Kaizen #84 - PHP SDK [Part I]

Kaizen #84 - PHP SDK [Part I]

Hello and welcome to another Kaizen week!

In this week's post, we'll show you how to get started with Zoho CRM's PHP SDK, and walk you through the configuration and initialization process.

PHP Software Development Kit

PHP SDK allows you to create client PHP applications that can be integrated with Zoho CRM effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM.

Why PHP SDK?

Easy authentication: You don't have to worry about manually managing authentication because the PHP SDK takes care of generating access/refresh tokens for you.
Easy and Efficient data exchange: With the PHP SDK, you can easily exchange data between Zoho CRM and your client PHP application, where the CRM entities are modelled as classes. You can declare and define CRM API equivalents as simple functions in your PHP application.

Prerequisites 

  • The client app must have PHP 7 or above with a cURL extension. cURL extension is used to connect and communicate with the Zoho CRM APIs.
  • The client app must have the PHP SDK installed through Composer. 

How to start using the PHP SDK?

  1. Prerequisite : Register your application with Zoho CRM.
  2. Install the PHP SDK.
  3. Knowledge Base : Token Persistence
  4. Configuration 
  5. initialization.

1. Register your application with Zoho CRM

Registering your application with Zoho CRM is a mandatory step in order to authenticate and authorize API calls using the OAuth2.0 standards.
  1. Go to https://api-console.zoho.com
  2. Click on Get Started or +ADD CLIENT.
  3. Choose the Client Type.
  4. Fill in the necessary details and click CREATE. Once you successfully register your self-client, you will receive a Client ID and Client Secret.

2. Install PHP SDK 

1. Install Composer, if not already installed. Please check the corresponding link for installation instructions.

2. Install PHP-SDK using Composer
  • Navigate to the workspace of your client app.
  • Run the following command in the workspace. Upon successful installation, the system will create a package named vendor in the workspace of your client app.   Note : This command installs SDK for API v2.1.

    composer require zohocrm/php-sdk-2.1

3. To use the SDK in your project, add the following line in your project PHP files. This loads and includes our PHP-SDK library in your project. If you skip this step, you will get a fatal error in response due to the missing libraries.

require 'vendor/autoload.php';

3. Token Persistence

Token persistence refers to storing and utilizing authentication tokens provided by Zoho, enabling the SDK to refresh the access tokens without the need for user intervention. The SDK offers three types of persistence - File, DB, and Custom - with file persistence being the default method. 
The persistence is achieved by writing an implementation of the inbuilt TokenStore interface, which has the following callback methods. 

Method
Description
getToken($user, $token)
Invoked before firing a request to fetch the saved tokens. This method returns an implementation of Token interface object for the library to process it.
saveToken($user, $token)
Invoked after fetching access and refresh tokens from Zoho. This method saves the token details.
deleteToken($token)
This method is used to delete the given token details.
getTokens()
This method is used to retrieve all the stored tokens.
deleteTokens() 
The method to delete all the stored tokens.
getTokenById($id, $token) 
This method is used to retrieve the user token details based on the unique ID.

a. Token Persistence using a Database

Database persistence is a technique that involves storing and retrieving data from a database. If you prefer using database persistence, you can use MySQL. 
Create a table in your database with the required columns. For example, if you want to persist your tokens in a table named token in database named zoho, use the following:
CREATE DATABASE zoho; // use this to create database named zoho
// use this to create a table named token, with the necessary columns
CREATE TABLE token ( 
  id varchar(255) NOT NULL,
  user_mail varchar(255) NOT NULL,
  client_id varchar(255),
  client_secret varchar(255),
  refresh_token varchar(255),
  access_token varchar(255),
  grant_token varchar(255),
  expiry_time varchar(20),
  redirect_url varchar(255),
  primary key (id)
);

In this example, your tokens will be persisted in the token table in your zoho database.

b. File Persistence

File Persistence allows storing and retrieving the authentication tokens from the given file path. The file contains id, user_mail, client_id, client_secret, refresh_token, access_token, grant_token, expiry_time and redirect_url. 

c. Custom Persistence

Custom Persistence refers to a technique where users can create their own method of storing and retrieving authentication tokens. To use this method, users need to implement the TokenStore interface and override its methods according to their own logic.

