MailChimp Campaign Integration
How can this work with ZOHO. I can't make it work!
Functionality of "Map Dependency Fields" required for second picklist of over 500 entries (2,000 entries)
Hi all, I've discovered that the "Map Dependency Fields" feature has an upper limit of 500 records in the picklist! My picklist has just under 2,000 entries in it so the question is how do I achieve the same functionality when the "picklist" has more than 500 entries? I'm assuming I need to use the Lookup field instead but I don't know how to limit the results. The scenario is that the first picklist has a list of countries (less than 50 in this example). The second picklist/lookup needs to only
Create a lead from PHP API gives an error: 4401Unable to populate data, please check if mandatory value is entered correctly.
Hello, I'm getting this error: 4401Unable to populate data, please check if mandatory value is entered correctly. And I'm sure, that i passed all mandatory variables. This is my query: https://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&authtoken=xxxxxxx&scope=crmapi&xmlData=%3CLeads%3E%3Crow+no%3D%221%22%3E%3CFL+val%3D%22Company%22%3Efsfds%3C%2FFL%3E%3CFL+val%3D%22Email%22%3Edavid%40domain.es%3C%2FFL%3E%3CFL+val%3D%22First_Name%22%3EDavid%3C%2FFL%3E%3CFL+val%3D%22Last_Name%22%3EDavid%3C%2FFL%3E%3CFL+val%3D%22Mobile%22%3E669904426%3C%2FFL%3E%3C%2Frow%3E%3C%2FLeads%3E
Send email using zoho crm API
How do I send a email to a lead using Zoho CRM API? also a side question that might be related to this - what's the <FL val="Send Notification Email">True</FL> from here: https://zohocrmapi.wiki.zoho.com/insertRecords-Method.html#Events can it be used for automatic sending out an email when a new Lead is added? Thanks.
CRM - Account Pick List Autopopulate in Quote
Hi All. We are considering Zoho One. Currently using Dynamics 365. I have been tasked to evaluate Zoho CRM from the Lead Stage through to the Order Stage. We have about 500 Accounts throughout the world and 2000 Contacts belonging to the Accounts. In Accounts we've established a pick list of a variety of standardized "Payment Terms". So that the Payment Terms for that specific Account are established at the Account level when the Account is established in Zoho CRM. We are looking for a way to have
Zia Prediction not Appearing for Deals
Hi Team 0- I have Zia Predictions enabled for Deals. All conditions have been met but I still do not see any Zia Predictions for our Deals. Any suggestions on how to make Zia Predictions appear?
Zoho CRM for our Logistics Team
Hi Team - just want to pick your brains if this is feasible in Zoho CRM. I have managed to integrate almost all our business processes in Zoho CRM except for our delivery/logistics team. What we want is for all Deals on the For Delivery stage to be manually scheduled for delivery by our Admn/Logistics supervisor. I am thinking of just creating events for those Deals and then have our Delivery team check in for those events once they deliver the products. I also thought of creating a custom module
Training for the manager
Hello, I partially familiarized myself with the information on your the CRM website, but there is a lot of information ) I could not immediately learn everything) and have a question and I will be grateful for the answer: we plan to connect CRM to the site (the store section is being developed here https://peaceofmindschool.com/), but the manager does not have experience in CRM work. As far as I understand from the site - you have such training, tell me what its cost and what it represents Thanks)
How do i produce a chart that shows 1 company sales vs the full company sales?
Id really like to see what revenue a account brings in comparison to the full sales for that year. Id like to see what % of sales that customer brings, but i cant see how to do this?
How do i link a Dashboard for a certain customer to the Account?
I'd really like to have a link under the specific account ABC Ltd for example and this link go direct to the customer dashboard i have created. Can you link the 2 together? Thanks
ZOHO CRM SDK returning currentUserEmail is not passed even when value is passed.
Hi, I am trying to use the Zoho CRM SDK c# for accessing the Zoho API from our application. I have passed the configuration details as shown below and receive a error message stating that Given User not found in configuration, Please assist in providing a response. Note - that i have masked the values in the below configuration. The actual values are entered correctly as they have been setup as part of client id creation. Dictionary<string, string> config = new Dictionary<string, string>()
Zoho Docs & WorkDrive
Hi, I've just been having a look at Zoho WorkDrive and it looks very nice but have a few Docs related questions. Is WorkDrive replacing Docs? Is the really nice WorkDrive interface coming to Docs? Is there a way to transfer all my Docs files (inc writer/show/sheets files) & folder structure over to WorkDrive? I have 40GB+ and don't want to download and upload ;) Really love the thumbnail view on WorkDrive... I can see the images without previewing :) Rgds Jon
Overwritten Lead Sources
Hello, At some point, I believe I may have overwritten the original values from within the Lead Source standard field. For example, let's say an original value for Lead Source was Partner and I overwrote that value to Web Form: Now, when I receive leads from a webform via Zapier and specify the lead type = Web Form, the result I get for Lead Source when the lead posts into Zoho is Partner - not web form. Unfortunately, I can find no way to repair this issue. Any thoughts?
