New to Zoho, trying to accomplish the following
Hi all— I’m entirely new to Zoho, but I am an experienced developer otherwise. Im building a website with a form on it that once submitted I’d like it to wait synchronously for a few ages to happen on the back end (being Zoho): User submits form, page goes into a period of waiting Form data saved to Zoho CRM as a lead Using lead data from Zoho CRM, execute a 3rd party (external) API call Store the resulting API call data in Zoho CRM and relate it to the new lead Provide the still waiting form submitter
Potentials Report showing duplicate lines
I have created a report on Potentials that are at a certain stage, and included Quotes on those Potentials, as I want to include Quote Stage on the report, but the Report is showing multiple lines for the same Potential due to there being separate Product Details within the Quote, so a line is being included in the Report for each Product line. How do I only show a single line for each Potential but still include the Quote fields?
Sync or push Customer list from CRM to Google ads remarketing
Dear Zoho team , For now, Zoho CRM can integrate Google Adwords, but only can track lead from google ads and and push conversion datas back to GG ADs. Is there automatically sync between Zoho CRM customer list ( email ... ) with Google Ads audience for Remarketing ? Or we can only do export excel list from CRM and import into GG Ads ? Eventhough Zoho Markietng Hub is great , but still GG Ads plays very much part indepth remarketing. So we hope the Sync of Customer list with Google Ads can
Creation field in different modules
Mi pregunta es la siguiente: ¿Cómo puedo crear un campo que se repite en diferentes módulos (Facturas y Proyectos), y que su contenido se refleja en los módulos en los que tengo el campo. Con la esperanza de que usted me puede ayudar con esta pregunta. Gracias.
How API auth is working ?
Hello, I'm trying to have API working inside my symfony project. I've been struggling a bit but now I'm able to display current user - this is the first step. My question is about auth. For now what I did is : - Generate self-authorized grant and refresh token from developerconsole - Copy grant token for backup - I generated refresh token by making a POST request with the URL below https://accounts.zoho.com/oauth/v2/token?code={grant_token}&redirect_uri={redirect_uri}&client_id={client_id}&client_secret={client_secret}&grant_type=authorization_code
${companyLogo} Dev Edition
Hi, I'm new to Zoho and i'm playing around with the Dev Edition CRM. I'm noticing that when testing the Big Deal Alert Template which has a dynamic image link - nothing is actually showing. Why is that? I'm trying to figure out how to include dynamic images into my templates but if this sample template doesn't work? thanks.
Kaizen #23 - Widgets
Hello Everyone! Welcome to another week of Kaizen! In this post, we are going to discuss Widgets in detail. First things first—What are Widgets? Widgets are embeddable UI components that you can create and add to your Zoho CRM. You can use widgets to perform functions that utilize data from third-party applications. You can build widgets for Zoho CRM using our JS SDK. For instance, You want your sales representatives to handle new requirements/customization requested by prospects by raising internal
How can I send subscriber score to CRM
How can I send subscriber score to CRM?
Combining two accounts
I have two companies and am shutting one down due to current environment. I need to merge the two accounts and only use one I am using two differnet email addresses one acount is CRM only and the other I am using CRM and Mail how do I do that?
Automatically update age on a contacts birthday
After reading through the forums for some time with no luck, I finally found a way to automatically recalculate a contacts age in Zoho CRM. First, I added a custom field as a Single Line field called Last Auto Update Then, I added a function to the contact layout with the following formula to calculate age: Floor(Datecomp(Now(),${Contacts.Date of Birth})/(60*24*365.2425)) Next I created a workflow that triggered on Birthday that notifies me via Slack when I birthday occurs and also performs a field
Detect duplicates across Leads and Contacts
In building the contact (lead) base we get many contact lists to import. Some are classified as contacts other as leads. Many duplicates. Improvement It would help if the system would prevent creation of duplicates entries, checking email (s) across Leads and Contacts. Enhancement I generally see a problem in a technical distinction of Leads and Contacts. How to turn contacts again into leads to be tracked is an often raised question. An approach for systems designed with two different people tables
Adding Tag to Contact via Macro?
Is there any way to add a Tag (or multiple tags) to a contact using a Macro?
Change outlook plugin password
Hi, I am unable to login to the Outlook plugin. If I use my Zoho password it tells me this is the wrong one and I need to use the outlook plugin password. I don't know what this is so would like to reset it? How??
