Import and sync email from multiple accounts
We have been in touch with leads over email with Gmail accounts as well as Zoho Mail (which is of course much more storage limited). Now we're getting into Zoho CRM and need to see past email and track current email. So two tasks: import email from relevant contacts and 2-way sync email that we send to and receive from those contacts on Gmail and Zoho Mail. I understand that none of this is possible in any of the trial editions, so I need an answer from the community. How easy or hard is this? Thank
My Jobs Tab - CEO - Filter
When your role is set to CEO and you click on "My Jobs" you see all the jobs for everyone in the entire organization. This makes no sense. This should have a filter function just like any other module so that the user, even if CEO can display only jobs that are relevant to him/her and approvals. Likewise you might want to see jobs for a specific user to monitor how effective they are. This should be an easy fix.
Creation of POs from a Sales Order
We have had a number of customers complain about the need to manually create a PO or multiple POs for each SO they raise. To assist in this process and to ensure accuracy in the process we have written a script to solve this problem. This video lets you see the solution rather than how to create it.
Link Custom field with product details in Sales Orders
Hey everybody, I have the following problem. In order to represent our business process better, we want to link 10 custom fields in the entity Sales Orders with the amount of products ordered, which is entered in the section product details. What would the custom function, that connects those amounts with each of the 10 custom fields, look like? In the next step, we would like to assign certain regional products to accounts depending on their location. This should work automatically( ideally in a
Complete list with fields for the import possibilities
I have a lot of spreadsheets that I need to prepare for import. Can I find a complete list with the fields for all the different import options. Lars
How best to align your Sales and Support teams so they work in sync? Learn from the best.
"The Customer Support desk is still a foreign country to many sales teams. Sure, they travel there from time to time when mutual interests suddenly align, but they often return from these brief expeditions with no further insight into the local customs," says Greg Smoragiewicz, a Senior Marketing Manager at Aircall. In a webinar on June 28, we'll be discussing business strategies to completely align your Sales and Support teams, in collaboration with cloud telephony giant Aircall. Join us for a
Seeing several requests for Report sorting
There seems to be many requests in the forum, spanning several years, for default sorting of Reports. Zoho any plans for this? To reiterate, it would be nice to have default (I know you can click the header) sorting options in Reports without having to group (grouping adds extraneous rows/clutter). Thanks
integrating Zoho into a squarespace website is it possible?
We are wanting to use squarespace for our website but want integrate zoho as our CRM does anyone know if this is possible? If yes what is the best way to do this?
How to create a case using custom functions
How to create a case using custom function with this: What are the parameters? <CRM Response> = zoho.crm.create(<CRM Module Name>, <Field values as map value>, <optional duplicateCheck as Integer>); Please help Thank you
fields validation
is this possible to implement field validation rules based on some logic in Zoho CRM? Best Regards, Moshe Soffer CRM Solutions expert Tel: +972-52-8795287 www.holisticcrm.co.i
email to case
Someone know if is there any solution for email to case scenario, this is a common scenario, Regards
Add "Drop Files / Paste from Clipboard" to Zoho CRM Tasks in
Create/Edit mode
Hi guys, just wondering if you had any thoughts about adding the Drop Files / Paste Clipboard functionality when in Create/Edit mode of Zoho CRM tasks. Similar to what you have in Zoho Projects. (widget from ZP above)
How to set the owner of a Note with insertRecords?
HI, I'm trying to create notes (in this case against Leads, although I want to do the same for Accounts & Contacts too) through the insertRecords API. I can insert the notes fine, but I can't seem to control the Owner (who the Note shows up as being from), it always shows up as my user (who owns the authtoken) I've tried setting (as fields in the xmlData) * 'SMOWNERID' to 'Id' as returned by the getUsers call * 'email' to the email address of the User But the note is still attributed to the API
'Unaccounted' in Opportunities?
Hi there, Just wondering how/why an opportunity ends up as 'unaccounted' in the opportunity funnel? Thanks, Rosie
PartnerSpeak - An exclusive forum space for partners to share product resources.
Zoho has long wanted to provide an exclusive space for our partners on the Community where they'd get to connect with all the other members. We've had several of our partners producing amazing knowledge resources around Zoho products. This forum space,
Product Stock
My products do not have a stock amount because they are services. How can i make my system disregard the message that i have no stock on a product when creating an Invoice? Do i need to remove those fields?
