Zoho CRM Documents sync with Zoho Mail
I wanted to put in a request for the Zoho Mail add-on for CRM to have a sync with the new Zoho CRM Documents so I could download an attachment from my mail directly into Zoho CRM Documents AND/OR a sync between Zoho CRM Documents and Zoho Docs which already syncs with Zoho Mail. Thanks Nolan
Fully Automate Contract Request and Send For Signature
So I work as a hypnotist and all the clients I work with are on programs. I have exactly one contract that I use in my business that has exactly three variables. The number of sessions, the cost and the length of the program itself. I use CRM, Contracts,
Can't connect my O365 Email to CRM
Hello, I had my MS Exchange account integrated, via IMAP to Zoho CRM for over a year and it all worked well. We have recently migrated all our email addresses to Office 365 and I can no longer connect. I've tried many things, including disabling the security
How to create zoho books contact from zoho crm custom function
Hi. I am trying to create a zoho books customer from a zoho crm custom function. I got it working, but it doesn't add in the contact information section (screenshot attached), just the billing or shipping address sections. I think i need to add a contact
Free Webinar - Digital signatures for digital contract management with Zoho CRM
Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcoming
Can i integrate Xero with Zoho
Can i integrate Xero with Zoho, and is this available with the free package or the professional?
Zoho CRM -> Books Integration - Problem with Managing Integration User
Hi, I have been using Zoho for the past three years, and my CRM and Books integration has been active from the start. I understand that Zoho CRM integration has recently been moved to the Zoho Finance Module, where Books, Expense, and other finance-related
Zoho CRM Image not Sync with Zoho Books
Hi , I have added a product in to the CRM with an image of the Product. All the Details Sync with Books but Image. how to fix it?
Users are Unable to see Campaign Creation options in CRM
I have users with full permissions to campaigns in CRM and User permissions in the Campaigns app itself. However, they are unable to see the option to create a campaign in Zoho Campaigns while in CRM. Below is a screenshot of the options I see as an admin
Technical fields are also not loaded
Hi, we have a problem with passing UTM tags to the order UTM tags are still not delivered to the order, even after you have made the edits Here is an example of the remaining order https://crm.zoho.eu/crm/org20092370698/tab/SalesOrders/615595000013525290
Is it possible to integrate issabel PBX with Zoho one CRM?
Is it possible to integrate issabel PBX with Zoho one CRM?
Email Tracking and Templates from inside Gmail
Is there a way to track email opens on emails sent directly from gmail? Also, is there a way to make email templates accessible in gmail when composing an email? We used to use Hubspot Sales and it had both of these features. My reps prefer sending emails
Add data in Zoho Analytics after setting it up
Hello, I have a question regarding Zoho Analytics and its integration with the CRM: Zoho CRM data was set up with Zoho Analytics a while ago, but in the meantime there were some custom fields added in the CRM and now I want to be able to see those fields
Zoho Integration With Wordpress
How we can integrate zoho crm with wordpress. which plugins are useful?
Using Bit Integrations from bitapps - data not coming in
We have added the paid version plugin Bit Integrations and the setup is very easy, but when we submit a form the data doesn't show up in contacts where i mapped it. I have tested it with another default zoho account and it works great but when I try to
Setting additional conversion in Google Ads using Zoho CRM
Hello! Recently I've set up the google ads integration in my zoho crm. New leads are being registered correctly, and also new deals. I've read in Zoho CRM tutorials that Zoho sets by default three conversions: the first one when the lead is created, the
How to update CRM record from fillable template
Hi community, Context: I have a pdf fillable document with 300+ fields in Zoho Writer. I've recreated these fields in the Deals module of Zoho CRM. Complexity: Some fields are mapped and prefilled from the Deals module, while fields others are captured
Zoho CRM SDK in Angular
I want to integrate Zoho CRM SDK into my Angular16 client-only app, mostly for the purpose of listing/getting data from various modules. However, due to the documentation are quite lacking and mostly outdated, I couldn't make them work. As a start, I
Zoho Finance Integration - Double estimates on creation
When linking an account and deal to an estimate the integration creates 2 estimates. Both are linked to the correct deal and account, but one includes the correct items and the other one is empty. Seems like a bug.
Add Signature in Emails
Hello, How can i add a signature in the new emails inside Zoho CRM? When i am composing an email i don't see this option, to add a signature for the email. Director www.TECNOSeguro.com
Assistance Required to Attach WordPress Website Lead Form to Zoho CRM using Bit Integrations Pro
Dear Zoho CRM Support Team, I am facing an issue while trying to attach my WordPress website lead form to Zoho CRM using a third-party plugin called Bit Integrations Pro, which uses the Zoho API for the integration. Here are the details of my problem:
Google Contacts Sync not correct
I have activated Google Contacts Sync between one group of contacts in Google Apps (CRMShared) and Zoho CRM (My contacts view). I have set up two-way sync and Zoho wins. Before activating Google Contacts Sync I added 34 contacts to the CRMShared group
Retrieve Multiple CRM Related Records via Zapier
I have multiple Vendors associated to each Deal via a connecting table. I need to filter those associated records by a certain parameter (pick list in the connecting table), and then create line items of each of the associated records from the connecting
Contact Record Created by Zoho Forms submission is not triggering the Review Process or the Approval Process
I have a Zoho Form that is creating a contact record in a layout upon submission. I have also configured a review process to run on creation of a contact record in this layout and have me review based on a field that is required in the form. There is
Authentication fails when the user principal name is different from the primary email.
