Update function from v1 to v2 if function install through the Plug-in
I wan to update the one of the Function added under Developer Space > Functions as a deprecation warning is getting displayed for the same. But I am seeing a message like "Sorry! You can not edit or delete this function as it has been installed through the Plug-in". Function name dre, there are 2 of it actually Thanks.
compatbility Zoho Campaigns and Zoho CRM APIS (identifiers)
Hello, I was considering to use a mix of Zoho CRM and Zoho Campaigns API calls to build a monitoring tools, but I see no easy way (unique identifier) to link a "Zoho Campaigns 'Camaigns' Entity" (refered by a "campaignkey") and a "Zoho CRM 'Campaigns' Entity" (refered by a zoho "id"). The only thing that seems in common, is the campaign name ... As it is not possible to easily retrieve (via API) a campaign by name... that would implies to crawl all campaigns on both side to merge afterwards, which
get info from user when using Button
Hi I'm trying to male an Send SMS button that open a dialog box and sends the message the user is writing. what do i need to do? tnx
Update the state of a blueprint from a separate blueprint
I have two blueprints active; one for the deals module to move deal records through our pipeline, and another for the quotes module. the way our business process flows, creating and sending quotes is a very early stage of a deal. My issue is: i have configured Field Updates to occur after certain Transitions in the "Quote" Blueprint. These Field Updates should change the Deal Stage in the Deals module. The deals module also has an active blueprint that uses the Deal stage as States. When the Field
ZohoOAuthException Caused by:'Exception while fetching access token from refresh token
Hi ! We are implementing ZohoCRM into our Laravel (5.7) application We are using ZohoCRM sdk and we are using database for persistence but when we use Sdk for more then 5 times it gave us error (which i included as screen shot) Because of lack of PHP SDK support and difficult to find any solution , there are no way or solution that can help us Below is the snippet's which we are using in order to make this issue fixed ZCRMRestClient::initialize(); $oAuthClient = ZohoOAuth::getClientInstance(); $grantToken
New in Zoho CRM: Zoho PhoneBridge
We are happy to announce Zoho CRM's Telephony Integration - Zoho PhoneBridge Zoho PhoneBridge helps you to connect your telephone systems (PBX) with Zoho CRM and allows you to interact with your CRM account during all your inbound and outbound calls. You can also capture all the details of the call by logging the call. The key features of this integration include the following: Manage inbound and outbound calls Log call details Single click dialing Associate existing CRM group users Manage call
Zoho CRM APi v2 not triggering workflows
I have noticed that the new implementation is not triggering workflows as the v1 API was. I am using the PHP SDK and the code: $trigger=array("workflow","approval","blueprint"); $responseIns = $record->create($trigger) but, while the record is created, the workflow does not run. Having looked at the forums it appears a few people had similar problems, but I'm not sure what the resolution was.
How to add lookup fields and Multiselect field with PHP API
Hi I'm developing a integration to send leads to Zoho CRM through the API. I'm having problems with the lookup and multiselect fields. I'm using this code to set the multiselect value: $specialFormat = json_encode(array($movingPriority)); $record->setFieldValue("Prioridad_de_Mudanza",$specialFormat); But I'm getting the following error: Details:{"expected_data_type":"jsonarray","api_name":"Prioridad_de_Mudanza"} And regarding the lookup fields, we are using the following code: $inmuebleInfo = array();
SearchByCriteria in V2 API not returning all records
We have used your SDK to convert from V1 to V2 API calls. We are testing the conversion and have noticed that SearchByCriteria does NOT return all expected records. Here are a couple examples: This search only returns 4 records while it should return 13: GET https://www.zohoapis.com/crm/v2/Sales_Orders/search?criteria=((Subject:starts_with:Wendy))&page=1&per_page=200 This search returns 0 records and should return 1 by the Sales_Order_NO GET https://www.zohoapis.com/crm/v2/Sales_Orders/search?criteria=((Sales_Order_No:starts_with:SO106883))&page=1&per_page=200
How to retrieve deleted leads?
