we wanna integrate whatsapp on zoho crm
we wanna integrate whatsapp on zoho crm
WhatsApp Intergration with CRM
When will the whatsapp text and call integration with CRM planned?
Zoho CRM Whatsapp Integration
We are glad to announce the integration between Whatsapp Business and Zoho CRM. Our Solution can allow you launch webhooks, run workflows, manage Whatsapp In/Out and all tracking in just on place in a friendly way. If you would like more info please contact us info@tivenos.com
WhatsApp Messenger : Have anyone has done the integration with CRM
Hello All, I need you're assistance here, if anyone had done the integration with WhatsApp Messenger,If yes please let me know..
Adding 100 or 200 accounts / contacts in single API Call
Hi I would like to know is there a way bulk insert (100/200) accounts or contacts via api calls. Thanks
Zoho refuses to improve their security over their web forms
Has anyone else experienced the following problem? We have integrated Zoho webforms into our website so that all leads are collected directly into the Zoho CRM database. The forms have the Zoho captcha on them however it does not seem to work against spam bots that run over the internet. We are receiving between 10 & 20 spam web leads coming into our CRM database a day and it is a real problem. Zoho support suggested two possible solutions: 1. Set an approval process for all web leads (which completely
"Call NOW"' button doesn't show up for one user
Hi, I've on-boarded a new user by giving him the same role and same profile as other sales rep in our org but only for him he cannot see the button "Call now" in the lead module. Testing with other users for the same leads, he is the only one who can't access this button. Can you please help me to resolve this issue and tell me how to control if the button should appear or not? Looking from his profile: Looking from my profile (admin) or an other profile (sales rep)
Scheduled reports not sending
I've set all the parameters for this report, should have received it today, 6/18, at 3pm but no one on my team received it. Thoughts?
Zoho CRM Tips and Tricks for Real Estate #02
Templates: Part 1 Use pre-existing templates for creating invoices with the relevant information. Use the templates to create mailers for lead nurturing, follow up emails, confirmation emails. Once you set up templates for different mailers, you just have to automate the mails to trigger at certain points in the sales pipeline saving time and hassle of repeating the task. Lead nurturing: Sending out offers and keeping in touch with the leads generated from website, social media and cold calling
Adding Products with Custom Price?
So while in a deal I would like to add a products from my products list. Basically our products would be considered services and each deal would be different, as well as quote. Is there any way I can add products to deals and just edit the price? Or am I going to have to create a new product with a new price every time?? SalesForce did this easily... Once we figure this out its on to creating quotes out of deals. Fun.
I need to Upload an Attachment in a Blueprint and then send out a notification mail with that attachment
I use Zoho CRM to manage my deal flow. We publish books. Once a client's artwork have been approved it needs to move to the next stage in the deal flow. I created a blueprint "Artwork Approved" that requires the user to upload a pdf version of the final approved artwork to the deal. I then need the blueprint to send a notification email to a number of people that include the approved Pdf so they can action it further. I can send the emails but can find no way to attach the pdf that was just uploaded.
Parsing information
Could somebody help me understand how to set up the parser email? We have built a simple email template which each sales person can send to their client requesting information from the client to ensure we have the correct invoice details stored so we can send the customer a correct invoice. Some of these fields can by auto populated from fields in the CRM. The template requests that the customer fills in the missing data eg additional names to appear on the invoice etc. prior to returning it to
Accounts tab not showing a full list of accounts in the system
Under Contacts Tab, every Account is associated with an Account. However, under the Accounts Tab only a handful of Accounts appear. Why did the initial sync only populate Coacts and not (associate) Accounts. I cannot view all accounts in the Accounts tab. How do I get that data from Contacts (which all company info is accessible through Contacts) over to populate t
Alternatives to WebMerge
Greetings, We are trying to automate all our document creation in Zoho CRM, like addresses labels and other kind of PDFs. The integrated Mail merge/fusion in Zoho CRM isn't good enough since it doesn't allow you to do mail merge in "Accounts" and you can't do either "Mail merge" or "Document fusion" in "Quotes". We found about WebMerge but we wind it really expensive for our needs. Are we not using the integrated merging tool correctly? Is there another software/tool that can do what we are trying
Best Practice for Vendors and Leads that have accounts associated with them.
