Zoho CRM - Merge
I am trying to use the merge option to create budgets and customer facing RFQ's both driven from Quotes already created in the system using the subform field. Below is a summary of the example subform filled in from the quote I am testing with. Note,
Format of Reports in CRM
Hi - first posting. My business uses Zoho CRM and I think it's brilliant. I produce monthly reports for my clients showing the calls and other activities carried out on their behalf. But the .pdf Report format is very poor with no margins, etc., and no
How to use proper InvokeUrl command to transform file Content-Type from Multipart/form-data to application/pdf ?
Hi, I have a big issue with using invokeUrl to push a file from Zoho CRM with different header's content-type format (application/pdf) to Messagebird server. After upload successful into Messagebird server, the result of file content-type always in
invokeurl vs getUrl
Hello friends. I am trying to get some data from the following url https://www.cma-cgm.com/local/argentina/tariffs-rate-of-exchange I've tried these 2 methods invokeurl and getUrl but I can't get the information, any ideas? for both I get this: <html><head><title>cma-cgm.com</title><style>#cmsg{animation:
Bounced emails to update field in Zoho CRM (NOT Campaigns)
We use the CRM to send most of our emails to leads and we would like to create a workflow that if the email bounces, it automatically updates a field within the Lead profile. Currently, we are having to check the signals column and manually update each
Is there an API to GET and SET the values of a Blueprint checklist?
Is there an API to GET and SET the values of a Blueprint checklist?
update a tag in another module?
Hi Community, I have tough question. Is it possible when I change a stage status in Deals, can it add a "Tag" to the Opportunity module? Thanks in advance Stanley
Custom Module error when sending email (special character)
I've created a custom module in CRM. We send emails from it. Most users get an error message when trying to send an email, saying there's a special character on the "recipient's email address". The records are named as follows: "SD: 'Opportunity name'
How can I create workflows for existing contacts without needed them to do an action?
Hi, I'm trying to update fields for 2,300 contacts with several different rules to update the data. I've done this several times in Hubspot, Salesforce and Dynamics 365 using workflow rules or automated tasks. When I go to workflow rules in Zoho and I
Zoho CRM Client Portal - ability to print records or templates
It would be very helpful if Zoho CRM Client portal users could print records, using an internally designated template. Just like they can in Books, Invoices, Creator. : )
Stuck on Field Mapping
While importing, the process gets stuck on the Field Mapping. I have tried this on Safari and Firefox. It shoews the working dots. Any ideas?
Keep Track of Time with Sales Metrics Reports
Understanding your sales pipeline is one of the significant factors to meet your goals. You need to keep track of sales metrics like sales cycle duration, number of leads converted, average time taken to convert leads, etc. Generally, this gives you an insight on what works and what doesn't, to meet the average requirements. Time is an important element in Sales. And with the help of the new Sales Metric reports in Zoho CRM you can calculate the duration of everything, right from getting leads to
Counting Deals which reach a certain stage?
Hi all, any help from someone with knowledge/experience of this would be appreciated... Is there any way to record the total number of deals which have reached a certain stage in the pipeline, in a given period? Being able to see and compare how many
How to make "File Upload" field required
I am trying to require a file upload field to have something loaded in it. I do not see an option to "require field." How do I do this for a file upload field
Add contact information to lead when creating a lead
Hello, I see it is possible to get company data in the lead module if the company is already present in the Account module. Is there a way to do the same with a Contact? Thank you
Automatic access to related records with Territory
Here's my situation: An Account record has a custom lookup field "CSM" that is the client manager. When the Account becomes a "client", the Account is automatically added to a CSM's Territory via rules. The CSM can then access the Account, Contacts,
Extracting data from HTML
Friends how are you? I need to create a function to access this data that I highlight in the image, can you help me to extract it? Then I will create the map to my modules, but I can't do the extraction. https://www.trp.com.ar/atencion-al-cliente/ti
Extracting data from HTML
Friends how are you? I need to create a function to access this data that I highlight in the image, can you help me to extract it? Then I will create the map to my modules, but I can't do the extraction. https://www.maersk.com/local-information/latin-america/argentina/payment
Introducing Zia's Customer Churn Prediction
Dear All, Hope you are well! We have an exciting new feature added to Zia's Prediction capabilities. Let's learn more! Businesses, even after spending a lot of money on customer acquisition, sometimes struggle to retain those acquired customers. While
How to parse zoho crm webhook data in php?
I have a webhook setup and it suppose to send a signal to the url i specified but when i try to parse on my wordpress site it is always blank. i have tried var_dump($_POST); file_get_content() but it is always blank. What content-type does zoho crm use for webhooks?
assignment rules doesnt work
Hi, I enter values to the criteria but it doesn't work. What's the problem ? Did you disable the live chat ? Thanks in advance, Gadi
Zoho CRM integration with Outlook
We are looking to see what level of integration there is between the Outlook application and Zoho CRM. It looks like there was a sync option for Outlook 2016, but we cannot get it to work on the latest version of Outlook for Windows. Is there any official
The real problem causing many of the Error 400: Invalid Data error messages with CORS... and a temporary workaround.
