Storage of info on points of sales
Hi, I'm new on Zoho :-) we sell products directly (B2C) and through a network of agencies (B2B) and would like to implement a communication plan for both the targets. B2C database include also customers of our network and we'd like that communications sent to fthese customers include name and address of the their preferred agency. I wonder if this is feasible in Zoho. Many thanks for your feedback
Issue with customModule insertion and fetching records
Unable to insert data and retrieve data from customModule with v2 but it was working with xml insert and fetch record using curl. I have registered app with admin account not with super admin account. Please guide me as I am struck with this. Tried different options : => https://www.zohoapis.com/crm/v2/CustomModule_1/search?criteria=((Email:equals:pankaj.k@sarv.com)) Response : { "code": "INVALID_MODULE", "details": {}, "message": "the module name given seems to be invalid", "status": "error" } =>https://www.zohoapis.com/crm/v2/Custom_Module1/search?criteria=((Email:equals:pankaj.k@sarv.com))
Creating new custom module record based on deal stage
I've created a customer module named 'Bookings' I would like a 'Booking' to be automatically created once a Deal stage is marked as Closed-won, with some of the fields from the deal mapped across to the booking. Please can somebody provide me with steps of how to do this? I know I need a custom workflow I just don't know how to write it. Thanks in advance!
What special functionality does "Leads" have that Contacts / Deals doesn't have?
There are many questions in this forum about regarding "Leads => Contacts/Deals" conversion. I am in the same boat and get very frustrated having to jump through multiple hoops trying to figure out the lifecycle of a lead (there is loss of information and visibility when a lead is converted). I am planning to stop using the leads module completely and create Deals out of all self-signups coming for my SaaS product. Before I make this radical move, I wanted to understand the pros and cons of doing
How to Generate Access Token from Grant token and then from Refresh token
Hi this is my first ever first here! I am working on PHP SDK, right now i have created self token from developer console, now when i am trying to add generate access token from the below code i get url not correct, here is the code https://accounts.zoho.com/oauth/v2/token?code=mycode&redirect_uri=urk&client_id=code&client_secret=code&grant_type=authorization_code So i am stuck here!
Changing list of emails in contact tab
How can I permanently change the list of attached emails to ALL instead of the current user?
Random emails linked to a Contact are not viewable "Error. Unable to process your request".
Hi, Can anyone please advise why emails linked to a Contact are not viewable? I can select any one of our many Contacts & randomly click on an email - some open some don't. If I go to an Account which may have more than one Contact associated with it, same problem. Some will open, others will not. I can not seem to find a pattern. The error stated is: Error. Unable to process your request. Thanks.
Do I really need to use leads?
Hello! We just signed up for Zoho and are starting to work on customization. We sell to a very specific target market and I was thinking of not using the Leads portal but rather have a drop down menu for contacts to differentiate if they are a Target, Lead or Customer. What are the benefits of using a different module/database? For some of our customers, even if they do buy, I still want to continue to market to them like the rest of the targets/leads so what is the point of having them separate?
Nested Formula Help - AddDate
Hello All, trying to make sense of this formula that I am trying to achieve If(Not(${Properties.Tax Credit Received Following Year},(Adddate(${Properties.Exit Date},5475,'DAY'), Adddate(${Properties.Exit Date},5110,'DAY') I have a check box "Properties.Tax Credit Received Following Year" and an Exit Date Value When checkbox is checked - I would like to add 15 years to the exit date When checkbox is unchecked - I would like to add 14 years to the exit date Thank you in advance.
Why does timeline display full contents of deleted notes even if recycle bin emptied?
Since Zoho offers no ability to delete notes in mass or automatically like in a work flow, we at times have to delete notes manually. Recently we noticed after a note has been deleted, the note including the entirety of the notes contents shows up in the timeline.....emptying the recycle bin does not remove this info!..Has this been thought through? When does Zoho actually delete this data?
New Potential form filled in from existing Account.
I have been trying to create a function linked to a Workflow, that will when a Potential is created from the Account module the function will auto fill in the form. I have looked on the forum and found some code but I am unable to get it working. In the editor it executes OK and the ouput in the function editor contains no erorrs. Any advice would be appricated. My code is a follows accountID = accId.toLong(); accDetail = zoho.crm.getRecordById("Accounts",accountID); mp = Map(); mp.put("Deal_Name",accDetail.get("Account_Name"));
Ask the Experts - Live Q&A discussion on everything Zoho CRM
Hey everyone! We're almost done with the year and we're grateful to have witnessed the Zoho CRM Community thrive and grow this past year. If you feel you've been using Zoho CRM to its fullest potential, kudos to you! However, If you've had any questions about CRM at all, or if you'd like to learn something specific, we're hosting a 12-hour long live Q&A session right here on the CRM Community and you're welcome to come and participate. Post your questions as comments below, (absolutely anything
Id given seems to be invalid
Hi there. I'm using PHP SDK for creating a lead from my website form. It's working but sometimes I get the response: ( [code] => INVALID_DATA [details] => Array ( [id] => 3220979000034212261 ) [message] => the id given seems to be invalid [status] => error ) I'm not passing any "ID" tough... It doesn't happen all the time. Does anyone know something about it? Thanks!