Phonebridge experiences in Europe
Hi all Been looking at implementing phonebridge all day but I simply cannot find a European provider with full Zoho One support. BT cloud phone seems close but are quite expensive. Twillio seems ok but the call quality was very poor in the trial and they only support CRM. Anyone that are using Phonebridge in Europe with any luck? btw, would be great if Zoho added some default check boxes and mandatory images for the VOIP companies to fill out and display on their integration page. Comparing the different
Customer Loyalty module in ZOHO CRM
I need to build a customer loyalty module in Zoho crm. Is there any modules on customer loyalty or we need to customize that module, if we need to customize that means what is the prerequisites for that? Thanks in advance.
Zoho WebForm Spam
Lets face it, the Captcha feature does not eliminate all spam. I would like to put in a request to beef up the Zoho WebForm featue to eliminate the Captcha because it is an out of date and Bots still get around it. What kind of client wants to fill out a Captcha? its just an unwanted step that turns away prospective clients. The "I am not a Robot" would help but is not the best solution Maybe the developers can come up with an idea of how to fool bots -- If anyone fills in a hidden field that is
App Spotlight: Plecto for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore them all. Plecto for Zoho CRM Plecto is a KPI visualization tool that helps your company view real-time business KPIs on customized dashboards while getting your employees involved with your performance. Using this extension, you can visualize your Zoho CRM data on a Plecto dashboard in real time and get a complete overview of your most important sales activities, KPIs, and business metrics.
App Spotlight: CloudTalk for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore them all. CloudTalk for Zoho CRM CloudTalk’s native integration for Zoho CRM lets you handle phone conversations in a modern way. Get international numbers from 70+ countries and start calling leads directly from your Zoho CRM dashboard with click-to-call, activity tracking, and contact matching. Get the app here Business needs A phone solution that provides high-quality calls all around
Blueprint overview
Hey, I'm working on some changes to our [CRM] Blueprint. Is there an option to print or export (PDF, PNG, other) a blueprint to get a full overview?
zoho intergration
how we can integrate zoho crm with wordpress. kindly suggest plugins?
Upload File to File Upload Field with Zoho Java SDK
Hi, I was wondering if it is possible to upload a File to a file upload field in a custom module using the Zoho Java SDK. I am able to upload a file as an attachment like this: ZCRMRecord record = ZCRMRecord.getInstance(...); APIResponse responseIn = record.uploadAttachment(pathToFile); This works fine, but it would be nice if I could upload the file directly to the file upload field instead of uploading it as an attachment. Is this possible and if so how? Thanks
Zoho Webhook
Hi I have a task that requires me when a record is added to Zoho crm I would need to update a record in Pipedrive. Pipedrive will allow api calls that I can use Zoho webhooks to call. The problem is that I need to do 2 webhook api calls. The first is to find the user id (by calling pipedrives getuser method) then retrieve the user id and pass that to the second webhook call and call the pipedrive updateperson api. Can this be done? I cannot figure out how to retrieve a value from a webhook call
Adding contacts to ZOho Campaigns
Hi, I would like to be able to add more than 100 contacts at a time to Zoho Campaigns in Zoho CRM. Currently only 100 contacts show up at a time in search. Is there a way to add all results?
Zoho PhoneBridge Asterisk 13.22
Configurei o PhoneBridge com o asterisco 13 e o Zoho CRM e posso iniciar com êxito um clique para discar. No entanto, o CRM não 'vê' quando a chamada é atendida e permanece em um estado perpétuo de 'chamada' com um botão 'CANCELAR' disponível. revisando os logs para obter informações que eles não precisam arquivar, uma conclusão que chego é que temos alguns problemas de compatibilidade revise os arquivos de log, o nome do arquivo é ztilog.txt.0 O que mais me impressionou nessas linhas: AVISO: Não
how can i sum all list item
How can I get the sum off all item in a list?
Set Time Zone for a Meeting in another country
Hi, I'm having trouble seting a different Time Zone for meeting we are having (or scheduling) in another country. For example, I'm from Argentina, but next week we will travel to the US and we are scheduling meetings with a different GMT. When we add a new event, the CRM doesn't let us choose the GMT. Can you fix this issue during the next days?? Its REALLY important for us... Thanks Juan
refreshToken is blank
When running the following, I get a response and the zcrm_oauthtokens.txt file is saved, but both only have an access token but the refresh token is blank. $configuration = [ "client_id" => $client_id, "client_secret" => $client_secret, "redirect_uri" => $redirect_uri, "currentUserEmail" => $currentUserEmail, "token_persistence_path" => $token_persistence_path ]; ZCRMRestClient::initialize($configuration); try { $oAuthClient = \zcrmsdk\oauth\ZohoOAuth::getClientInstance();
Email notifications based on timezone
We manage our CRM for our global sales team out of the United States, but that means 'office hours' for automation do not work for our global sales team. We have notifications setup so that 15 minutes after a lead comes in from the website an automated response is sent as though it was from their sales rep. But if they send an email outside of normal business hours then that response appears we are in the office when we are not. Does anyone have a creative way of accomplishing these global email
Remove an autofill pop-up?
