API
hello. I am trying to do a integration with the api, i have a form in my web, this form was developed by my with html, bootstrap and validations with jquery. Another function is when is submited the form this send the information to php, and then is sended a email, so i want that in this process after send the mail, do a conection with the crm and that this values will be saved in the crm, but i am trying to do the authentification, but i have problems to do that, and in your documentations is not
how to generate grant token from code?
we generates grant token every time from the website and paste in the code for development purpose, so for real project how this process works? I referred this doc : https://www.zoho.com/cliq/help/restapi/v2/#authentication but i'm not getting grant token.
Python SDK for CRM + Django
Hi Im having problems with my Django app running on Heroku and implementing the Zoho arm Python SDK. Im setting up the tokens as follows: os.environ.setdefault('DJANGO_SETTINGS_MODULE', 'wills_online.settings') django.setup() def zoho_refresh_token(code): """ supply a self client token from the zoho api credentials from web site """ zoho_config = {'apiBaseUrl':"https://www.zohoapis.com", 'currentUserEmail': settings.ZOHO_CURRENT_USER_EMAIL, 'apiVersion': 'v2',
TLS_VERSION_NOT_SUPPORTED
My tls version is updated but still getting this issue {"code":"TLS_VERSION_NOT_SUPPORTED","details":{},"message":"Update your TLS version from TLSv1 to TLSv1.2","status":"error"}
How to use territories in reports?
I have turned on the territory function in Zoho, but how do I query the assigned territories in reports? I would like to run a report of sales on all accounts for a given month without using the forecast module so that I can pin the report to the dashboard.
Cannot accept invite
Hi, I'm having a problem in accepting the invitation from our account administrator. I have tried to accept the invitation by clicking the link in the email from our administrator, this opens up the webpage with the dialogue box with the 'Accept Invite' button. When i click on the button the page shows green processing dots and then just reloads the screen with the 'accept invite' dialogue box. Can anyone help? I already have a google account and Zoho projects account, A colleague of mine, also with
Modifying view in Campaigns (in Sales CRM)
Team member with the Manager, Standard role cannot modify the fields he sees for Contacts and Leads in Campaigns. As an admin, I am. It's the little down arrow that's next to the filter button that's missing. He wants to see name, title, mobile, phone, email for example but sees name title, email (for example) and can't change as I can.
I need to know how to change the lead status automatically according to the call results
Hello everyone, I am trying to automate some of the activities that the sales agent is doing and I need to change some of the leads status based on the call result. If the call result is "Not Interested" I need to change the lead status to "Lost Lead" and pop up a mandatory field to enter the loss reason If the call result is "Invalid number" I need to change the lead status to "Junk Lead" If I have 3 call results with "No Answer" I need to change the lead status to "Lost Lead" with a loss reason
Auto upload completed forms to contacts
Hi everyone, I'm trying to make a form that can be auto saved to a contact in Zoho as a PDF attachment. This way I can have our team fill out the form when meeting with a client then the form auto uploads against the contact in Zoho. I'm open to using any form builder but we already use Jotform for other things and it seems to work well. So a suggested automated workflow would be: 1) User completes a form in Jotform (or similar) 2) Form is exported to PDF 3) Zapier (or other automation software)
Assign originator / referrer to a manual entry in CRM
We sell programs for students to study abroad. When a subscription is submitted from our website, it gets fed directly into Zoho CRM. However, we have agencies who also send us leads and thus subscriptions are received via email, bypassing our website. These leads must be manually entered into Zoho. Is it possible to have a drop down with a list of all agencies so I can select who did the referral / submission ? I do not want to give agents access to enter into Zoho. I just want to assign those entries
Outlook Imap settings
Hi all, I am trying to Configuring outlook imap setting in zoho crm,I did not do. Are there any document about it?
Custom function that creates a potential.....
Is it possible to create a custom function that pulls info from a custom module and creates a potential? I know its possible to create a custom function that pulls info from a potential and creates a custom module record. We have custom functions that do this but I am trying to create one that works the opposite way and have not had success. We are an insurance brokerage, we use custom modules to manage the life cycle of a policy. We would like to automate the creation of potentials for renewal
Zoho CRM - Function - postUrl - parameters issue
I would like to know the correct parameters for postUrl. I am calling the posturl like this. resp = postUrl(url, body, Headers, false); where body is string, Headers - is map I am getting this error when I save the function. variable.Incompatible types for postUrl function at argument index 2 <br/> Required : TRUE/FALSE <br/>Found : DATE-TIME Also, the postUrl task is not available in the Function editor.
