Not getting notifications when lead is created in Zoho CRM

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• Zoho CRM Plus in 2023: Let's rewind

  Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking

• The CX Workshops are back in 2023!

  Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've

• Refer Zoho CRM Plus to your friends and earn rewards!

  Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance

• Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

  Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on

• Unified telephony in Zoho CRM Plus

  In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate

• Recent Topics

• Notifications on mentions in comments

  If another user mentions me (e.g. @mustafa... which autocompletes) in a comment on a ticket, how do I get notified? If I don't get notified, what on earth is the point of the mention feature???

• [New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!

  Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge Templates

• Setup for a service based business

  I apologise if this has been asked before but a search of the forums didn't turn up what I was looking for. I am looking at setting up Zoho CRM for a consultancy based business and so there are no products as such. This is fine as I can create a product which is time based. However, I do not seem to be able to get rid of the concept of having quantity in stock. I have a unlimited supply of time! How can I bend Zoho to my will and get rid of the stock control? Thanks Neil

• Introducing the New SalesIQ Live Chat Widget: Twice as Fast, Fully Optimized for Engagement!

  Hello everyone! To celebrate our 10-year milestone, we're thrilled to unveil the new and improved SalesIQ Live Chat Widget! Redesigned at both the User Interface and performance levels, this enhanced widget is not only optimized but also 2X faster than

• Search terms from ASAP widget are not showing up in my Zoho Desk analytics

  When people perform searches in the Zoho Desk ASAP widget, the search terms do not show up inside my analytics report. But when people access the KB website directly and then do the search, the keywords ARE showing up. Is this a known issue, or am I just

• Microsoft Loop integration

  Hi has anyone had luck getting any components of Microsoft Loop integrated into Zoho One, for example Follow-up tasks into Zoho Projects or other app, or perhaps Loop notes into Zoho Notes? cheers

• Searching for content within courses

  Hello, I have been testing out Zoho One for my company have been exploring Learn. I've noticed that you cannot search for content within a course. You can only locate the title of the course. Example: Course: How to Make Your Bed Chapter: Pillows Lesson:

• Cohort - Zoho Analytics

  I am developing a cohort analysis in Zoho Analytics for Tickets/Service Desk, which tracks the number of tickets created each month and when those tickets were closed. I have added a user filter for classification. When I change the classification using

• Function #6: Calculate Commissions for paid invoices

  Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates an

• Helper Functions and DRY principle

  Hello everyone, I believe Deluge should be able to use 'Helper functions' inside the main function. I know I can create different standalones, but this is not helpful and confusing. I don't want 10000 different standalones, and I dont want to have to

• Automation Issue with Email Templates in Workflow

  Hello Zoho Support Team, I’m currently facing an issue with the automation setup in my workflow for following up with applicants. I have configured the workflow to send out emails with different templates, which work perfectly when sent manually. However,

• Disable Private Reply.

  Is it possible to disable the option to do "Private Reply" for tickets? The reason is that sometimes we click on reply or "reply all," but the system automatically selects "private." Am I doing something wrong? Thanks Rudy

• Zoho Books | Product Updates | October 2024

  Hello users, We're back with fresh feature updates in Zoho Books. Starting from associating an applicable period for TDS taxes to minimised tab view for web tabs, discover the latest enhancements that will streamline your workflow and elevate your accounting

• Merge Items

  Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.

• Failures installing Unattended Agent using Microsoft Intune

  Hello, I configured Zoho Assist Unattended Agent using Microsoft Intune, following the steps outlined in this article, using a .MSI installer. I added a pilot group of users and for 6 of them it installed correctly and I see their computers in Zoho Assist

• Getting list of calendar events over api for zoho mail calendar

  Hi, I am using just Zoho mail without using Zoho CRM. I wanted to get all events booked in my zoho mail calendar through an api at regular intervals. I could find such API support for Zoho CRM calendar but not for zoho mail calendar. Can you kindly let

• Crear tarea CRM con recordatorio desde Zoho Flow

  Hola, estoy intentando crear desde Zoho Flow una tarea en CRM. Lo he logrado hacer pero sin recordatorio, ya que no se como se debe escribir el string adecuado. He probado varias alternativas, pero ninguna me funcionó hasta ahora. - FREQ=NONE;ACTION=EMAIL;TRIGGER=DATE-TIME:${FechaVto}

• Recurring Bookings

  Will Zoho Bookings ever offer an option to the customer to schedule recurring meetings (unlimited) for the same days/times? Making a client schedule the same days/times for an entire month is a tedious process. I'd like to offer the option upfront to

• Zoho CRM's new Homepage component: See all your activities in one powerful view!

  Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailored

• No fue posible enviar el mensaje;Motivo:553 Relaying disallowed. Invalid Domain - admin@laboratoriosantarosa.org

  Hola Renovamos después del tiempo el dominio, y luego de eso se cayó el servicio de correo. Seguimos las indicaciones que se indican en este articulo, sin embargo, hasta el momento solo podemos recibir correos pero no enviar. Hemos actualizado los registros

• Add an option to start zobot when user clicks the Chat with Us button

  I would like to have an option to start the zobot when user clicks on "Chat with us" button when chat widget is maximized

• Ticket list sorting is now supported in the latest version of the Desk Android mobile app.

  Hello, In the latest version of the Desk Android mobile app (v2.4.32), we have brought in the option to sort the ticket listing view.   Now we can sort the tickets listing by Ticket Id, Due Date, Recent Thread and Created Time. Please update the app either

• Mass delete leads

  How do I mass delete leads in ZMA? I want to delete leads that have not opened emails in 6 months. But I can only select 200 at a time - there are thousands.

• Creator v5, v6 and v8 for Zoho One

  Greetings, I hope find all doing well and safe. I was browsing the Zoho One page, where the details of each application's plans are outlined (https://www.zoho.com/one/plan-details.html?prd=zcreator). I noticed there are three versions available for Creator

• Base Currency Adjustment - Mark Transaction as Something Other than Unreconciled

  Not a very concise title, but it describes the issue pretty well. Basically, when a Base Currency Adjustment is made, the transaction is recorded in the register of the account in question (as it should be). It's marked as "Manually Added", which makes

• Customer Account Statement

  Dear Sir, I am Travel Agent Curranty Zoho Provide Customer Statement with Date, Transactions, Details, Amount, Payments, Balance Our Suggestion is kindly Provide Statement with Item name & Description Kindly find the attachment

• move or clone the custom layout

  Hi, is it possible to move or clone the custom layout of a ticket from one department to another? BR

• How to restart the timer for the 'First Response' field associated with an SLA.

  Hello, through the API, I send an email to multiple accounts when a new ticket is created, and the system automatically sets the "First Response" field to null. I would like this to happen only when a ticket is assigned.

• Invoice filter issue

  Hello Team, I am using following API documentation for getting list of invoices. https://www.zoho.com/books/api/v3/invoices/#list-invoices I have applied filter on multiple fields & its working correctly. But when I pass search_text parameter with combination

• Zoho Books says "Please ensure that the "webhook_name" has less than 50 characters."

  I have a custom module on Zoho Books that creates a customer trip record. It has a customer field to link to their account information. When these entries are created, I want to fetch this customer's information so I can put the selected customer's address

• Automatic Portal invite

  We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?

• How to delay automatic retainer invoice

  Hi, we would like to use the functionality that there is a retainer invoice created automaticaly, when the customer accepts the offer. The "problem" is that the mail with the retainer invoice is sent imediatelly to the customer, which is kind of "impolite".

• Refresh token not appearing

  Hello, I was wondering if there is another way of obtaining a refresh token, as following the usual 60-second-code procedure generates a new access token, but not the refresh token, and so i have to repeat everything to get a new token every hour or so,

• Quote item header via api

  Hello. I'm not a programmer, but am trying as an amateur to have a form create a new quote so I can guide my sales reps with questions to accurately fill out the quote. We use zoho books. After three days I've successfully been able to create a quote

• Decrypting Secrets Returned by Zoho Vault API

  Hello, I've been able to follow the documentation here: Zoho Vault | API Reference and successfully call the GET_LOGIN operation with my token. I get back a response containing/similar to this: "name": "GET_LOGIN", "details": { "PASSPHRASE": "xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxABCDEFG==",

• copy the row to the end of table if under condition

  Hi, my table is created from zoho forms entry. Lat's say that column 3 has value 1 or 2. when the value is 1, no action is needed but when the value is 2 I would like that entire raw was automatically copied to the next row - it is the end of the table.

• my seo title , keyword and discription are not reflecting

  I added seo title, description, and keyword on my products but they are not reflecting. Please resove this problem.

• Integrate WhatsApp and ZohoOne

  What is the most recommended application or tool to integrate WhatsApp and ZohoOne? That allows, for example: - When a new lead is generated in Zoho CRM, the lead automatically receives a message by WhatsApp. - In line with the previous point, schedule

• Allow Zoho Cliq Admins to Manage External Channels Without Joining

  Dear Zoho Team, Greetings! As a Cliq admin, I can create external channels, but there is currently no way for me to invite external users to these channels without being a part of them. There are scenarios where, as an admin, I only need to set up the

• Invite External Users to Channels via Zoho Cliq Mobile App

  Dear Zoho Team, Greetings! Currently, Zoho Cliq allows us to invite external users to an external channel through the web interface. However, this functionality is not available in the mobile app. We kindly request the addition of this feature to the

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