Add lead to CRM via email?
As I understand it, Zoho creator forms support direct entries via email, with each form having its own email address. Is it possible to add leads to via email? For example, suppose I have a contact form on a directory website, is there a way to automatically enter leads into my CRM via a form's email address?
Help with a custom function in Zoho CRM for Customer Names in Proper Case
Could you help me with a custom function in Zoho CRM for two fields we have in a custom module. Field 1 - First & Middle Name Field 2 - Last Name I would like for Field 1 and Field 2 to be in Proper Case - however, there is often a space in the field and following a space the next word should also be in Proper Case. Example - how it should be formatted Field 1 - "John James" Field 2 - "Smith" Quite often the data would look like this... Field 1 - "JOHN JAMES" Field 2 - "SMITH" or like this Field
Proration Formula using eomonth
I'm trying to auto calculate a first month Prorated Discount. I have an install date field (not dateTime). A currency field for the subscription price. The hangup I'm having is I cannot simply get the last day of the month in a variable to use in a formula. I'm aiming for this: (SubCost/DaysInMonth)*(DaysInMonth - InstallDate) DealRec = zoho.crm.getRecordById("Deals",DealID); InstallDate = eomonth(DealRec.get("Install_Date"),0); update = zoho.crm.updateRecord("Deals",DealRec.get("Deal_Name").get("id").toLong(),{"Days_In_Month":InstallDate});
Error accessing api using https
We have an api with the CRM for more than 6 months now. We used paths starting with: https://www.zohoapis.com/crm/v2/CustomModule But a few days ago, the api start sending me an error 401. After breaking our heads by pure luck we found out that the issue was that we are not able to access the https, we can access again the api, but using paths with out the https like: http://www.zohoapis.com/crm/v2/CustomModule Do you know about any issue with the https on your api? When I navigate on a explorer
ZOHO CRM - Invoice: Unfixed Values for Invoiced Services (Products)
We run a study-travel agency and write invoices to partner institutions for referral services. The commission for each referral is dependent upon the price that our referred customers pay to our partner institutions in tuition and fees for their study program. The percentage we receive in commission also varies from contract to contract. Therefore, the cost of the commission we invoice each partner for essentially the same service (product) is never the same. Is there away to manually input the
API - Inserting Contacts into Zoho and having them associate with Accounts
Hi, I can successfully connect with the API and insert leads and accounts into the CRM from a CSV file. Now I'm preparing to write the calls to insert Contacts, but have no idea how to make sure they associate with the Accounts. The data we get does NOT have a Zoho CRM ID with it, and we may have duplicate Account Names. The whole point of this is to automate this process so that we don't have to manually import (which won't trigger the workflows we want triggered anyway). So, I'm using php and
Zoho Support Telephony Twilio Configuration
I set up my Twilio configuration just as the instructions say in the following article: https://www.zoho.com/support/help/twilio-integration.html#Configure_Twilio Every time I try calling my Twilio number it says an application error has occurred. I contacted Twilio and included my Account SID, Auth Token and Application SID generated by Zoho. I also verified in my Twilio account that the TwiML generated by Zoho for Zoho Support Integration had the same Application SID as was listed in my Zoho account
Confused Technical Support, Poor System Development
I am this very same problem with ZOHO and Twilio. I tried all I could with them and still nothing is resolved, ludicrous! All I get is ZOHO blaming Twilio and Twilio blaming ZOHO. Quite frankly, ZOHO, you are terrible at keeping your system functioning properly. I am at my whits end with you guys for you keep sending me information about making payments to keep subscription when, because of you, my company continues to lose money daily! I am sure I'm not the only one who is frustrated with you guys.
Calculated Formula Field
Hi, I'm trying to display Days Since Last Activity in a custom formula field: (Datecomp(Now(),${Leads.Last Activity Time}))/(24*60) I get no errors in the field builder but I get no output in the leads section or reports. What am I missing?
Outlook Plugin Doesn't Work
I've had 4 attempted sessions with Zoho CRM support, none of which helped, and resulted in me wasting 4 hours of my day while they installed an reinstalled the outlook plugin. I cannot sign into the zoho crm outlook plugin and therefore cannot record my emails into zoho crm.
Adding products to the crm from a "won" quote or sales order
We find it useful to know all of the products our customers have bought on the "account" record page. Other than adding "products" individually, is there a way to automatically add a product to the account from the won quote or sale ?
Difference between "Accounts" and "Contacts"?
Can someone help in identifying the difference between contacts and accounts? I am new to the system and am trying to figure out how to use each. Thanks in advance!
Using Verions I of the API why can't I pull Custom Modules?
