Best way to fetch data from potentials using NextJS?
What is the best way to fetch data from Zoho CRM Potentials using NextJS. I would like to send the potential name and get back all data for that potential to display on our app. Thanks, Rob G.
Connect and create Zoho CRM widget using React.js and package the widget through "zet" sdk
Hey guys, how y'all doing? I have trouble connecting zoho crm widget with react.js or other frameworks. Could you help me with CLI instructions for setting up zoho "zet" sdk and react.js and how to package the app later to be able to deploy it locally?
Create New Tasks Layout in CRM
I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!
How do i email the primary and secondary address for a contact?
Ideally, i'd like to send a mass email to all my contacts and include their secondary addresses. but it seems to only send to their primary. how can i send to both?
Handling tenders as an opportunity / entity
Hi all We deal with lots of public service tenders. These are essentially Deals for Leads but with custom stage names (very formalised) and also custom fields and structure. Is it possible to create a new entity in the Zoho database, perhaps with Creator,
Trigger workflow or assignment rule from SDK Bulk Write
Hello, I've seen some discussion about a trigger parameter using the InsertRecord API call, however I was curious if it's possible to trigger a workflow or assignment rule using the Bulk Write calls in the SDK. Thanks
Sales Inbox shared mailbox - Best Practices
We have a sales & support team with 4 members. I'm trying to configure Sales Inbox in CRM Plus so that: 1) Incoming emails are shared between all members (imagine that someone is sick/out of the office, and other reps need to assist) 2) Outcoming emails
Mapping Accounts on Google Maps
Hello, Is there a way to map accounts within Zoho? I have exported to Google maps, but not ideal. Thanks, Keith
Relation name issue with getRelatedRecords
Hi, I'm puzzled because of the following. I have custom modules Participants (CustomModule5) and Departures (CustomModule1): a Contact can be a Participant in multiple Departures. Participants used to be called Passengers; it was renamed to Participants
Google Maps
How can I add google maps to Zoho. I put a new lead in and want to be able to click on a link for google maps and it takes me to that new leads address? Thanks
Does zoho have a feature that can help my sales team create a sales route?
Does zoho have a feature that can help my sales team create a sales route? This will save us time instead of having to use mapquest or google maps.
Shopify and CRM products
Hi Do all Zoho Crm products sync to Shopify when using the ZOHO Shopify Extension Or is it only those products selected as 'Active' in CRM Thanks
API WATI Error
Hi Support I would like to raise ERROR API WATI received after to configurate the API WATI. The API does not send new contact to leads despite i selected automatically creation leads option. Please contact to me very urgent Thank you
New in CRM: Dynamic filters for lookup fields
Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form
Integrate Google Chat with Zoho CRM for seamless collaboration
Hello everyone, Sales is a team sport and sales reps have to be in constant communication with people inside and outside their organization. While email remains the most effective channel for important conversations, sales reps often collaborate via chat.
Quick Create needs Client Script support
As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
Progress Lines on Gantt
Is there a way to have these progress lines go under the tabs, rather than over them? It's very confusing having them over the top and crossing over tabs. Im using FS but it does them for all options.
Send SMS to Contact using Zoho Sign action
Hello Zoho Community, We are trying to send an SMS to a Contact based on if a document has not been signed. We created a Zoho Sign workflow that triggers if a document has not been signed. We added a webhook to send a SMS message when the workflow triggers.
Sending emails via REST API for Sales Orders with no PDF attachments
I'm trying to figure out how to use the Zoho CRM send_email API to send an email that is attached to the sales order but with no PDF attachment. The API requires me to specify a template for a PDF attachment (inventory_details, inventory_template, etc.).
