LinkedIn Extraction Tools
Need help in understanding how Zoho CRM users are extracting/importing relevant leads/contacts from LinkedIn to CRM LinkedIn is a goldmine and most businesses use it a lot. Most times we get our leads through linkedin and we either need a tool to import or we have add each contact manually into the crm The only tool i could find is LinkMatch. Are there any others tools which can help me do that? (one click lead import)
How do you start your onboarding process and get customer support from ZOHO CRM?
I have tried to reach the team to get support for my Enterprise solution, but many emails and three weeks later, no contact from support, or anyone. Can a helpful user or Zoho employee tell me exactly how to get assistance with this product, please?
Custom field(s) on Tasks + Mass updating on those custom fields
Hello, I am about to upgrade to one of the Zoho Crm versions, but i do need this functionality to be possible (for certain to work) (i cannot find it clearly in all online help) : - creating custom (text)fields on Tasks - mass update on those new customfields from ListView (via MassUpdate button) My question is : - is it possible to create custom fields on Tasks - and from which version on of Zoho Crm is that possible? - which fields on Tasks can be MassUpdated? (limited, or all standard & custom
Extension Pointers #8: Handling real-time data updates between Zoho CRM and third-party applications using webhooks
A webhook is a web callback triggered by a specific event to provide real-time data updates between applications. How does a webhook work? Webhooks help enhance the connection between two applications. When an event occurs in a web application that implements
edit an event
Your procedure for editing an event does not work. I have no way to access event details one it is created. I CAN edit the basic contact info etc. I cannot edit the details. Also, your procedure if followed exactly brings you to editing the All Events display function. Until a few days ago I was able to edit event details by clicking on "contacts" or "other" which modified the field with a hidden pull down scroll bar on the right margin which I could use to scroll to details. This has disappeared.
Can't select data from lookup field anymore
In a module i have a lookup field from Accounts but when i select some account and push the green button to safe, crm makes the field empty and returns "Please enter a valid client" This module was working till today, i believe after Zoho has an update? My search is also complete different.
Notes - Word of the day #76
Notes are the digital equivalent of paper sticky notes. You can use the notes to write questions, reminders, and anything you would write on notepaper. These are useful for storing bits of information related to customers, which you may need later. In Zoho CRM, you can associate notes to the records by specifying the required details. [You can create notes only if you have the permission.] Here's the knowledge-base article on working with Notes. Previous 'Word of the Day': Kanban View Next 'Word
How to add a related list item via rest api for custom module
Hi there, How can I add a related list time for a custom module? Lets say I have a custom module called Events and I want to link my contacts to an Event via API. How is this possible?
HOWTO: empty the recycle bin via API?
how can we programatically empty the recycle bin via an API call? ( note: originally asked here, but never got a response: http://help.zoho.com/portal/en/community/#Topic/2266000000513889 ) cheers, -e
How do I makesure a Lead does not receive any emails through the CRM email function and the Campaigns add on?
How do I makesure a Lead does not receive any emails through the CRM email function and the Campaigns add on? Usually through campaigns I would add to 'DO NOT MAIL' list but is this synced with the emails sent out through the CRM?
Assigning Contact tags not being recognised in Campaigns
In CRM, I have set up workflow rules based on a field being updated and then an instant action of a TAG is applied. In workflow automations in Campaigns, under Contacts, the TAGs listed I clicked on and it states there are no Contacts with these TAGs but there are!! Totally confused with TAGs and why they don't communicate between modules! Can anyone help please?
Bug with "Calls" Related List ?
Hello, I can fetch records from "Calls" Related List using : RelatedCalls = zoho.crm.getRelatedRecords("Calls","Deals",dealId.toLong()); I can delete a specific related record by using : deleteRecordMap = {"module":"Calls","id":rappelId}; deleteResp = zoho.crm.invokeConnector("crm.delete",deleteRecordMap); But it's no possible to update a related record in "Calls" Module using : response = zoho.crm.updateRelatedRecord("Calls",callId,"Deals",dealId,call); the error is : {"code":"INVALID_DATA","details":{},"message":"the
How do I edit a Web Form I have created?