4. Configuration

Configuration is a critical step in which you set up SDK's configuration details like user authentication, token persistence, logging and API call timeout settings, and more. Listed below are the keys that you define in this step.

Key
Description
user
mandatory
Represents the mail id, which is used to identify and fetch tokens from the File or DB.
environment
mandatory
Represents the data centre details in Domain::Environment pattern.
Domains : USDataCenter, EUDataCenter, INDataCenter, CNDataCenter, AUDataCenter
Environments : PRODUCTION(), DEVELOPER(), SANDBOX()
token
mandatory
Contains user token details. Depending on the tokens, you can choose grantToken flow, refreshToken flow or accessToken flow.
logger
optional
Contains the configuration for logging exceptions and API call information. By default, the logs will be available in the workspace as sdk_logs.log.
store
optional
Contains details for the Token Persistence object. You can choose between DB Store, File Store or Custom Store, and configure accordingly.
SDKConfig
optional
Contains additional configuration details like timeout, autorefresh fields, picklistvalidation, etc
requestProxy
optional
Contains the details of the proxy, if you are using a proxy server to authenticate and make the API calls.
resourcePath
optional
The path containing the absolute directory path to store user specific files containing the module fields information.


Let us discuss how to configure each of them, in detail.
a. user : The user key will be used to store and identify the tokenstore details in the DB or File Storage for token persistence. Create an instance of UserSignature that identifies the current user with the following :
  1. $user = new UserSignature("patricia@zoho.com");
b. environment : The API environment which decides the domain and the URL to make API calls. 
  1. $environment = USDataCenter::PRODUCTION();
c. token : Create an instance of OAuthToken with the information that you get after registering your Zoho client. Depending on the tokens available with you, you can choose one of the following flows. 
Note : You need to generate the tokens (grant/access/refresh) beforehand. 
  • grantToken flow - You should use the grant Token for configuration.
    $token = (new OAuthBuilder())
      ->clientId("clientId")
      ->clientSecret("clientSecret")
      ->grantToken("grantToken")
      ->redirectURL("redirectURL")
      ->build();

  • refreshToken flow -In this flow, use the refresh token.
    $token = (new OAuthBuilder())
      ->clientId("clientId")
      ->clientSecret("clientSecret")
      ->refreshToken("refreshToken")
      ->redirectURL("redirectURL")
      ->build();

  • accessToken flow - You can use the access token to configure in this flow. Please note that the token will not be persisted in this case, and the access token will be directly used to make the API calls.

    $token = (new OAuthBuilder()
      ->accessToken("accessToken")
      ->build(); 

d. logger : Create an instance of Logger Class to log exception and API information. You can set the level you want to log (FATAL, ERROR, WARNING, INFO, DEBUG, TRACE, ALL, OFF), and also configure the file path and file name for the log file.

$logger = (new LogBuilder())
->level(Levels::INFO)
->filePath("/Documents/php_sdk_log.log")
->build();

e. store : Configure your token persistence using this method. If this is skipped, the SDK creates the sdk_tokens.txt in the current working directory to persist the tokens by default.
  • DB Store - Configure the Database details, where you want to store your tokens.
    $tokenstore = (new DBBuilder())
    ->host("hostName")
    ->databaseName("dataBaseName")
    ->userName("userName")
    ->password("password")
    ->portNumber("portNumber")
    ->tableName("tableName")
    ->build();

  • File store - Give the absolute file path, where you want to store the tokens. 
    $tokenstore = new FileStore("absolute_file_path");

  • Custom Store - In this method, you can implement your own method for storing and retrieving the tokens. Please note that to do so, you must implement the TokenStore interface, and override its callback methods (getToken, saveToken, deleteToken, getTokens, deleteTokens, getTokenById). 
    $tokenstore = new CustomStore();

Note :  The corresponding storage will  have id, user_mail, client_id, client_secret, refresh_token, access_token, grant_token, expiry_time and redirect_url. The id is a unique system generated key.

f. SDKConfig : The additional SDK configurations are taken care of with this method. 

