Sync Zoho CRM contacts with IPHONE
Is there a way to sync the business contacts directly from the CRM to the iphone and vise versa. Alternatively is there a way to sync the CRM contacts with the ZOHO contacts then link the Zoho contacts to the Iphone as a work around. This is for business contacts only. Jake
Sending Automated Emails from a Secondary Email
I'd like to send automated emails from one email address (name@domain1.com) in my crm. This could be a custom field from the user account, or however Zoho needs to recognize it. The problem is, I'd like another email address to be the default address (name@domain2.com) for a given user in campaigns corresponding to the "use CRM owner address" option in Zoho Campaigns. We use Gmail as our email host and client. Is there a way to accomplish what I'm describing using a custom function, referring to
Zoho CRM API V2 to update values of Fields in Custom Linked Module
I created a module with the structure of master-detail form. I want to be able to update the information from CRM API V2. I'm able to insert the data directly to the Master, a Custom Module, so far it is good until that point. The problem comes when I try to insert the information to the Custom Linked module that was created on the designer. Currently I'm trying to make a sample insert and I got the error: I always get the error: (400) Bad Request. I'm doing the update in the same way I do with
Twilio call issue
I signed up for a Twilio trial. I got my codes and did a sucessfull setup with Zoho, but i can't call any one. I have recorded a video, but regarding to GDPR i can't share it to public, only to the support. I can't find any direct support form. Please help :)
Read Receipts for Zoho
Is there a read receipt option for zoho mail
Zoho CRM API: Getting geotag information from mobile check-ins with the API
From the Zoho Mobile App we can create web check-in events. As part of the event data the current geolocation is also stored against that event. We can see this in the Web UI where the location address is shown as well as a pointer on a map. However we are not able to fetch the geotags using the CRM API. Neither the getRecordById or getRelatedRecords (Notes) for the Event or the related Account return any of the check-in address or geolocation information. Is there another API for getting the geolocation
Zohoapis crm v2 current user profile info
Hello, We are using Zohocrm api v2 for getting currently logged in user information geting. but i getting the status code 401 Unauthorized. { "code": "OAUTH_SCOPE_MISMATCH", "details": {}, "message": "invalid oauth scope to access this URL", "status": "error" }
Creator Subform to own CRM Module Subform
Hey there, ...is it possible to update subform entries by Creator of a record in Zoho CRM? I tried the following script in Creator: paramsMap = Map(); paramsMap.put("Title",input.Title); // this is working PriceList = List:Map(); for each rec in input.Prices { PriceMap = Map(); PriceMap.put("Item","Test"); // Item = column/field in CRM PriceList.add(PriceMap); } paramsMap.put("Items",PriceList); // Items is the name of the subform field in CRM respy = zoho.crm.updateRecord("Test_Module",input.CRM_ID.toLong(),paramsMap);
How to add calculated column to report
Hi, i need to add a calculated column to a report. i have a report that shows for every worker all his/hers quotes and if he/she closed it (true/false filed). i need to calculate the Percentage of success (total true/total quotes=%). Any idea how to do it? TNX
Import contact from LinkedIn
Is there any way to import a contact (not a connection!) direct from LinkedIn as a lead? This would help with prospecting. Yes, I can do it manually but looking to see if there is a streamline method. Thanks!
Adroid & IOS - Lead/Contact/Deal Call Overlay
I will try to explain this as simple as possible. first i'm a real estate agent and I will be using the Zoho CRM as a cold calling platform from my desktop and phone as well as a marketing platform. I currently use Base CRM ( Base made simple) which is awesome but limited. Within their Android and IOS app though the app store they have this feature that has proven to be the biggest value to my business. Their app allows for this thing called Call Overlay which takes the incoming phone number what
Zoho CRM Android Bug "User Not Active"
I need to buy 20 users. For evaluation, i downloaded zoho and i created admin user - mubashsher.salim@gmail.com I registered 5 users Urvashi.verma@adarshgroups.com Waseem.jafar@adarshgroups.com Jyoti.rawat@adarshgroups.com Akanksha.bhatt@adarshgroups.com Iram.khan@adarshgroups.com I have checked my settings, all are active with manager role given. They work perfectly ok on computer. However they are unable to login to mobile App. It gives error "User_Not_Active". Please activate it on and urgent
How do you approve records on the mobile Zoho CRM app?
As the title says I'm looking for the option on how to approve records on the mobile app like you can approve it on the web version. https://www.zoho.com/crm/help/miscellaneous/approve-records.html
Not able to create/find authtoken for establishing connection between my ZCRM to my PHP website webform.
I am new to ZCRM and I am using trial version, I go through many videos/guides/articles, and followed their steps to get authtoken from my ZCRM Account, but not able to find. Please do the needful.
Automated email template with buttons
I want to build an automated email template that will be sent out to our leads that include buttons to click for further information, that will automatically send out other emails, depending on which button they click on. Is that possible in Zoho?