Update contacts in Zoho CRM?
Is it possible to update contacts in Zoho CRM by uploading an Excel spreadsheet. We have systems that will not integrate with others, but we can export a csv / excel file. Is it possible to upload an Excel / csv file and have Zoho CRM update the contact information of the existing contacts?
See mailchimp status on the leads and contacts?
I followed this tutorial: https://www.zoho.com/crm/help/extensions/mailchimp.html And I synced one of the lists in as leads. How can I on the leads see which Mailchimp campaigns have been sent to them - og which lists in mailchimp, they belong to?
Error occurred when activating user
I have three licenses in my org and I deactivated one user to transfer a license to somebody else, but when activating I'm getting this: Again no information whatsoever as to what I should change or what's wrong. There are definitely two users active and three licenses
help on function script
Hi, Can you please help me to make a function to perform below task? Module Name: CustomModule5 Percent Field called Discount Text Field called Wording If the input of the Discount field is either Null or its value is 0, then value of Wording is set to empty, If the input of the Discount field contain value, then value of the Wording field change to "Discount :" + value of Discount field. e.g. If discount is 5%, then the Wording is set as "Discount : 5%" If discount is 0, then the Wording is set
Schedule - editing disabled + what timezone are they executing in?
I'm getting really confused here. My Zoho org is set as Pacific US Timezone (Seattle) but my account I set it up as UTC/GMT for clarity. (but physically I'm in UTC-5) Now I'm trying to schedule a function to run at 00:30 of Pacific time. What should I put in the schedule? Also are schedules somehow limited as to how many times I can edit the time? I was just trying to change the time to see what will be displayed in NEXT RUN, but right now I can't even activate it nor edit. This is sooooo confusing!
Function #45: Display discount in words.
Welcome back everyone! Last week's function was about creating invoices from custom modules and not just the Deals module. This week, it's going to be about displaying the discount in words. Business scenario: Offering discounts is one of the common approaches taken by most companies to clock more sales. It's a proven strategy to win more new customers and retain the existing ones. From a business operations perspective, discounts help you get rid of your old inventory. This is immensely beneficial
Calling Standalone functions from other functions
Hi, I build a new custom function as a standalone function because I wanted to call it from more than one place. Only problem is don't know how to call it? To call a workflow function this is done with: workflowspace.Myfunction(); Can anyone tellme how to do it for standalone? I can't find it anywhere in the docs. Many thanks Tim
Automated Email New Account - Ninja
Hello When I create a new account I have set up a workflow to send an email to them, this works fine when creating the account manually in Zoho yet when the account is created from the Ninja forms integration the email automation doesn't trigger. It is set up as this will be executed an Account is created> rule will be executed for all records> instant actions email notifications then the email I have set up. Any help as to what I can do to trigger this send automatcally would be much apprciated.
Upsert Does Not Insert
So we're following the upsert documentation from https://www.zoho.com/crm/help/api/v2/#ra-insert-or-update. This does not work as expected. Consider the following INSERT operation: curl -v -H 'Authorization: Zoho-oauthtoken 1000.d4ec21a4b5e683bfeed3f545fc4dfeb8.13b57082a6cc54151b673866430dcfb2' https://www.zohoapis.com/crm/v2/Accounts -d '{"data":[{"id":null,"Owner":{"id":"3297614000000156188"},"Description":null,"Account_Name":"Blergh","Phone":null,"Account_Number":null,"Account_Type":null,"Ownership":null,"Industry":null,"Employees":null,"Annual_Revenue":null,"Created_By":{"id":"3297614000000156188"},"Billing_Street":"123
Partner Store - No response!
I have applied for this many times. I did have access about a year and a half ago. Any ideas?
Downgrade trial version to ENTERPRISE
I don't see an option to do this. We are evaluating the trial for a purchase this week, and the Enterprise edition is what I need to look at.
