Fill in new lookup field automatically
Hello, I have built a workflow which should create a new lead entry for certain lead criteria. This works so far. But now I want to have a look-up field in the new entry automatically filled out by which lead this entry was created or recommended. What does the function have to look like? Thanks a lot. Sascha
Execute Scheduler type tasks in CRM through Cliq
Hi all, is it possible to run scheduler type tasks from Zoho Cliq on the records in Zoho CRM? There are certain triggers that I am watching through another related app and have a BOT in Cliq. I was hoping I could trigger an update to certain records in Zoho CRM based on certain values picked up by the BOT, but trigger it from Zoho Cliq itself. Any suggestions?
Do we have to pay for Volunteers using the CRM platform?
We're not making any profit, have 3-4 admins, and have about 20 volunteers to help us in the CRM. Do we have to pay for volunteers when they call/text/email to our leads?
Kaizen #38 - Calls #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss adding, updating, and deleting Calls via an API. What are Calls in Zoho CRM? The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) with call details such as call duration, date and time of calls, notes, etc. Users who frequently make calls or receive calls in an organization can use this functionality in
API - Word of the day #70
API stands for Application Programming Interface. An API is a software intermediary that allows two applications to talk to each other. In other words, an API is the messenger that delivers your request to the provider that you're requesting it from and then delivers the response back to you. Use Zoho CRM's APIs to connect multiple data sources, enhance your workflows with additional data, and maintain a single point of truth. REST APIs: Access and work with almost all of Zoho CRM's components using
Facebook and Linked fields
Hi, I see that Zia in the data enrichment can add Twitter, Facebook and Linkedin information for a lead or contact. Twitter field already exist in the CRM. I'm a bit confused, there is no Facebook or Linkedin field by default. Should I create one? I know there is already a Facebook integration, so created a custom field might not be the best solution, maybe I'm not seeing something obvious. Thanks for your help.
Multiple types of pipelines
Hi there, I am new to Zoho and I am having trouble finding out how to create multiple pipeline types within the Deals module. Our company sells two types of products with completely different stages in the sales process. My problem is that the Deals module seems to only allow one sequence of stages. I do not see where I can define the pipeline of stages for each product such that "If the Deal is about Product A, then use these 4 stages. If it is about Product B, then use those 5." Do I have to create
Problem for trigger event when I change
Hello ! I've learned somethings about functions, on the link CubeYogi ( nice Website for sure ) But, when I try to do same things I've learned on CubeYogi in my ZohoCRM, blblblblblb.... Don't work. Can someone help me ? I explain : I want to do this thing : When I enter a date or I change the date on " Date prévisionnelle de dessin " it create an event on the date I've choose. I've "created" a function based on this link ( I've just changed first lines... ) I understand that the code linked below
Mailchimp in Zoho CRM
Hi everyone, I would like to do newsletters with Zoho by using Mailchimp. I installed the extension as the following: https://help.zoho.com/portal/en/kb/crm/extensions/marketing/articles/mailchimp-crm-integration#Synchronize_MailChimp_Data However, I did not find any tutorials or whatsoever on YouTube, Zoho Forum nor Knowledge Base on how to do newsletters with Zoho & Mailchimp. Can anyone enlighten me? Thank you in advance, Cornel
Introducing Badger Maps, Walkscore, Pics.io and 15 more Zoho CRM extensions
Zoho Marketplace releases Badger Maps, Walkscore, Pics.io, Map plotter along with 14 other extensions for Zoho CRM. Here's a list of new releases for Zoho CRM, June 2020. Get more from your Zoho products with extensions from Zoho Marketplace. Badger Maps for Zoho CRM Integrate Badger Maps with Zoho CRM to enable users to combine Google Maps, Zoho CRM data, route optimization, schedule planning, and lead generation all into one platform to close deals quicker and easier. Learn more Exact Online
Documentation regarding review of form data before updating record?
Can someone point me to information/documentation regarding options to review data submitted from a form before updating a record? Here's my scenario. We are creating a custom PHP registration form that we will send to existing customers. The form will be pre-populated with data from their contact record. We want to allow the client to modify/update data in some fields as appropriate but would like to review the data before updating the contact record. What's the best way to do this? Is there a
CRM Product back orders on sales orders and invoices
Any suggestions on how to handle back orders for sales orders and invoices? Really need a solution and could use the advice.