Use a Zoho Campaigns Email Template in Zoho CRM
I have set up some email templates in Zoho Campaigns. It would be useful to have access to them from within Zoho CRM, is this possible? If its not possible to have access to the same templates, is there an easy to way copy them, rather than having to
Where can I find when to trigger work flow
Hi, I notice in the form there was a way to select the trigger on the work flow for example the triggering on the loading of the form or user input into a field. I found the guide over here https://help.zoho.com/portal/en/kb/creator/developer-guide/workflows/create-and-manage-field-rules/articles/configure-field-value-in-form-workflows
Creating Hidden Fields in Zoho CRM
In using Zoho CRM, I have found that I can create custom fields in any module without any issue. From there, I can map dependencies between them so that certain parts of a pick list only appear when the associated parent selection is made. This is a good
One Account - Two Owners
We have different sales staff for fabrication and metal cutting. Both sales teams could call on the same accounts. We would like them each to be "owner" of these shared accounts, based on their login. I found a post asking a similar question from nine
Create Projects by API Call
Hello Sir, How to create Projects in Projects.zoho.com module using CRM custom functions and API call or Othe way ?
Linking multiple emails from Outlook to a specific Deal record
Hello, can someone help me with a procedure that would allows to link multiple emails from Outlook to a specific record in the Deals module in one action? Thank you, Karina
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
Zoho Api returns HTTP response code 200 but not updating custom field value
I am facing an issue in updating my custom field id value via API using zapier. While i have also tried it from postman for testing it gives me response code: 200, but values are not updating
Kaizen #163 - Extension Widgets in Zoho CRM
Hello Developers! Welcome back to a new week of Kaizen. This week, we are diving into the significance, types, and practical uses of Extension Widgets in Zoho CRM. It helps in boosting business efficiency and creating customized CRM experiences. What
How to Pass the value for URL field to CRM from Creator by API.
Hello There, We needs to pass value for URL field in CRM from Zoho creator by using API.Please suggest the steps to achieve this. Thanks in Advance, Thisai Moorthy.
Formula fields - Request for dynamic recalculation / proper implementation
Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula
Recent Defeat of Zoho webform CAPTCHA
We've noticed over appx the past 2-3 weeks that the CAPTCHA field on our zoho powered webform is easily being defeated and the number of spam / junk submissions went from almost zero per day to up sometimes as many as 10 per day. This junk data shows up in our CRM and constantly needs cleaned out. All of the email addresses are registering from the "@mail.ru" domain. Is there a way within zoho and not necessarily on the server side to block this domain or any other creative ways to prevent this
Webform & spam
Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks
Running C# code
What are all the options for calling C# code from a Deluge function? I know there is a C# SDK -- where is the latest documentation on that? If I create my own REST API, how do I configure it to work with OAuth?
Related Lists in Email Templates
Hi Zoho team, I would love to see a feature where related list information can easily be added to an email template (instead of mail merge). I have a client who books flights for their customers. They do this through a Flights module so all booked flights
Finding pipelines option
Hi. i am unable of finding pipelines option to create under the customization tab. can i know how i can find that
Ask the Experts - Zoho CRM Kiosk Studio
Hello everyone, Kiosk Studio is a no-code interface to build and embed custom functionalities inside Zoho CRM. It empowers admins to streamline the frequent actions performed by their users without the need for extensive technical knowledge. Admins can
Enable Re-enrollment of Records in the Same Cadence in Zoho CRM
Hello Zoho Team, We hope this message finds you well. We request the ability to re-enroll records in the same Cadence within Zoho CRM after they have completed or been unenrolled from it. Currently, once a client completes or is removed from a Cadence,
user unable to access module even though its not private
Hi there, My logistics team account is unable to access the Purchase Orders module even though the permissions are public.
Opening e-mail template when clicking a button in a blue print
Hi, Is it possible to open an e-mail template when I click on a button in a blue print? I want that an e-mail template is opened, some dynamic fields are pre-filled but I must be able to change the content of the e-mail to add some text
Kaizen #124 - Manipulating Subform using Zoho CRM APIs
Hello everyone! Welcome back to another post in our Kaizen series. In this post, we will discuss how to manipulate the Subform data using Zoho CRM APIs. Subforms A Subform is a data section embedded in the primary form to collect details related to the
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