Proper format for self client scopes
Hi, I'm running in to an error when trying to create a Self Client grant token with the modules.all scope. How do I properly specify modules.all? Both zohocrm.modules.all and modules.all are throwing a 'Enter a valid scope' error for me. When i enter aaaserver.profile.read on it's own, it works ok.
Set an upload field to be mandatory
Hi all, are there any solution to set an upload field to be mandatory. My use case is: In the Account module, Account Status is Open/Active and a upload field. I want that when I change Account Status from Open to Active the upload field should be mandatory. Or, if I upload a file into upload field, status from Open can be autocratically update to Active. Tks, Thuong Nguyen
Touch point scoring in deals
Hello everybody, I'm trying to add some automated scoring into our system. For some reason it works a treat in Leads, and Contacts but I've got nothing for Touch Point scoring in our Deals... Have i missed something simple? Also is there anyway to carry the points over from Leads to Deals? Many thanks in advance... I've been scratching the ol' noggin a while over this one
Making a zoho.crm.updaterecord function work even if a few values in the passed map are of the wrong type.
Basically what I'm asking for is whether there's some mechanism of exception handling. Let's say we have the following key:value mappings: values = {key1: value1, key2:value2, ... ... }; And then we run the function: zoho.crm.updateRecord("Module",ModuleId,values); In case one of the values in the passed parameter ends up causing the script to bug, or not run, is it possible for it to update the records which were not causing any issues? I'm trying to debug one problem that's causing one of my scripts
Zoho Users in Brisbane or Gold Coast
Hi, We are looking at moving from Netsuite to Zoho One. Are there any users of Zoho One in Brisbane or the Gold Coast that wouldn't mind us coming to have a look at how you are using it for your business? -Pros & cons -Issues that you encountered -What platform you are using for an ecommerce website? Thank you. Your help will be greatly appreciated
Send SMS via Zoho CRM
Hi, I want to send SMS to contacts and leads (not necessary via WF); I only need a button to send SMS to leads/contacts. I installed SMSGlobal extension; I did some tests, but all failed. Any experience with this extension? Anyone know the steps in order to send an SMS via ZCRM using this extension? Best regards,
Introducing WeChat Pay, Bold BI and 4 more Zoho CRM extensions
Zoho Marketplace releases WeChat Pay along with 5 other Extensions for Zoho CRM. Here's a list of new releases for Zoho CRM, May 2020. Get more from your Zoho products with extensions from Zoho Marketplace. WeChat Pay for Zoho CRM Receive payments through
Pandadoc - Zoho Extension is not available for your region.
Hi there, I am trialling both Zoho and Pandadoc at present and just tried to link them. This error message has come up. We are in New Zealand and have a zoho.com.au. profile. Can you please confirm this is indeed correct and it is zoned to certain regions? It's a dealbreaker for one of the two platforms if they can't link so hopefully there is a workaround. Thanks.
How can I create a Sum of Scores to the DEALS and make it appear into a field of a COMPANY?
I want to assign to each DEAL a Score (even manually) and I would like to visualize the sum of this score (so, the sum of the score of each DEAL of the same Company) in a field of a COMPANY. How can I do it? :) Thanks
[PHP SDK] Can't add url
Hello I am trying to add url using PHP SDK. Field type: URL I do like this $lead->setFieldValue("Field_Name", "https://google.com"); I get exception like this: ["exceptionCode":"zcrmsdk\crm\exception\ZCRMException":private]=> string(12) "INVALID_DATA" ["exceptionDetails":"zcrmsdk\crm\exception\ZCRMException":private]=> array(2) { ["expected_data_type"]=> string(7) "website" ["api_name"]=> string(14) "Field_Name" } Seems like data type is incorrect, but https://google.com is website, isn't it?
API Developer needed for one way integration from Appointment Plus
Hi, We are looking for an Experienced API developer. Our studio scheduling software is Appointments Plus. We want to start the transaction and contact information in Appointments Plus and have it create a contact and pass the contact, schedule and transaction information to Zoho CRM to keep all customer information in one location. Both products have an API and I think it is just a matter of mapping the fields. We want to do this integration as soon as possible. David Mayne Rock n Roll Fantasy
Empower sales reps to sell with Zoho CRM, now with iOS 13 experience
Hello iOS CRM mobile app users, iOS 13 is here and we are thrilled to announce about the new features in the latest version of the Zoho CRM app. I hope you are as excited as we are! Below are the features that are supported in the latest update of the app: Dark Mode: This has been a long time coming. For all the users who love to burn the mid-night oil, we are now turning off the lights and rolling out the 'Dark theme' in the mobile app. You can enable Dark theme in the mobile app by following
Adding Roles & Priveleges
Hello Zoho Support Is there a way to have a role other than CEO as Super Admin? Our corporate CEO would not be interested nor does he have the time to manage the CRM. We need this to be under our COO / CTO. How can we do this? We need to mitigate legal risk by not having employees use the CEO designation as we do financial activities. Thank you! Michele
how to create workflow rule based on notes content
how to create workflow rules based on notes content created and edited
Remove "Zoho CRM - Report Scheduler" from subject
Hi, is it possible to globally disable this text from appearing in the subject line of scheduled report emails?
