work flow is not running with lead creation by Form
I créate a Form to créate new leads, once the form is sending source is feed with F-WEB, also I créate a workflow associated to lead creation and source F-WEB but when I run the form eventhougn the new lead is created and teh source is updated with f_WEB teh workflow doe not run. however if I créate teh new lead manually in ths CRM and update source F-WEB the workfollow run. Attached more screen shots.
How do you remove charts etc from a Dashbaord
Hi I would really liek to remove from charts from my dashboard, i have gone into the associated report and removed the chart from there but it still appears on the dashboard????
How do I automate adding e-mails to our CRM in an unpaid account via the BCC line of an e-mail?
Whenever I follow the steps it tells me I don't have the appropriate permissions despite being the "Super Admin." I can't imagine we would have to pay for this -- we're a startup with two users at this point. Thanks for the help! Joe
IP Blacklisted by Zoho CRM
We use Zoho's API for integration between our back-end and Zoho CRM. However, it seems that our server's IP has been blocked. I didn't get any notice from Zoho and have no idea why our IP has been black-listed. Last time this happened, we were down till Monday because Zoho Support is closed on Saturday and Sunday. Our business relies heavily on Zoho and Sunday is a working day for us so waiting till Monday will cost us a lot. Any idea how to get the IP block removed without having to wait till Monday
Move charts through dashboards
Doe s everyone know how to move a chart from one dashboard to another?
Get Product Details from a Sales Order or Quote via CRM API v2
I am working on creating an application that uses information from the Zoho CRM for various purposes. I am using CRM API v2 (https://www.zoho.com/crm/help/api/v2/#api-reference) and it is working out well for the most part. The only problem I have run into is getting the information from the Product Details section of Quotes and Sales Orders. This information is not present in the results from the Single Record (https://www.zoho.com/crm/help/api/v2/#single-records) or Bulk Record (https://www.zoho.com/crm/help/api/v2/#record-api)
Create a permalink for
I understand from a past conversation with support that it's possible to have a report 'linked' to a contact, so that I could click this link when on the contact view page, and I could run a report that could show me all emails, open activities, closed activities, and notes associated with that contacts account. This would give me the ability to get a summary of what other users have been doing on the account page, but without me having to leave the contact page. I understand how to run a report
Update a related list with custom function.
Hi, we are triying to update a related list inside a Lead using a custom function. When a lead is created or edited, a rule is triggered which executes the custom function. This function takes two arguments: the lead ID and the value inside a field called "titulacion". Titulacion has the same value as the product we want to relate. The code is the following: criteria = "(Product_Name:equals:"+titulacion+")"; producto = zoho.crm.searchRecords("Products", criteria); producto = producto.get(0); productoID
Outlook Plugin wont install says version not supported, but neither 64 or 32 bit will pass the check
"Approval process" that runs with items updated with custom function triggered Question about malfunction that does not work
こんにちは。 受注書タブのカスタムボタンをクリックすると、受注書の所定項目にチェックをつけるカスタム関数を作成しています。 また、この所定項目にチェックがついたことをトリガとして承認フローが稼働するようにカスタマイズしています。 このｶｽﾀﾏｲｽﾞが、9月28日 15:03から稼働しなくなっています。 上記所定項目を手動でチェックした場合承認フローは稼働します。 原因と対策をご教示ください。
how we can integrate zoho crm and getresponse
hiii.. I want to know dat how can i retrieve the form values whics is saved on getresponse site.. Anyone know it dn help me out..
Hot To Access PriceBooks module in the new API
Hi Support , In the Last version of the API i would access the PriceBooks module via SerchRecords Method . But Now i found out the module cannot be accessed via the new API method. Need your Help Asap.
copying emails from Gmail to zoho contacts
Hi Guys New to CRM and just started looking at Zoho. How do I get emails I receive from customers in Gmail to be copied over into zoho? Thanks in advance
Webhooks Failing with HTTP Response - 1
I am attempting to create a sample test webhook for my application. The webhook fires and reports an HTTP Response - 1. I'm not able to tell where this is coming from as I have extensively tested this API from multiple IP addresses and it always returns status 200. The webhook is a GET with one parameter - the Account ID. I don't want the post the actual URL here, but it looks exatly like this: https://www.example.com/api/ping?AccountID=123456 The Preview looks like this https://www.example.com/api/ping?AccountID=${Accounts.Account
@staffname tag not working
I have a new person in our Connect network, she's accepted the invite to the network, I'm following her, I've invited her to several groups which show she's a part of. She has even sent a private post to me from Zoho. BUT - whenever I try to tag her in a post, her name doesn't populate. I've never had this problem before and I can't quite figure out how to fix it...