I have some .NET code that calls the version I web services using the https://crm.zoho.com/crm/private/xml/LinkingModule1/getRecords If I do a standard module like Contracts it works. But not for The above custom linking module. LinkingModule1 shows in the list of modules but I cannot pull the data. From what I understand the client has Enterprise Edition. What am I missing? and thanks ahead
Accounts: tree view with parent and member accounts
Hi community, i am setting up the CRM structure for our company and try to fit the view requirements. Question: is it possible to have a view throughout all associated accounts for example, starting with a Global entity then a member region, member county, member business entity. See attached file. The sales people would like to navigate between these account entities in a tree view. Thanks in advance for response.
Reports selection for "this week" produce wrong week start
The calendar settings in Zoho CRM are set to weeks beginning on a Monday. However, any report that uses the "this week" parameter produces items from the Sunday. The "this week" filter is ignoring the start of week setting in the calendar, which is not helpful or correct.
After inserting leads does not show in crm...
When I insert records as leads it does not appear in the crm. Then where does it go cause I'm getting success message. Even when I use getRecords module it fetch records which are not exists in crm. Don't understand what's going on... Please help me out asap. Thank you.
making offer
hi there I have several products with same name, but with different size. When making offer, search for product, I only se name (lot of same names) how can I do it, so I se the size field also? Kind regards Henrik Thomsen
CRM Api Request Call
I'm working with a call to get an api token as part of a development but seem to not be getting any output now. Is there a limit to how many calls to get the token we can use and is there a way to change the limit or reset it? call I'm using: https://crm.flowteapp.com/crm/apiauthtoken.do?EMAIL_ID=[email_address]&PASSWORD=[password]
Outlook CRM plugin not signing in
Hi there One of my users is trying to set up the Zoho CRM plugin for Outlook. It has installed correctly but she is unable to sign in - it seems like it is the same problem experienced by this user: https://help.zoho.com/portal/community/topic/can-t-sign-in-with-outlook-plugin Every time she attempts to sign in it creates a new Auth Token. I have tried clearing these tokens but it has no effect. I have also checked the Application Add-ins in Outlook to make sure that the Zoho CRM Plugin is not
postUrl encoding my api request
We are using a script to interact with an outside zoho API service. For some reason the posturl function started encoding the api request how can i prevent this from happening? ex. below is is our api {"data[commentaire_du_technicien]":"","data[commis]":"","data[consigne_r-v]":"","data[contact_id]":{"name":"....... This is what is returned {"responseText":{"status":"error","error":"There was a problem with the JSON you submitted: 785: unexpected token at 'data%5Bcommentaire_du_technicien%5D=&data%5Bcommis%5D=&data%5Bconsigne_r.....................
Updating fields with data from related module field - custom function
Hi, In my Deals module, I have the section "Buyer info". The buyer is not the client, but rather an outside investor which is going to buy a house for the client, and then rent it to him. So, "Buyer info" is used in mail merge to populate promise to purchase documents and other legal documents. I would like to automatically update these fields with data from fields in the custom module "Investor". The "Investor module" is linked to the Deals module by a lookup field "Investor" located in the Deals
Unable to create dynamic parent child pick list via lookup
Hello, I have a list of 200 Accounts, with each having branches between 1 to 80. To ensure data integrity during lead creation, the account name is selected based on lookup. Now, when I add the Branch Name lookup, it shows all the branches instead of the ones associated to the Licensee name only. I understand that the way to control this is by using pick lists and using the "Map Dependancy Fields". However, I need the info in the pick lists to be derived from my Accounts module & Branch module. Is
Adding a script for multi-level sales programs, payout and signing of client agreements
Hi Zoho Community, Presenting an Idea my team and I discussed. We were wondering if it was possible within Zoho CRM to add a script or custom function for multi-level sales programs, payout and document signing experiences. This script or custom function would provide affiliate tracking for 3rd party applications. Feel free to chime, clarify or comment community and thanks in advance for reading. Best, Textmunication Sales and Marketing Team www.textmunication.com/contact-us/
time format
Hi everyone In settings, my time format changes at every restart of the program. I set it to 24 hour format, next day it is back to 12 hour format! Can someone advice me how to fix that? Kind regards Henrik
Add Symantec VIP Access 2 Factor
I'm referring to the optional added security feature used when logging into any ZoHo account. Symantec VIP Access It's extremely popular for those of us who prefer not to use Google Authenticator. Thanks, D
Formula based deal calculations and Reporting by month
Zoho support. We sign deals based on a resource/s being placed in a job for a certain number of days. Below shows what our sales team have to fill out. What I need to achieve is to create a formula based section that calculates the number of working days by month based on the est start and end date. So ideally the sales person inputs the est start and end date and a formula factors the days of each month in the year that is relevant to the deal period and then populates the days Ie there is 31 days
SugarCRM Migration
Hi Im looking at Zoho as a CRM replacement for my customer database. I currently use SurgarCRM (v.6.5) I signed up for the free account for ZohoCRM, and started to look around. I have some developer experience, I created some custom models for my CRM database for Sugar and I want to know where the best place to get started to see how this is going to look in migrating these custom models to ZohoCRM. I was wondering if someone could recommend a starting point. Does Zoho offer any assistance to migrate
Pagination for notes is not working
Pagination for notes is not working in Zoho CRM - please help.