There is a way of convert sale order to invoice in crm like on zoho books
Hi, I want to convert sale order to invoice with an http request and I only find guides to make it with zoho books. There is a way to make it calling the api of https://www.zohoapis.com/crm/v2/ or that exist only on the api of zoho books? Thanks in advance.
Say goodbye to monotony in sales. Say hello to automation.
In many organizations, a large portion of a salesperson's time is spent on routine administrative activities rather than on sales or customer interactions. This work often consists of sending follow-up emails, creating task lists, and filling out paperwork. While each of these routine activities plays a crucial role in your sales process as a whole when carried out manually, they can become a bottleneck to achieving your sales targets. This, in turn, results in process delays and demotivation. If
API calls between 2 differents Zoho CRM
Hi, Our company manage everything throught Zoho CRM. One of our suppliers use Zoho CRM as well. Now we're sending all new informations to the suppliers via google sheets and emails. We were wondering instead if it was possible to simply calls via API the informations needed and it's both between Accounts modules! We put in place an email parser, which is fine for creating a new account, but we're quickly going back to emails and google sheets when informations updates needs to be shared... How can
Introducing the "CRM Admin Chat Room" — An exclusive space for you to discuss instrumental sales concepts with experts and peers.
"Curiosity is the wick in the candle of learning" , as you may already know, is a very popular quote by William Arthur Ward. Children, for instance, are inherently curious, aren't they? — "Why is the sky blue?" "How do planes fly?" "Why am I short?" They
Gamescope - Word of the day #48
Gamescope in Zoho CRM is designed with the sole aim of making sales more fun and exciting for your sales teams. This is achieved in two ways - by letting sales people compete with one another and also with oneself. Here's a knowledge-base article on setting up Gamescope. Check this quick video: Previous 'Word of the Day': Canvas Next 'Word of the Day': Scoring Rules
Zoho CRM Error message #1: Fixing [ Server Disconnect ] or [ Connect Error ] while configuring IMAP.
Error messages need no introduction. Software applications work based on a certain logic and you encounter an error message whenever the process deviates from the set logic. In this new series, we will be addressing some of the common error messages encountered in Zoho CRM and how to fix them on your own. There are couple of error messages that you might encounter while configuring IMAP within Zoho CRM. [Server Disconnect] error when the server fails to establish connection with the ports [Connection
insertCSV - Blank Fields
I am writing a bunch of CRM fields in to a CSV using the insertCSV function. My issue is if the field is blank. Instead of inserting nothing, it inserts the word "null". I've tried using zoho.sheet.replace(sheetid,"worksheet","null","") but this gives me an error - it doesn't like replacing with "". Is there a way to insert nothing if the field is blank? Any thoughts?
convert a contact into a lead?
is there a way I can convert a contact into a lead? My leads and potential are different things so I can't just convert it into a potential - it needs to convert in to a lead... How is this done since it is not an option in the "quick actions"?
API: Field Meta Data - no result for "Approvals"
Hi there, I just tried to use the meta data api to retrieve the list of fields from "Approvals". However the response is just nothing. My requests work with ALL other modules, but this fails: https://www.zohoapis.eu/crm/v2/settings/fields?module=Approvals Why? Further I recognized, that the field Meta Data for "Activities" return multiple times a field "Tag" Why?
Links from Excel to Zoho CRM don't work?
I've created an Excel sheet (based on exporting a Zoho report) and one column of the report is intended to be clickable links directly to the Potentials in the report. The links use the Excel HYPERLINK() formula and are of the format: https://crm.zoho.com/crm/org123456789/tab/Potentials/2023177000012345678 Clicking on the link in Excel somehow redirects me to zoho.com/crm. Copying and pasting the link into the browser manually takes me directly to the Potential. This behavior occurs no matter which
How to create a contact funnel report per Marketing campaign showing different lifecycle stages?
I'm trying to build a report that shows me: the number of MQLs/Leads the number of Sales Accepted Leads/SQLs the number of Opportunities the number of Closed Won deals That includes all leads and contacts within a campaign in Zoho. Ideally I would also like to divide this between prospects and customers. Can anyone help at all? Thanks! Hannah
Canvas - Word of the day #47
Canvas View in Zoho CRM lets you sculpt an exclusively personalized view of your CRM records. You can customize the way the records are displayed depending on your business needs. You can use canvas to add record images for better identification, use custom buttons for representing the fields, use specific font style or size, change the alignment of field types, group similar field types, and much more. In other words, you can completely refurbish the way your CRM records are displayed per your choice.
Best solution for inputting a dictionary/map object as a CRM variable.
