I lost the filters that I had set up in Zoho Mail, while switching to SalesInbox. How can I sync the filters between Zoho Mail and SalesInbox?

I lost the filters that I had set up in Zoho Mail, while switching to SalesInbox. How can I sync the filters between Zoho Mail and SalesInbox?

SalesInbox in CRM functions differently from Zoho Mail, as it gives you the CRM view of your leads, contacts and deals.
You can, however, get the filters from Zoho Mail reconfigured to SalesInbox through these steps: 
  • Export the filters from Zoho Mail by clicking on Settings > Filters > Export Filters. You'll get the filters in the DAT file format. 
  • Import them to SalesInbox by clicking on Settings > Filters > Import Filters. Select the DAT file from the list and upload it. The filters will now be available in SalesInbox. 




    • Related Articles

    • SalesInbox

      SalesInbox is an intelligent tool for email, which seamlessly integrates with Zoho CRM to combine email and CRM information in one place. SalesInbox automatically populates work email into the respective columns based on CRM data, which helps in ...

    • Where can I find lost emails

      From time to time, your emails may get lost in the process of reaching your contacts. There are a few different reasons this might happen, but when it does, it's helpful to find out why and rectify the issue. If you've experienced this problem, keep ...

    • What Happened to my Lost Emails

      From time to time, your emails may get lost in the process of reaching your subscribers. There are a few different reasons this might happen, but when it does, it's helpful to find out why and rectify the issue. If you've experienced this problem, ...

    • Set up sync with Zoho CRM

      You can set up your sync settings to schedule periodic syncing of all your contacts and leads between Zoho CRM and Zoho MarketingHub on a daily, weekly, or monthly basis. Types of sync There are two types of sync that you can setup. They are: ...

    • Set up sync with Zoho Recruit

      Selecting a module You can set periodic sync of candidates and contacts between Zoho Recruit and Zoho Campaigns on a daily, weekly and monthly basis. From the Navigation toolbar, select Contacts module and choose Sync Services. Click New Sync in Zoho ...