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Create multiple leads from a zoho form subform to populate inside zoho crm lead module
I have corporate clients with numerous employees. When these clients complete our Zoho Form, they can nominate individual employees—providing details like first name, last name, email, mobile number, etc.—using a subform inside the zoho form. Is it possible
Unable to Retrieve refresh_token from Zoho Self-Client OAuth Flow
Hello Zoho Support Team, I am currently integrating Zoho CRM with a custom Node.js backend using the Zoho OAuth 2.0 authorization process. I created a Self-Client from the Zoho API Console and generated an authorization code successfully. However, when
Tip: when "\r\n" not working for new-lines when building a file using the .toFile() function
As above, ran into an issue - "\n" was working for newlines, but "\r\n" was not working for newlines and carriage returns. Took me a bit but using hexToText("0D0A") in place of "\r\n" resolved this. Including in the forums to save others any drama.
Multiple Pipelines
Is it possible to create multiple candidate pipelines?
Showing meeting acceptances in CRM that originated from Outlook
Hello Zoho Team, We send meeting invitations from Zoho CRM. Many of our recipients use Outlook and therefore use the RSVP buttons from Outlook to respond. They rarely, if ever, use the RSVP buttons from the Zoho invitation. Unfortunately, the meeting
Weekly Tips: Folder Sharing Simplified with Zoho Mail
Let's say your team is working on a project that requires gathering numerous inputs via email. Your team lead, who manages the project, receives a flood of emails containing critical information. Instead of forwarding each email individually—which can
How to add a customized/dynamic Zoho Booking link in email footer?
We just installed the latest version of the Zoho Desk <=> Zoho Booking extension from the marketplace and are quite happy to see the feature where a ticket-specific appointment booking link can be inserted in a reply. Is there any way to configure this
Power of Automation :: Design your Ideal Task form with Task Layout Rules.
Hello Everyone, Use case:- One of our customers, who is managing their entire workflow in Zoho Projects wanted to dynamically display task fields based on the type of task being created. For instance, if a task falls under the "Shipment" category, only
Updating Zoho Multi-Select Lookup via Deluge Script
I need to copy the ID of a lookup field (Match_with_IP) in the to the ID of a multi-select lookup field in the contact (Match_with_IP). I have the following script: record = zoho.crm.getRecordById("Contacts",ID); M_record = zoho.crm.searchRecords("Deals","(Matched_with_GC:equals:"
Now filter your records by multi-select pick list values from a dropdown with additional operators
Hi everyone, Here's an update to help you elevate your filtering experience. You can now say goodbye to the cumbersome string values in filtering places for your multi-select picklist fields and say hello to a dropdown interface. It is now possible for
Log for Scheduled Reports
Hello, Is there somewhere to view a log of the successful and/or failed delivery of Scheduled Reports? We have users who only receive them sporadically instead of at the scheduled intervals and I'd like to understand what causes the problem when it occurs.
【Zoho CRM】BCCメール取り込みのアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から BCCメール取り込み用メールアドレスの認証についてご紹介します。 ・既存のBCCメール取り込み用のメールアドレスは、2025年5月15日までに認証する必要がございます。 BCCメール取り込みは、さまざまなメールアドレスから送信されたメールをZoho CRMのレコードと同期させる機能です。 BCCメール取り込み用のメールアドレスをBCCに追加するだけで、該当のメールがレコードと関連付けされます。
Expense Entry Error When Trying To Save (Related To Taxes)
Hey folks, I've been trying to enter my first few expense entries in Zoho Books and I'm faced with the following error. "You cannot perform tax related operations when you are not registered for tax." But I have my HST/GST enabled and the tax rates are
Add timestamp when checkbox is checked in ZohoCRM
I have two fields. One is a checkbox field called "Check", one is a formula field called "Date" in my ZohoCRM Leads Module. I want the formula field to AUTOMATICALLY populate with the date when I check the box next to it. Can this be done?
Email Templates - Is There a Ticket Placeholder for Billing Entity ID
Was looking to add Billing Entity ID as a placeholder in a ZoHo email template. https://help.zoho.com/portal/en/kb/desk/customization/templates/articles/creating-and-managing-email-templates#Guide_to_Placeholders e.g. the placeholder for Account would
Integration with Woocommerce
Hi, Do you have plan to make integration with other e-commerce platforms, for example Woocommerce / Shopify / Magento ? Thanks.
Se puede mover un Cliente de un modulo a otro personalizado
Hola, tengo una duda que me gustaría resolver: Actualmente trabajo con dos módulos: Seguimiento de Venta y Cierre de Ventas . Mi objetivo es que, cuando desde el módulo de Seguimiento se marca una venta como "Venta Efectiva" , el cliente sea movido al
Export Data & Attachments
Hi, I am wondering whether it is possible to create an export of all data in creator, including attachments, for either backup purposes, or migration purposes. Thanks.