Configuration Key
Description
autoRefreshFields
Default Value : False
A boolean configuration key to enable or disable automatic refreshing of module fields in the background. If set to true, fields are refreshed every hour, and if set to false, fields must be manually refreshed or deleted.
pickListValidation
Default Value : True
This field enables or disables pick list validation. If enabled, user input for pick list fields is validated, and if the value does not exist in the pick list, the SDK throws an error. If disabled, the input is not validated and the API call is made.
enableSSLVerification
Default Value : True
A boolean field to enable or disable curl certificate verification. If set to true, the SDK verifies the authenticity of certificate. If set to false, the SDK skips the verification.
connectionTimeout
Default Value : 0
The maximum time (in seconds) to wait while trying to connect. Use 0 to wait indefinitely.
timeout
Default Value : 0
The maximum time (in seconds) to allow cURL functions to execute. Use 0 to wait indefinitely.
  1. $autoRefreshFields = false;
  2. $pickListValidation = false;
  3. $enableSSLVerification = true;
  4. $connectionTimeout = 2;
  5. $timeout = 2;
  6. $sdkConfig = (new SDKConfigBuilder())
  7. ->autoRefreshFields($autoRefreshFields)
  8. ->pickListValidation($pickListValidation)
  9. ->sslVerification($enableSSLVerification)
  10. ->connectionTimeout($connectionTimeout)
  11. ->timeout($timeout)
  12. ->build();
g. requestProxy : Create an instance of RequestProxy containing the proxy properties of the user. Configure this only if you're using a proxy server to make the API calls.

$requestProxy = (new ProxyBuilder())
 ->host("proxyHost")
 ->port("proxyPort")
 ->user("proxyUser")
 ->password("password")
 ->build();

h. resourcePath : Configure path containing the absolute directory path to store user specific files containing module fields information.

$resourcePath = "/Documents/phpsdk-application";

5. Initilization

Once you have completed the configuration process, you can move on to initializing the SDK and begin making API requests.

Here is a sample code to initialize the SDK, using refresh token flow and DB Persistence.

<?php
use com\zoho\api\authenticator\OAuthBuilder;
use com\zoho\api\authenticator\store\DBBuilder;
use com\zoho\api\authenticator\store\FileStore;
use com\zoho\crm\api\InitializeBuilder;
use com\zoho\crm\api\UserSignature;
use com\zoho\crm\api\dc\USDataCenter;
use com\zoho\api\logger\LogBuilder;
use com\zoho\api\logger\Levels;
use com\zoho\crm\api\SDKConfigBuilder;
use com\zoho\crm\api\ProxyBuilder;
use com\zoho\api\authenticator\store\DBBuilder;

require_once "vendor/autoload.php";

class Initialize
{
  public static function initialize()
  {
    $user = new UserSignature("patricia@zoho.com");
    $environment = USDataCenter::PRODUCTION();
    $token = (new OAuthBuilder())
    ->clientId("1000.xxxxxxxxxxxxxxxx")
    ->clientSecret("554a9776d10ff016a92c1eb01xxxxxxxxxx")
    ->refreshToken("1000.xxxxxxxxxxxxxxxxxxxx")
    ->redirectURL("www.zoho.com")
    ->build();
    $logger = (new LogBuilder())
    ->level(Levels::INFO)
    ->filePath("/Documents/php_sdk_log.log")
    ->build();
   $tokenstore = (new DBBuilder())
    ->host("insert_your_hostname_here")
    ->databaseName("insert_your_database_name_here")
    ->userName("insert_your_db_username_here")
    ->password("insert_your_db_password_here")
    ->portNumber("insert_your_portnumber_here")
    ->tableName("insert_your_table_name_here")
    ->build();
    $autoRefreshFields = false;
    $pickListValidation = false;
    $connectionTimeout = 2;
    $timeout = 2;
    $sdkConfig = (new SDKConfigBuilder())
    ->autoRefreshFields($autoRefreshFields)
    ->pickListValidation($pickListValidation)
    ->sslVerification($enableSSLVerification)
    ->connectionTimeout($connectionTimeout)
    ->timeout($timeout)
    ->build();
    $resourcePath = "/Documents/phpsdk-application";
    $requestProxy = (new ProxyBuilder())
    ->host("proxyHost")
    ->port("proxyPort")
    ->user("proxyUser")
    ->password("password")
    ->build();
    (new InitializeBuilder())
    ->user($user)
    ->environment($environment)
    ->token($token)
    ->store($tokenstore)
    ->SDKConfig($configInstance)
    ->resourcePath($resourcePath)
    ->logger($logger)
    ->requestProxy($requestProxy)
    ->initialize();
  }
}
?>


You are now all set to explore the functionalities of SDK. Here is a sample code to get the records from Leads module, with the ifmodifiedsince header.

