How to Share Event Information
I want to have multiple users be able to see scheduled events, I don't see where you can control permissions. The documentation seems to imply the setting should be in Data Sharing Settings, but there is no Events tab. Where do I change this.
"Power Dialer/Click-to-Dial" with Nextiva
Hi! We are looking for a click to call service that will integrate with nextiva and allow us to get screen pops on incoming/outgoing calls, and the ability to leave notes. We reviewed KIXIE but it is quite expensive. Any other recomendations?
Zoho Phonebridge API
Is it possible to use the Zoho Phonebridge API to do an additional phone system integration? What would the process be for doing this? We are willing to do the development, but it appears we would need access to the connector framework on the client side.
Convert Lead to Applicant but not Customer
I'm trying to set up a Workflow Rule whereby a Deal becomes an Application. However, when I try to set up the rule, it insists the Deal become both an Application and a Customer. For our company, there is a very real distinction between Application and Customer, and we need them to be separate modules. Can anyone help me learn how to make a Deal Convert to just an Application? Screenshot attached of the dialog I am talking about.
Custom Function help - Mismatch of data type expression. Expected List but found String
Hi, I am attempting to create a custom function that will create multiple records based off the multi-select pick list values in our potentials module. The function i have so far is this: new_onboarding = {"Account_Name":accountname,"Owner":"1739380000031784001"}; for each TPAservice in tpa //tpa is the multi-select pick list argument { create_newonboarding = zoho.crm.createRecord("Onboarding", new_onboarding); } i get this error when trying to run it: Mismatch of data type expression.
How to add custom field to Deal using API v2?
And how to retrieve it using same API?
2000 entries csv limit when downloading a 20k report
Hello, when trying to download a report which has over 20k entries I can download only 2k entries at a time. I can download a report containing 18k entries with no problems but when the report contains 20k or more entries it allows me to download only 2k at a time, How do I fix this please?
Bulk API
how can i push data from zoho crm through Bulk Api
Automatic amount in opportunity
Hi, In the opportunities, we fill in a rebate. As the opportunity is linked to a product, is it possible in the form editor to have basically opportunity.amount = product.price - opportunity.rebate. I found that I can add a formula custom filed but : 1. I cannot find how to fetch the product's price 2. I'm not sure that the resulting value can be written to opportunity.amount. Maybe I'm not using the right tool? On an unrelated note, we're looking for a freelancer proficient in Zoho (not only CRM,
how to bring inventory records from zoho inventory to a field in zoho crm
i have a module in which i need to select a product but i need to bring that information from zoho inventory into a field but i don´t know how to
Lookup Fields
We are a car dealership so we have a custom module "Inventory" where we added a checkboxfield "Sold". Is there a way to get a Lookup field to only look for contacts that are related to an account selected on the “Sold” inventory?
Does Zoho CRM integrate with quickbooks?
I have clients that use Quickbooks and I saw somewhere that they integrate. But when I search for the app I cannot find it. Is it still available?
I want to update the photo from the mobile app to the product tab product.
I want to update the photo from the mobile app to the product tab product. Because I want to use the CRM product tab for inventory management Contact registration can save photos from the mobile app.
Create Button - Deluge Script Problem
Process I'm trying to create: - A lead is already created - Salesperson has to submit lead for approval using a button - This will go to me So I've created the button and want it to send an email for me to approve. But I'm getting lots of error messages as I'm not a coder. Help please? sendmail [ From : zoho.loginuserid To : "me@xxxxxxxxx.com" Subject : "Convert Lead" Message : "Test" return "Sent for Approval"; ] Console error message: Failed to save the function Improper Statement Error might be
Synchronisation From gravity form to ZOho CRM
Hi, I'm using Gravity form + add-on to connect and synchronised to Zoho CRM. Every field of a form is correctly synchronised if it's based field like email, name, civility, etc. I need to get the information about newsltter and what topic they want to subscribe to (one or several can be choose) I create a multiple check box field in gravity form. In the settings of the Zoho CRM add on for Gravity form I mapped all fields, and choose personal key for the newsletter's topics But it doesn't work. I
I am not able to Import leads from my excel sheet,
I am not able to Import leads from my excel sheet, I have downloaded the sample lead upload sheet from ZOHO, Fields in the sample excel sheet of zoho and actual fields in the Leads page are not matching, Can anyone please help me
Email Open / Click Tracking from Zoho CRM
I use several mass email marketing system to track clicks/opens for my Zoho clients. What kind of email tracking features do you have or plan to have or is it better to rely on ConstantContact for that. Are you planning to interface with email marketing systems to exchange open/clicks opt out data? George YourBizzWizz
Additional configurations in Zia Anomaly detector
Dear all, We have recently made a few enhancements and UI related changes to the Anomaly detector feature. In this post we will discuss what you can achieve with the help of these additional configurations. Using related metric to draw comparison between metric In addition to finding an anomaly of a single metric like deal closure, leads created etc., you can compare this metric with a related metric to get a ratio of the two and make more meaningful insight. For example, you can view the ratio between
Do I need Zoho?
