App Spotlight: Verified WhatsApp business for Zoho CRM by Woztell
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Verified WhatsApp business for Zoho CRM by Woztell Integrate your WhatsApp business account with Zoho CRM to send, receive, and track messages. This extension enables you to use bulk message templates, block spam numbers, and read and analyze your agents' replies for internal training and quality assurance. Create workflows in Zoho CRM to automate responses and more. Get the
Mail Merge Template Search has been disabled
We have over 200 Mail Merge templates. Up until May 30, 2020 we could search for a template, then do a Mail Merge. The search function has been disabled. Mail Merge template search still works when in the template creation workflow, but not when trying to merge a finished template. ZOHO CRM - Setup>>Templates>>Mail Merge>>Search (upper right corner of screen) still works ZOHO CRM - Deals>>Select Deal>>Mail Merge>>Template drop down list appears - but the only way to select a Mail Merge
Subforms - Word of the day #54
Subforms are secondary forms or tables, which is part of a primary form in Zoho CRM. With sub-forms, you can establish a one-to-many relationship with data in your CRM, in which many secondary items are associated to a single primary record. In simple terms, a subform is a secondary form or a table, which will enable you to include multiple line items into a primary form. Here's a knowledge-base article on understanding and working with Subforms. Check this quick video on understanding Subforms.
Zoho Developer Edition and Documents in CRM?
I have a developer account which I am using to develop a vertical. Within the CRM sandbox, the Documents tab does not work. Is there any way around this? I'd like a working proof-of-concept and documents is integral to that.
Custom Widgets Drawing Contact Data from Analytics Dashboard
We have a load of external data about my Contacts contained in tables in the Analytics section. I see I can setup dashboards of that data that contain drop down Contact filters. Can a widget be built and placed into the Contact screen that would pull the dashboard and filter by the Contact currently open? Is there a service where I can retain somebody to build widgets as I do not have the experience nor the availability of time to learn - we chose Zoho CRM for its ability to be set-up without technical
Customization on Case registration
Dear team, it will be more better if we could upload our engineer list at once in our account. so that while registering case we will have our engineer data and we will directly assign engineer for required case. so it will escalated easily and engineer will get the case details immediately.
Conditional Layouts - Word of the day #53
Conditional layouts are created with layout rules, by which you can establish an interface in which certain fields are shown depending on the value entered in a previous field. As a result you are able to make your layouts dynamic - as the entire structure of a layout changes based on the field values you enter. Note that you are not eliminating fields from the layout, you are only controlling how a layout appears based on certain field values. Here's a knowledge-base article on working with Conditional
The sales cycle and its implementation in CRM
In our previous discussion, we looked at what Sales Force Automation is and how it helps businesses overcome obstacles in a sales process. The process of taking a customer through a sales cycle, right from acquisition to conversion and retention can be streamlined, and routine tasks such as sending emails, scheduling tasks, and updating fields can be automated using a CRM, so that you are more efficient and save time and effort. Now, let us specifically look at what a sales cycle is and how Zoho
Follow Up Workflows and Field Updates
I have been trying, for a few months now, to solve this problem. We have a set of follow up actions that we are trying to implement. We want these actions to take place automatically, without the sales team having to touch the records. In deals, I have set up the following workflows: 1. The first workflow should occur once a deal has been in the "Initial Quote" stage for 7 days. The workflow updates the "Stage" field to Follow Up 1 and sends an email to the deal contact. This deal is working
Mass update of Stage in Potentials
Can anyone help me with this? I do not seem to be able to do a mass update of Stage in Potentials. Thanks
User Profiles in Portals - ie restricting products to resellers
Hi There I wish to have a reseller portal where my dealer can place orders, I have done that bit what I am struggling with is I have a number of market sectors each with its own product range, I don't want to put resellers of by having all the products on display, only those that relevant to each reseller I have created a profile as a test with the relevant permissions, however how do I apply that in the portal Then how do I apply multiple profiles for different clients Thank you Jonathan
Pictures Turn When Using a template
When I make an email Template and send a test half of my pictures are turned on their side when I receive the email. What am I doing wrong?
