessible. These are personal notes and not visible to other users in your CRM account. Sticky notes are ...

    • Updating a Zoho CRM Subform (Accounts) from another Module (Deals)

      Updating a Zoho CRM Subform This script (courtesy of Zoho) will update existing records in a subform in one module (Accounts) from another Module (Deals). To create a cross-moduel subform entry (at creation for example), please see here ... ...

    • Zoho CRM for Outlook Add-In keeps disabling

      Why does this happen?  - Microsoft has some security measures in place to prevent slow add-ins from running inside Outlook. The issue is however that in many cases add-ins without fault are mistakenly marked as slow and disabled by Outlook, and if ...