Searchable Fields
Hi, our company sells machines and they all have a unique serial number. In the account i want to add a field where i can store the serial numbers, sometimes there is one, sometimes there can be as many as 10. I need to be able to search the whole database by a single serial number - sometimes i know the serial number but do not know which customer purchased it. What type of field do i need to add? thanks!
Adding Leads
We want to import Accounts (Company Names) with basic details as leads. Once they are imported we would like to then attach contacts to those accounts post the import. I notice that you can't import leads without a contact. Is there a work around?
Custom Button to convert module A information to module b fields
Hello, We have renamed our "contacts" and "accounts" modules. For the ease of explanation, let's say contacts is now "moduleA" and accounts is "moduleB". I want to map certain fields (First Name, Last Name, Lead Status, Contact Number, etc) from moduleA to moduleB using a custom "convert" button that applies a "custom funciton". NOTE: moduleAId is a parameter of the function chosen from the list as: moduleA id I have the following code: moduleAIdLong = moduleAId.toLong(); rec = zoho.crm.getRecordById("moduleA",contactedIdLong);
Zoho Api rejects leads with .cookie in the email address.
Why does the api not allow a lead with '.cookie' in the email? We have a user whose last name is cookie and when we try to sync the lead into zoho the request fails with "{\"response\":{\"error\":{\"message\""Unable to process your request. Please verify if the name and value is appropriate for the \\\"searchValue\\\" parameter.\",\"code\""4600\"}}}\n" Both search and post requests to create fail for the email which is valid.
Handling Both zoho.eu and zoho.com clients with one app in crm integration
Can i make an integration with v2 version where both zoho.com and zoho.eu clients can login because if I create an app in zoho.com console the credentials of that ie client_id and client_secret are not working with zono.eu clients . is there any way to handle both with one app .
How to correctly specify duplicate_check_fields via API
Hi, I have some code setup which is inserting a new Contact into ZohoCRM via a website enquiry form. This all works perfecltly fine using the below structure. I'm using this API end-point: https://www.zohoapis.eu/crm/v2/Contacts/upsert $data['data'] = [ [ "First_Name" => ''.$customer['field_0'].'', "Last_Name" => ''.$customer['field_1'].'', "Email" => ''.$customer['field_3'].'', "Phone" => ''.$customer['field_2'].'', "Mobile" => ''.$customer['field_2'].'', "Lead_Source" => ''.$lead_source.'', "Owner"
PHP-SDK Delete Records Example
Greetings, I am using the API 2.0 with the PHP-SDK. I have figured out how to Upsert & Update Records thansk to the help of other members of the forum and zoho support. Now I am trying to figure out how to mass delete records. Bascially cleanup my mistakes :) I see a deleteRecords function but I can't figure out how to pass an array or entity ID's to this function. If anyone else has any help or can point me in the right direction. Thanks, Josh My Code, I am just pasting the pertinent parts, please
Lead Conversion - Phone field for contact cannot be mapped
Dear Zoho team, when I configure the lead conversion mapping I encounter the following issue. I would like to map the phone number of the lead to the phone fields of both the account and the contact records. But in the dropdown list of the contact the standard phone field is not shown. I can select all the other phone fields (mobile, home phone, other phone, fax, asst. phone), but not the "simple" phone. Is there a reason why this cannot be done? Best regards, Christiane
Push URL to Zoho CRM and decode it
Hello, I have a website where a user makes a form entry and selects some options after the form entry. Once selected, I want to pass the URL(where all the information is stored) to Zoho CRM and decode it. An example URL could be like that: https://mywebsite.com/?name=Hello&surname=World&email=test@mydomain.com&phone=012345678 I wanto to pass name -> Name field in CRM surname -> Surname field in CRM email -> E-Mail field in CRM phone -> Mobile field in CRM How do I pass the data to Zoho with a button
Can't add twilio phone #
I am only able to sel;ect one of my twilio phone #s for incoming calls even though there are three numbers in my twilio acct. Any idea why this would be?