After having just spent the last three days debugging four lines of code, I'm happy to say that I believe I've discovered the root cause that may be responsible for many of the CORS problems regularly being presented in the forums - especially for those
BCC Dropbox - Authentication Emails
We have an external system that sends emails via AWS as if they have come from my company. I have asked the software developers whether those emails could BCC in the Zoho dropbox so that the emails appear in CRM, and they say that can be done.... but
Zoho CRM API fetch custom fields
We are trying to access the custom fields of CONTACT module and need to updated the field data based on that. We have a multi-line custom field. We are trying to fetch the Contacts using the getRecordById and searchRecords API. We are getting the contact
postman setup issue
Hi Friends, I follow the guide https://www.zoho.com/writer/help/api/v1/postman-collection.html I can create a token well, but I get error when I click "send" button { "code": "OAUTH_SCOPE_MISMATCH", "details": {}, "message": "invalid oauth scope to access this URL",
Copy data from Contact to Account
Hi Me again. Next request for assistance... I have a number of "Lead" contacts in an Account. There will be only "Lead", but it could change from time to time. So I have a check box on the Contact Record called Lead to identify them. What I want to happen
[Python SDKs] Why do I need MySQL?
I have checked with the `zcrmsdk`. I don't see any reason why I need to use `MySQL` here. Because everything I need is key. I can hardcode my key to my program. 1. Where I can find the dictionary config example? 2. Could you confirm the correct `config
Zoho CRM and previsional load and previsional invoices
Hello @support , I was wondering which way is the best to deal with : Previsional invoices > how crm ou books should handle previsionnal invoices ? Previsional load > we sell service and we should plan our people on various mission. How
Email templates do not work - don't show up in email template dropdown in email window
New issue - started today. I have been sending emails using templates for several years now, and all of the sudden they will not show up in the Email Template window in the email pop-up. The dropdown list for email templates just continues to say "None" even though I have over 15 email templates and have been regularly using them up until yesterday. I am hoping someone from Zoho can let us all know how to send emails using templates now, since somehow the functionality has changed.
File upload field - Mandatory field option
Dear All, I would really appreciate if we can work on making File upload field mandatory. I would like to have at least the option to choose if i want to make it mandatory or not. Please treat it as urgent request. Regards, Caseworker 1 Dapinderpal Singh Goraya
How do I transfer a user's contacts to another user.
I have 4 users. One is deactivated. I want to add a user and delete the deactivated user. I don't want to lose the deactivated user's contacts so I would like to transfer them to me before I delete that user.
Refreshtoken Revoke
I have some generated some refresh token for Zoho CRM API. I know that I can revoke those refresh tokens through API. But what can I do to revoke those refresh token, that I don't remember any more? Is there an API to revoke all issued refresh token?
How to restrict the lead count
Hi Team, We have several counsellors and we want that after some count of lead the leads are restricted to that counsellor.
Sample manifest.json file for Zoho CRM connectivity from Widget
Hello, We are trying to build a widget for using COQL in Javascript. In order to avoid the CORS (Cross-Origin Request Blocked) issue, we need the correct config for plugin-manifest.json. Kindly share the same with template values on what params and
What is a mail merge credit in CRM?
I have a question about word interpretation. The help in CRM says this: Professional, Enterprise, and Ultimate edition users can perform 1000 merges/month/org by default. What's a "merge" in this sentence? A merge action or a merged record? If I select
Send mass email function
Hi I have over 1500 contacts on Zoho with emails attached to them. We sent a mass email this morning to 'all contacts' and we got an email saying that it only sent to 400 people? (See attached image). But then, when I went onto zoho and into that particular
How to detect if a Contact has declined a meeting invite?
Hi, I have a workflow that schedules a Meeting and invites a Contact. This works great. However, if they decline the meeting, I need to be able to detect that somehow. How can this be done? Thanks
Funnel Analytics Not Working (Or I Don't Understand Them)
I LOVE the visual of the funnel analytics. I'm really excited about building them. I've created one for a client's dashboard that isn't working the way I anticipated. I'll explain the thought process and then show screenshots. I have a custom function that adds a note every time the Contact's "Stage" changes. The note title contains the completed stage's name (e.g. Stage 1: "Invited to Course", Stage 2: "Joined Course"). I then created a funnel component with criteria of Stage 1: "Count of Contacts
Generating Grant Token: Does it require a Cookie? What am I doing wrong?
Trying to follow this guide: https://www.zoho.com/invoice/api/v3/oauth/#overview for generating a token, but I can't get it to work. I am doing the following: Step 1: Registering New Client 1. https://api-console.zoho.com/ 2. Add client server based application
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