Changing font sizes in module pages to reduce page size and scrolling
Is there a way to reduce the font size on module pages in order to reduce the size of the page and reduce scrolling? Also with the same reasoning in mind, is there any plans to allow 3 columns in the module pages for the same reason? Regards Andrew
Restricting User Login Access Based On Location
Is there a way to accomplish this? Possibly only allow based off of an IP range? We are attempting to restrict user access from home but I am unsure if Zoho has this capability.
How do I create a landing squeeze page for CRM / marketing hub?
I'd like to create a PPC landing squeeze page to download our factsheets. The visitor arrives at the page, they enter their name & email address, and there's a checkbox to opt in to our news letter. When they hit submit, I want them to be emailed the factsheet instantly They'll be added to CRM regard if they opt in to the newsletter or not. If they do opt in to the newsletter, I'd like them to be in CRM & a mailing list in Marketing Hub. Please can someone advise on how to do this? I'm more than
Uncaught zcrmsdk\crm\exception\ZCRMException Caused by:'invalid oauth token'
Hello Zoho Team, I am facing this issue again and again when I try to access the Leads module. I generated the grant token with this scope "ZohoCRM.modules.ALL". This is my configuration $configuration=array( "client_id"=>$client_id, "client_secret"=>$client_secret, "redirect_uri"=>$redirect_url, "currentUserEmail"=>$user_email_id, "access_type"=>$access_type, "api_domain"=>"https://www.zohoapis.com", "accounts_url"=>"https://accounts.zoho.in" ); $rest=ZCRMRestClient::getInstance();
SMS Campaign
Hello, I have set of questions in regard to Sms extension in Zoho. 1. How does SMS Magic work? 2. What is the cost of SMS Magic? Do we have to purchase SMS credit or it comes with the Zoho? 3. How many could we send at daily, monthly and yearly? Thank you, Mahi
Analytics components per CRM record
Are there any plans to enable the ability to embed analytics components to individual CRM records? Similar to the new lightning edition of Salesforce CRM (Example screenshot attached)? It is an incredibly powerful feature that would be welcomed by all users of Zoho CRM!
Integration Zoho CRM with Zapier
Hello community
I have a query: We have integrated Zoho CRM with Zapier but the leads are created with a single owner. We need the leads that come from Zapier to be automatically assigned to different owners.
Zapier only allows you to assign a Zoho user, not all users.
Example. The Lead enters Zoho and its owner is Ana. (Ana is the user who is connected to Zapier). We want it to be assigned to either Peter or Josh or John or Ana.
regards
Move Leads to Custom Module
Hello, How do i migrate my lead records to a custom module. I have 2 thousand leads with a particular tag that i wish to migrate to a custom module. All suggestions are appreciated. Cheers!
Lead Sources Overwritten
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?
Territory Management in a B2C environment
We are configuring CRM for a B2C client who runs multiple e-commerce stores. For B2C i have used the standard set-up of changing 'account name' to 'not required' for Leads, Accounts, Contacts etc. I wanted to use Territories to split our crm data based on which e-commerce store (domain) they users has come from - probably defined in the Lead Source field. However I note that to create a territory you only have the option to apply an Account Rule, which is redundant in the B2C scenario. Any suggestions
mass updating multiple fields at one time
It would be great if I could mass update multiple leads and fields at one time. Not one field at a time and then the leads get unselected so that you loose them. It would also be great if I could mass update the notes section
How to connect a Zoho CRM specific value (Lead source field) with a Mailchimp specific list
Hi there, I know that there are more than 1 ways to connect Zoho CRM with Mailchimp (free zoho plugin, zapier, other paid addons). Until now I connect my Zoho CRM with the Mailchimp using the Zapier. When I create a new lead (in general) then automatically this one goes to a specific Mailchimp list. I would like to make this connection more specific (and this is something that I cannot do it using Zapier). In the Zoho Lead Source field I have 2 options 'Website', 'Chat'. I would like when the new
CRM what to add conditions in layout
Hello, I am doing layout content and I have this schema : When "Y" is "W" >>Condition 1 (="W" is "W1") = A1, A2, and/or A3 >>Condition 2 (="W is "W2") = B1, B2, and/or B3 I want to ass more condition ("W3" and "W4") but I can't. The button "add condition" disappear after 2 conditions added for one option. Can you help please ? Thanks,
First name in Leads
Hello, When Leads are created, they appear with a Lead name. When I want to edit the lead, only the field Last Name appears, and not the first name. I tried to go in Parameters -> Modules and Fields, and check if the first name was here. Actually, when I do a preview of how the lead should look, the first name appears as a field. I would like to be able to modify the first name when I'm in a lead. Can you help me please? Thanks in advance
Zoho API v2 - PHP - InsertLeads - Fields
I want to know, my Leads insertion is successful, but the following fields are not affected. "Created_By", "Created_Time", "Last_Activity_Time", "Modified_by" and "Modified_Time" Is it even possible to modify those fields ? The time fields are filled with the current Date and Time The "Created_By" and "Modified_By" are filled with the user information of the token giver For the time type filed, I'm using the following format "2019-05-05T14:20:23+05:30" For the "Created_By" and "Modified_By", I'm
Zoho CRM Custom Connections
Hey Everyone, I'm working on adding a connection as a custom service in CRM. I have all of the required credentials for Oauth2.0, but I'm having trouble with authentication, though it is working for me in my Postman client. When I insert all of my credentials, I am getting the following error: This error isn't giving me any indication of what is going wrong with the authentication. I am not sure which parameters I should and shouldn't include in the URLs (include scope & client_id in the query string?)