Unthrown errors using PHP SDK (API v2)
We've noticed that in some cases the new API will fail to insert a record (for example) but not throw an error (ZCRMException) when there is a problem with one part of the request. For example, if we try to set the Lead Owner to the user's name instead of their User ID, the entire insert fails silently: this snippet works ... $record->setFieldValue("First_Name","John"); $record->setFieldValue("Last_Name","Doe"); $record->setFieldValue("Email","john@doe.com"); $record->setFieldValue("Owner","1231231231231231231");
Print Quote PDF with editable fields
We are looking to generate PDF Quotes with "editable"/"fill in" fields where our customers can fill in information on the PDF. Is it possible to do this either directly through Zoho or an extension/add-on? Thanks.
Is it possible to use an external api within the zoho crm application?
Hello, I would like to use zoho crm a lot, but I did not find anything similar to solve my problem. I need to use an external api inside the zoho form page to get and record the data. With this Api I would like to fill in the data automatically, after having made an inquiry in the zoho field. I need to solve this problem as soon as possible. THANK YOU!
Duplicating Product details box in Quotes Module
Hi, I am trying to find a way to duplicate "product details" box in the Quotes module. Reason for that is because I want to make a multiday tour quote which is compound of different days, and I need to highlight this. But I see that that box is not customisable. Any Idea? Thanks!
STUCK on Step 3: Generate Access Token and Refresh Token
Hi support team, I'm able to get the code variable from step 2. Using: https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id={client_id} &response_type=code&access_type={"offline"or"online"}&redirect_uri={redirect_uri} But no matter what I do, I got an error when I try to do a post request to the url on The step 3 of the developer guide, 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
Need help in Read API
Hi, The record API returns all the contacts when accessed by an agent instead of returning only the contacts that he/she is owner of. How can I overcome this?
4834Invalid Ticket Id
I am getting 4834Invalid Ticket Id error when i am inserting new record in contact module by php My PHP code is - <?php $email="vineet@mailinator.com"; $lastname="shirdhonkar"; $xml = '<?xml version="1.0" encoding="UTF-8"?> <Contacts> <row no="1"> <FL val="Email">' .$email. '</FL> <FL val="Last Name">' .$lastname. '</FL> </row> </Contacts>'; $auth="*********************"; $url ='https://crm.zoho.com/crm/private/xml/Contacts/insertRecords'; $query="authtoken=".$auth."&scope=crmapi&newFormat=1&xmlData=".$xml;
Script to populate lookup field to custom module record back the lead it was based off
Hello, I have the below code which currently creates a new record in a custom module when a new lead is created. This works great, however I cannot get the record to link back to the lead. void Create_building_from_name(String Address1,Int inhabitant_id,String lead_name,String Address2,String Address3,String Postcode,String City) // Inhabitant_ID is the lead ID and and lead_name is Last Name inhabitant_record = zoho.crm.getRecordById("Leads",inhabitant_id); info inhabitant_record; inhabitantFirstName
Using API to push Formidable Form entries to Zoho CRM (API documentation
is not viewable)
Trying to integrate Formidable Forms (on WordPress) with Zoho CRM to add a "Lead" every time the form is completed. This should be relatively simple, since Formidable has an API plugin that asks for just a few bits of information. These are: Notification URL (from Zoho - to include AuthToken) Username/Password (basic authentication) Key/Value Pairs UPDATE: Screen shot of input required added to this post. Here's the problem - I can't find the documentation on the Zoho side to retrieve any of this
Email All Contact Roles/Contacts Related to a Potential?
I've established the contact role relationship within the Potential, but how do I now email all of those contacts that relate to that potential? We will have probably more than 50 per potential so going through the mail function to select one by one is not an option. PLEASE HELP!!!!