Create Campaign in CRM with Zoho Campaign
Hello, When I'm in Zoho Campaign and I create a campaign I have the option "Create Campaign in CRM = enable". I can not find where this campaign is created in Zoho CRM. Is it possible to find the campaign sent to the "Leads" of Zoho CRM in Zoho CRM? Thank you
Automatically Transferring Products from a Won Potential to an Associated Account
So you're closing the opportunity/potential as a win, and you want the products associated with that opportunity to now be associated with the client account. Is there a way to do this with automation workflows?
Outlook plugin - Search and Add Email has stopped working
Hi, I installed the Zoho CRM Plug-in for Microsoft Outlook version 6.5.0.0 a couple of weeks ago, it worked well and did exactly what I needed which was to manually save emails to the Zoho CRM and allow me to select which Lead or Deal to attach the email to. The other day the search function just stopped working. See the attached images - if I use a valid search string (ie one that actually matches a record in our CRM) and click the search button, nothing happens. If I type a dummy search string
i cannot find the translations
hello i am using an enterprise account with super admin permission and i couldn't find the translation function under customization. i download the English language file and translate it into Arabic. appreciate your help, than you
Allow a module to be Global and eliminate the limitations using CRM variables
Watch the video https://drive.google.com/open?id=1rZCVVgfGk4JjlBpKd9f0WCTnJaEgGKIv If you permitted a module to be global (able to be used without a lookup relationship) then we would not have to be limited by the restriction in using CRM variables: Cant be used in a function field Cant be used in Zoho Campaigns Cant change group without deleting and recreating Cant organize Cant Import or export Cant add custom attributes Cant use html (it escapes the code) Modules DO NOT have the restrictions above,
Creating field validation rules to prevent special characters
Hi to all! This is our very first Partner Speak on CRM. Here is a hot tip that you can set up in your CRM in minutes. One problem Sales teams / CRM admins face is special characters randomly added by users to a name field in CRM. Special characters on fields can cause issues when it comes to automations, merge fields and integrations. To counteract this issue a field Validation Rule can be created to include all the special characters that are not allowed on a field followed by a customised error
Update Child Records field (Pick List) when field (Pick List) changes in Parent Record from 2 Custom Modules
1. I Searched and tried several solutions in this community (like https://help.zoho.com/portal/community/topic/update-all-custom-module-related-records-when-a-contact-is-updated) but so far I was not able to get it working. I have 2 Custom Modules with a Parent - Child (1 to many) relationship. Both have a Pick List with same options. If the value changes in the Parent, I would like the value to be changed in the Child Records as well. The value in the Parent changes based on a date in the same Custom
Validate a field using custom function
Urgent I have a field which should take input in format of AAB-X-112 i.e. first 3 characters then a hyphen then 1 character, a hyphen and then 3 numbers. How can I make sure that user inputs exactly in the required format. Custom Function is looking like a hope. Any ideas? or other thoughts to get it done. Does Deluge support Regular Expressions any how???
Run internal workflow as Owner in order to have correct
How to run internal workflow as Owner in order to have correct ${userSignature} ? Actually I need to create for each owner a separate workflow with a separate email template to achieve this. Too many copies! Any better idea?
Outlook Add-in feature "Search and Add Email" shows no window to view results
When trying to link an email to a Potential from outlook, we use the function "Search and Add Email" from the outlook add-in but this window has no box showing the results, it's blank. See screenshot of the window It's not returning any results even if we are sure there are results. I removed the add-in and reinstalled it, i removed java and reinstalled it, but this doesn't resolve it
Use a custom function to auto-fill an empty field
In each of our potentials we have the standard field 'Potential Owner' and a secondary user field called 'Relationship Manager'. I would like to create a custom function which auto populates the 'Relationship Manager' with the same name as the 'Potential Owner' if it has been left empty. Any help with the function appreciated.
ZOHO API
Does the API even work? I have tried MULTIPLE combinations of the C# api and have come to the conclusion that it does not work. Some of the commands in the ZOHO ZCRMSDK samples do not exist (Initialize for example). I have skipped trying to use the driver and am using the RestClient driver instead just to try and get a response from a self-client token, but even that returns nothing. Did ANYONE have any success with any of the API's? If so, could you provide your code? It would be greatly appreciated.