<?php
use com\zoho\api\authenticator\OAuthBuilder;
use com\zoho\crm\api\dc\USDataCenter;
use com\zoho\crm\api\InitializeBuilder;
use com\zoho\crm\api\UserSignature;
use com\zoho\crm\api\record\RecordOperations;
use com\zoho\crm\api\record\GetRecordsHeader;
use com\zoho\crm\api\HeaderMap;
use com\zoho\crm\api\ParameterMap;
require_once "vendor/autoload.php";

class Record
{
    public static function initialize()
    {
        $user = new UserSignature('myname@mydomain.com');
        $environment = USDataCenter::PRODUCTION();
        $token = (new OAuthBuilder())
        ->clientId("1000.xxxxxxx")
        ->clientSecret("4b5baxxxxxxxxxxxxf")
        ->grantToken("1000.xxxxx")
        ->build();
        (new InitializeBuilder())
            ->user($user)
            ->environment($environment)
            ->token($token)
            ->initialize();
    }

    public static function getRecords()
    {
        $recordOperations = new RecordOperations();
        $paramInstance = new ParameterMap();
        $headerInstance = new HeaderMap();
     $ifmodifiedsince = date_create("2022-06-01T12:00:00+05:30")->setTimezone(new \DateTimeZone(date_default_timezone_get()));
        $headerInstance->add(GetRecordsHeader::IfModifiedSince(), $ifmodifiedsince);
        $response = $recordOperations->getRecords("Leads", $paramInstance, $headerInstance);
        echo($response->getStatusCode() . "\n");
        print_r($response);
    }
}
Record::initialize();
Record::getRecords();


Next week, we will dive deeper and provide more sample codes to help you further. Stay tuned!

If you have any queries, let us know the comments below, or drop an email to support@zohocrm.com. We would love to hear from you. 



    • Sticky Posts

    • Kaizen #197: Frequently Asked Questions on GraphQL APIs

      🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

      Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs

    • Kaizen #193: Creating different fields in Zoho CRM through API

      🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Client Script | Update - Introducing Commands in Client Script!

      Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands

    • Recent Topics

    • Changing Corporate Structure - How Best to Adapt Current and Future Zoho Instances

      My current company is Company A LLC with a dba ("doing business as" - essentially an alias) Product Name B. Basically, Company A is the legal entity and Product Name B is what customers see, but it's all one business right now. We currently have a Zoho

    • how to add subform over sigma in the CRM

      my new module don't have any subform available any way to add this from sigma or from the crm

    • {"errors":[{"id":"500","title":"Servlet execution threw an exception"}]}

      Here's the call to move a file to trash. The resource_id is accurate and the file is present. header = Map(); header.put("Accept","application/vnd.api+json"); data = Map(); data_param1 = Map(); att_param1 = Map(); att_param1.put("status",51); data_param1.put("attributes",att_param1);

    • How to Install Zoho Workdrive Desktop Sync for Ubuntu?

      Hi. I am newbie to Linux / Ubuntu. I downloaded a tar.gz file from Workdrive for installing the Workdrive Desktop Sync tool. Can someone give me step by step guide on how to install this on Ubuntu? I am using Ubuntu 19.04. Regards Senthil

    • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

      Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias

    • How to upload own video?

      How can you upload your own video on your zoho website? I do not want to use another host, but i want to insert my own files. how can i do this?

    • Support new line in CRM Multiline text field display in Zoho Deluge

      Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille

    • A couple of minor enhancements to Workflows

      Last updated on September 17, 2024: These enhancements were initially available for early access, and we've now enabled them for all users. We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source"

    • Announcing new features in Trident for Windows (v.1.32.5.0)

      Hello Community! Trident for Windows just got better! This update includes new features designed to improve and simplify email and calendar management—and it includes a feature you’ve been waiting for. Let’s dive into what’s new! Save emails in EML or

    • How to render either thumbnail_url or preview_url or preview_data_url

      I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!

