Can't connect to the API
I'm very familiar with API integration / coding / etc. But I seem to be unable to get past the first step of connecting to the Zoho API. I believe I've taken the necessary steps as per: https://www.zoho.com/accounts/protocol/oauth/self-client/authorization-code-flow.html
Email Integration - Zoho CRM - OAuth and IMAP
Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
Does Zoho CRM support Arabic Language yet or not?
Does Zoho CRM support Arabic Language yet or not? i want to use zoho crm but i need An Arabic version is there are an Arabic version ? Moderation Update: I'm locking this post as the solution for this requirement has been provided.
Client Script - Simple popup if a field is not filled
Hi, should be simple but I'm quite a beginner at script : I have a field that I don't want to make mandatory, but I would really like to encourage employees to fill. My goal is to show them a popup when they save a contact (initial save + all the saves
CRM Blueprint Transition "After" Actions: What will be executed first?
Hello, so I defined a Blueprint to rule our Leads management and qualification process. Everything is looking good and all stages were covered, I just have a concern with a transition and its After actions: After a lead is qualified, I need to change
Scheduled email report in CRM
I would like the ability to create a report of emails which are scheduled to be sent. Ideally I would also like to see the date and time these emails are scheduled to be sent. It is already possible to crate a report of emails sent so I don't think this
Email automation
Once a person opens the email, they don't receive subsequent communication or they click on the coupon code they don't receive it again. Is it possible in Zoho CRM?
Adding Multiple Products (Package) to a Quote
I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can't
How to add Account Type field to Contacts
I've seen a few topics on this but none explained it well enough for me. I want to filter Contacts by the Account Type. To do this you will need to create a function and then associate the function with a workflow. I found this post with a function
Creating Group Head - Family Member relationship structure for insurance business
Hi, I am trying on my own to implement Zoho CRM for my small insurance business with individual families mostly as our clientele. In my business scenario, we have Family groups - Group Head (Head of family usually) and related Family Members. e.g.:- Clients
Can I change the HOME CURRENCY?
Official page says "The home currency can only be specified when the multi-currency feature is activated and it cannot be changed once it is set." Do I have any other way to change? I am at the very beginning stage doing the data migration still. If it
Meeting invitation request
Outlook send invitation for meeting request. Can Zoho do the same when I use Zoho CRM (new event) with a particular contact (prospect, lead, client) ? My client received my html invitation but could not answered and transfered it automatically in is outlook. Thanks
Pointing at fiels salutations, being part of 'First Name'
Using formula fields I would like to get the following output based on the value of Salutation of 'First Name'. The field 'First Name' seems to have two vales, the salutation (Mr, Ms, Dr., ...) and the actual string first name. Please see attached file.
Zoho Books & Zoho CRM integration - Automatically create estimates in books for specific quotations in zoho CRM
Hi there, at my organisation we are struggling with the amount of estimates being created by sales people, and we would like only specific ones to be created (those that are progressing to be invoices .... etc). We are on a Zoho One subscription, so I
My Jobs Module
Is it possible to customize fields to show within the My Jobs Module?
Possible to clone Deals module/restrict visibility of Deals records belonging to a certain pipeline?
I am looking into using the Deals functionality for my business needs and can see how it could be used, but my stakeholders have a requirement that the Deals records from a certain pipeline should only be visible to certain departments in the organisation.
Add Built-in Option to Open a Zoho Desk Ticket via Workflow in Zoho CRM
Dear Zoho Team, I hope you're doing well. We would like to request an enhancement to the Workflow functionality in Zoho CRM. Currently, the only way to open a Zoho Desk ticket from a CRM workflow is by using a custom function. However, opening Desk tickets
Zoho CRM Custom Fields and the API not showing - Using make.com etc
Hi, I've successfully connected fillout.com (a form tool) with Zoho CRM using make.com and can insert leads into the default standard fields. However, my custom fields in leads aren't showing up on make.com. Upon research, I found "external fields" that
Microsoft Outlook add-in for Zoho CRM
Hi All, We're looking at an easier way to add emails into Zoho. From what I've read, there doesn't seem to be another option other than to use the Microsoft Outlook add-in. We have 100's+ of emails a day that need to be added into various File/Deals.