Custom Function to Clone/Associate Contact Roles
Hi, I've created a custom function which creates a new Potential from a Potential which is expiring. I need the function to also duplicate the Contact Roles (those contacts). Contact Roles seems odd - like it is a separate module from the Potential, but getRelatedRecords does not list that as a supported module. How can I associate the contacts in the Contact Roles portion of the cloned opportunity? I'm afraid if I create a new contact record I will be simply duplicating contacts in the system,
Optin monster integration
hello, I am using optin monster for my lead capture. How do I integratethat with CRM and campaign, more so zoho campaign than CRM I guess. Thank you
Printable templates for Custom Modules
Hi, I have a requirement to setup customized printable for few Custom Modules to let the record owner print the details of the currently opened record, similar to Invoice Template or Sales Order Template. Use Case: - Record Owner opens a record from Custom Module - A custom button Print Record will appear when a record is opened - On clicking the Print Record button, a PDF document with data of the opened record must be generated based on a template (similar to Invoice template) and either
Unsusbcribers Opt-Out
Hi, Is there a way for a lead to directly unsubscirbe to emails and be routed to a "landing page" instead of the lead having to fill out another form?
Change Default Report Sort Order
Has anyone figured out how to change the default sort order of the reports? If you chose to sort AND group, it works as expected, but I cannot find where to sort WITHOUT grouping - ie, contacts by last name, without having to click the column header each
send email from cases module
Is it possible to send email from a case module? I have email templates I would like to be able to send from a case. Same way we can send emails to leads from the leads module.
My Zoho Story#3 - Hannah Eversole on Zoho, the need for remote collaboration, and adaptability in 2020
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. This interview features Hannah M Eversole, Global Strategy Analyst at Accurate Technologies Inc. Hannah is the driving force for Zoho in her company, implementing Zoho for various aspects of their business. Hannah also talks about the need for remote collaboration for businesses in 2020 and the solution offered by Zoho with its wide
Calendar - Word of the day #69
Plan your demos with prospects, calls with customers, training sessions, and just about anything sales-related using Zoho CRM's built-in calendar. You can use your group calendar to check a lot more than just your colleagues' availability to attend calls or meetings. Filter your colleagues based on territories and other relevant criteria when you have to pass on specific information. Call prospects directly from your calendar and avoid the hassle of searching for phone numbers. Turn a one-time event
Scoring Rules for Calls
In Zoho CRM Plus | Setup | Automation | Scoring Rules, I am trying to assign points for Call Activities. In the Leads database, I see a section named Calls. The only variable listed is "Missed" We have Ring Central integrated into Zoho. I want to add points to leads based on activities for calls. For example, if an outbound call lasts more that 2 minutes, I would like to add 2 points to the Lead. It appears that the best way to set this up is the Zoho Motivator tool. In Zoho CRM Plus, there doesn't
Zoho API C# Sample Code
Is there any C# Sample Code to working on Zoho Remote API for lead Generation insert/update/delete. Regards Shyam
Simple improvement for the deal page... potentially a huge time saver!
Hi, currently when viewing a deal, it shows the contact person. Can the mobile number be made so that it works with click to dial? I'm referring this this number here... .. can it function so that it works like clicking the phone icon here: It's going
Handshake mode
Hi, I was looking into this mode: https://help.zoho.com/portal/en/kb/desk/getting-started/home-interface/articles/ticket-queues-for-zoho-crm And it seems like handshake mode sort a contact as a customer base on the fact the contact has a won deal. This
Invoking Zoho Standalone Function as an API, but passing it parameters.