    • Zoho CRM Calendar | Custom Buttons

      I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting

    • Option to Empty Entire Mailbox or Folder in Zoho Mail

      Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only

    • Default Sorting on Related Lists

      Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created

    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

      Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

    • Create Lead Button in Zoho CRM Dashboard

      Right now to create Leads in the CRM our team is going into the Lead module, selecting the "Create Lead" button, then building out the lead. Is there anyway to add the "Create Lead" button or some sort of short cut to the Zoho CRM Dashboard to cut out

    • Searching customer field

      Hello, When entering a receipt, we select customer information. The customer information is synced with Zoho CRM. However, we can't find the customer information because it searches for words that begin with the entered value. It needs to search for words

    • Introducing Version-3 APIs - Explore New APIs & Enhancements

      Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,

    • Rotate an Image in Workdrive Image Editor

      I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload

    • Improved RingCentral Integration

      We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.

    • Resume Harvester: New Enhancements for Faster Sourcing

      We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built

    • Using Zoho Flow to create sales orders from won deal in Zoho CRM

      Hi there, We are using Zoho Flow to create sales orders automatically when a deal is won in Zoho CRM. However, the sales order requires "Product Details" to be passed in "jsonobject", and is resulting in this error: Zoho CRM says "Invalid input for invalid

    • WIDGET in related record list ZOHO CRM; how to get and put data to subform custom fields?

      he need: Read and write two custom subform line-item fields on Quotes: Segment_wyceny (picklist/text) and W_pakiecie (number). Write works; read does not return these fields via SDK. Environment Zoho CRM Widget Zoho Embedded App SDK v1.2 Module: Quotes

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • Zoho CRM Tracking Google Enhanced Conversions

      Can anyone @Zoho, consultants, or users help me understand if Zoho CRM is going to support Google's Enhanced Conversions? I included some information from Google below about it. We use Google Adwords for our pay per click advertising for lead generation,

    • zoho click, and nord VPN

      Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off

    • Recurring Supervisor Rule Reminders for Open/In-Progress Tickets

      Hello Zoho Support Team, I would like to suggest a potential improvement regarding reminders for tickets and activities in Zoho Desk. Currently, it is possible to set reminders only once. In the Supervisor Rules section, it is possible to configure reminders

    • Connecting Portals from different Zoho apps

      Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals?  It would be great if we could give our customers access to a portal in which they could

    • Billing Management: #5 Usage Billing

      After understanding the nuances of Advance Billing and Retainers, we will explore one of the booming billing models. Long ago, villagers drew water from a shared well in a small village. The well was a lifeline for the entire community. Ravi, the well

    • Function #10: Update item prices automatically based on the last transaction created

      In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom

    • Inventory Adjustments

      Hi, How to transfer the material from one head to another ? Like materials purchased for manufacturing the laptop need to transfer from consumption inventory (Quantity of raw materials reduced) to destination inventory ( Quantity of Laptop increased)

    • Zoho CRM Community Digest - Aug 2025 | Part 1

      Hey everyone! The first half of August went by, and we have a few announcements and some good noteworthy discussions. So, let's take a look at them! Product Updates: Introducing Connected Records feature: Zoho CRM’s Next-Gen UI now includes Connected

    • Problems with email templates (HTML - Outlook)

      Hi there, I've been trying to create a newsletter from the template "Business 4". Everything looks great in the preview, but when I send it to my Outlook inbox, the layout doesn't seems to stick. More particularly: - The line-height is way more reduced, even though I used the line-height tool from the template - Columns but they are sometimes misaligned - Font size is not always the one I've selected. Could you help? Thanks!

    • Please make it easier to Pause syncing

      right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.

    • How to create a Zoho CRM report with 2 child modules

      Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would

    • SalesIQとPageSenseの利用について

      初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。

    • How to integrate Zoho Forms with Zoho CRM on Standard Plan

      Hello Zoho Support Team, I am using the Standard Zoho Forms plan (USD 30/user) and I would like to integrate Zoho Forms with Zoho CRM so that certain fields in my forms can be automatically prefilled using data from Deals in CRM. Specifically, I want

    • CRM : Function to add user name to text field

      I have a lookup field in a module that is linked to the CRM users so we can assign a Project Lead to the customer. Sadly Zoho Marketing Automation doesn't sync Lookup fields so I need to extract information from the lookup to text fields: Lookup field

    • Export PDF File Name

      Is it possible to change the default Zoho .pdf naming scheme for inventory items like quotations? Would like to use the the Subject as the default quote name. Is this possible?

    • Next Page