Showing Closed Activities from one Module to another via lookup fields
Quick question: Currently in ZohoCRM if you have a closed call/ activity on a Deals record, it shows on both the account/ the contact record as well. If I have a custom module (in this case partners) which has a lookup field for accounts, is there a way
Adding Gemini AI as a Link in Zoho CRM
I use Links to search on Google for additional contact/company information. The links are able to automatically add company/contact details which makes it quick and easy when searching for additional background information. What code would I need to put
Zoho <-> D-Tools integration
Does anyone here use D-Tools SI software? If so, I'm looking to see if anyone has an account of how the paid integration between Zoho and D-Tools works. Looking at moving away from our current setup with QBO and D-Tools as the primary and replacing that
Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later
I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful
Unable to update Account record
I am making a call to https://www.zohoapis.com/crm/v7/Accounts/${account_id} using Axio Put. The payload I am sending it is in the correct form as per the docs: { data: [ Account_Name: 'Test Name' ] }. However, I continually get a Bad Request error (status
Feeds Notifications Won't Go Away Unless Clicked On Individually
Unlike Sales Signals on the notification icon, Feeds notifications when a record is updated have to be clicked on individually to lose the badge notification. Is there any way to change this setting so you don't have to open each one for the badge icon
Multi-line address lines
How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.
Zoho CRM File upload fail
Hi, CRM is failing to upload any new attachments. We recently ran out of available file storage and I understand this blocked us from uploading more attachments. But we have since gone through and manually deleted a chunk of old attachments and could
Comments about Zoho CRM after one year of use
Our organization has been using Zoho CRM for about a year now. We took our time up front to develop the user screens, establish best practices and customize the implementation to fit our work practices. When we were researching CRM providers we also considered Salesforce.com, Highrise, and Landslide for SaaS solutions as well as Goldmine and Microsoft CRM for non-hosted solutions.. We felt that Zoho CRM was by far the best value solution for our needs. Here are some of my observations about our experience
Multi-currency and Products
One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each.
Customizing templates
Hi everyone! I'm facing this issue, I'm not sure how to resolve it yet. Can you help me please? I'm automating the lead onboarding process, so I created a template to welcome new leads and included a button "Book your appointment" It should take the customer
Multiple email addresses in Accounts Module
Is there a way when using a template and/or the send email button to send the email to a secondary email address in the Account record? You can do that in Contacts Module but the option does not seem to be there in the Accounts Module.
Can't delete functions that are associated with deleted workflow rules
We have a handful of functions that were once associated with a workflow rule, but the rule has been deleted. The function still thinks it is associated so I can't assign it to a new rule. It is starting to get really messy because we have a list of functions
POP Email integration - Outlook emails showing as read
We have switched to a CRM with Zoho and completed the POP integration so that all of our emails are being saved into the CRM. The challenge is now, all of our emails are coming in as read into Outlook. I understand IMAP is the recommended solution but
Screenshots to show how to access this function described in these instructions
I read the instructions for customising the Home tab (I have super admin rights): https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-home-tabs/articles/customize-home-tab#Classic_View I don't understand how to get to the option described
Client Script: how to check if a field is visible and the value is "not set"?
In my client script code, I want to find out 1) if a picklist field (called field1) is visible, and 2) if visible, the value of field1 is "not set" (-None- option in the picklist dropdown) Which functions do I use? For #1, is there a method like "getVisibility()"
updateRecord isn't working
Hello - I am attempting to pull a project ID from Books and write it into a field in CRM. Please help me figure out why it isn't working - I believe I have everything correct. Thanks! Here's the code snippet: //Get Books Proj ID and write to AFR Project
Marking of Leads from which Deals were created
Hi, Is it possible to track or tag leads for which deals were/or were not created? I have some leads for which it is important to control whether deals were created or not. They are generated from a specific source. So, it's easy to display a list of
How do we get the tags that are attached to a record with Deluge?
I am writing scripts and need to get all the tags associated with a Contact record (or Account, or Lead). I know how to get all tags associated with the whole module, how to add and delete tags on a record but I can't find an example of how to target
Issues with Actions By Zoho Flow
Hi, I have a workflow that fires when a deal reaches a stage. This then sends out a contract for the client to sign. I have connected this up through Actions by Zoho Flow. Unfortunately this fails to send out. I have tracked it down to the date fields.
Not Receiving Notication in Whatsapp
Hi everyone, I am currently setting up my leads module and I want to receive an email and whatsapp notification whenever I receive a new lead. I am getting only an email notification but not whatsapp. I have already integration my company whatsapp, and
Next Page