CRM create/modify-specific field permissions
We have a new field, which is a dropdown, and the field is mandatory. So it will be filled in upon creating a new record (account). We would like to prevent that this field is modified later. We want to use this field to determine the territory an account belongs to, and because of API integrations it is essential that the territory does not change. How can we set that up? I can only find documentation about general write permissions for fields, but we need separate field permissions for creating
Integrate IndiaMart with Zoho CRM using API
Can we integrate IndiaMart with Zoho CRM using API ? We are not interested to use marketplace extension.
New UI for CRM
Most of the other applications offered by Zoho have a toolbar on the left-hand side, the CRM seems to be the only one without it. Any plans on refreshing the CRM UI, it has been the same for 7 years and desperately needs a refresh?
All email templates are showing no content
All the email templates that i had created are now showing empty content
how many emails can be sent per day using the workflow alerts?
Hello everyone, We have created workflow rules into automation space inside the CRM, and we have a question: how many emails can be sent per day using the workflow alerts? we read your docs at this link https://help.zoho.com/portal/kb/articles/how-many-emails-can-be-sent-per-day-using-workflow-alerts. This is the case: the company has three accounts: 1) A (the owner) 2) B (2nd account) 3) C (3th account) B writes the rule that if B add new leads, these one recive an emails with informations. How
how do i add an email I sent in outlook to my Zoho CRM?
I sent an email from outlook (this contact isnt part of my CRM but the company is). How do I add this to Zoho so it shows up as a sent email for this customer
PHP SDK: generateAccessTokenFromRefreshToken returning NULL
Hello all, I'm having problems generating the access token from refresh token when using the generateAccessTokenFromRefreshToken function. Firstly, I'm using CURL to receive both the access_token and refresh_tokens. Maybe this is where I am going wrong, as the access token is already successfully created? If anyone could help, that would be great. Please see code below: $curl = curl_init(); curl_setopt_array($curl, array( CURLOPT_URL => "https://accounts.zoho.eu/oauth/v2/token?client_id="
I'm having a problem with Bulk Write API in Zoho CRM Plus Contacts Module
Hi . I have some questions about integrating REST API with my Nodejs App. I'm new to Zoho and haven't used it before. The current client I have is using Zoho CRM Plus and he is requesting a csv file upload which he is going to do that an automatic process everyday , which I'm doing to achieve this by doing a cron job in my server and executing bulk write api functions. I've already created a developer app and got the refresh token with this scope : ZohoCRM.bulk.ALL,ZohoCRM.modules.contacts.all,ZohoFiles.files.ALL,ZohoCRM.org.ALL,ZohoCRM.settings.fields.all
How to plan sales trip on the web version?
We can use the ipad/Android app to get a visual of accounts and plan our trips while on the go. Is there a way to make this available from the web version of CRM?
WARNING for anyone using Zoho SDKs
After our code randomly stopped working, and started erroring with bizarre errors, I discovered that the PHP SDK (at least) has had a bunch of params changed. $module::getRecords() has changed, as well as a huge number of other things. Here's the commit: https://github.com/zoho/zcrm-php-sdk/commit/d09a5731ecdd47dbc7eb8371883296139069f6c7 This should have been a major version bump, but it's appeared in 2.0.9, instead of 3.0.0
Adding a parent company at the Lead stage
Hi Many of the organisations that we work with have parent companies. We would like to have a clear view all the way through the system that makes reference to the parent company. Are you able to add this in the leads stage? Would it make sense to? . We feel there are there are 3 stages to consider - a Lead that can then become a Prospect (a potential client) until such time work has taken place then move to becoming a Client. What is the best way to manage a prospect within the CRM system. Any
cURL REST API: INVALID TOKEN
Hello all, I was having problems with the PHP SDK, so am also trying with cURL, however I'm getting a INVALID TOKEN response. I've successfully received both an access_token and refresh_token from https://accounts.zoho.eu/oauth/v2/token endpoint. I'm then using curl and pasting that access_token with REST API. For example: curl "https://www.zohoapis.com/crm/v2/settings/modules" -X GET -H "Authorization: Zoho-oauthtoken PASTED_ACCESS_TOKEN_FROM_PREVIOUS_RESPONSE" However, I'm getting the following
Zoho PhoneBridge is DEAD?