Hi, I have the standard version of Zoho CRM and I didn't realize I only had the ability to generate 5 web forms. I wasted the majority of these 5 forms in testing. Do I have have the ability to edit one of the forms I already created? I know I put the wrong URL landing site and would like to fix this. I cannot see in the code where to swap this out. Thanks, Christine
Pinning menu items to the top level menu bar in zoho CRM
Currently the menu items e.g. Invoices, Quotes, Contacts etc are partly fixed (Home, Pulse...) but additional buttons rotate. This is v unpractical, would be much better to allow the user to customise this menu bar by pinning those items they use the most in the order that suits them. Thanks
Multiple Business > Same Sales Team, Same Customers
Hello - I'm trying to set up my Zoho CRM Plus in such a way that if one of our business is spun off down the road, we could break out that businesses related data only. Our entire sales team has a portfolio of products to offer their leads/accounts supported by three business lines. Additionally, I need the Zoho Books integrations to only include Deals from their respective businesses (Deal for Product A available in Zoho Books Org A and Deal for Product B available in Zoho Books Org B) I feel that
Rollup the Potential Amount to Accounts function doesnt work
Hey, I added two arguments, AccountID from Accounts and Amount from Deals. I filled in the code and attached workflow to it, but as a result it gives me a zero amount. Here's my code: resp = zoho.crm.getRelatedRecords("Deals","Accounts",AccountId.toString()); //info resp; total = 0.0; for each rec in resp { stage = rec.get("Stage").toLowerCase(); if(stage.contains("Wysłane")) { total = total + ifnull(rec.get("Amount"),"0.0").toDecimal(); } } info total; updateResp = zoho.crm.updateRecord("Accounts",AccountId.toLong(),{"Ca_kowita_sprzeda1":total});
Is there a way to get notified of NEW TASKS in Zoho CRM App
Hey, I am trying to get more use out of the Zoho CRM app on my android....something that would be very useful to me would be the ability to get notifications on my phone from the app when a task is created. Is this a possibility?
Zoho CRM: I want to Change "Last Name" in Leads to Non Mandatory as we have some customers who do not have Last Name. So What is the solution ? Please help
Zoho CRM: I want to Change "Last Name" in Leads to Non Mandatory as we have some customers who do not have Last Name. So What is the solution ? Please help I tried lot and also visited http://www.zoho.com/crm/help/customization/custom-fields.html where Zoho mentioned: You can edit, delete and hide some of Zoho defined fields, but note that there are some fields that you cannot delete, remove, rename or change from mandatory settings. These Zoho defined fields are mandatory in Zoho CRM. For example,
Kanban View - Word of the day #75
Kanban view is a card-based view that displays the data in an organized manner for better comprehension. For example, you can sort the leads based on their status or categorize the sales depending on different stages. This sort of information gives better insights about potential bottlenecks and lets you fix them effectively. In comparison to List View, where all the records are listed one after the other, a Kanban view segregates your data based upon the lead status giving a clearer picture. You
Zoho CRM New Logo
I noticed an updated logo for the Zoho CRM application being introduced in a few places. It's a welcomed refresh of the outdated drawing style of a handshake from 2000s. :) Thank you!
Desktop Notification
Businesses send out a lot of 1-1 emails. Maybe for prospecting, updating important information or scheduling demos. A Desktop notification for every email open, click makes much sense in this scenario. Currently, the only way i get to know such opens/clicks is through the bell icon inside CRM. It would make such a huge impact for businesses if there was a desktop alert every time an email is opened/clicked. This would help us in following up with those respective leads right away rather then clicking
Zoho CRM: Apple Mail Integration and Xing Integration
Hi 2 Questions: - When do you provide a Apple Mail integration (finaly) - one year ago you said soon ? - Do you plan an Xing integration (like linked_in) ? thx for a short feedback.. Roger
Reducing users in CRM Plus
We are removing one of our users in ZOHO. What happens to all the records that show that user as the "lead owner"? Do we need to change all those records before we delete the user? Or What Happens?
Expected Revenue %
I am trying to get another field like the Expected Revenue field which is Amount X Probability. I have made another $Amount field and a Percentage field and then made another Expected field which I just said to multiply Amount X Probability field but it is not making the probability field a %. So if I say amount is $100 X probability of 20 it's returning an answer of $2,000 instead of $20. How do I make it see the probability field as an actual %. Thought it would do that automatically since
Tracking monthly recurring revenue
Can anyone tell me whether and how you can track monthly recurring revenue in ZOHO CRM? Without that 100% of the projected revenue from a Potential is tracked to the estimated close date, and that skews our projections. Thanks for your help.
Pull in data from Account Record to Opportunity Record
I have a custom field in Account Records indicating if an account has a MSA (Master Service Agreement) with us or not. I want to pull the value of that field into the Opportunity Records. Is there a way to do that? Basically, when a sales rep creates a new Opportunity, I want them to be able to quickly see if the Account has an MSA or not.
