Kaizen #32 - Handling Custom Modules with Zoho CRM #API
Hello everyone! Welcome back to another post in the Kaizen series. This week we are going to dive deep in exploring the custom modules and the possible operations that you can perform in API with them. Zoho CRM offers more than ten standard modules for different purposes like Sales, Marketing, and so on. However, in some scenarios, they do not satisfy the requirements. In such cases, Zoho CRM lets you create custom modules to meet your business needs.. In this post, we will discuss the following
Sync to Google Sheet
I have third parties who require a running list of potentials in a certain stage. Data often changes with the potentials and I would like to establish a sync to a google sheet in order to keep the 3rd parties informed of updates. Unfortunately, reports does need meet the target I need. Is there a solution in Zoho to keep a sync of potentials with a Google sheet or even a Zoho sheet that could be published and shared? Thanks.
Sandbox - Word of the day #39
As your organization grows so does the complexity in your sales processes grow. At such a juncture, any small error in a process could have a domino effect. No organization can afford such a situation. To help overcome this hassle, Zoho CRM offers Sandbox, an environment to test your Zoho CRM settings before you can take it to your production setup. This way, you can feel much safer about the changes to your settings, as you can now test them, identify issues and fix them before you take them to
Twilio integration with Zoho CRM - Can Twilio be used to send mass SMS Blasts? As well as auto-save records from Twilio, receive webhooks from Twilio, etc.
My company is about to make a huge purchase involving Twilio. We're wondering the extent (and ease with which) this would integrate with Zoho CRM. We're also really eager to hear from other people who use Twilio as their primary means of messaging their Zoho contacts. Any helpful resources and other things of the like would be very welcome too.
Add email template into a campaign ..... can this be done??
I have created a campaign and have added my prospects to it. But now I would like to add my email template to it so that I can see on one screen all the information. Is this possible does anyone know, and if so how can i do it? TIA
Schedule call when email clicked but not with opt-out selected
Hi, With mass emailing I am wanting to create the follow-up action of "schedule a call" but not when they have selected the opt-out option. Is there any way to do this? Thanks
Introducing creation of records through workflows
Hello everyone, We have introduced an instant action in the Workflow rule called "create record". The action will allow you to create records in standard and custom modules. For example, you can define a rule to automatically create a record in the Deals module whenever the contact's status is pre-qualified. Supported modules: Record creation is supported in the Leads, Accounts, Contacts, and Deals modules. When can it be executed: The action can be executed on a record action and at a particular
Is it possible for Deluge code to do a merge from a Sales Order?
Is it possible for Deluge code to do a merge to a Zoho Document from a Sales Order
Updating contact/account info in Z. Sheets, the changes are not replicated
Hi, I'm trying to fix the contact/account data we have on CRM using the Zoho Sheet view, which works well, but I noticed that all the changes done are not replicated to Desk automatically. (if works if manually, I go on the Desk contact and hit the 'Update from CRM' button. How come it's not automatically replicating?
Email address not found. Unable to send email as the Sales doesn't contain Email address.
I have created a custom sales module. In this I have fields for 4x contacts from a sales lead. This gives me up to 4x email addresses. Always the first contact email is filled in. When I click on "Send Mail" it gives me error: Email address not found. Unable to send email as the Sales doesn't contain Email address. The contact email fields are set as email fields. Not sure how to solve this so I can email via Zoho?
Email Insights: Sharper insights for better emails.
In this day and age, communication needs to be quick, instant and effective. Among the many channels of communication we use, email still is one of the most cost effective and important ways of reaching out to prospects and contacts. However, just sending an email to a prospect and waiting for a response doesn't work anymore. When your emails are combined with context and analytics, you can write more powerful content and receive better responses from your prospects and contacts. Here's the gist
Tip#2: How to configure quick actions and access the records on the go?
Sales reps on the move would always like to access their routine work items easily, instead of going through multiple taps and clicks. Here is a tip that will help the reps do just that. In the Zoho CRM mobile app, we have the feature called 'App shortcuts' (Android) and '3D Touch' (iOS), using which you can set the quick actions that you carry out on a day to day basis and work with the app efficiently. Let's say, you are meeting a new lead, and if you would quickly like to create a record
Missing Condition Check in Workflow Rules
Hello, I have a Zoho Form serving as a website contact form. Among others, there is a mandatory multi-line field for a visitor's message which then syncs with CRM (Leads module). I want to set up a workflow rule for the Leads module to check that field for certain words. For some reason, the field does not come up in the list of conditions to check. It has other fields that I sync but not that one. What could be wrong? The business case is that sometimes visitors mention certain words that would
Possible to edit Potentials from a report?
In Zoho CRM, is there a way to edit Potentials directly from a View or Report? We'd like to show department managers a list of their current open Potentials and have them be able to quickly run down the list and edit each Potential's Stage directly from the list. Is this possible?
