Grandstream PBX
Hello, How should i generate the generate the Auth Token ? cause i'm triing this API URL "https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=[Usern ame/EmailID]&PASSWORD=[Password]&DISPLAY_NAME=[ApplicationName]" but nothing happened and always back with error " 404" Best Regards, Mohammad Ziad
Updated Module Fields in Zoho - Deletes Previously Entered Data
Hi there, My company was going through changing the field names in various Zoho Modules we created to better fit our needs. Information had already been entered into these fields, and we didn't think changing the field titles would delete the data stored within the fields. Unfortunately though, we have direct evidence that changing field names in Zoho Modules DELETES the data that was previously entered. So the question is, once a module and fields are set up, there's no changing them, for fear
missing contacts
Hi, I've recently started using Zoho and populating my possible clients and contacts list. At some point i started missing some contacts I had previously introduced but I thought it would be me not having properly saved them. This afternoon before leaving the office I just could see one contact, which is pretty worrying because I had more. I just checked when I got home and I could see three, which is an improvement, but I'm still missing some of them. What's going on? I thought Zoho CRM would be
Uploading Lead History From Another CRM
Hello, is there another way of uploading lead history from another CRM? I have asked support the same question but they keep on saying to upload the LEAD HISTORY onto the leads. Literally hundreds of logs for a specific lead onto the FIELDS. How does that make sense? Can we make our own notes section or logs section where we can import these data and link it to the lead? Does it make sense that Zoho does not have this feature? We are going to be FORCED to DELETE THOUSANDS OF HISTORICAL DATA.
Contact Name and Account Name in merged email field
Can you have #merge field for both an account name and a contact? I cant figure out how to select/insert from two modules. Dear #contact name #account name is a great company!
Relationships Question
Hi All, I have a travel agency with the modules 'Contacts' and 'trips'. A contact can have many trips and all this works great. However, I now wish to manage passengers within Zoho but am coming up stuck. Let's take the example of a family. We have the lead contact who booked the trip 'Contact' and we have 3 passengers. 'Passengers'. The Passengers can be linked to the Lead Contact and then added to a trip, depending on if all 3 passengers are going or 1 passenger, for example his wife. This
blueprint transition - show description field as tool tip on hover
within the blue print editor, there is a section called Description. this is good for the developer to make notes but it would be more helpful if you could put in paragraph form what the transition is for and have it display on the transition button as a tool tip. its hard to describe when the transition should be executed or what it is going to do if executed in a very limited button. i have attached an example image.
Add States to Blueprint
Simple question: Does adding a State to a blueprint add it as a stage for all records NOT in the blueprint? Example: Default stages could be Project Match > Budget Quote > Formal Quote > Sent Invoice > etc If I add a state to a blueprint using the "add state" button, will that create a Stage for all Project records that are NOT in the blueprint, or will it only be visible to record in the blueprint? I need to be able to add a state/stage that is only visible from within the blueprint.
Zoho CRM account disabled
Hi there! I got access today to Zoho CRM and Recruit. I can get inside Recruit but not CRM. My CRM admin says I got access and everything looks good on his side, but yet I only get this screen saying my account has been disabled. Any ideas on how to fix that? We tried to remove my mail and back, changed passwords and even deleted all my cookies. Would love some help. Thank you! ofir.fischer@nlc.health
not able to import Leads
I am not able to import leads its showing its been imported but when i check todays lead its not there
Community Digest - April 2019
Product updates Set up recurring tasks and reminders in the Task Module in a new and enhanced way Read on about our new additions to the API circle - Query API and Bulk Write API Calender bookings made easy with Zoho CRM - Check out how Associate and dissociate records from related lists in Zoho CRM Read on about the Zoho CRM and Zoho Backstage integration Zoho Community Meetups Register for the upcoming Zoho Community Meetups across US East, Canada and Australia Tips and tricks
Integration into Epicor Prophet21
Has anybody connected Zoho to P21? Are there any partners that have done this that could be recommended?
Workflow Rule: Update Pick List in Contacts from Pick List in Custom Module
Hi, I'm trying to setup a custom function that would sync identical pick lists that I have in 2 separate modules, from a custom module to the contacts module. List Fields are called "Type" and "Status" (API Names are identical, too) My custom module has the API name: Intermediaries Currently struggling to get the syntax right. Anyone would have a sample code I could try it on? I browsed through a lot of posts, but none of them seems to do what I need. Thanks!
PHP SDK module->getRecords() "if-modified-since" customer header not appearing to filter by modified date
Using the PHP SDK, I am able to pull data from the "Quotes" and "Deals" modules using the following code: $api=$this->initializeZohoAPI(); $quoteModule = $api->getModule("Quotes"); $dealModule = $api->getModule("Deals"); $quoteBuffer = $quoteModule->getData()->getRecords()->getData(); $dealBuffer = $dealModule->getData()->getRecords()->getData(); Again, the code above works fine. It gets me all of the quote/deal information I expect dating back to at least 2019-3-26, seen here: However, when I
Is it possible to create and update leads/contacts via a HTML POST?