Zoho Migration: Mapping Incoming Data to Data Existing on Zoho
Hi all, I've been trying to bring in data into a custom module that would link with existing contacts and accounts data that were uploaded in a previous phase of the migration. I've mapped the incoming data to data already on Zoho using Zoho records ID's taken from backup folders but when I migrate them in the fields are all blank. This method works when I import notes with Zoho User ID's but it doesn't seem to map to Contact ID's and Account ID's (the ones that go zcrm_.....). Is there a way to
MailChimp Campaign Integration
How can this work with ZOHO. I can't make it work!
Functionality of "Map Dependency Fields" required for second picklist of over 500 entries (2,000 entries)
Hi all, I've discovered that the "Map Dependency Fields" feature has an upper limit of 500 records in the picklist! My picklist has just under 2,000 entries in it so the question is how do I achieve the same functionality when the "picklist" has more than 500 entries? I'm assuming I need to use the Lookup field instead but I don't know how to limit the results. The scenario is that the first picklist has a list of countries (less than 50 in this example). The second picklist/lookup needs to only
Create a lead from PHP API gives an error: 4401Unable to populate data, please check if mandatory value is entered correctly.
Hello, I'm getting this error: 4401Unable to populate data, please check if mandatory value is entered correctly. And I'm sure, that i passed all mandatory variables. This is my query: https://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&authtoken=xxxxxxx&scope=crmapi&xmlData=%3CLeads%3E%3Crow+no%3D%221%22%3E%3CFL+val%3D%22Company%22%3Efsfds%3C%2FFL%3E%3CFL+val%3D%22Email%22%3Edavid%40domain.es%3C%2FFL%3E%3CFL+val%3D%22First_Name%22%3EDavid%3C%2FFL%3E%3CFL+val%3D%22Last_Name%22%3EDavid%3C%2FFL%3E%3CFL+val%3D%22Mobile%22%3E669904426%3C%2FFL%3E%3C%2Frow%3E%3C%2FLeads%3E
Send email using zoho crm API
How do I send a email to a lead using Zoho CRM API? also a side question that might be related to this - what's the <FL val="Send Notification Email">True</FL> from here: https://zohocrmapi.wiki.zoho.com/insertRecords-Method.html#Events can it be used for automatic sending out an email when a new Lead is added? Thanks.
CRM - Account Pick List Autopopulate in Quote
Hi All. We are considering Zoho One. Currently using Dynamics 365. I have been tasked to evaluate Zoho CRM from the Lead Stage through to the Order Stage. We have about 500 Accounts throughout the world and 2000 Contacts belonging to the Accounts. In Accounts we've established a pick list of a variety of standardized "Payment Terms". So that the Payment Terms for that specific Account are established at the Account level when the Account is established in Zoho CRM. We are looking for a way to have
Zia Prediction not Appearing for Deals
Hi Team 0- I have Zia Predictions enabled for Deals. All conditions have been met but I still do not see any Zia Predictions for our Deals. Any suggestions on how to make Zia Predictions appear?
Zoho CRM for our Logistics Team
Hi Team - just want to pick your brains if this is feasible in Zoho CRM. I have managed to integrate almost all our business processes in Zoho CRM except for our delivery/logistics team. What we want is for all Deals on the For Delivery stage to be manually scheduled for delivery by our Admn/Logistics supervisor. I am thinking of just creating events for those Deals and then have our Delivery team check in for those events once they deliver the products. I also thought of creating a custom module
Training for the manager
Hello, I partially familiarized myself with the information on your the CRM website, but there is a lot of information ) I could not immediately learn everything) and have a question and I will be grateful for the answer: we plan to connect CRM to the site (the store section is being developed here https://peaceofmindschool.com/), but the manager does not have experience in CRM work. As far as I understand from the site - you have such training, tell me what its cost and what it represents Thanks)
How do i produce a chart that shows 1 company sales vs the full company sales?
Id really like to see what revenue a account brings in comparison to the full sales for that year. Id like to see what % of sales that customer brings, but i cant see how to do this?
How do i link a Dashboard for a certain customer to the Account?
I'd really like to have a link under the specific account ABC Ltd for example and this link go direct to the customer dashboard i have created. Can you link the 2 together? Thanks
ZOHO CRM SDK returning currentUserEmail is not passed even when value is passed.
Hi, I am trying to use the Zoho CRM SDK c# for accessing the Zoho API from our application. I have passed the configuration details as shown below and receive a error message stating that Given User not found in configuration, Please assist in providing a response. Note - that i have masked the values in the below configuration. The actual values are entered correctly as they have been setup as part of client id creation. Dictionary<string, string> config = new Dictionary<string, string>()
Zoho Docs & WorkDrive
Hi, I've just been having a look at Zoho WorkDrive and it looks very nice but have a few Docs related questions. Is WorkDrive replacing Docs? Is the really nice WorkDrive interface coming to Docs? Is there a way to transfer all my Docs files (inc writer/show/sheets files) & folder structure over to WorkDrive? I have 40GB+ and don't want to download and upload ;) Really love the thumbnail view on WorkDrive... I can see the images without previewing :) Rgds Jon
Overwritten Lead Sources
Hello, At some point, I believe I may have overwritten the original values from within the Lead Source standard field. For example, let's say an original value for Lead Source was Partner and I overwrote that value to Web Form: Now, when I receive leads from a webform via Zapier and specify the lead type = Web Form, the result I get for Lead Source when the lead posts into Zoho is Partner - not web form. Unfortunately, I can find no way to repair this issue. Any thoughts?