How: Duplicating CRM module structure (no data)
Hello, For another company, we want to use all the structure and layout (maybe workflow) of Leads, Contacts, Accounts / Vendirs, Deals, Activities. However we don't want the data to be copied. I thought about using an export or a back-up which I would import into the new Zoho CRM. But I see Data are also exported, which is not welcome. How can I export the structure to reimport it ? Of to mitigate, what should I do to have a minimum of data imported into the new CRM (which will be then delete) Any
Trying to update Multiselect
Hi, Trying to update multiselect values in a custom field in Accounts module - new values appear in new Account form but seem not to appear as values available for current accounts when editing - am I missing something here? Thanks, M
Congratulate the Zoho Community Rockstars!
Clock-wise from top: Pic 1: Kevin Flynn presenting at the Chicago ZUG meetup in May '18; Pic 2: Kevin Flynn receiving the Zoho Community top contributor award for 2018-19; Pic 3- Michael Trow presenting at the Atlanta ZUG meetup in Apr '18; Pic 4 - Michael Trow receiving the Zoho Community top contributor award for 2018-19. On behalf of Zoho Community, we’d like to recognize the contributions of our MVPs Michael Trow and Kevin Flynn for their outstanding contributions in CRM Forums. Michael Trow
Macro to Update Contact Address to Account Address
I would like to create a contacts macro where a contact's mailing and other addresses are updated to equal those of the account it is associated with. I understand the process and logic behind creating macros, I just need to know how to call the account addresses. I've attached a screenshot to show where I am in the process. I'd also like to know if there is a list that would show me, in general, how to call any CRM field for use in macros.
Import WITH duplicates?
Hello, i would like to import a List of products from an excel sheet. In this list, there are many products with an identical name, but different product-codes. Is it possible to NOT delete this "duplicates" when importing? Regards, Andreas
Convert contact to account
Can anyone tell me how to convert a contact to an account?
Macros - Word of the day #37
Macro is a feature that lets you execute a bunch of tasks for selected records quickly. Let's say you are required to call up a fresh set of leads every day. Once you are done with the call, you need to send them a standard email and update the lead status to "Contacted". And after that, you assign the leads to your colleague so he can take things further. Now you have 3 things to do in the CRM, send mail update field create task Instead of doing the same thing for every lead, you can create a "macro"
Tasks not being shown in Calendar
Hi Not sure if I am missing something here. I can set myself a task to schedule a phone call but I can not make it time dependant. I can schedule it for Friday but not a specific time. I also notice that this activity is not shown in the calendar as that only shows "Events" which I do not understand why? If I made the call an event it would show in the calendar, but a call is not an event. Also some calls you might want to schedule for a certain day without a specific time. This could not be
Member Accounts - parent child relationships in database - not displaying in Member Accounts section
Hello, The member accounts section for parent accounts do not display any data - even if detail view of the child account shows the parent account correctly. So it looks like the data is there - but Member accounts does not display any of the data. This happens both with imported parent-child accounts (salesforce.com import) and with newly created manual child accounts. Is this a bug as I noticed earlier queries on the forum mention this? Is there a workaround - ie can I create a report to show parent-child
De-duplicating contacts based on Firstname-Lastname
I need to deduplicate my Contacts based on First Name and Last Name (i.e. those Contacts which have the same firstname and the same lastname. There does not seem to be any way to do this - my choices seem to be limited to what you see in the screenshot. And yet I have a hard time believing that this is not possible... Does anyone know how to do this? Many thanks in advance
CRM - Weekly Grouping
I want to create a chart in CRM with dates that are grouped weekly. It only seems to give me the options of daily, monthly or yearly. Is there a way to do this from within CRM (so I can have live data) or do I need to use 3 hours old data in Analytics? Seems odd that weekly and quarterly aren't standard options.
Account that also is a lead
I have an online application that pushes all of the data to Account/Contact/Deal. The problem I am having is that there sometime is an open lead with that person. Is there a way, other than manually to check to see if it is a lead and convert that lead to Account? Or is there another work around? Here is my scenerio..... Today I did a webinar, zoho meeting pushed the registrants to leads.....hours after the webinar, one of the registrants went online and filled out our application, creating
API and Lead Conversion Mapping
I'm using the API/Zapier to convert a Lead based on a trigger. The lead conversion process is working however, it's not triggering the Lead Conversion Mapping, in that, it's not mapping fields from the Lead Module to the Deal/Potential module.
