Copy or clone a Blueprint?
Hello, Is it possible to clone a blueprint please? If not, it does seem like a much needed feature. Simon
Converting from salesforce.com
I am thinking of moving from salesforce.com to zoho crm... I can not figure out how to import with the account/contact relationship intact. Has anyone any advice?
When sending email through MASS EMAIL , emails are not receiving and it is showing 0/100 % sent
I send email through 1 contact for testing purpose from MASS EMAIL and selected the template and sent the email but It has been more then an hour email is not received. Kindly let me know what is the issue but when I send email directly from lead the
Copying email from account email field to custom module
Hi, I have a custom module called Sage Invoices that's being fed invoice information via API from a third-party application. I need to copy the email from the custom email field in the accounts module over to the email field in the Sage Invoices module
Extension Pointers for Integrating Zoho CRM with Zoho services #2: Handle and manage your Zoho CRM cases efficiently by integrating Zoho Projects and associating cases with tasks
Integrating customer relationship management and project management contributes to the development of an overall effective business management strategy. You can integrate Zoho CRM and Zoho Projects through extensions to achieve your desired functionalities
Functions using Contact Roles and Mass Association/Disassociation
This is a two-fold question related to Contact/Customer Roles in relationship to Potentials. 1. Is the Customer Role available to use in functions? If so, how do you call that field (or what is its API name?) 2. Is there a way to mass associate/disassociate
Contacts not being pushed to Gmail
I have set up integration between Zoho and Gmail. I have 18 users, 17 are working, 1 is not. Only a very small fraction (less than 1%) of our contacts is being sync'ed to this person's email account. We have reset everything and it does not improve.
If no reply from lead, send automated follow-up email using the same email thread
Hello, I want to contact my leads, but if they do not reply in X days I want to send an automated follow-up email. But the email should be sent as a "reply" to the original email so that it stays in the same email thread, which helps the recipient know
Transferring Attachments from Lead to Account, not Contact
When I convert Leads to Accounts and Contacts the attachments end up with the Contact. How do I have them attached to the Account? For example, it makes more sense to have a contract assigned to an account than a contact.
Lead History/Timeline
There is a timeline feature which shows lead history including when a lead is changed from one user to another. Is there a way to delete that on a lead?
Leads organization, adding multiple contacts per company
Hello, I have just started using Zoho CRM to find out if it useful for our organization. I have the following questions: 1. I want to have my leads organized by the company name not the contact person (Leadname). Can I switch this? If yes, how? 2. If
scheduling repeat meetings in CRM
Hi, When I schedule repeat meetings in CRM, they are not synchronised to my Google Calendar. The sync works well for individual meetings, only the repeated ones are not reflected in my Google Calendar. This is very annoying and wastes a lot of time when
Automation: Create a project in Zoho Projects for each Client in Zoho CRM
Hi, for a third party integration we need an associated Zoho Project to each of our CRM Contacts. I see that I can click on each Client and add an associated Project from there. But I am looking for an easy way to create a project for each of the already
zoho oauth sandbox
In zohooauth token generation flow as per https://www.zoho.com/crm/developer/docs/api/v2/auth-request.html, endusers is asked to choose between sandbox, developer or production environments. Is there any parameter in the returned body which says the refresh
Difference between the usage of Blueprint and CommandCenter
Can someone precisely explain the difference between Blueprint and CommandCenter and why should we choose one over the other and in which case?
Mandating Products addition to Leads/Deals
One of the related list in our Deals and Leads module is selecting Products. I am not able to mandate selecting products at the time of lead creation/deal creation or lead conversion to deals as product is an external module and hence Layout rules/validation
CRM Lead Send Mail no longer opens a moveable email composition window
Recent changes to CRM have caused the Lead 'Send Mail' option to just open a static window which covers all the Leads details. It used to open a new moveable window so you could compose the email while easily viewing all the Lead details. Now you have
Inventory template HTML editor bug
Hey, whenever HTML code of an inventory template is saved, the whole code is wrapped in a new DIV element, so it just keeps adding up. It's a minor issue, but maybe you want to fix it.
Org-specific OAuth2.0 Tokens in Zoho CRM
Hello everyone! This post is to inform you that there is an update to the OAuth2.0 flow for CRM while generating the authorization code (grant token). Web-based Clients The Current Flow The user clicks the Login with Zoho button on any third-party app. The app redirects the user to the Zoho Login page, and the user enters the Zoho credentials. A pop-up, similar to the one below, appears asking for the user's consent that the app wants to access certain user data. When the user clicks the Accept button,
Community Digest - July 2021
Announcements Introducing Zoho CRM's new email compose and a lot more exciting latest enhancements Take a look at the revised pricing of Zoho CRM portals Extending the Multiple currency limits and availability for all paid additions Zoho Marketplace houses
a fix? Text in a CRM sent email are sometimes too small when viewed on mobile
The default email templates from CRM are not responsive (i.e. mobile friendly). If there is a lot of text phones will render the text as very small. A very unprofessional look. A possible fix is to add "text-size-adjust" arguments to a css style call
Focus Group webinar: Part 1 - Zoho CRM’s Blueprint 3.0
Zoho CRM's Blueprint 3.0 comes with an array of varied new features and enhancements. We made a couple of posts on the community a few months ago, detailing what they do, and how they'll fit in to your business use-cases. You can find them here and here.