Can deleted leads be reviewed or even retrieved?
get field value from lookup module
Hi, i've created a custom filed called "percentage" on module Customers and a custom module "CustomeModule1" with a lookup field to module Customers. On this custom module there is a data entry field "value1" and another field called "value2" which should to be the percentage of field "value1" where the percentage number is coming from the lookup field on customers module. Where and how do i make the calculation, on the UI or during record submit ? Can you provide an example ? Thank you
CRM Data Backup - list of field descriptions / clarification
Hello, is there any documentation on the fields within the backup download files? Some fields are very clear and obvious, however some less-so. eg there is a "LAST_ACTION" field that contains a number. I'm assuming the number represents the type of last action but I'm not sure what these are. It would be useful if the fields file contained short description, especially the less-obvious fields. Thanks
Relating Contacts
Hello and Happy TG! I know that I am able to create related contacts but I would like the ability to define the contact role on the add contact page. Here's the use case: All of our customers are converted from leads to contacts and about half of our customers have spouses. There is no declarative way (that I'm aware of) to take the data that we capture on the lead for Spouse Name and Spouse Email and map those values to a new and related contact to the primary contact. When an agent converts
Deleting emails in Outlook makes them no longer viewable in Zoho CRM
When I delete an email in Outlook, it makes the email no longer viewable in the Contact record in ZohoCRM. I do not want to leave tons of emails in my Outlook inbox. How do I delete them without them being removed from my ZohoCRM contact record? I am using IMAP, in case that makes a difference.
Add Monthly sales data to CRM
I am looking for a way that I can upload monthly sales totals to CRM and be able to run reports, sort, etc.. is this possible? Would I create a new module to upload into? Ideally, I would also like to trigger things based on the numbers as well. Any ideas are much appreciated!
Problem to create a task related with lead
I'm using the zohocrm php sdk for API v2, I try create a tasks with a lead.I'm using the zohocrm php sdk for API v2. I tried to create a task with a lead This is the code: Owner' => 'ID', 'Subject' => 'asunto', '$se_module' => 'LEADS', 'Who_Id' => 'LEAD ID, 'Status' => 'En progreso', 'Solicitante' => 'Email', 'Coordinador_del_solicitante' => 'email', 'Coordinador_del_due_o_de_la_persona' => 'email', 'Gerente' => 'email', 'Priority' => 'Alta', 'Description' => 'description', 'Send_Notification_Email'
How do I make the GDPR Compliance available for the Deal's module? At the moment its only showing Leads and Contacts.
In the section that says "Enable GDPR compliance for modules" I noticed that the module I'm integrating with Jotform is not listed on the available options. Therefore GDPR doesn't apply for the module I'm linking my form with. The module happens to be a deal and the available GDPR compliance for modules are only leads and contacts. As a result the data from the form is pulling through to zoho crm on my Deals module. please help!
Recurring Events not syncing with Google Apps calendar
Hello Zoho team I believe this is a long term issue which is not yet fixed? As you can imagine, we use google apps calendar for work and have sync enabled with Zoho but I cannot see the recurring events, for us.......this is critical to schedule repeat jobs... can you please provide an update. Thanks Sunil
Share only one contact or lead with other users
Hi, I am new to Zoho and I'm trying to set up the users and permissions. We have multiple sales persons and we want them to have access to their own data only. From my understanding I have to set leads, contacts, deals... as private. But as the sales progress into the sales pipeline, we want the engineers to have access to some contacts to start working on a solution. Ideally the salesperson would share the contact with the engineer team whenever he/she needs. Is it something possible? Thanks
Import into Leads is not appearing.
I am trying to import contacts from another CRM into Leads. All required fields have mapped properly and the import widget is showing that the import has completed successfully. Yet when I go into Leads I cannot see any of the new imports. I have tried refreshing the browser and clearing out the recycle bin, just in case some of the records where already in the recycle bin. I am now stuck with only 86 out of 3000 leads showing in CRM.