Hi- I'm looking into connecting an external lead capture form to Zoho and wondering if it's possible to create and update leads and contact using a basic HTML-based POST request. I've seen a few articles around formatting the data in XML, but this would need to be in HTML. With other platforms I've done this by either appending the parameters (email, first name, last name, etc.) to the URL or sending those parameters in the request body. Here are a few sample requests: Example of parameters in
adding custom relations through python api
I am trying to add relations to contacts, however I am having issues adding custom relations, I can gather the information of these custom relations using the sdk using the .get_relatedlist_records(api_name) method, however when trying to add a relation to a record I can only specify the module of the relation, not the specific related list I want the junctionRecord to be stored under. For an example, I have no issue linking contacts to campaigns under the default relation, however when I try to
how to create a records array for upsertRecord
Hi I need to create an $recordsArray to usert my record, currently i am using json_encode to convert my php array to json, try { $recordsArray = ["data" => [ "First_Name" => "fname", "Name" => "lname", "Email" => "badboy@gmail.com"], ]; var_dump(json_encode($recordsArray, JSON_PRETTY_PRINT)); $zcrmModuleIns = ZCRMModule::getInstance("contacts"); $bulkAPIResponse = $zcrmModuleIns->upsertRecords(json_encode($recordsArray)); // $recordsArray - array of ZCRMRecord instances filled with required data
Getting a 400 Invalid Data on the response
Hi this is my code, function upsert_users() { try { $recordsArray = ["data" => [ "First_Name" => "fname", "Name" => "lname", "Phone_number" => "+14055555555", "Email" => "badboy@gmail.com", "Account_Created_Date" => "42-15-2015", "User_Status" => "active inactive", "User_Login_Type" => "0 form website 1 from fb 2 from gp", "User_Description" => "about the user description", "User_Skills" => "handyman plumber", "User_Future_Skills" => "newskills booking taxservice", "User_PayPal_Id" => "asdfasf@asdfadsf.com",
Removing attributes from search bar
Hello, Our search bar is very cluttered because we have alot of attributes, so I would like to remove certain attributes from the search bar, but not from the entity itself. Is this possible to do, and if so, could you tell me how? Thanks in advance! With kind regards, Cas
Workflow Rule: Setting a recurring rule whenever a field is updated
Hi, I am setting up a workflow rule with a scheduled action to deliver an email to a customer 19 days after an order has been made. The trigger is set when the "Total Commission" field updates. i.e. this indicates the customer has bought something. I want this rule to trigger every time someone makes a purchase. i.e. every time the "Total Commission" field updates. But scheduled actions isn't available if I tick the "Repeat this workflow whenever a account is edited" box: I assume this needs to be
Gravity Forms, Zoho CRM - Add on
Need help, I'm trying to generate lead from web using Gravity forms add on which is Zoho CRM, the problem I'm having is that there is no Visitor Tracking in all the leads that was generated using this plugin. Need help on this, hoping for a positive feed back asap. Below is the link for the add - on. https://www.gravityforms.com/add-ons/zoho-crm/
ZOHO Google Ads Opportunities won remains 0
We have implemented the Google Ads tab into our ZOHO platform. All seems to work fine. We have several "leads" and "leads converted" showing up. The spendings are imported from Google Ads and the leads show all the Google Information including the GCLID. The only thing that does not seem to update is the "opportunities won" field. It remains showing 0, as does the ROI field after setting on "closed won" Anyone knows this issue, and how to fix it?
Update a date field based another date with a before date
In our business we set a training date in the future that requires the customer to upload files prior to the training date so we have a "file upload deadline" date. I have attempted my first deluge script but get an error for line 2 (see attached screenshot). Any help is appreciated. Goal: To have a the deadline date field populate a date that is 10 days minus the training date field Deadline date field name is: 1st Review Deadline Training date field name is: 30 Day Webinar Deluge Script void workflowspace.referenceDate(int
Specifying Field for duplicate check on API URL Methods
It would be great if we could specify the unique field to use as the key for duplicate checks. We have customers who want to use their own fields as keys for modules such as Accounts and Contacts. Using the API to sync with other systems would be far easier if we could use these fields as keys, instead of being forced to use and email address or Account Name. I know this is possible using the SDKs, so I can't imagine adding this functionality to the URL APIs would be too much extra work.
Help Needed! How to update Related Subforms when Item removed
Simple Scenario: You sell Lamps and Bulbs but don't know what bulb goes with each lamp so you add a "Related Items" subform to the product page. For each Lamp you then add the compatible bulbs. When you do this you want each bulb to update its own "Related Items" subform to show the lamp(s) it is compatible with. All the above I have working fine. The Problem: A Bulb is no longer compatible with a Lamp so I open the Bulb product and remove the lamp from the "Related Items" subform. I then need the
inserting a record with MultiSelect
Hi, I'm able to insert / update all data type (string, currency, datetime etc) but i'm unable to select something from a multi select pick list. I' always getting the following error "code": "INVALID_DATA", "details": { "expected_data_type": "jsonarray", "api_name": "Type_d_offre" I'm using the V2 api with ZCRM SDK c#. how can I pass something that will select the "automobile" option from the multi select? The field is "type_d_offre" and
Workflow trigger upon creation needs manual refresh.