Hi everyone! So I've recently come around to appreciating how useful it is to be able to invoke functions as a rest api. I use a separate service where I run a Python script that invokes a Zoho function as an API. For those familiar with Python, I basically just use the requests library to make a post request, and pass the parameters as a dictionary, like so: requests.post(zoho_api_url, params = dictionary_of_params) In my zoho standalone function, I then build the params accordingly, creating them
'Events' module will now be renamed as 'Meetings' in the CRM mobile app
Hello All, We have now renamed the 'Events' module in the CRM app as 'Meetings' as it is often misinterpreted for user conferences, social occasions etc. This change is applicable to both iOS (v3.5.19) and Android (v3.4.8) app. You can download the app directly from the respective App/ Play store or using the links given below: App Store: https://apps.apple.com/in/app/zoho-crm-sales-marketing/id444908810 Play Store: https://play.google.com/store/apps/details?id=com.zoho.crm&hl=en_IN All
Custom Module - Word of the day #68
Zoho CRM comes with standard modules for Sales, Marketing, Customer Support and Inventory management etc. However, module requirements can vary widely from business to business. Custom modules give you the flexibility to create the niche solutions that maximize operational efficiency. With the Custom Modules functionality in Zoho CRM, you can develop new modules using built-in tools that need no programming skills. These custom modules can seamlessly integrate with core CRM modules and need not be
Dashboards
Hi Zoho team, Can i ask where I can click into and use dashboards? Since I can't find it on my home page...
Community Digest - June 2020
Announcements: We are elated to announce our most awaited features of 2020. Check out the posts below: Understand customers' expectations Offer a personalized selling experience Evaluate how your business processes are performing Improve work environment for your employees Here's a list of Zoho Marketplace releases: WeChat Pay, Bold BI and 4 more Zoho CRM extensions. Events module renamed as Meetings. The 'Need Help?' section inside the CRM profile page is revamped. Kaizen: Kaizen#34 - API Credits
I want to Clear rows in Subform
I want to Clear rows in Subform https://www.zoho.com/deluge/help/miscellaneous/clear-subform-rows.html What's wrong with this code? The console message is "Failed to save the function Error occurred while performing this action." response = zoho.crm.getRecordById("Deals", "1697425000011719081"); Event_Components.clear(); return(response);
Formula field: referencing to parent module's fields
Please advice on the following scenario: There are two custom modules created: Device, Subscription. Device-Subscription is child-parent relationship (subscription can have many devices): device has 'subscription' lookup field. Now for device module I need to add field that refers to subscription.'start date' field (just for convinience) In order to do this for device module I create field of formula type and set the following expression: ${Devices.Subscription.Start Date}. but the validation is
Is it possible to Share All Contacts, but hide All Emails attached to the Contact?
Is it possible to Share All Contacts, but hide All Emails attached to the Contact? If so, how?
Where are the field names for functions in CRM?
I'm admittedly a rookie at functions, but I am trying to confirm/modify field details in an existing function that's not working properly. I know there is a place in CRM where I can find the list of the system names of my fields. I thought it was under Modules>Fields adjacent to the related field labels, but I'm not seeing the list there anymore. Can anyone help? Thanks!
Questionnaires
Hi, I need to create questionnaires that I can send to potential clients and I wanted to know if that can be done in forms or surveys? Also, can that be used in flow to send when contact from from website is filled out? Than you!
How to remove from emails sent from Zoho CRM "via mailer3.zohocrm.eu "
Hello, I am looking for how to remove this information "via mailer3.zohocrm.eu " when I send an email from Zoho CRM to my leads with Gmail account? Many thanks
Reporting Emails tracked with Plugin-Outlook
I was guided towards the filter below as a way to report on emails sent using the Oulook Plug In. I get nothing back. Is there documentation on how to use the plug in to track emails?
Lead Conversion
My company only had deals with Customers through Accounts. More like Lead Prospects Accounts Deals. How can I accomplish this and still have tracking?
Linking Module - Word of the day #67
A linking module is one that serves as a junction between two modules associated with a multi-select lookup field. Each association between two modules (created via a multi-select lookup field) is created as a record in the linking module. Here's a knowledge base article on working with Linking Module. Previous 'Word of the Day': Multi-select Lookup Fields Next 'Word of the Day': Custom Module
How to Print Mailing Labels for Avery
I'm finding it very difficult to do the simple task of printing mailing labels to Avery sheets. I am on a Mac, so the Microsoft Office plug-in is useless. How do I print mailing labels for various configurations?? Thanks.
Info : null error after mapping to the owner
There is an error only after entering the owner name while updating/adding any record. If so, can someone kindly supply a script to accomplish this? And explain how to execute said script in Zoho CRM.I understand this may be asking a lot of the free community, but there are no custom variables involved here so I would imagine a "one script fits all" would apply. Thank you.
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