How can i generate token for zoho web api requests in asp.net core 2.2
I tried to reference below https://www.zoho.com/crm/developer/docs/csharp-sdk/configuration.html article but it shows implementation in app.config while we have appsetting.json. Also it is stated here that we need to manually generate token which would expire in certain time. I would like to generate token when we request the zoho api. Any help is much appreciated
Inactive Contacts - How to Hide Them
In our previous CRM, we could store inactive contacts (retired, terminated, etc.) of our accounts, but also reduce their visibility. So for example, if we created a note, inactive contacts would not show up on the list of contacts to choose from. Does anyone have any suggestions on how to apply this condition to contacts in a Zoho CRM?
Mass Mailing after searching using different criteria
In mass mailing from the contacts module ,are you able to select contacts and then retain those contacts while searching for other contacts using different criteria. I have lost this functionality which was operational for over a year.
Activate Webhook with a button
Is there a way to make a Button activate a Webhook?
Parent child
Dear Zoho community, Use case Real Estate broker. Want to form parent child relationship for Properties which will have multiple Listings. The Property will be the 1 constant in the background - 'Master Record' and each new lease will be a new Listing, might also be a Sales Listing. Additionally I want all the fields to sync between Property & Listing, when a field is updated in one, it is reflected in the other. How do I achieve this? It's not a straight forward look up relationship is it...
Determining the type of notification
I changed the contact using java-sdk 2.0.5 Then I get a notification NotificationRequest(queryParams={}, resourceUri=https://www.zohoapis.com/crm/v2/Contacts, module=Contacts, ids=[XXX], operation=update, channelId=XXX, token=XXX) How can I understand the difference in the notification. User changes contact through Zoho UI or through Java API
Best Approach for Managing Leads and Contacts across platforms?
Morning All, I am just starting off with Zoho and am trying to work out which is the best way to manage our leads and contacts between Zoho and other platforms.. I use outlook on our desktops linking to Exchange up in the cloud and have been storing all lead/contact/supplier contact details as Contacts in outlook/exchange. On our Android phones we use Outlook for email and sync the phone contact app to the outlook contacts on exchange. So that has all worked fine, but now we want to be able to share
Integration of contacts manager and CRM?
Hi, I just signed up for Zoho CRM. I already use Zoho contacts manager. I would have thought that my Contact Manager contacts would show up in my CRM. Seems like a no-brainer, right? But no. How can I get my contacts from Zoho Contacts Manager into Zoho CRM? I hope there is a way that doesn't suck. Help will be much appreciated.
Field Sales Operations - Word of the day #52
Sales activities that require a field visit to a said location—either the clients' premises or other locations associated to the client— may be referred to as field sales operations. Previous 'Word of the Day': Sales Territories Next 'Word of the Day': Conditional Layouts
e-mail template
Hello, I spent 3 hours making an e-mail template. When I went to save it, I started to write in a file name and it disappeared. Now I can't find it. I hadn't saved it up until then. I clicked on return and ended up on the saved list of templates. It's seems strange without the progress we've made in IT that I would have lost it. Does it get backed up any more ? It's urgent.
Hover over tabs
Dear Zoho community, I'd like to be able to hover over my tabs (Contact, Deal etc) and see the most recent records in a pop-up which I can then click on. Can you advise how to achieve that? Or any other suggestions about quick access to recent records?
Upload field Mandatory in Cases
Dear Team, I like to make upload mandatory when the case of the status is closed. I'm not able to set attachments as complusory in CRM. Please suggest the solution. We tried working on the condition layout where case is closed a field " attachments" set as complusory. However users are updating as 'YES' but not uploading attachment.
Marketplace Solutions 01: Manage your Acuity Scheduling appointments within Zoho CRM
A study says that sales reps spend 14% of their time in customer meetings. That said, scheduling appointments is one of the most unproductive tasks of your daily sales routine. Often times, it involves sending emails back and forth to agree on a time
Assignment Rules - Word of the day #50
Zoho CRM's assignment rule tool is designed to let you automate the lead assignment process by defining rules based on which leads are assigned to a set of agents/reps. You can configure different criteria based on your industry's specifications like territory, product interest, lead source etc., such that only the leads that satisfy the criteria will be automatically assigned to the selected rep. By automating the lead assignment process, you can save a lot of time and effort and also reduce the
Calls Log
Hi, I think it would be great to have a "Call" list management separated from the "Tasks/Events" management. In some CRMs I saw a Calls Log system where you can register all calls with a date and hour, a duration time, a subject, a description (where you can put the call contents), a reminder and a tool for "snooze" the call reminder. Thank you, Giordano.