What I have in mind is to create a dictionary/map object that assigns a 15 digit code to all numbers from 1-1000. Essentially, I'm going to use the "number" of a record to assign it one of these 15 digit codes. I.e. let's say my dictionary looks like so: barcodes_map = { 1: "XXXXXXXX", 2: "XXXXXXXY", 3: "XXXXXXYZ", etc } You get the point. I'm just mapping all integers from 1-1000 to a code. The purpose of this is that when a record is created, I should be able to invoke a workflow that takes
Workflows, create entry
Good day, I have the following problem. We record data via Zoho Forms. This data is transferred to our CRMPlus via a Zoho Forms integration. We have created a new module for the recording of the data. All data from the form are stored there as a new entry. Now my concern: I would like to create new data records using workflow rules and link them together. So far we have managed to create new data records in other modules. What we are not able to do, however, is to link them together. Example: If
Zoho CRM & Wordpress
Once We Stored Data On Zoho CRM Software. can we fetch data stored on crm software through wordpress website. how it can be done??
Workflow rule not being triggered
I have a custom function for my Quote module that creates a discount total from individual line items discount values and puts it back into a field in the record - and is then printed out on the quote. If I run it manually from the function editor - copying and pasting the Quote ID when prompted, the function executes just fine. So I created a workflow which calls the function whenever any quote is created or edited. The function gets called (I checked on the quote's timeline), but the field is
Best way to associate membership to Accounts/Contacts
We are a community, where we sell paid memberships. Here are the membership tiers. 1. Individual Membership - Entry level. As a membership - they get access to 1 backstage event. 2. Individual membership - Advanced level. As a membership - they get access to 3 backstage events. 3. Organizational Membership - For 5 employees. As a membership - they get access to 5 backstage events that can be shared in 5 people. 4. Organizational Membership - All employees. As a member, they get access to 10 backstage
Java & Notification API
Are there any working examples of how to work with the Notification API https://www.zoho.com/crm/developer/docs/api/notifications/overview.html Does the Java-SDK-2.0.5 support this functionality?
Community Digest - May 2020
Announcements: Introducing a new instant action in the Workflow rule - Create record. Check out the new field to upload gallery of photos - Image upload field. Updated org-specific OAuth2.0 Tokens flow for Zoho CRM. Remote Sales Office, a team collaboration toolkit - Zoho Cliq, Zoho Meeting, and Zoho ShowTime integrates with Zoho CRM in a single package. Kaizen: Kaizen #29 - Parameters in Zoho CRM APIs [Part 1/2] Kaizen #30 - Parameters in Zoho CRM APIs [Part 2/2] Kaizen #31 - Subforms #API Kaizen
Updation of Address field in CRM Lead Module
Hi Team, I like to use function for already created data for leads where wants to update address into upper case. For new records, custom function able to make it. However unable to do it for old records. Function should automatically sync with server and update it Users will not update each record manually as data quantam is high. Please suggest for the same.
Web Forms - Word of the day #46
Web forms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of data from websites into Zoho CRM. Here's a knowledge-base article on working with Web Forms Check this video on Web Forms. Previous 'Word of the Day': Audit Logs Next 'Word of the Day': Canvas
Running custom button on multiple records, and working with multiple fields from those records.
We recently made a custom button to apply a function to multiple records. At first we ran into some hiccups making it, because selecting multiple records would pass in all their values as a string, but we figured out how to fix it, by doing the following: name_list = names.toList("III"); After delimiting the names using pipes, we were then able to loop over the names of the list into an array. However, my question is how to deal with it when I'm taking multiple fields from the selected records.
How can I link Task from CRM to a Task in Zoho project using deluge
I am having a small well not small a big issue in linking the Task information with the Task in Zoho Projects using the deluge in custom function when I execute the script it creates the Task as is intended to be, but when I check the Activity module under CRM account, it is not there as it is linked with the zoho project task and I have to maunally go and create the task from zoho project. Can anyone help please to make the Link automatically?
ADD CUSTOM MODULE RECORD TO ACCOUNT AUTOMATICALLY.
Hi, i am having problem linking Account record with a custom module record. I created a module named Therapist whose record will be linked to an Account automatically. In the module Account, i created a related list item Therapist as a multiplelookup field. I can update its record manually but not automatically. I tried using API to update Account with passed it param containing Therapist ID but related list didn't change. Then, i tried linking API https://sandbox.zohoapis.com/crm/v2/Accounts/Account_id/Therapists/Therapist_Id
User Access Permission - Do Not Allow Creation of Account from Deals Module
We need a way to prevent a user creating an Account from the Deal module (we renamed this Opportunity in our system). We have sales managers who will create the Deal and it's mandatory that they link an "Account" to the Deal. Currently in Zoho the user can type in the name of the account and if it's there they can select. HOWEVER... if it's not there and they type in a name Zoho will automatically create the account. Zoho says it will create an account and so the sales person thinks this is
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