Zapier Integration - Datetime field pulling month value for minutes
I have an integration setup between Zapier and Zoho CRM using the new API. When creating an event entry, I pass a value for the start date/time formatted as: 2019-12-15T15:30:00-06:00 However, the Data Out is: 2019-12-15T15:12:00-06:00 It appears that the Month value is being passed to the minutes value. When I changed the test date to a November date the minutes get changed to '11' instead of '12' as shown in the example above.
Note Attachment - DownloadAttachment() receive Empty ResponseJSON
Hello, I'm trying to get an attachment from Notes Record using c# sdk. The problem is that I get an empty response even if attachment exists. Please see the code below: 1. First I get the "Note" instance. ZCRMRecord recordIns = ZCRMRecord.GetInstance("Notes", {_note_ID_}); 2. get The attachment - try to download attachment FileAPIResponse response = recordIns.DownloadAttachment({_attachment_ID_}); 3. received: {STATUS_CODE=OK,RESPONSE_JSON=,RESPONSE_HEADERS=X-RATELIMIT-LIMIT=0;X-RATELIMIT-
Email Notifications for CRM and Knowledge Base
I think it would be a great idea to send out email notifications (as it is with tickets) for new Knowledge Base articles and new notes added in CRM. This new feature has the potential to increase business efficiency by creating another avenue for communication within a company. Ideally, an administrative user should have the ability to choose what email addresses receive these notifications.
is there a demand for sending whatsapp messages directly from the zoho crm?
I'm making a script that sends messages from a whatsapp number to contacts or leads. someone needs that too?
Update lead source for converted lead
How can I update the lead source for converted leads (contact)? I am looking at the Analytics-Sales Funnel, and I can see that there are leads converted to contacts that do not have a source lead. I am trying to correct them so we can use properly track (btw, we just standardized our lead source so the data is messy). I tried updating the lead source manually in the contact modules, however, it does not reflect on the reports. Is this possible? Thank you!
Testing ZOHO CRM API on different organizations / datacenters
Hello, we have developed an integration of our call center service CloudTalk with ZOHO CRM. We have clients all over the world so we would like to test the integration on every datacenter. How we can reach that, please? We have ZOHO developer account situated on the .eu datacenter. For instance, we would like to test the integration on your new .au datacenter. Do we have to create a new organization on that datacenter? Thank you. Best regards, Kali from CloudTalk
Zoho CRM Integration and German vowels
Hi Zoho forms team, we have the Zoho CRM lookup integrated and it finds contacts via Last Name. This works only for contacts who's names do not contain any mutated vowel such as ä,ö,ü. Any contact with such a vowel in his name does not show up (the search returns "No matches found."). Can you help with this bug please? Thank you, Jens
Products
Is it possible to have components that make up an end product in the products section of CRM? Eg.. a pencil which is made up of lead and a plastic tube needs these two components to make up the final product which is the pencil.When setting up the pencil in the products section these two components can be selected.
CRM .XLS file lead import only importing the first 44 records
I have tried importing leads from an .XLS file that has 65 records. Only the first 44 of these show up in Zoho. I have tried the import twice and I have checked the data to make sure there is nothing in the final 20 rows that would cause an error. I received no errors on the import.
Zoho CRM interface
Zoho you are planning update the UX and UI of the web app of Zoho CRM? at like Zoho Books or Zoho Contact manager Thanks, the actual interface is very old and little bit functional
Zoho CRM Consuming 100% CPU with Google Chrome Helper
Hi, I'm not sure if anyone else is experience the same type of issue. But in recent months my Google Chrome Helper is constantly consumer between 80 - 100% of the CPU only when I have Zoho CRM running in the web browser. Every instance of Zoho CRM I am running (so say 3 tabs), each will be consuming this much CPU. I'm using a Mac Sierra with Google Chrome Version 67.0.3396.62 (latest) I used to be able to run 5 - 6 instances of Zoho CRM with no issue.
Update 'Paid' field in CRM from Books
Hi, I have a custom checkbox in sales order of the CRM labeled 'paid', how can this be automatically updated when a payment is received via the automated feed in Books?
ZOHO CRM in a Multi Tenant Enviroment
Hello, As we all know, ZOHO CRM works in a single tenant enviroment and this is OK for many projects, but if you want to grow and get ZOHO an option for very big companies with specific demands, working on a multi-tenant enviroment is a must! If we want to connect two or more CRM´s instances and exchange data with criteria between them, there is no easy way of doing this, like for example, in the ZOHO Creator enviroment that is multi tenant, i can query other apps within one app. We already try to
How do I import data into CRM subfields?