Tasks in Calendar
First, It's important to get a single dashboard view of all your activities in the calendar format. The only missing thing is getting 'TASKS' listed in the calendar view. Second, a task must have a start, end times and a reminder option. Third, a task might include making calls, attending events etc. and also may include the involvement of more than one contact. The option to link it to multiple modules is a must. I hope Zoho is working on these.
Webform to Zapier to Zoho CRM
Hi, I have a Contact Form set up on my website and I am sending submitted form data to Zapier. Zapier is mapped to Zoho CRM add a new lead when the form is submitted. So the process is: 1 . Customer completes Website Contact Form - First Name - Last Name - Email - Message 2. Contact Form data is sent to Zapier - First Name - Last Name - Email - Message 3. Zapier is mapped to Zoho CRM to create a Lead in Zoho CRM when the Contact Form is submitted. The following fields are populated in Zoho CRM -
Best Practice for Tracking Brochures Sent to Contacts in Zoho CRM
Hello We have three brochure types that we mail out to customers at their request (we also send them out in bulk direct mail campaigns). A contact might be sent 1, 2 or all 3 brochure types (depending on their requirements) and I want to keep track of which brochures have been sent and on what date. I have found an old post (linked below), however, having followed the instructions I've found it doesn't provide a suitable solution for my requirements as a pick list only selects one type and doesn't
Auto saving of typed information + data entered in the call activity fields should not be allowed for editing after a period (one hour or so)
Hi, I would like to have the feature that the information typed into the lead information fields should be auto saved as the cursor leaves the field just as how it is on Google sheets or google workbook. Now we need to click the arrow symbol or cancel symbol so that another field is available for editing. The data that is entered in the call fields - (1) Subject, (2) Call Purpose (3) Description (4) call result (5) Call type should not be available for editing after a period of time say 1 hour or
Can I automatically set reminder according to the task's due date?
By default, I have to manually input the reminder time for every task, is there anyway to set a reminder automatically for every task according to its due date? (Like 48 hours before the due date) Sounds like this can only be done through enterprise version's custom function, am I right?
Function-27: Create Activities for records based on specific criteria.
Welcome back everyone! Last week, we learnt how to update information between two modules via lookup fields. This week, let's look at a custom function that creates activities automatically based on specific criteria. Business scenario: The Workflow Rules feature takes care of most of the automation requirements in Zoho CRM. Some of you might be wondering why is there a need to rely on custom functions, when workflows, blueprints or schedules helps meet most of your requirements. While this is largely
G Suite VS Office 365
I'm just about to sign up for a paid Zoho standard crm subscription. I use both G Suite and Office 365 in other business's but will purchase a new G Suite or Office 365 subscription for email and link to my Zoho account. I possible lean towards Office 365. I've read the feature availability & limits of both. It appears in the standard version there is no Zoho plugin for outlook, what does this mean to me? I've seen articles on Zoho only syncing to default calendar in Outlook in this still the case?
Filter by already sent emails?
I sent 50 or so cold emails via Zoho CRM. I realize now that I should have sent them via the Campaign module so that they could be tracked. I need to send more emails, but I need to filter out who I have already sent those to so they don't get sent again. How can I see who I have already sent an email to and filter them?
What is a customer in the activities panel
Hi, In CRM, you have Leads, Contact, Companies, Vendors.... But Activities introduce a new entity I can link to.... What is a customer ? From the screenshot, it's not a Lead or a Contact... what is it ?
I need to update field on Account based on other field in the Contacts module
Hi, I created 2 custom fields (Pick Lists) in the Accounts and Contacts, i need the field in Accounts to be updated automatically when the fiels on the contacts changed, i created other field on Accounts which take the value from the custom field by using the following Function which are not working: { contDetails = zoho.crm.getRecordById("Contacts",ContId.toLong()); mp = Map(); mp.put(In_Contact_Status02,contDetails.get("Contact_Status")); updatecompanies = zoho.crm.updateRecord("Companies",AccId.tolong(),mp);
filter contacts by sales volume through conversions
Hey Guys,... i'm owning a medical practice and i'm using zoho crm for my customer loyalty. HOW can I filter my contacts so that I can find out who are the contacts that i'm making the most money with. I'm adding sales volume through conversion function. I'm not using products or invoice function. can i filter contacts so that i can see which contact did the highest sales volume through conversions summarized for the current year? thanks for your help.
Update Fields Online in Leads with Information from the Accounts Module
Hi, I would like to know if it is possible to update online the fields of a Lead with information that are in the Accounts module when I select the company A that exists in the module Accounts without saving the Lead, for now the only way I have found to do that is through the following function, but using the Lead ID and for that I need to save the Lead and what I want is to show me the information before saving it. tempMap = Map(); tempMap.put("Account Name",Account_Name); resp_accounts = zoho.crm.getRecords("Accounts",1,200,tempMap);
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