Google Maps & Custom Fields
Hi Zoho, Currently, the integration with Google Maps does not work if you have created "custom fields" within this address section. I would expect the majority of customers would want these fields customized, especially if they are not residing in USA, and they do not use "state" or "zip code", ect. The Google Map option should be included in the "Map Dependency" section, so that if we create any custom fields, we could easily map these fields to the appropriate field which Google Maps will be recognizing.
Small enhancements that make a big difference!
Zoho CRM just got more convenient with these small but significant updates. Details of these enhancements are as follows: Phone number validation across Zoho CRM Phone number validation has been introduced across all modules in Zoho CRM. Previously, phone numbers were accepted even if they were entered in incorrect formats or if they included unnecessary characters. Now any phone number entered will be validated and accepted only in the correct formats. This ensures that your database does not accumulate
Deleting Gmail accounts but preserving emails in Zoho CRM
Hi, I am doing some admin work and want to delete Gmail accounts of ex-staff, but keep their emails on Zoho CRM. All the ex-staff have Zoho (email) accounts that use the IMAP protocol. Because I read that it is not possible to archive old emails using IMAP, I tried logging on as the ex-staff and changing their accounts to POP; however, for security/anti-spamming reasons, Zoho requires the registration of unique phone numbers. (I don't want to go to the phone shop and buy 6 pay-as-you-go phones!)
Zoho CRM how to import accounts and associate/map their contacts!?
Help!? I am attempting to import accounts from another ZohoCRM and have come to a confusing standstill I cannot associate/map the Contacts to their respective Accounts? Any tips please!
Help with Zoho, Zapier, Twilio and Facebook integration
Hi, I have sourced a developer to do some work for me to integrate Facebook leads in Zoho and have them sent a text message and email. He has requested access to Zoho, Zapier, Twilio and Facebook accounts. Is there a way around handing out all login information for each account? I trust the developer, but it would mean changing account login details at the end, which I'm trying to avoid. Any help and advice appreciated. Thanks.
Freeswitch and Zoho CRM integration
Hi there, Freeswitch is a huge open source call centre technology, but I can't see an easy way to integrate it with Zoho CRM. Has anyone done this or is Zoho planning on building an integration? We use this system internally. https://freeswitch.com
Zoho CRM / Sign - document number are not homogeneous
I create a quote in Zoho CRM. The number is created automatically. Then, I clic on the button "Send for Zoho Sign" The name of the document is generated automatically. Unfortunatelly, I always have a difference of 4 in between the numbers. The quote xxxx017 on ZohoCRM become quote xxxx013 in Zoho sign. I tried to delete everything, desinstall, reinstall. The the difference is still there. What could I do to have homogeneity between both platform ? Thanks,
Project Templates Should Have More Capabilities
From within a project template I wold love to be able to: - specify one or more task templates to be included - set default task assignments/owners - choose default portal users individually or by role And the thing that would really bring all this together would be the ability to specify the project template when automatically creating a project from a closed won deal in CRM.
Diference between two dates depending on which one is bigger
Hello, I'm Trying to create a formula field that calculates the diference in days between 2 dates, i have the closing date, the created time and the now() i want to do now()-created time if the now< closing date and closing date-created time other wise so far i have this formula If( Datecomp(${Opportunities.Closing Date},Now())>0, Datecomp(now(),${Opportunities.Created Time})/1440, Datecomp(${Opportunities.Closing Date},${Opportunities.Created Time})/1440 ) but it says "You used the wrong type of
Moving Records From One Module (Contacts) to Another (Potentials)
I want to move records from the Contact Module to the Potentials Module. I believe, based on what I've read in Forums, that the only way to do this is to create a report in Contacts, export it, and then import those records into Potentials. 1. If there is a better way? I'd love to do via an update of some kind. 2. I'm concerned about what will happen after an import of those records into Potentials. I obviously don't want to delete anything in Contacts until I'm sure that everything imported
new leads not coming through ZOHO CRM
Hi I have recently integrated the ZOHO CRM with one of my FB ads; Have also installed the mobile app and linked my ZOHO account into it. But somehow I am not receiving any new leads notifications which would otherwise allow me to contact my fresh leads almost instantly! Please help!!!