Hello Everyone, I'm looking for a best practices. I noticed that leads and my vendors were associated to Accounts. Is it best practice to keep them associated or to split them up. Vendors are not really clients. They are people we buy from and dont sell to. And Leads havent bought anything to be considered a client. Just want to know how most people are structuring leads and vendors? Thanks
Creating work orders/contracts - is it possible?
Hi, We are spending a couple of months evaluating Zoho CRM and whilst a lot of the functionality on offer does everything we need it to do there is one major stumbling block we have hit that we cant seem to work around. We create Work Orders/Contracts from a Potential that details the work we will be undertaking for a client. Within the work order there will be a number of line items that needs to record the following information: Description Cost Type - either Fixed or Time & Materials Charge -
Work order suddenly defaulting to account rather than contact
In our business we attach all Work Orders to a Contact rather than to the account. This allows us to look at contact requests and orders, rather than just the account requests. It also pulls contact information correctly when done this way. It has been working fine for hundreds of work orders, then suddenly yesterday it stopped connecting them to contacts and started only connecting them to the account. This is a huge problem for our organization, as now the work order is not able to be tracked
Online quoting with Zoho Apps
Hi all We're looking at using Zoho CRM and we currently use Proposify to deliver online quotes to customers. Is there a quoting app from Zoho that integrates natively that we can look at? There are so many apps now from Zoho it's kinda hard to work out which one you need, but I can't see anything obviously quoting related. Any suggestions ? Olly
How to add more than one company to a client in CRM.
I have many clients that have more than one company but I can only add one company to one client, is there a way of adding more company's to one client please?
Email password not being saved
I am trying to update my email settings. I have a paid account. In the Outgoing Mail Server section I enter a password and press update but no password is saved. This means that authentication constantly fails. A password is saved OK for Incoming Mail Server, but not for Outgoing Mail Server. What is wrong?
Emails
why do we not see emails when you are in activities? it seems like you have to go into contacts/leads to see the emails - is this the way it is or am i missing something? would love to see some more info on tasks/activities. i am super new here!!!! thanks
Last Interaction Time Stamp with Outlook Email
I am trying to figure out a way to time stamp last interaction date and time based on email. We imap outlook into our crm so we can view the emails but can't track/report on it or auto populate a field with a time stamp. Is there a workaround for this issue?
Need Telephony support for Panasonic KX-NS700 PBX system
We use Zoho CRM. Can you please provide a Telephony interface for Panasonic KX-NS700 PBX system. I am looking for autodialing from Zoho CRM. Thanks, Guy Haas TeamEDA Inc ghaas@teameda.com 603-656-5200
COQL DateTime problem
Hi Zoho People, I have been working with COQL the last two weeks, everything was working fina until today when I got this error since I use any operator with DateTime: {"select_query":"select Owner, Created_By Description,Check_In_Time,End_DateTime,Start_DateTime, Event_Title, Check_In_Status, Latitude, Longitude from Events WHERE Check_In_Status = 'VISITED' and Start_DateTime ='2019-04-12T17:00:00-05:00'"} { "code": "INVALID_QUERY", "details": { "column_name": "Start_DateTime", "value": 1555106400000,
custom module lookup
Hi, I'm new to Zoho and I have a question about inserting lookup field via API. Here is my XMLdata: <CustomModule> <row no="1"> {...some other fields...} <FL val="SEID">2123329000000110563(id of CustomModule2 instance)</FL> <FL val="SEMODULE">CustomModule2</FL> </row> </CustomModule> $ch = curl_init("https://crm.zoho.com/crm/private/xml/CustomModule/insertRecords"); But after I run the program, custom module has been added successfully with all the correct fields but custom module2 lookup. The
API Question. How to update *custom* lookup fields through the api
Hi there, I am trying to insert/update records with the API, that include *custom* lookup fields. I've only been able to find how to edit the built in lookup fields via the api. Can you please let me know how to edit the custom lookup fields through the api? Thank you, David
can we operate a second company under the same account or we need CREATE additional account with CRM?
can we operate a second company under the same account or we need CREATE additional account with CRM?