Kaizen #34 - API Credits
Hello everyone! Welcome back to another post in the Kaizen series. We will be discussing an interesting topic this week - API Credits. In this post, we will cover the following. 1. What are API credits? 2. Add-on credits and pricing details 3. How are the credits deducted? 1. What are API credits? Zoho CRM consists of different editions to cater to its wide range of customers. Each edition in Zoho CRM has a limit associated with it, called API Credits. The system uses API credits to track API usage.
Can we add fields that are pick list and look up through API?
According to the zoho crm documentation the following fields are picklist, lookups or check box. Can we add values for a contact thrrought the api? what happens if a field contains a value that is not in the pick list or lookup reference tables? Lead Source Select the source of the lead, that is, from where the lead is generated. Pick list Lead Status Select the status of the lead from the drop-down list. Pick list Campaign Source Select the campaign related to the Lead Lookup Email Opt-out
Making records 'Read Only' after a Case is 'Closed'
We've just developed a Blueprint for our complaints procedure with multiple stages - of course every stage is locked until certain tasks / information has been inputted; that's until the stage is updated to 'Closed', at which point users can alter the
Lead Status Check on Convert Button
Hi, We have designed a blueprint for Leads which have multiple endpoints (such as Junk Lead, Qualified - Convert, Lost Lead etc.) We want to allow to Convert the Lead if and only if the Lead Status is "Qualified - Convert". However, we could not add
Triggering Microsoft Power Automate with CRM Webhook issue
Hi, I've created a webook calling a Microsoft Power Automate Flow (HTTP Trigger URL). Everything is working fine when the power automate flow is running on Microsoft server in the US (Ex: https://prod-187.westus.logic.azure.com). However, when the exact
How to automatically produce a list of customers to call for service visits
I am trying to figure out how to automatically produce a list of customers for my sales reps to call each week. Its a very simple premis but I can seem to get it to automate on Zoho. We have customers that require a service once every year and we need
ZohoCRM Plain Text Emails strip Style info from header
1. Create new email template 2. Select "Insert HTML / Plain Text" 3. In the "edit HTML" panel add some style arguments into the header in between <style></style> just before </head> tag. p { color: red;} 4. Save 5. Open template all style info is deleted
API Oauth v.2 with cURL PHP
Hi, I need to repost this question because my last one got marked as "Answered" but it is not.. I would like to know why my cURL PHP call is not working. Am I doing something wrong here ?. url = https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id={client_id} &response_type=code&access_type={"offline"or"online"}&redirect_uri={redirect_uri} If it's possible, can someone tell me why my cURL call keep returning me this error Note: I know for a fact the URL is working. If I copy
Automatically add emails sent through zoho mail to zoho crm
For contacts that are already in Zoho CRM, is there a way to make zoho mail automatically push the emails into Zoho CRM so I can see all emails to a contact. Further, if that contact is part of an account, I could see all emails relating to that account.
lead link to contact
Hi Please help me i have problem. how to auto update Contact from Lead Data? Currently after user Submit Zoho form all detail will go to "Lead". i want auto update in "Contact" Thank You
Deals Help
Need some suggestions here, I have a magazine and trying to determine the best way to organize this. When we sign up a new customer they can choose to go with a 1 month rate or a 3 month rate (that is the max, after that we go back and determine if they
Bybrand now integrates with Zoho CRM
Hi, We are happy to announce that you can now manage your Zoho CRM users' email signatures with Bybrand. A few weeks ago, we launched the official integration of Bybrand for Zoho CRM (On Marketplace). With this, the companies using Zoho CRM daily for
Making photos bigger
Hi Is there any way of making the photos bigger in Contacts module? I am using the free version of ZRM. Rgds CK
Case Alerts using Email
When a customer creates a Case, it would be nice to have a notification/alert via email of such new case created. Is there a way to do this today? If not, are you planning on doing such an alert?
report from the quotes
I need to produce a report from the quotes. Is there any way to make this happen as noted below: 1. Report that shows all products quoted for a given time period 2. Sort by date of close & by product name 3. Gives a sub-total of quantity of product quoted by date 4. It must include the following: a. Account name b. Quote number c. Product d. Quantity of product e. Expected close date (similar to potential) f. Status - Closed Won and Closed Open (quote) Is this already available or did I miss something
How to set stage update permissions to certain users
Hi: Hope you can help me with this one. On Deals or Sale Orders: How can I set Stage field permissions: 1. Who can add/update the stage field 2. Who can set a specific stage (closed won or lost) (ex. Admin only) Thanks and regards,
Formula Field to calculate based on Picklist
HI Team, I am trying to create a formula field to calculate value based on picklist and other field. Pick List Fields are: Month, Week & Day Hours: Number Field Formula Field: I want to achieve if I choose Month it should calculate 30 x Hours, If I choose
Custom field for Call Activity 2021
I know the original thread is closed, but I still don't see any customization for the calls field. Normal?
Next Page