Zoho Desk: Q1 2025 | What's New
Hello everyone, Our first release for the year 2025 is here! Check out the Release Notes for more details The diverse capability of AI and its avatars has been the center of attention lately, and we've made some significant strides in this area. We now
Feature Request Improve parent-child relationship visibility
Hi team, The Parent-Child ticket feature is great, but I've struggled to see the relationship between tickets when using ticket list views. It would be a great quality of life enhancement for users if child tickets were nested under parent tickets in
need a third party to fix email authentication dns records
at my wit's end - zoho began giving me spf, dmarc, dkim errors two weeks ago fussed with it since and now it seems dkim is the only problem and when i added the dkim record with the key from zoho mail it still wont work tired of this, need someone who
Add Button on Tickets
is there a way I could add another button on the ticket aside of "closed ticket" only. Like I want to add another button "Send & Pending", "Pending for Response" like that.
Include Secondary Contacts (CCs) on Workflow Alerts
Hi There, We use the Supervise Rules and Workflow Alerts to send automated messages to contacts in Zoho Desk. Most often, we are sending the ticket contact (our client) a reminder that we are waiting on their reply to our most recent message. The problem
Adding a lead by sending email message
Hello, Our Zoho Mail is integrated with Zoho CRM (we have Enterprise) and we can add new leads to CRM right from the web interface/panel of Zoho Mail using buttons at the bottom right corner of the screen. This is very handy. We add leads on a regular
No Sales Returns on SO's with Dropped Shipped items + Inventory Items
We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This
ZMA v2 : Unable to delete a trigger from existing journey with several triggers
I have multiple triggers on a single journey and need to delete one. However there isn't the function to do so, no delete icon or settings bar, no right click options of any kind. Every change I make affects all triggers ... How can I remove one of these
How to track the source of form submissions using referrer names in Zoho Forms?
Ever wondered where your users are accessing your form links from? By tracking the origin of your form entries—whether it's from social media, email campaigns, direct links, or embedded on your website—you can identify which channels are driving the most
Widget JS SDK to Upload a photo to a record in a Module
Good day, I would really appreciate it if someone can assist me. I have written a widget, to be used in a Custom Module in CRM. My goal: I want to upload a photo from my computer and display it in die "upload image" field. I am using the JS SDK: https://help.zwidgets.com/help/v1.1/index.html
Zoho Creator Deluge - dynamically change fields depending on user input of field1 or field2
Hi everyone and happy holidays! Hope that someone will help me figure out a solution to my problem… In my form there are currency, formulas and lookup fields. I’m well aware, that formulas fields if marked visible on form, cannot be hidden anywhere (like
Interbank transfers appear in Dashboard
Hello. I notice that interbank transfers appear in both the incoming and outgoing part in the dashboard in ZohoBooks. This is not correct as it inflates both the incoming and outgoing, though the net effect offsets. Is there a way to avoid this?
Why Remove from Workflow is button is not working?
Hey, I’ve got this contact that’s currently in an active workflow, but I’m having trouble removing it. When I check the workflow, click on that specific contact, and hit the "Remove from Workflow" button, nothing happens. Do you have any idea what might
Fixed Asset Manager items not on Balance Sheet report?
Does the items added to the Fixed Asset Manager not pull in to report in the appropriate fixed asset categories on the Balance Sheet report? It seems only accumulated depreciation does (when run as accrual) but not fixed asset values.
Auto Charge Recurring Invoices on their due date vs issue date
Requesting to auto charge recurring invoices on their due date. We are B2B and a lot of customers want terms net 30, 60 or 90 but want the convenience of auto pay and it's in our benefit as well. Is this something that could be implemented fairly quickly?
Commerce service
If I am selling a service in Commerce, how do I turn off shipping?
Mobile App Location Features (Check-in, Maps) Not Working for Tasks Related to Deals (Address Data Copied via Function)
Hello Zoho Community, I'm facing an issue with the Zoho CRM mobile app's location-based features (like check-in suggestions or map pins) specifically for Tasks related to Deals. Goal: I want the mobile app's location features to work for Tasks related
Not Able to access Api of Zoho Workdrive.
I have Zoho One plan. And I am trying to use api of Zoho workdrive and Showing Invalid Client.
Creating task at someones date of birth
Hi, I want to create a workflow which creates a task at someones date of birth. How can I do this?
How do I do a formula to join two fields together like first name and last name into full name?
Having issues with this in my custom module. In most CRM systems you would do: FIELD1 & " " & FIELD2 But it gives an error saying I'm not supposed to use double quotations so not sure what that means. I've tried to read the formula help guide but it's
Zoho Support - Again!
I've been using Zoho One for over 5 years and it seems the level of support just goes from bad to worse. The only thing that has kept me with them this long is the product itself. When something goes wrong, it is a mandatory 2 days wait for a response
Map Contact to Account record based on email domain
Hi Community, I'm looking for a (presumably custom) solution to map Contact records to Accounts based on web domain. E.g. new Contact record John Smith with email john.smith@acme.com is automatically mapped to Account record Acme Ltd https://acme.com
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