Hello everyone, I need some help trying to integrate my company emails into Zoho CRM system, for which their O365 Email Integration keeps failing. My company User Principal Name, used in Active Directory (user@mother-company.com) is different than primary
Zoho CRM Google Contacts Sync Problem
I have syncronised Zoho CRM contacts with Google contacts (two way sync) and now all my Zoho contacts are a mess. Contacts that were linked to Accounts and Sales Orders, Invoices etc are now unlinked and even the email addresses are blank. Any ideas how I can resolve this and why it would have happened. 12,000 contacts and 5 years work in a mess here.
Assistance with Solution Architecture
We are integrating with Razor Pay and CRM with ZOHO FORMS. We need to understand as an aggregation platform following information :- a)What module to Integrate with CRM and for subsequent integration with ZOHO Books. b)fields required on form to print
Bug report - Mailchimp Add-in
Hi, I'd like to report a bug that is affecting our work. We have the Mailchimp add-in installed and we have configured it to be accessed by two profiles, Admin and Marketing: However, when users with the Marketing profile try to use the Mailchimp tab
Bulk update date format
Hi, I'm trying to bulk upload data, including Date fields from csv file using php sdk. (v2) All the fields successfully update except all Date type fields. The field mapping code (taken from zoho examples) is $fieldMappings = ZCRMBulkWriteFieldMapping::getInstance('first_date',
Bulk updating records in CRM based on FORM responses
Hello all! We want to automate our contact details update form so that the following process can be achieved, in this order: Industry Contact receives email Email contains 8 designations in which their contact details are to be updated User submits form
Syncing Zoho Finance Sales and Purchase Orders with Zoho CRM Sales and Purchase Orders
I have been hoping that Zoho would provide an out-of-the-box solution for syncing Sales and Purchase Orders between Zoho Finance and the native Zoho CRM Sales and Purchase Orders. I initially asked the question 6 years ago! My eCommerce business processes
Tasks created in Zoho CRM do not show up in Zoho Projects..
I'm new to Zoho and trying to see if using CRM and Projects will help with our construction projects. I understand what I'm wanting to do is a basic function but somehow I can't get it to work. I have Zoho CRM and Zoho Projects integrated. I can create
Add Campaign to CRM Contact
Hi, I've been trying to add a campaign to one of my contacts in the CRM. The e-mail address linked t o the contact was outdated, so the campaign answer (it is a survey campaign) is not being updated in the record. For this reason I want to manually add
Updating record owner from DataPrep import
Hi, I can successfully update my custom module with data from dataprep (mapping column names to zoho crm apinames) but I'm not able to update the record owner. What should be the name and datatype of the owner column in dataprep? What should be the value?
Shopify to Zoho CRM Extension- Developed based on Customer Feedback
Struggling to manage Shopify customers and orders in Zoho CRM? Wouldn't it be great if your Shopify store and Zoho CRM shared customers and their order data seamlessly? This is exactly what the new Shopify to Zoho CRM extension can do for you. This extension
BigCommerce Extension for Zoho CRM - New Extension Released
Are you tired of spending hours copying and pasting data between your BigCommerce store and Zoho CRM? Imagine the possibilities if you could ditch the manual work and focus on what really matters - building relationships and increasing sales! ➡️Here's
Require approval before sending any quote
Hi there! I'm integrated with Zoho Sign and I want to REQUIRE approval from a sales manager before sending being able to send a quote from the quote page (or a sales order) to the client via the "Send with Zoho Sign" button. What is the best solution
Woocommerce Zoho CRM Connection Problem
I want to automatically send an order when I enter woocommerce to zoho crm but it is not possible. Currently I get the following error. [{"code":"MANDATORY_NOT_FOUND","details": {"api_name":"Pipeline","json_path":"$.data[0].Pipeline"},"message":"required
Zoho CRM + Infor Syteline
Looking for possible solutions/successes in connecting Zoho with Infor, the CRM and ERP (Syteline), systems our company currently uses. Thanks for any input.
USA Tax Calculations in Zoho CRM
Hi, We need to do custom tax calculations for our mid size business in the USA (to cope with state taxes, economic tax nexus etc). We need to integrate the tax calculation into the Sales Quote and Sales Order functionality of Zoho CRM. Has anyone got
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