Hi, there. I am new here. First of all, let me describe my situation. I am a freelancer and I offer website testing services. Every month I testing my client's websites, reporting them the bugs, enhancements and so on, so they pay me every month for those tests. I also have lots of potential clients (leads), whom I offer my services. So, what I need from Zoho. 1. Register new leads and track the statuses (the new one, who on negotiation stage, ready to buy and so on) 2. Register the payments from
How do i add related list?
I'm trying to develop an application using "zohocrm/php-sdk": "^2.0", I received data from the event and contact modules. $eventRecordFor = ZCRMRecord::getInstance("Etkinlikler", $eventRecord->getEntityId()); $contactRecordFor = ZCRMRecord::getInstance("Contact", $contactRecord->getEntityId()); How to add contact to event for related list?
CRM Activities Kanban View Question
Customer Activities are: "Lists the tasks/events/calls associated to the customers (deals that are won and closed)." What do you do if you've imported a thousand customers? How do I get them to show up in the "Customer Activities" section instead of the "Other Activities" section? Thanks
Launch Stuck "On your way to Zoho CRM ..."
After installing ZoHo CRM and clicking the Launch button the screen continues to display "On your way to Zoho CRM" never moves past this point.
Outlook Plug In Issue
Outlook Plug In keeps getting unchecked and kicking users off. I have to constantly disable and enable the plugin.
Write data to a write protected field
Hello! Is it possible and if how, to write to a write protected field? In the CRM there is a field marked as write protected and that protection can only be lifted by administrators. That is okay, so that no nomral user can change the value. But we want to fill that field with initial data over the API. How is that possible? Thank, Marco
api limits - subscriptions
Hi, I can't find api usage statistics in my account. https://www.zoho.com/crm/developer/docs/api/api-limits-v1.html According to this documentation, i didn't find anything about subscription api in the developerSpace on Zoho CRM. Is it because i use a free account? It's very important for me to evaluate api limits. Thanks, Regards
Hide discontinued Products and what is the use of Product Sales end date and Support Expiry Date for?
Hi We have recently stopped selling a version of a Product line and we started selling the new version So the Photos, Descriptions and Prices are now different but the Names of these products are basically the same. Our problem is that we don't want to delete the "old" version of the product in Zoho CRM but we also don't want these old products to show up while creating Quotes/Orders/Invoices... as to not get them confused with the new ones. We have changed their Product Sales end date and Support
How to integrated Zoho CRM Api V2 into an php app
Hello, Im using this documentation: https://www.zoho.com/crm/developer/docs/server-side-sdks/php.html But i have many questions. 1 ) At Self Client, where is the list of Scopes i can use? 2 ) i wanna created news oportunities from my app wen an user register, as i see, Api Module Name are Leads but wen i see this code example: https://www.zoho.com/crm/developer/docs/php-sdk/record-samples.html?src=create_record what is "Record_id" if i'm creating a new record? The documentation are some confused,
cURL PHP : Note : Cookie is disabled in your browser. Please enable the cookie to continue.
So I'm trying to get the *grant token* in my uri with this cURL REQUEST. The result I get is this : Note : Cookie is disabled in your browser. Please enable the cookie to continue. I know for a fact that my cookie are enabled. No doubt about it. Can someone tell me whats wrong $uri = // My URI $scope = // My scope $clientid = // My client ID $accestype = //My access type $ch = curl_init(); $url = "https://accounts.zoho.com/oauth/v2/auth?scope=" . $scope . "&client_id=" . $clientid . "&response_type=code&access_type="
There is no way for a Contact or Lead to update any portion of their own record without requiring mandatory fields
If I want to send an email to contacts asking them to update their birthday and their address there is currently NO WAY TO DO THAT without requiring that they also view and submit any fields that you have made mandatory. You know some mandatory fields are not intended to be seen, much less updated, by our Contacts. Also, and for whatever reason, Zoho CRM does not allow us to pass Contact ID as a field/value to Zoho Forms, Zoho Surveys, or the Contact Portal. That means there is no way to prompt any
Create a "Tag" field type to standardize values for fields that may have significant variations in their value
How would I send a message to all Contacts in "profession" X "specialized" in Y who are members of the "group" Z? Lets say I want to send a message all Contacts who are Financial Advisers and also Veterans. How should the records be managed and how could we take action on those records? Here is the problem: I want to be able to pre-define all categories of professions, specializations, and groups so that there are no inconsistencies in naming them As new ones are encountered I want to be able to
Standard Layouts into ZCRM
I did some updates in Standard Layouts on ZCRM into modules: Accounts, Leads, Contacts and Vendors. But I don't clone before. I need know if is possible, get Standard Layouts again, like when I started use ZCRM.