Sales Territories - Word of the day #51
A territory is the demarcation of the sales force structure by which customers accounts are grouped and shared with the sales people of an organization. Territories can be based on various factors such as geography, industry, product line, the expected revenue, verticals, etc. Here's a knowledge-base article on managing sales territories in Zoho CRM. Check this quick video on Sales Territories. Previous 'Word of the Day': Assignment Rules Next 'Word of the Day': Field Sales Operations
Zapier integration and stop repeat leads into Zoho
I have our Facebook Ads and Calendly feeding information into Zoho Leads. I'm having a problem that is continues to duplicate information and over-writing fields. I'm trying to have if a new lead OR a lead re-engages with us basically do 2 different things: If they already exist in our system, I just want to add a note of what they looked at and add a tag, this is working... If they are a new lead add all the new information to the system and add a lead status and tag...this is basically working....expect
Add products to quote
Is it possible to add more search fields in the Add products windows of quotes etc. Currently it pulls only product name and code see screenshot
Gmail to promotion
All the workflow emails goes to promotion tab. I think it's a problem with DKIM but i can't configure it with Zoho CRM
Proper format for self client scopes
Hi, I'm running in to an error when trying to create a Self Client grant token with the modules.all scope. How do I properly specify modules.all? Both zohocrm.modules.all and modules.all are throwing a 'Enter a valid scope' error for me. When i enter aaaserver.profile.read on it's own, it works ok.
Set an upload field to be mandatory
Hi all, are there any solution to set an upload field to be mandatory. My use case is: In the Account module, Account Status is Open/Active and a upload field. I want that when I change Account Status from Open to Active the upload field should be mandatory. Or, if I upload a file into upload field, status from Open can be autocratically update to Active. Tks, Thuong Nguyen
Touch point scoring in deals
Hello everybody, I'm trying to add some automated scoring into our system. For some reason it works a treat in Leads, and Contacts but I've got nothing for Touch Point scoring in our Deals... Have i missed something simple? Also is there anyway to carry the points over from Leads to Deals? Many thanks in advance... I've been scratching the ol' noggin a while over this one
Making a zoho.crm.updaterecord function work even if a few values in the passed map are of the wrong type.
Basically what I'm asking for is whether there's some mechanism of exception handling. Let's say we have the following key:value mappings: values = {key1: value1, key2:value2, ... ... }; And then we run the function: zoho.crm.updateRecord("Module",ModuleId,values); In case one of the values in the passed parameter ends up causing the script to bug, or not run, is it possible for it to update the records which were not causing any issues? I'm trying to debug one problem that's causing one of my scripts
Zoho Users in Brisbane or Gold Coast
Hi, We are looking at moving from Netsuite to Zoho One. Are there any users of Zoho One in Brisbane or the Gold Coast that wouldn't mind us coming to have a look at how you are using it for your business? -Pros & cons -Issues that you encountered -What platform you are using for an ecommerce website? Thank you. Your help will be greatly appreciated
Send SMS via Zoho CRM
Hi, I want to send SMS to contacts and leads (not necessary via WF); I only need a button to send SMS to leads/contacts. I installed SMSGlobal extension; I did some tests, but all failed. Any experience with this extension? Anyone know the steps in order to send an SMS via ZCRM using this extension? Best regards,
Introducing WeChat Pay, Bold BI and 4 more Zoho CRM extensions
Zoho Marketplace releases WeChat Pay along with 5 other Extensions for Zoho CRM. Here's a list of new releases for Zoho CRM, May 2020. Get more from your Zoho products with extensions from Zoho Marketplace. WeChat Pay for Zoho CRM Receive payments through
Pandadoc - Zoho Extension is not available for your region.
Hi there, I am trialling both Zoho and Pandadoc at present and just tried to link them. This error message has come up. We are in New Zealand and have a zoho.com.au. profile. Can you please confirm this is indeed correct and it is zoned to certain regions? It's a dealbreaker for one of the two platforms if they can't link so hopefully there is a workaround. Thanks.
How can I create a Sum of Scores to the DEALS and make it appear into a field of a COMPANY?
I want to assign to each DEAL a Score (even manually) and I would like to visualize the sum of this score (so, the sum of the score of each DEAL of the same Company) in a field of a COMPANY. How can I do it? :) Thanks
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