Please help with fx formula for If,Then statements
I have a picklist of options and I want to create a calculation that says,If the answer is option 1,2 or 3 for example then score it 10,5 or 1 respectively. This is how I would write the formula in Excel, please can someone help with how to write it in Zoho. IF("CustomFieldA"=Option1,10,IF("CustomFieldA"=Option2,5,IF("CustomFieldA"=Option3,1))) Many thanks for your help
Revenue Split over months
Hi, Our company sells services that can extend from 1 month to 24 months. I need assistance on how we enable this in deals so our pipeline view and reporting is reflective in the QRT and FY that the revenue is realised. Example - We win a deal for $400,000 over 8 months with the revenue realised by month ie 50,000 ( sometimes this is variable so can be higher and lower per month ). Winning the deal at the full value is a false view of the revenue being realised if it is split up over months Example
demo creates quote
suddenly when we create a demo the stystem is creating a blank quote with thye customers name as the item. Pretty sure we did not instigate this. Any ideas checked all our workflows
Akademische Titel
Wir migrieren ein bestehendes CRM Systam nach Zoho. Im alten System haben wir ein Feld mit "Ttiel" = Doktor, Professor, etc. Dieses Feld finden wir in Zoho nicht. Hat irgendjemand dafür schon eine Lösung geschaffen? Im Voraus besten Dank! Beate Maibaum-Buhl
Can ZOHO CRM be multi-tennant?
I want to use ZOHO CRM to store segregated databases for each of my clients. Can I do this or do I need separate instances for each client?
Zoho CRM mass merge duplicate contacts.
I synced my Zoho CRM and Gmail contacts using a 3rd party software that I regret trusting. Basically I have duplicates of my almost 800 contacts. I'm going through each one and merging the contacts, but there honestly has to be a mass search for "similars" or duplicates. Both yahoo and gmail have features like this. I'm looking for exactly the same function that will show me to similars and allow me to choose which fields to keep from which duplicate. How can I do this? Ryan
"Last Activity time" & "Modified TIme" from the LEADS MODULE
Hi, I have observed that in the Lead MODULE when entries are made in the call fields of Open activities section it sets the "Last Activity time" for the lead. Later any time you update any of the fields of Lead Information section the "Modified TIme" changes to the time of modification and it is observed that for such modification the "Last Activity time" also changes to that of the modified ( lead information) time. Ideally the "Last Activity time" which is the time of the call should not change
Tasks
1) How do you create a task or checklist template a) to be used when an item is selected in the product module? b) Can the list also be exported?c)Can the list be triggered & attached when item selected in product module? 2) Can a recurring tasklist (daily, weekly, monthly) be created and have the ability to be assigned to users or different roles?
issue in uploading database..!
Hi Team, We have standard version of of zoho CRM, so can we upload 2 same database for different target audience??
Task, account, and business report
I would like to generate a report in which the information appears for the following situation. When generating a task for a business, I want to create a report that pops up the task, business, and account data fields. In my case the account data is not appearing, the fields are blank, because the task is linked to the business, someone found a solution? Thank you.
Python 3 + API v2 - anyone have an end to end simple program they can share?
I'm finding the errors in the documentation versus what the API actually allows compounding the frustration of being able to figure out this API thing. Does anyone have a basic .py they would be willing to share (anonymised of course) which would get us started on successfully querying records?
Zoho Source Code Form Captcha Error
We are receiving a "Please enter correct Code" error when implementing our Zoho form. We are using the Source version. Any recommendations for things we can check? We have replaced the Table html with a form html. We have used this set up for a year now and it worked fine. We have added new fields to our form so we are updating it. Here is the code. <div id='crmWebToEntityForm'> <META HTTP-EQUIV='content-type' CONTENT='text/html;charset=UTF-8'> <form action='https://crm.zoho.com/crm/WebToLeadForm'
Can I order the legend on a CRM dashboard graph component?
Hi there, I have a graph on a dashboard within Zoho CRM, and I can't seem to order the legend numerically. (Please see screenshot attached). So, we have different stages of our sales pipeline, 1 - 4, but they aren't in order in the legend, and I can't find a way to list them 1 through 4 sequentially. Any ideas? Many thanks, Chris
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