Zapier Integration - Datetime field pulling month value for minutes
I have an integration setup between Zapier and Zoho CRM using the new API. When creating an event entry, I pass a value for the start date/time formatted as: 2019-12-15T15:30:00-06:00 However, the Data Out is: 2019-12-15T15:12:00-06:00 It appears that the Month value is being passed to the minutes value. When I changed the test date to a November date the minutes get changed to '11' instead of '12' as shown in the example above.
Note Attachment - DownloadAttachment() receive Empty ResponseJSON
Hello, I'm trying to get an attachment from Notes Record using c# sdk. The problem is that I get an empty response even if attachment exists. Please see the code below: 1. First I get the "Note" instance. ZCRMRecord recordIns = ZCRMRecord.GetInstance("Notes", {_note_ID_}); 2. get The attachment - try to download attachment FileAPIResponse response = recordIns.DownloadAttachment({_attachment_ID_}); 3. received: {STATUS_CODE=OK,RESPONSE_JSON=,RESPONSE_HEADERS=X-RATELIMIT-LIMIT=0;X-RATELIMIT-
Email Notifications for CRM and Knowledge Base
I think it would be a great idea to send out email notifications (as it is with tickets) for new Knowledge Base articles and new notes added in CRM. This new feature has the potential to increase business efficiency by creating another avenue for communication within a company. Ideally, an administrative user should have the ability to choose what email addresses receive these notifications.
is there a demand for sending whatsapp messages directly from the zoho crm?
I'm making a script that sends messages from a whatsapp number to contacts or leads. someone needs that too?
Update lead source for converted lead
How can I update the lead source for converted leads (contact)? I am looking at the Analytics-Sales Funnel, and I can see that there are leads converted to contacts that do not have a source lead. I am trying to correct them so we can use properly track (btw, we just standardized our lead source so the data is messy). I tried updating the lead source manually in the contact modules, however, it does not reflect on the reports. Is this possible? Thank you!
Testing ZOHO CRM API on different organizations / datacenters
Hello, we have developed an integration of our call center service CloudTalk with ZOHO CRM. We have clients all over the world so we would like to test the integration on every datacenter. How we can reach that, please? We have ZOHO developer account situated on the .eu datacenter. For instance, we would like to test the integration on your new .au datacenter. Do we have to create a new organization on that datacenter? Thank you. Best regards, Kali from CloudTalk
Zoho CRM Integration and German vowels
Hi Zoho forms team, we have the Zoho CRM lookup integrated and it finds contacts via Last Name. This works only for contacts who's names do not contain any mutated vowel such as ä,ö,ü. Any contact with such a vowel in his name does not show up (the search returns "No matches found."). Can you help with this bug please? Thank you, Jens
Products
Is it possible to have components that make up an end product in the products section of CRM? Eg.. a pencil which is made up of lead and a plastic tube needs these two components to make up the final product which is the pencil.When setting up the pencil in the products section these two components can be selected.
CRM .XLS file lead import only importing the first 44 records
I have tried importing leads from an .XLS file that has 65 records. Only the first 44 of these show up in Zoho. I have tried the import twice and I have checked the data to make sure there is nothing in the final 20 rows that would cause an error. I received no errors on the import.
Zoho CRM interface
Zoho you are planning update the UX and UI of the web app of Zoho CRM? at like Zoho Books or Zoho Contact manager Thanks, the actual interface is very old and little bit functional
Zoho CRM Consuming 100% CPU with Google Chrome Helper
Hi, I'm not sure if anyone else is experience the same type of issue. But in recent months my Google Chrome Helper is constantly consumer between 80 - 100% of the CPU only when I have Zoho CRM running in the web browser. Every instance of Zoho CRM I am running (so say 3 tabs), each will be consuming this much CPU. I'm using a Mac Sierra with Google Chrome Version 67.0.3396.62 (latest) I used to be able to run 5 - 6 instances of Zoho CRM with no issue.
Update 'Paid' field in CRM from Books
Hi, I have a custom checkbox in sales order of the CRM labeled 'paid', how can this be automatically updated when a payment is received via the automated feed in Books?
ZOHO CRM in a Multi Tenant Enviroment
Hello, As we all know, ZOHO CRM works in a single tenant enviroment and this is OK for many projects, but if you want to grow and get ZOHO an option for very big companies with specific demands, working on a multi-tenant enviroment is a must! If we want to connect two or more CRM´s instances and exchange data with criteria between them, there is no easy way of doing this, like for example, in the ZOHO Creator enviroment that is multi tenant, i can query other apps within one app. We already try to
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