Sendmail
Hello, I wish to send email from a custom function, from the owner of the potentials record. Send mail appears to only allow admin user or logged in user. Is this possible please? Thanks
Twilio & Zoho Limitations
No view exists in the modules that can be created which joins the Activities (Calls) and Leads/Contacts modules so that we are able in only one single screen to see who needs to be called, what kind of call it is, and then actually call them. Reports has a view but you cannot click to call. LAME When you click to call a small window opens up in the bottom right of the browser. THE ONLY FIELD PROVIDED TO ENTER INFO AFTER THE CALL IS DESCRIPTION. That's fucking useless. So I have to close the call
Dashboard widget or area to see Lead/Contact activity eg. Opened email, clicked etc ?
Is there any widget that we can configure to display an overview of recent activity of leads/contacts such as email opens, email click, etc on site (SalesIQ)? eg Dashboard could display Latest 10 Clicks, Latest 10 Visits etc? Thanks
Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.
Hello I'm trying to use the example of insertRecords Method for new contact, using POST. but i'm facing issue when i run code with browser then get error :" 4834Invalid Ticket Id" when i'm trying from postman error : <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Contacts/insertRecords"> <error> <code>4600</code> <message>Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.</message> </error>
Email campaigns from CRM
Hi.. I just recently found out that emails sent from the CRM to any outlook user can't be tracked until they click the download image option in the mail. Outlook shows a message that says - Click here to download pictures. To help protect your privacy. Outlook prevented automatic download of some pics in the message. I did NOT add any images in my mail. I got to know that Tracking in zoho can only be done through a specific tracking element and this element is in the form a small pixel image. Hence
Efficiently creating a quote
I'm looking for a way to efficiently create a quote by selecting items form a list instead of searching for each product. Any suggestions?
Custom Modules and events
Hi, are events automatically added to custom modules? how do I associate events with a custom module? With Kind Regards, Ray
multi event / multi-purchasing management
Hello, I organize events, but currently I do not collect information in one place.At each event I collect the data of the participants, but I never put them together.what I would now be interested in doing is analyzing all the data and understanding if there are people who come more often than others etc.If I add data to the CRM I can only import personal data, I can't understand how I can add information like: 06/06/2018 event X, 05/08/2019 event Y ...can anyone enlighten me how can I add this information
Lease management with Zoho CRM
Hello, I manage a park of advertising billboards. I rent the panel locations (for a limited and renewable period of time), install the panels, then sell the available spaces on the panels to my customers for limited periods of time, tacitly renewable. Is Zoho able to manage: - locations (leases), with terms? - products related to these leases? - the rental periods of these products? Thank you in advance for your help. Alex Translated with www.DeepL.com/Translator
Different currencies for each sales-orders
Our company sells its products in more countries, with different currencies. I read in the documentation, it should be possible, but the API ignores my settings. I tried with the following properties in the json. "currency_id": "1903827000000362003", "currency_code": "PHP", "currency_symbol": "Php", What should i change to set different currencies for each entries?
Feeds not loading
Hi, So when I click the feeds tab or try to tag someone in a note under a module it doesn't send a notification of any kind via email or in the notification feeds tab. When any user logs in and clicks the feeds tab it just sits there loading and never responds. Thank you for the help.
How accept invitation in salesInbox
Hello zoho support Can you explain how to accept an invitation from a contact in SalesInbox? I can't see any buttons to do this! Thank you Rolf
Deluge Setting wrong DataType for Arguments
This is driving me crazy. Every time I create a new function in Zoho and map a CRM Field to the argument (Contact_ID), it sets the argument type as a string, and then throws an error for the DataType being wrong because it requires an Int. StringgenerateBlockText(string Contract_ID).... That ID is mapped to CRM Module ID that is a bigint. Why is this not working?
Integrate Zoho CRM with Grandstream PBX
Hi, i have problem to integrate my PBX Grandstream UCM6202 I can't found any topics enplane it and i can't found Grandstream in phoneBridge can you help me please to connect my IP PBX to My ZOHO CRM ? thanks Moderation Update: I'm locking this post to
Is ZOHO Right for me?
Ok, so we decided to get a new CRM. We had ACT v18. We moved to InfusionSoft. Now, we are looking at ZOHO. But the boss only hears from consultants who like a specific solution, so he wants to hear from people who actually USE a CRM system. Tell us what ZOHO is like. Tell me if you used something else as well, and which you prefer. Not looking for another "expert" --- looking for someone with their hands on the wheel who can tell me how the thing drives. (We are in the financial services business;
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