Neglected contacts - last contacted reports
Hi, I'd like to run a report that shows me my neglected leads, potentials, or contacts. The data to find should be [contact] (or lead or potential) who had their [last email sent] OR [last note] earlier than 60 days ago. I don't want to reconfigure the date manually each time, and ideally I can stick the report on the dashboard to give me an immediate overview. How can I do this? The workarounds I've found seem a bit clunky (manually updating a custom field with "last contacted" date", remembering
Add Record in Leads, but missing data
Hi all, I'm pushing a Leads record as json via the API. This is my request with some custom fields: { "data":[ { "Lead_Owner":null, "Salutation":null, "First_Name":"FirstName", "Title":null, "Last_Name":"LastName", "Company":null, "Lead_Source":null, "Industry":null, "Annual_Revenue":null, "Phone":null, "Mobile":null, "Fax":null, "Email":"test@myemail.com", "Secondary_Email":null,
Functions - Word of the day #36
Zoho CRM Functions help you to update the data in related CRM modules or third-party applications by executing simple program scripts. When a record matches the workflow criteria, the workflow engine automatically triggers the function and update the CRM records. With Functions, you can program scripts using Deluge Script (powered by Zoho Creator), associate them to workflow rules, and automate the business process. Here's a knowledge-base article on working with Functions. Check this webinar on
Filtering Multi select fields
We created several custom fields using the "multi select" field method. When we try to filter any one of these fields we do not get the drop-down of selections like you do in a "pick list" field. Currently our only way to filter is use "contains" and manually type some information into the window. This is problematic since several of our list entries have similar names but very different market segments.
create an event automatically
Hi everybody i have an agency of guide tourist and i adapt zoho to my necessity, the lead compile a form after i call him and i convert it in a potential client i create a quotation with the products (tour proposition) and i wait for the answer when i receive the positive answer i convert it in a sales order and in this moment i need to create also an event in the calendar. How i can do this? there is the possibility to automatically create it from the data of the sales order? i need of a calendar
unable to connect imap
I'm trying to configure the new Sales IN Box feature in ZOHO CRM. I've gone thru all the steps. I've added the SPF and DKIM keys and tested. I've got the right connection info to my server and account. When I try to complete the connection the page will say "Authenticating" for quite some time then finally says "Server Disconnect". I'm lost as to what to do next. Any help appreciated. Kerry
Daily workflow trigger
Is there any way to trigger a workflow daily? Right now, I only see the option of "Every Month" or "Every year". Should I be using another tool to do this? Thanks
Marketing/Sales Pipeline for Job Shop Manufacturer
We are a job shop metal manufacturer that deals mostly in; identifying > qualifying Leads > receiving RFQ's > Follow Up RFQ's > Win or Loss of RFQ. There isn't much room for negotiation. I'd like to find out how to edit the chart for both marketing AND sales so that our sales & marketing team can see how much Unrealized Opportunity (not yet realized as RFQ's - but like estimated annual metal spend) exist from our marketing efforts and then how those opportunities travel through a sales funnel
Why I RAN From Salesforce
I still remember in 2003 when I logged into Salesforce for the first time. I was already an avid Sugar Fan Boy at the time but knew there was a shift about to occur as the Engineering demand of Sugar was too much for a normal business. Who would have known just how right I was? For the next 16 years I would walk almost 100 companies into launching or integrating with Salesforce in some way. I probably was one of their largest sales producers they still have no clue of. But just like in 2003 I am
Related Lists Update for Notes and Everything Else
I don't understand this related lists update API. So reading this part it looks like the related module updates are limited to only "Campaigns - to - Leads, Contacts AND Products - to - Leads, Accounts,Contacts, Potentials, Price Books" So what about Notes, tasks, etc. and everything else that's related? When I try to do a PUT on /v2/Contacts/123/Notes it says incorrect module name. What am I doing wrong? Is there a standard way to change associations to ALL existing modules even though they have
Webhooks - Word of the day #35
Webhooks facilitates communication with third-party applications by sending instant web notifications every time an event occurs in Zoho CRM. With Webhooks, you can configure HTTP URLs and associate them in workflow rules to automate the entire notification process. For general information about Webhooks, please refer to webhooks.org. Here's a knowledge-base article on Webhooks workflow. Check this video on Webhooks in Zoho CRM by Nuanced IT. Previous 'Word of the Day': Field Updates Next 'Word of
Power of a Birthday Wish as Client Nurturing
I don't think I'll make a revelation by saying how heartwarming and personal it would be for a client, whether existing or potential, to receive a birthday wish. Zoho seems to have the means but I cannot find info on taking the full advantage of them. In my vision, I'd set an annual template congratulating the client, along with cute graphics, warm wishes, and a little gift of a discount or a freebie. It would cycle throughout the year on auto-pilot bt at the end of the year I'd refresh the template
Create a REAL lookup field
Is there a way to bring other information from a lookup field into a new record? I have a form called Site where I record the information about a Site I service. I also have a form called Work Order, where I find the Site in a Lookup Field that the Work Order is for. When I use the lookup field in the Work Order it does me no good since it doesn't bring across any of the other information from the Site record. Is there an easy way to get Zoho to carry other fields into a child form when you use
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