Is there a way to delete one of the suggestions / autofill of previous entry from the text field drop down? Example: I typed "Valley Center / Escondido" once - I don't want it to pop up as a previous entry so that only "Valley Center" fills the field as I start typing. I don't want to delete all of them, just the ones I may have used on accident. Not sure if this makes sense... I tried using my web browser settings, but I can't do it (on my iMac) like I used to be able to on a Windows PC and from
Custom fields multi select
I used custom multi select field in Products module of zoho CRM. I want add more value when creating new product. How I do this?
Button to Convert all info from contacts to deals (including attachments)
I am trying to create a button in contacts to convert everything to deals. This way everything can be converted back and forth as needed. The function is below but it seems to not quite work: continfo = zoho.crm.getRecordById("Contacts",contId.toString()); mp = Map(); mp.put("Last_Name",continfo.get("Last_Name")); mp.put("First_Name",ifnull(continfo.get("First_Name"),"")); mp.put("Lead_Source",ifnull(continfo.get("Lead_Source"),"")); mp.put("Description",ifnull(continfo.get("Description"),"")); mp.put("Email",ifnull(continfo.get("Email"),""));
Too much data for one module
So I am new to Zoho but my use case is this. I have a lot of data associated with each client, realistically more than can be fit to one module. In order to store the extra data I think I need an extra module but I want to be able to use mail merge to create reports and if all data is not on one module this is effecitvely not possible. Therefore I want to duplicate data that appears already on the contact module in another module so that I can run mail merge on the second module and capture the relevant
Can I create a report that just shows the Very Last Activity I had with my Leads and Accounts.
Hi, I would like seek help on creating a Leads and Accounts Activity report that just shows the very Last Activity (one activity from each lead/accounts) I had with my Leads and Accounts.
Website Webform Issue
Hello, I am offering subscribers to my website to download one of four different free pdf tutorials when they signup to our companies mailing list. To accomplish this I recently set up several(4) Zoho CRM Webforms each with a corresponding webform. The auto-responder rules specify which of 4 emails should be sent (each containing a link to download a different pdf tile) based on the lead source. I also added a different source option for each type in the lead source dropdown. Everything seems
Convert from Acct back to Lead
Can an account be converted back to a lead?
nested tables in zoho crm
Hi everybody, i am quite new to zoho crm and have a question about viewing my contacts. I have added a custom field (class) and gender to every contact and I would like to have them group like a nested table. So class in the top row, then the 2nd row is the gender field which divides the class in two columns under which I would like to list the contacts belonging to that class so they are separated by gender. I've tried reports as a table, but I can't seem to figure it out. is there any way to do
Asset Management and Tracking
I am looking for a way to track our own personal assets within Zoho CRM. I would like to be able to list the assets we own and then record who has them checked out. For example: Asset Purchase Date Purchase Price Location Current User Check Out Date Power Drill 7/8/11 $150.00 Denver John Doe 8/15/11 Does anyone have an idea of how I could accomplish this within CRM?
Product Price vs List Price
In the Products List in Zoho CRM< what price is intended to go into the "Unit Price" field? Should this be my cost of the product, as in the price I pay for it? If tso, how is this number , along with commission, and List Price from a price book used? Is List Price - (Unit price + COmmission rate) used to determine profits?
Drag and drop file attachments into Zoho CRM
I'd love to be able to drag and drop files to Zoho CRM. Single file drag and drop would be great, multiple files simultaneously would be even better. Gmail lets you do it easily, so presumably the programming know-how exists somewhere already. The current method of clicking on "Desktop" under the "Attachments" header and then navigating to the file is slow and tedious, and if I have to attach multiple documents, it isn't even worth doing.
Responsive web forms
Hi guys Just evaluating Zoho CRM for a client and my first task is to integrate the web forms with a responsive/mobile friendly site. The embed code generated by your web forms is unhelpful to modern day web development. 1. All the styles are in-line, hard coded meaning they are difficult to over-ride 2. Forms are not responsive / mobile friendly 3. Forms are table based Can I suggest you look at updating the embed code to be more flexible and to allow developers to integrate more easily with modern
Next Page