Hi! I was very disappointed when I found that Zoho PhoneBridge only supports Asterisk version 1.4, while the latest version of Asterisk - 1.8, 10 and 11, and version 1.4 is no longer supported by Asterisk. Does this mean that PhoneBridge is dead? If not, please, tell us, when you going to upgrade zteadapter for integration with current versions of Asterisk? Is it so difficult? Please, don't sing a songs about 'Road map', just tell us a date. Or may be a year??? After all, you're selling it for $
Starting with Zoho as a freelancer
Hey everyone! I'm totally new in Zoho and a company reached me to add 3 landing pages to their wordpress website. I understood tha there is plugins in wordpress to integrate Zoho but as a freelancer, am I supposed to create a Zoho account under my name or under the company name ? Who is supposed to create and pay the Zoho account ? Thank you
Cant put Sales Tax in my Contract
Hello i was making Contracts and i can put Sales Tax Manually in the line of contract and in the bot part of the disccounts and tax, but now i cant put this information manually and i dont see where i have to put the % of the Tax to the articles. Thanks
Looking for a Zoho Freeelancer(contract basis)
I'm looking for a Zoho Pro Freelancer to customize my CRM that should align with my business process. Please refer someone who is perfect for this job. I don't have the time to post it on any freelancing sites.That's why I post it here. Thanks.
Pick auth for API v2
Hello, I am implementing a web service that will use the Zoho API through the Java SDK. I see that `ZohoOAuthDBPersistence` allows to store multiple authentication informations. So let's imagine I have two records in the database: two users, each one with a refresh token. Now l want to upload a file, I see the example code: ZCRMRecord record = ZCRMRecord.getInstance("Leads",35240330409001L); APIResponse responseIn = record.uploadAttachment("path/to/file"); How can I choose which user's access token
Approve Lead - Wordpress Zoho CRM Forms
We have been testing the Wordpress plugin for a while now and although its really great, the one thing that is missing is the ability to send the details captured into the 'Approved Lead' list. With standard Zoho forms this happens automatically but for some reason, the Wordpress Plugin sends the captured details straight into the main leads list. Can an option be added so that it goes to the Approved Leads list please. Thanks, Chris.,
"ACCOUNTID" variable on Deals module in v2 API
I have a function associated with the Tasks module, written in the v1 API. In my particular case, when a Task is related to a Deal, (rather than directly related to an Account) I need to be able to draw information from the account related to the Deal. I was previously able to accomplish this with the following code - the Account ID is stored in the "ACCOUNTID" field: dealDetails = zoho.crm.v1.getRecordById("Potentials",input_dealID); accountID = dealDetails.get("ACCOUNTID"); This approach
Copy Field Info from 1 field to another
I'm trying to copy an address field from a previous section in a Deals Layout based on a tick box "same as previous" rule. I have tried to do this via a formula but the formula is hidden and only viewable when in the module builder. How can I copy info from previous fields and/or make formulas fields visible?
RingCentral Integration Customization
In RingCentral, I have all my users inside specific Call Queues. Would it be possible to customize the RingCentral widget within Zoho CRM to catch the Call Queue they are calling from?
Why no zoho meetups in Pune, India?
https://community.zoho.com/meetups/#calendar_view
Inbound SMS workflow not functioning
I am receiving inbound SMS messages from people that I am calling. Problem is that the contact, lead or number is not being recorded. I am using the Twilio Integration. This is the information that is coming from my workflow This is what the screen shot looks like from the SMS Texts Module If you have any suggestions or comments please let me know. H
Refresh token is not provided.
I am using PHP SDK to implement zoho api's in laravel5.8, I have done as per document, let me know what doing wrong. Access token, refresh token, expiry_time is storing in database but dont know how to send this refresh token to get access token. Here my code goes, <?php namespace App\Http\Controllers; use Illuminate\Http\Request; use zcrmsdk\crm\setup\restclient\ZCRMRestClient; use zcrmsdk\crm\crud\ZCRMModule; use zcrmsdk\crm\setup\org\ZCRMOrganization; use zcrmsdk\oauth\ZohoOAuth; require 'vendor/autoload.php';
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