Multiple Prices for Leads
This is more of a question on how to optimise the features within Zoho. The off-the-shelf product envisages 'leads' as an unqualified individual who upon qualification can then become an account with the prospect of 'deals' (or sales) being made thereafter. For us the trajectory doesn't quite fall that way (we are a contract cleaning company). A lead is a qualified individual / company; we then send quotations via PandaDoc. Should a sale be made we then convert the lead into an Account (renamed Customer),
how to add photo in zoho crm custom module
hello, i want to add photo in custom module in zoho crm. i don't look any field in Setup please let me know how to add photo and get their label value. In contact module there is a icon to add photo but we do not get value of photo
GENERATING AUTHTOKEN FOR ZOHO PROJECT
HI GUYS IM IN DESPERATE NEED OF HELP The Zoho team isn't repsonding to my email So please if anyone knows here in the community. Please answer Trying to automate a workflow rule where when a Deal is marked closed won, it will create a Project. There is a prebuilt function in the CRM's gallery but it needs an authtoken. Im trying to generate an authtoken in https://accounts.zoho.com/developerconsole But i do not know what to write in redirect_uri Anyone knows? Please help. Thanks
Update contact photo via 3rd party import
I'm using Skyvia to synchronise our database to ZohoCRM but I can't see a field to update URL of the photo. I don't need to upload it to Zoho because we have all the photos in our Platform, so how can I do that?
Tip #21: Multiple record association in Zoho CRM
Hey everyone! As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to focus on module customization today. When you manage your sales data in CRM, there is often a need to link two modules. For instance, when you click on an account, you can see the contacts associated with it. As you may already know, this is achieved with the help of a Lookup field which links Accounts with Contacts. However, notice that this lookup field allows the association of multiple contacts
Can I delay assignment of leads that come in through web-forms, if they are being held in To Approve because they are a duplicate?
We have leads coming in through web forms and that form has an auto-assignment rule applied to it, whereby leads are assigned in a round-robin scenario. We do not want to have to approve leads before they go to reps because this delays lead response and be costly. However, we are finding that duplicate leads are being assigned (sales rep gets an email that he has a lead) before they are released from the To Approve area, which means that multiple reps are getting the same lead but none of them can
Creating overview of sales(graphs) within layout of accounts
Hello everybody, we have the following problem: For every individual account, we would like to implement a graph in the overview, that shows us the development of sales in the past. Also, we would like to be able to sort this graph after certain product categories. Unfortunately we haven't found a way yet to implement this, any suggestions would be highly appreciated. Kind Regards Holger
Import Zoho Subscription Sales orders with CRM
Is it possible to create a Sales order record in Zoho CRM from a Sales record in Subscription? I import all Website sales in CRM and was expecting sales processed in house in Subscriptions to be pulled into CRM in the same format. However, a sale processed in Subscriptions only feeds into CRM Zoho Finance Module. I understand that Subscriptions will turn a sales order into an invoice but how can i import even the invoice into CRM as a record? All i get is a link to a pdf to view the invoice. Thanks
Mass update using Zoho CRM API
Dear colleagues! To work with Zoho CRM products we need to update daily about 38 000 elements of Contacts module and 10 000 elements of Potentials module. But updateRecords method allows to update data in only one element per call and restriction of no more than 1 500 calls to API per day doesn't allow us to make necessary quantity of updates. Please, inform whether there are ani methods in API for mass update of elements? Is it possible to solve our problem in any other way?
Workflow Rule not triggered when multiple records inserted
I hope I'm just doing something wrong here :D When using an import feature on Skyvia I'm creating/updating some contacts, everything works well but I also have a workflow that changes the layout of the record since the layout field is not accessible via API (?) I noticed the pattern where if I move one record the workflow is executed correctly but if more than one it doesn't work. Please tell me the workflows don't only work on creating/editing ONE record?
Migrate from VTiger to ZohoCRM
Hi, I am currently considering the move from VTiger to ZohoCRM. It there an easy way to migrate the data or is the only route mapping each field from each table? Will I also be able to retain all quotes, orders, invoices and have them linked to the correct account? Many thanks Shaun
Tip#50: Follow-up with only those contacts who haven't responded to you
Hello folks, Here's our tip for the week, on how you can exclude contacts from autoresponders to schedule follow-ups only with those contacts who haven't responded. Let's say you're hosting a webinar to generate leads for your business. To promote this webinar, you could be using autoresponders in Zoho CRM to send automated emails to a bunch of contacts, urging them to register for the webinar. Some of these contacts might sign up for the webinar right after your first email, while there are others
php oauth 2.0 api erorrs
i am using this url with right access token. $url='http://www.zohoapis.com/crm/v2/Contacts'; for getting module details but i am getting this error {"code":"AUTHENTICATION_FAILURE","details":{},"message":"Authentication failed","status":"error"}
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