zoho mailchimp connector
Hello, Can anybody can tell me what are the best connectors for zoho / mailchimp ? thanks ! nono
Zoho CRM Field Formula
Hi, I've created my own fields in a form, and created some fields showing 'Deposit paid', then created a field 'Amount due', which take the deal amount and deducts the deposit, works fine, and then created 'Final Payment' field. I then tried to create a new formula field called 'Outstanding', And this should be 'Final Payment' - 'Amount Due' But the auto window does not seem to show any formula fields in it to pick from. Is there a manual work around I can do? Thanks.
48/5000 I have a question about the end-of-live API V1
Good day i have a Question about the end-of-live of ZCRM API V1 When you talk about End-of-Life, do you mean they stopped supporting the API or that the API stopped working? I thank you in advance for the response PS: sorry, my english is very bad and help me with google translator
Java SDK authentication
Hi, I am trying to implement the SDK into our project, but I am facing a problem with the authentication. After several hours of debugging, I found out that the SDK is using "accounts.zoho.com" for OAuth, even though we have a european account. I have set domainSuffix=eu in the zcrm_configuration.properties file, which seems not to affect the authentication. How do I tell the SDK to use "accounts.zoho.eu" for the authentication?
Templates and workflow rules and custom modules
We have several custom modules that relate to the company and contacts in Zoho CRM. I can run reports that pull and filter data on multiple modules. But I do not see a way to create workflows and/or templates that pull data from both the contact and the custom modules. Is there a way to do this that I am missing?
Integration with the property portals for CRM
As a realty company, it is pertinent that we get integrated with different property portals to get all the leads directly into the Zoho CRM. Presently i dont find solution for the same.
[PHP] ZCRMModule::updateRecords() throws [INVALID_DATA|400] "body"
Full error: Zoho CRM Exception: (ZCRM\exception\ZCRMException) [INVALID_DATA|400] "body" (Array( [expected_data_type] => jsonobject )) Code: $record = ZCRMRecord::getInstance('Leads', '000000000000000000'); $record->First_Name = 'Test'; $record->Email = 'test@test.com'; $zcrmModuleIns = ZCRMModule::getInstance($module); $bulkAPIResponse = $zcrmModuleIns->updateRecords(array($record)); return $bulkAPIResponse->getEntityResponses(); I have no problem when calling ZCRMModule::upsertRecords(). The
Cannot update Stage-Probability Mapping
Hi, I am a ZOHO CRM user for free and evaluating this system. I'm trying to update Stage-Probability Mapping now. At first I can update, but I cannot now. I don't know what was happen. For example, when I edited a stage name from "Realize" to "Realize1" (just adding "1") and push the "Save" button; I received an error message "Error occured while updating Stage-Probability Mapping." The mapping table was not updated. I tried to log-out and log-in again, but the problem was not solved. I think that
Get your CRM events on your iPhone, MacBook and Apple watch.
Why go through the process of constantly logging in to your Zoho CRM account to view or edit your daily appointments? Enable CalDAV sync from your respective Apple devices to receive notifications and reminders of upcoming events that you have entered in Zoho CRM's calendar. Here's what you get with CalDAV One calendar for personal and work appointments. Managing more than one calendar is tedious. While most of you can manage office appointments and personal ones easily, it doesn't have to be difficult
Maven distribution of SDK
Is there a Maven distribution of the Zoho CRM Java SDK 2.0?
Best data structure setup for this situation
Building custom integration for a client with their e-commerce store and Zoho. They essentially have a referral program, for the easiest explanation. When someone purchases, we need to keep track of who the referring person was in Zoho and credit them. They only sell 1 product so we don't need actual financial / sales data, just the number of units attributed to the person in Zoho. They want to be able to have reports generated in Zoho to tell them how many units each person is doing per month, who
CRM: Please, these features are needed right now.
Dear Zoho, It boggles my mind that these features are not implemented yet, while we've been asking for them for so long. So here goes nothing, once more: - Let us create actions based on email activity, such as opens, clicks, responses, etc! - Show the email opens from within the leads overview right away, instead of having us hover over the specific email - Let us set a standard font for the emails we sent out through the CRM ourselves - Let us set up conditions for automatic actions in Workflows
Share Emails All checkbox not retaining setting
Two questions. 1. When I set Share Emails according to the attached screen, it does not retain the setting when I return to the record. 2. I want to Share Emails - All to be enabled by default for all my contacts (especially because I will soon do the major import of contacts from my old CRM. Can this be set globally for all Contacts?