It is really bothersome that whenever i create a workflow and its criteria is upon creation i always have to manually refresh the page to display the changes, Is there a way automatically refresh page or make the changes from workflow real time once triggered? It would truly be such a great help if this can be done. Hoping for a positive feed back asap.
How to get product list in New Lead page
Hi, is there any way, configuration or customization, to get the Add Product module in the "New Lead" section? Normally when a lead is already created and saved, and when I go to edit it, I can see the Products and add them, add discount, tax and see the grand total. But there should be a way to get that while creating the new lead as well. How else will my sales person pitch if they can't see the products at the same time. Please help, this is very critical.
I need to read an xml response from API using jquery.
Hi guys, I am still using old API and getting xml as response. I read xml response through C# but I need to read xml using jquery at client side. Is there any code snippets or resources which I can get help from? Thanks in advance.
Get territories with C Sharp SDK
Hello, how do I programmatically get territories using the C# SDK?
I can not upload files on attach potential part!!
Hi Every one I traveled to Iran and I want to work with my Zoho CRM, But I can not upload files on attach potential part!! I get pictures from my WhatsApp, I download them but I can not upload them on Zoho. Let me know how can I solve this problem? wishes Koorosh
NO_CRM_ACCOUNT - User doesn't have account in Zoho CRM
Hello, I'm doing an integration with Zoho CRM API v2. I made all the structure with all the properties files, I generated the tokens, and I get an error when I execute this code: ZCRMRestClient.initialize(); System.out.println("======== set Mobile Number ========"); ZCRMRecord record = ZCRMRecord.getInstance("Leads", 3555413000000746001l); record.setFieldValue("Mobile", "9894049545"); record.update(); System.out.println("======== Get Mobile Number ========"); record.getFieldValue("Mobile");
How to aggregate payment records (Amount) and then update an Outstanding Balance value in another form
As the title suggests, I am struggling to both aggregate a form (Form A) that collects payments made against specific invoices (the matching value between the two forms or reference field is the PO#) and then updating a field on Form B that reflects the outstanding balance (or Total minus Sum of Form A payments). Any assistance would be GREATLY appreciated. Thank you. In theory, the outcome should be as follows. Form A captures payments made against invoices. Form B is updated when Form A has an
How to set up shared email box?
Hello, I have an email box called negocios@dtps.solutions. I configured it in channels> email, however, I do not receive email in CRM, I can only send it. Help me pls! Walter Santos
Email to Leads?
Hello, I'm new to Zoho, and i "sent" out two days ago via the platform emails to 4 leads, however they are not showing up in the "history". I actually thought it was very difficult to even confirm if the emails went through, so at this point I am not sure they went anywhere. With the items not loading across all areas, how do i confirm if the messages actually were distributed?
How agents can assign their own tasks,
We have Leads and we create Automated Tasks from Blueprint which gets auto assigned for the Lead owner, but we need our different people to assign these tasks to themselves, rather then to the record owner. Ideally what we expect is, 1. Agents from our team, can automatically pick and assign some tasks to thier pool, rather it being assigned to the Lead owner. 2. Agents should also be flexible to assign this tasks to their peer if needed.
Prospects to Contacts
Hello, How can I transfer all my "prospects" from "contacts" on Zoho CRM please ? Thank you
Allowing duplicate records while using insertrecord
We utilize the insertrecord API and currently update our duplicate leads. However we have multiple business lines now and would like to allow duplicate emails to simply create duplicate records if possible. I could not find in the documentation how to do this. Is it possible?
JSON schema for module records
Hi I am using ZOHO Java SDK to pull data from ZOHO crm modules e.g. Leads, Contacts etc. The Java SDK internally uses REST apis to pull module data. Until now, I have successfully established data pulling in JSON format. However, I would like to know is there a way to obtain JSON schema for the module record data.
¿Cómo puedo hacer para que un usuario del CRM sólo pueda ver los leads, contactos y/o clientes que le fueron asignados?
Quiero que mi equipo de ventas no pueda acceder a todos los prospectos o clientes, ¿Cómo puedo hacer para que un usuario del CRM sólo pueda ver, crear y editar los leads, contactos y/o clientes que le fueron asignados? En la configuración puedo dar permisos para crear, editar, ver y eliminar pero no he encontrado la manera de lograr eso. Ejemplo: Situación actual: Usuario 1 puede ver editar crear y eliminar leads de los demás usuarios (Usuario 2, Usuario 3, ... ), al igual que los demás usuarios.
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