Google+ support in Zoho CRM will be discontinued
Hello everyone, Following the announcement from Google Developers that they will be sunsetting Google+, we plan to discontinue the Zoho CRM integration with Google+ for new users by January 28th. For the existing users, Google+ will no longer be available after February 28th. These are the areas in CRM that will be impacted by the Google+ shutdown: When associating social media accounts, you will no longer be able to add your company's Google+ account. Automatic Lead Generation from Google+ will end.
Filter records based on modified date with API v2
Hello! How do I filter records based on modified date criteria with API v2? With API V1 i use this URL Format: https://crm.zoho.com/crm/private/xml/Quotes/getRecords?newFormat=1&authtoken=xxxxxxx&scope=crmapi&lastModifiedTime=2018-03-27 00:00:00 Thanks in advance
Are customer portals enabled in the trial enterprise version?
Hi am evaluating your CRM software and wanted to know if customer portals are enabled in the enterprise trial version - I can not find the setting under 'channels' thanks
Custom Function Output as Merge Field in Email?
Hi! I've created a Custom Function that outputs a day of the week, like so: dat2 = addDay(today,2); Weekday = getDayOfWeek(dat2); WeekdayReal = if(Weekday == 1,'Monday',if(Weekday == 2,'Monday',if(Weekday == 3,'Tuesday',if(Weekday == 4,'Wednesday',if(Weekday == 5,'Thursday',if(Weekday == 6,'Friday',if(Weekday == 7,'Monday','No day'))))))); return WeekdayReal; As you can see, it returns a day of the week, and I want to have this day displayed in an email in the form of some search of merge field.
Exp function for formula fields
I'm running into a bit of a limitation with Zoho formula field functionality. I need to use the exp() function to calculate the value of one of the custom formula fields, but even though the zoho creator documentation lists it as an allowed function, it's nowhere to be found in the default numeric functions accessible for formula fields (see here: https://www.zoho.com/crm/help/customization/create-formula-fields.html#Create_Numeric_Formula_Field ) and the system gives me an error when i try to
How to get Account Owner from Accounts Module
Hi, In Contacts Module i added a custom field "AccOwner", I need a function to fill the field automatically when the "Account Name" is filled or changed. The following code cannot get the value of "Account Owner", criteria = "(Account Name:equals:" + acctName + ")"; account = zoho.crm.searchRecords("Accounts",criteria); owner = account.get("Account Owner"); mp = Map(); mp.put("AccOwner",owner); update = zoho.crm.update("Contacts",contId,mp); info mp; info update;
Day of Week formula not working
So I want to set up an e-mail template in which I invite someone to a call 2 days from now. So, let's say it's Monday today, I want to make the e-mail say 'Let's have a call on Wednesday'. To do this I've created a formula that has no syntax errors, called 'Day of Meeting', with formula return type set as string. However, it leaves a blank space in my emails. The formula: If(Weekday(Adddate(Now(),2,'DAY'))==1,'Monday',(If(Weekday(Adddate(Now(),2,'DAY'))==2,'Monday',(If(Weekday(Adddate(Now(),2,'DAY'))==3,'Tuesday',(If(Weekday(Adddate(Now(),2,'DAY'))==4,'Wednesday',(If(Weekday(Adddate(Now(),2,'DAY'))==5,'Thursday',(If(Weekday(Adddate(Now(),2,'DAY'))==6,'Friday',(If(Weekday(Adddate(Now(),2,'DAY'))==7,'Monday','No
Merging Event information into Letter Templates
Hi There I set up events in the CRM when a customer books with us - I send and email to confirm the booking - the contact details merge in as I've got that from the available Fields - however, I have to type in the date and time and description of the event - Can I merge Event information into a letter template? And can the date of the event trigger automated emails?
Line2 Integration
Adding an integration with Line2 would be awesome so I could take calls directly in my CRM with Zoho. Line2 is an awesome product and I highly recommend it
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