Mapping 2nd address line from account to contact
I have a 2nd address line in account and contact. When I enter in a new company and fill out the address (including the added 2nd address line), it does not map over when I create a new contact for the company. How do I map the 2nd address line to reflect the information for the contact. Thanks
Deduplicate Accounts by email address
I'm very confused by the options ZOHO provide to dedpulicate accounts. Account names are often written differently, e.g. with "AG" (a stock corporation), or "GmbH" (a limited liability company), you can write it with or without these suffixes. And there are many more such terms, so how do you want to deduplicate by account name? It seems to me that ZOHO did not have much customers from Europe so far... The only deduplication option which is interesting for me would be to deduplicat by an email field.
Update LinkedModule records when parent field is updated
Hi all, I am trying to automate some things using functions, but am getting stuck and am somewhat unsure why. I hope you can help me out. Case: As a music publishing company, we register songs and how all royalties should divided among the writers. I have created a custom module for Song titles and placed a multi-select lookup to the Contact module containing our writers. As a result, a linked module is created in which we note down the writers share (among other things). Oftentimes this share is
URGENT - All existing blueprint deleted!!!
Hello, Re: Blueprints Problem I have just added a new blueprint for the sales process, acting on a deals field. After saving, all my previous blueprints (all relating to a custommodule3) have disappeared, assumed deleted. They were all present before I started the new blueprint. There were 4 in total, all deactivated, all now gone. What's going on please? Can they be recovered? The audit log only shows: "Added a Blueprint named Sales for Deals" and no mention of any deletes. Does anyone else see
Recent enhancements in Zoho CRM
Hello everyone, In this post, let's look at the recent enhancements that were released in Zoho CRM. Add Data Subject Request automatically Earlier, your customers had to get in touch with you to raise a data subject request. Now they can place the request by themselves through the Data Subject Request link. You can share the link via email or add the link in one of the email templates before sharing. Click here and learn how to send data subject request link to your customers. View Details and
Lead Scoring using Zoho Campaigns status MUST HAVE
Hi there, We would like to use the 'memberstatus' in our lead/contact scoring strategy Actually, when people participate to our webinars, we update the status. This should be usable in the scoring..
Zoho CRM Training for Developers, Chennai
Hi Developers/Software Programmers, Here is a great opportunity for the Developer Community to learn the programming elements of Zoho CRM. We have planned to organise a 4 day full-fledged classroom training in Zoho's Chennai office. This intensive training will enable the developers to build additional functionality in Zoho CRM. It is scheduled to be conducted on 20th - 23rd Nov, 2018. The training and delivery includes conceptual presentations, technical demonstrations, Hands- on practice exercises,
Populating Pricebooks
Hi All, My company is using Zoho Enterprise Edition, and we distribute products from several vendors. Our productlist is about 4000 items (maybe more). I found support from the system to massive import products, but when I get to the pricebook this is another story, the only utility to support massive pricebook operations is just import the name of the pricebook and the description...So the products must be added to the procebook one by one.... There is no support to add, clone or update products
How to Lock List Price in Quoting Module
Hi, I'd like to know if there's a way to lock the List Price in the Quoting module. My team members can adjust their quotes by using discounts and are not supposed to touch the List Price. So far, I haven't found a way to remove that permission from them.
how we can integrate zoho crm with getresponse site?
Hiii... Actually i create a web form whose values will be stored in getresponse site. So i want to access that web form values from zoho CRM. So how can i do this...If u know then please help me out..
Im at a lost!! Can someone help me find a solution to export and re-import data to custom module
I have trying to find a way to export from task, manipulate the data in excel and re-import in a custom module. Just using importing tool is not reliable since I might have contacts with the same name in the database.(can't import with Contact ID) The migration tool can't be used with out the original zoho Contact ID related field ID. unless you to re-import all parent data first. this way I will lose auto number fields in some parent module that we use. I tried asking Zoho Support they seem
How can i migrate from Zoho CRM to CloudYogi CRM ?
I am using Zoho CRM software and I am planning to purchase CloudYogi CRM software for my day to day business use. Please help me to my migrate from Zoho CRM to CloudYogi CRM ?
Next Page