We have started using subfields to get around the lookup field limit on forms but we have not found a way to import data and populate them in bulk. On the backup and migration mapping they appear as separate file, like a separate module. But we can't find a way to populate them via import because you can only choose one file at a time when importing. We tried to use the migration feature but we can't seem to populate the subform with contacts that already existing on Zoho. Is there a solution you
How to setup a signature requirement when changing deal stage
Is there a way to set up zoho crm so that it requires a signature from a client when changing deal stage? Basically when changing deal stage I have some fields that become mandatory and customer must accept before proceeding, but we also need a signature from client. I signed up for the zoho sign trial but I cannot find option to make it a requirement. I understand when looking at the deal you can click on the button to initiate zoho sign but I would like to either make that option a requirement
How to update automaticaly a custome formula field?
Dear Zoho, I created a custom formula field which calculates the number of days from the payment due date of an invoice. Please let me know how I can auto update it on a daily or weekly basis. Currently it calculates the actual value if I open the invoice for edit.
How can I check the phone number?
I would like to check if the phone numbers of my customers are real or not. How can I do it?
Does anyone use Zoho CRM for Real Estate?
We are looking for some type of template to use Zoho as a real estate agent. Does anyone know where we can find this?
Zoho CRM for Real Estate??
I have been using Zoho to track my buyer leads for real estate and have customized many of the functions. What I would ideally like to do is to input all our properties (which we can do using the existing products tab) and be able to match products (ie properties) with leads. For example a lead looking for a property in a certain areas between price a and price b would come up as a match. Conversely, if we add a new property it will match with buyers who match the property type and price range etc.
Professional use of Zoho for Real Estate
In a search for a CRM system for real estate I do not see much activity or proof of use for Real Esate applications or add-ons for Zoho CRM. I am new at Zoho, but use several ERP and CRM systems for several different activities (brokerage, property management
Zoho CRM - Change Date Format in Template
Good Day, In Zoho CRM.Our Quote Module has a "Date" field. We use the Quote Module to generate a Quote Template which displays this date field. By default the date is displayed in American format MM/DD/YYYY We quote customers all around the world and to avoid confusion we'd like to use YYYY/MM/DD How can we have our template display date in this format? Thanks in advance.
Date field based on 2 other fields
I have two fields: Travel Date (date field) Number of Nights (number field) I want to create a third field that auto-calculates another date, 'Travel Date' + 'Number of Nights' = 'New Date' Please can somebody tell me how to do this?
Related list name customization disabled for "Member Accounts"
Does anyone know why the edit button next to the related list name for Member Accounts (associated to the standard lookup field Parent Account) on the accounts module quick view is disabled? I can edit the names of most related lists but this one, along with the activities related lists names, is impossible change. I wouldn't like to use a new custom field to replicate what the Parent Account field does just to be able to put the related list name that I like. Any specific reason for this limitation.
Forumula Field only updates after editing record
I've created a custom field that compares today's date versus a user entered date. The result does not update or show correctly in reports or the views. What's the benefit of having a custom field / formula if you have to edit the record every time to get it updated? Ceil(Datecomp(${Products.Project End Date},Newdate(Year(Now()),Month(Now()),Dayofmonth(Now()),01,01,'AM'))/60/24)
Z CRM - Create Pool of Unassigned Prospects that is viewable by all SalesReps authorized
Dear Community: How can we create a "pool" of "dead accounts" (accounts that are dormant to us), or potential new accounts that are visible by all my 6 SalesReps? Currently, each SalesRep has privacy on their Leads such that no one else on the Sales Rep authority level can see each others Accounts or Leads. Only the Admin, SuperAdmins can see all of the Leads; however, we want to create a "Pool" of prospects that could be added to our database such that any of the 6 Sales Reps could inspect that
Can a migration (especially from backup file) overwrite existing data on the CRM?
Can a migration (especially from backup file) overwrite existing data on the CRM? If backup data that contains record maps gets uploaded to the CRM that has existing data with those same records, will it over write the data or create back ups? Some follow up questions: If it overwrites the data and I undo the import of the migration, does it delete the records (and the data previously held there) or does it restore them to their original form?
User Access by Territory
We have a B2C business that operates multiple activity courses that are defined in our CRM as territories. We have new staff joining us who we'd like to only be able to access their activity clients, but not see the rest of the database. How do we set this up in the role/profile? In addition to this, a client may have done more than 1 activity and so may be allocated to multiple territories. In that instance, we'd like the user to be able to see all contact details events/mail/notes etc.
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