List View - Word of the day #74
In Zoho CRM, you can sort, categorize, and choose to view your records in three different ways: List view, Kanban view, and Canvas view. (We would cover Kanban view tomorrow, while you can learn more about Canvas view here.) In the List View, the records are grouped under a defined set of criteria. List views are categorized under 'Created By Me' and 'Shared With Me'. You can also mark list views that you often use as Favorites and those will be listed first in the List View drop-down. There are
Help with monthly revenue
All - I have a question: As a company, we have two types of revenue -- monthly and one time. In order to accurately predict our sales pipeline, we need to track and calculate both based on the opportunity probability. However, there doesn't seem to be any way to replicate / create a field like "expected revenue" to make it based on other, user-created fields. Is there a simple way to do this? The current "amount" and "expected revenue" don't really work for us. Thanks, -Ben
Adwords integration - Third Party Web Forms - Only GCLID field is populated
Hi, Im using a Third Party Web Form at my site. And the Adwords Module. I've been able to send the GCLID with the lead. But this is the only field the gets populated, the rest of the fields are blanks. Any Ide Why ]
New client and search bar
Hello, When we search for a client via the search bar in CRM, if it's not in there, we have to close the search bar, click on the +, and then click on "Client" to add into the CRM Wouldn't it be possible to have instead, at the end of each results category in the search bar "add this new client", "add this new lead" and "add this new contact". By clicking on the choice that we need, it would open a new creation page (new client, new lead or new contact) with already the name in there (the name
Email to lead
Hi I want to create lead which mail came from my email ex:ege@ege.com. How can I write this function
Review Process - not being triggered
The review process doesn't seem to be triggered on entries submitted via Zoho Forms - can you confirm if there is a fix?
Filter - Word of the day #73
With Filter option in Zoho CRM, you may narrow down large volumes of data to the specific view you want to see. Create Advanced Filters that add context to your search, so you can filter out the records that you need to concentrate on and decide on the best course of action. You may use advanced filters to discover untapped leads, discover records that are likely to convert, filter contacts based on their deal stages among other examples. Here's a knowledge-base article on working with Advanced Filters.
What are the advantages of Converting a Lead while prospecting?
I am essentially asking WHEN do you convert a lead. I know it is when a Lead becomes qualified, but why would I convert sooner than later? What is the advantage to do it as far as features of Zoho are concerned? i.e. am I better off converting quickly or later in the process and why?
I am getting tired of Zoho removing features and then selling them back to me
This is happening too much now. I am using the paid version of Zoho CRM. Now I can not even add a new deal to an existing contact unless I delete the contact and reinput it as a lead and then convert it. This is a simple and ESSENTIAL function that used to exist. The only solution is to upgrade and pay zoho more money. Cowboys. I will be looking to change to a better crm soon.
Leads: 'Rating' field
I'm curious, how are other users using the Rating field under Leads? The default list seems pretty vanilla. What are some other, more detailed ratings that other users are creating? Some ideas I have are: hot, warm, cold on-hold (maybe this is better suited for Lead Status?) organic (unsolicited), inorganic (solicited) Also, what is the difference between 'Rating' and 'Lead Status'? Thanks in advance, Brian
How to paginate results using the PHP SDK
Hi! We have noticed, that the API does not deliver more than 200 contacts at a time. Now we need to get the results paginated so we circumvent this limitation (we don't want to switch to the Bulk API if possible). Basically we want to process chunks of contacts so we do not exceed the memory limit of our system. Is it possible to get the paginated results with the PHP SKD? This is the relevant portion of our code: $zcrmModuleIns = ZCRMModule::getInstance('Contacts'); $bulkAPIResponse
Blueprint API v2
When trying to access the Blueprint API v2, how do you pass the authentication token when trying a getUrl/PostUrl? For example: blueprint_response = getUrl("https://www.zohoapis.com/crm/v2/Deals/" + opportunity_id.toLong() + "/actions/blueprint/"); I need to access and change the Stage value in Opportunities, but I can't because it is not available to do so in Deluge. So I have to do it via the API, but I'm not sure of the proper syntax to access the Blueprint.
Enhancement Request: Add Fields to Deduplication Process
It would be extremely helpful in the deduplication process if we could use any of the fields in our CRM as criteria. I don't disagree with the 3 field limit, but being able to add a specific field such as Account Status would be a big improvement.
Workflow Rule not running
Hello, We have a workflow rule that every day at 6am creates invoices from [monthly] contracts, based on the contract start date. On Jun. 30, the rule ran, invoices were created, and we see in the Audit Log, all the actions On Jul. 2, the rule ran, invoices were created, and we see in the Audit Log, all the actions BUT On Jul. 1, we see NO invoices created, NO lines in the Audit Log either. In fact we don't see any logs in the Audit, until 8:08 am on that day, which made us thought, there was an
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