Clear data in module
Hi, I would like to remove all records in database related to modules: invoice, sales orders and products. Reason of this query its move all data to zoho invneotry and zoho books. But here I've got a issue, from my side I can remove it only using mass delete. In my database its round 1 000 000 records to delete, so its will be take a lot of time. So my question its: Its possible to make any other action to remove this records?
Checklists not showing as related list but shows in edit view
Hello, I have created a custom object called 'Bookings' and in the setup area I can see a related list named 'Checklists' but when in the regular user area this does not show as a related list. Does anybody know why? Thanks, Marie
Add reminder when creating a Task with aa custom function.
I have function which creates task in Zoho Crm, I want to fill the reminder field but I'm just not able to do it, here's the code: UpdateActivity = Map(); Contact = SMSHist.get("smsmagic4__Contact"); UpdateActivity.put("Description","NEW SMS FROM " + Contact.get("name") + ":" + SMSHist.get("smsmagic4__Text")); UpdateActivity.put("Send_Notification_Email",true); UpdateActivity.put("$state","save"); UpdateActivity.put("$process_flow",true); UpdateActivity.put("$approved",true); UpdateActivity.put("Remind_At",{"ALARM":"FREQ=NONE;ACTION=POPUP;TRIGGER=DATE-TIME:"
How Can I Update Task Reminder Date in Custom Function
Hello everyone, I wrote a function for to update task reminder date but I got issue. How should I fix. Should I add which parameters? Do you have any idea? updateRemind_At = zoho.crm.updateRecord("Tasks",taskid,{"Remind_At":now.toString("yyyy-MM-dd","Turkey")}); This code is working successfully. updateDueDate = zoho.crm.updateRecord("Tasks",taskid,{"Due_Date":now.toString("yyyy-MM-dd","Turkey")});
Insert picklistvalue from API
Hi! Are there any functions on the rest api to insert picklistvalues into fields? There are a method AddPicklistValue() on the ZCRMField class but I am not sure how to use it. I am using C# SDK by the way. // Regards Tomas
How can I get data related using api version 2?
I need to obtain the related data of an account to get their contacts, I am using the node js sdk but there is no documentation of that part, I am using version 2 of the api.
Get record api V1 vs V2 not same data
Hi. On Api V1, function getRecordById get all fields of form data and some relational data: }, { "val": "Account Name", "content": "RESTAURANT DOPA BCN, S.L." }, { "val": "PARENTACCOUNTID", "content": "1945000004723108" }, { "val": "Parent Account", "content": "GRUPO EL PINTXO" }, { "val": "Account Type", "content": "Cliente de Distribuidor" }, In a V2 API this param not found and I need this to work. How retrieve this relation (Parent and Child relations) Thanks.
V1 API deprecation message on login
When i login to crm, i get this message. I migrated token generation(server-side app) to V2 this week and this message is still showing. Where can i find what else am I using from V1 API? Attention:Usage of deprecated V1 API found Your organization is still using the deprecated V1 API and it will stop working from Jan 1 , 2020.
Dynamically populate AMOUNT with sum of Products
Hello, How can I make the AMOUNT field automatically show the sum of the Products? If a given Potential has 3 products at $100 each, I would like the AMOUNT to be $300 without having to type it manually. Regards
Kaizen #10 - Search Records API and Query API
Hello everyone! Welcome back to this week's Kaizen post! In this post, we will discuss the Query API and the Search Records API, and when you should use them. Query API The Query API allows you to query the records using the CRM Object Query Language(COQL). COQL is based on the SQL syntax and uses the SELECT statement in the query to fetch records. When should you use the Query API? When you want to use DB comparators such as =, >, <, >=, <=, is null, is not null, between, not in, like, and not like
how can i find duplicated leads and contacts
hi i have a few duplicated leads that are also in the contacst module. is there a way to fint the duplicated records? tnx
Accounts and Layouts; what am I missing
I am an attorney doing multiple practice areas (such as bankruptcy, criminal, family). I can create a layout for each of the practice areas but doing so does not increase the amount of fields that I have available. What is a workaround to this? With each practice area, I can make use of the maximum number of fields. In other words, if the maximum number of fields is 100, I could make use of 100 fields for each practice area.