Help with buttons
I need help with handling the button. At zoho developer. I can't get the button to open a tab with a typed field with another confirmation button within the same tab. I wanted the value entered to be assigned to another field in the traction modules and thus treat the data. I can do that, if so how? I was able to handle the data already, but the problem is in the button. if it is not possible to enter a text camp, is it possible to place a confirmation button on the tab? thanks
Problems using Record Upsert API when trying to check for duplicates
I'm trying to use the Record Upsert API and am running into problems with how to specify the proper duplicate check fields. I'm using cURL, and can't figure out where you want me to include the `duplicate_check_fields` parameters I tried putting it in the URL: https://www.zohoapis.com/crm/v2/contacts/upsert?duplicate_check_fields=Contacts-Email,Last_name And in the data, both inside and outside of the data array: { "data":[ { "Company":"<COMPANY>",
Card Scanner consistently unusuable
Hello Team ! We are migrating our ERP to Zoho One. Our marketing and sales team gets a lot of business card from events. The obvious way is to use Card scanner to upload our leads to the CRM. However, there is a big downside we just found out. We tried Card Scanner on the following devices: - iPhone 6, iOS 8 (2016) (version 3.2.4) - iPhone 7, iOS 10.3.3 (2017) (version 3.2.4) - Honor 5c, EMUI 5.0.1 (2016) (version 3.2.9) On the iPhones, Card scanner need about 30 to 60 seconds to recognize the card,
Do we have to use OAuth after 2019/12/31?
I am a PHPer. I am migrating the API from V1 to V2. Can we use https://accounts.zoho.com/apiauthtoken/nb/create?COPE=ZohoCRM/crmapi&EMAIL_ID='.$email.'&PASSWORD='.$password.'&DISPLAY_NAME=SGCRM' to generate a token to request the V2 APIs? Because I found that I can also request V2 APIs by putting this token to the header(Authorization) now. Thank you.
Case insensitive search records on CRM API v2
Hi, Is it possible to do a case insensitive search on CRM records using the Search Records (https://www.zoho.com/crm/developer/docs/api/search-records.html) API call? Thanks.
Identify an existing Account and convert lead to contact with a Custom Function
Hello everyone. I'm trying to write a custom function in Zoho for the following scenario. Any users or prospects that contact us are first created as a lead in Zoho CRM. When a lead is created, their company might already exist in the Accounts module. I need to search by lead's company name in the Accounts module, and if it already exists, convert the lead to a contact and associate them with that existing Account. Is that possible? I'd greatly appreciate some help as I couldn't find any relevant
API Related Records in bulk?
Using the API I can query for related records like Stage History for Potentials, but only one at a time. I've been able to do this using this doc: https://www.zoho.com/crm/help/api/getrelatedrecords.html Is there a way to query for more than one of these at a time? As in, I'm looking for a way to get more than one Potential's worth of stage history with a single request. The downside of doing it one at a time is that it 1) hits our quota limits very quickly even though we're on the "enterprise" plan,
CRM Web Form Question
Newbie question here.... Created splash page on website tonight. Built web form in zoho and loaded html into website tonight. Had to create several custom fields. However, cannot figure out how to make some fields (like name) required on the web form. Also cannot figure out how to add captcha. Then I stumbled across zoho creator and was able to quickly build the form I wanted. But now I don't know what to do with it - how to get the code onto my splash page or how to deliver the entries
Functions - Migration from v1 to v2
Hello everyone! As you already know, the v1 APIs will reach their end-of-life (EOL) on December 31, 2019, and so will the v1 Integration tasks in functions. For the customers to migrate their functions to v2 easily, we have Copied all functions (associated, standalone, and non-associated) to the sandbox environment. Marked the functions (under Setup > Developer Space > Functions) that use v1 integration tasks as "Deprecated". What should you do? In your sandbox, Locate your deprecated functions
Next Page