Automated follow ups to non responders
When a lead comes in, i have a workflow that triggers an initial email to schedule a meeting. If the lead does not respond, are here behavior triggers i can use to send additional follow up emails at various times?
custom email address in Campaign
Is there any way to send Campaign emails from a custom email address? Or every time, the main email address of the Campaign owner will be used? If so, maybe there's a way to add a secondary address to a user for the purpose of the mailing? There was a situation when our main domain has been added to a public spam list (because of CRM mailings) and emails outside the Campaign were been bounced from our clients servers.
How can I insert a row into a subform using API V2 and PHP SDK
Looking at the V2 documentation on subforms, I do not see any documentations about how to insert rows into a subform using the PHP SDK. ie: https://www.zoho.com/crm/developer/docs/api/insert-subforms.html How would I go about doing that? I have tried something like this with no success, where "Debt_Matrix" is my subform: $zcrmRecordIns = ZCRMRecord::getInstance("Contacts", $contactId); $zcrmRecordIns->setFieldValue("Debt_Matrix", [ [ 'Priority' => 1, 'Creditor' => 'Creditor',
Add Products in Vendors Related List via Custom Function
Hi Team - I have this custom function that pulls information from our Bills custom module. rec_bill = zoho.crm.getRecordById("Bills",billid); bill_prod = rec_bill.get("Product_Name"); bill_prod_id = bill_prod.get("id"); bill_vendor = rec_bill.get("Vendor_Name"); bill_vendor_id = bill_vendor.get("id"); mp = Map(); mp.put("Products",bill_prod_id); update = zoho.crm.updateRelatedRecord("Products",bill_prod_id,"Vendors",bill_vendor_id,mp); info billid; info update; What I need to accomplish is to put
Not able to fetch data from https://www.zohoapis.com/crm/v2/org when access token generated from https://accounts.zoho.eu/oauth/v2/token
We have a client id registered in https://accounts.zoho.com/developerconsole. Now configured that client id Multi-DC enabled for EU. So with the Client Secret for EU, we can generate the access token using following API. https://accounts.zoho.eu/oauth/v2/token But with this generated access token, when we are trying to fetch organization information using following API, it is giving message UNAUTHORIZED (HTTP ERROR CODE : 401) https://www.zohoapis.com/crm/v2/org But If we try to fetch the organization
I can’t get the Contacts data in the sandbox.
With these settings, I get records from the live account private $configuration = [ 'client_id' => '1000.AAA', 'client_secret' => 'BBB', 'redirect_uri' => 'CCC', 'currentUserEmail' => 'DDD', 'token_persistence_path' => './', ]; $contacts = ZCRMModule::getInstance("Contacts")->getRecords(); Result: array of Contacts. With these settings, I do not get records from the sandbox private $configuration = [ 'client_id' => '1000.AAA',
CRM Invalid data
I am trying to get potential data in CRM, but am getting below error. "{"code":"INVALID_DATA","details":{},"message":"the relation name given seems to be invalid","status":"error"} " Please find PHP curl request given below, $code = (isset($_REQUEST['code'])) ? $_REQUEST['code'] : ""; $client_id = "xxxxxxxxxxxx"; $client_secrect = "xxxxxxxxxxxxxx"; $uri = "http://localhost/zohoapi/apitest.php"; ?> <a href="https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.modules.all&client_id=<?php echo $client_id; ?>&response_type=code&access_type=offline&redirect_uri=<?php echo $uri; ?>">Get access Token</a>
Java SDK 1.0.6 vs 2.0.1
Hello All, We've been using the 1.0.6 version of the Java SDK and just noticed the 2.0.1 version is available. I know the 1.0 Rest API is being deprecated at the of the month but does this apply to this SDK as well? Will we need to move to the 2.0.1 version of the SDK before the end of the month?
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