Post-Sales Account Management/Renewals
Hi, We run our business on a subscription-based model, where clients sign up for long-term and pay a monthly recurring subscription fee. Ideally, I want to be able to forecast our "pipeline" (ie. potentials/deals) which are not yet won, as well as forecast for the account management side where we will need to address renewals at a certain point in time in the future (ie. a few months before contract expiry). My question is how is the best way to operationalise this using Zoho CRM? Once a potential/deal
Extract names, company info etc from a list of emails
Can I extract names, company info etc from a list of emails? Situation: I have a list of emails I got from a source outside of Zoho CRM. I know that in our Zoho CRM, we would have contacts. If a contact already exist in Zoho CRM, I'd like to extract contact info from an email Is there a way to do this automatically or at scale? Thanks
User cannot connect to CRM
Hi, I have added a new user to Zoho CRM, and emailed the link request as normal, howeverwhenever he tries to use the link (or the alternative web address) it takes him through creating a new Zoho account and then generates a trial CRM Enterprise database - ive tried deleting his account and resending, this doen not solve the issue
Updating Same Module Entry that Triggered the Zoho Flow
I have a flow in which updating a deal in my Zoho Deal is my trigger action. I used a some filter/decisions to see if certain fields need to be updated in that deal. I try to use action of "Update Module Entry" as my action but it requires an Entry ID. There is no way for me to say that I want the same deal updated that triggered this Flow. Additionally, I have tried using the "Fetch Deal" action in the step preceding the "update zoho moduIe" action, but regardless of which route I go, I still get
Sendmail from Zoho CRM Custom Function
Hello, Think I found a possible bug using the sendmail function in Zoho CRM. The following works fine when testing. sendmail [ from :zoho.adminuserid to :"someemail@gmail.com" subject :"New Lead Assigned to you." message :"Dear Joe,<div><br></div><div>A New lead has been assigned to you. Please call and update as soon as you can.</div><div><br></div><div><br></div><div>Name: "+input.Bconnected_Name+"</div><div>Phone: "+input.Bconnected_Phone+"</div><div>Address: "+input.Bconnected_Address+"</div><div>City:
Layout Rules not working in APP or Google Extention
Dear, I've added following layout rules: Picture Everything works on the webdesktop. But as soon as I try to add leads or contacts through this rule via MobileApp or the Gmail Extention, it seems not to visualize the fields after I've made a selection. See attachment 2 for the G Extention issue. -MD
Problem with zoho form
Hello everyone, I have a problem with the zoho form, the client gave me a form which has to be hidden and fill in the information with results of a web service, when setting the values of the different input, the problem is that the submit () event of the form does not fire, I am integrating it into an application with angular 6, please could you help me with this
How do I delete Zoho Projects tab from CRM?
The module for Zoho Projects is visible on the top bar and I cannot remove it via Customization>Organize Modules. It is not currently linked to a Projects account although it used to be. Thanks for the assistance.
Date Format
HI All How do I change the date format? I am in Canada, but want to use the USA format.
How will i get the authorization token?
I am using PHP SDK to connect to ZOHO. Go insert leads for the company profile. I followed up procedure as in "https://www.zoho.com/crm/help/developer/server-side-sdks/php.html". I get grant token, access token and refresh token too. But Unable to get any authtoken. It's giving null. With this "$oAuthTokens = $oAuthClient->generateAccessTokenFromRefreshToken($refreshToken,$userIdentifier);". Is there any way i can get that.
Campaign Detail Level Blank
As of this morning, March 12, 2019, all of our campaigns detail level is blank. We have not made any changes to the layout. We have no other issues. Anyone else have this issue? Any suggestions on how to resolve it?
About Records APIs sales order
curl -X GET \ https://www.zohoapis.com/crm/v2/Sales_Orders \ -H 'authorization: Zoho-oauthtoken 1000.b0d949fc6a0d4836e267548f6379af5a.64566c4465f127f837ca63d5dbcb4eda' \ -H 'cache-control: no-cache' \ -H 'postman-token: a7c6c6b1-25d5-be83-50b7-37b516986950' Response is empty, may i know why?
Auto populate mandatory field in Accounts module on user input
So what I'm trying to do is auto populate an account name when creating or editing a new account in Zoho CRM. Basically I'd like it so that when a user types in the Account address and City it would auto populate the mandatory Account Name field to the user input on those fields. Thank you
CRM Lead Magnet won't create an entry with a blank, optional field
Hi, Using the CRM Lead Magnet plugin with Wordpress and Contact Form 7 to send leads into the CRM. I have four fields: * First Name (required) * Last Name (required) * Company * Email (required) If all fields have data in them, then the form works fine and an entry appears in the CRM. However, If a user chooses to leave the optional 'Company' field blank then no entry is created in the CRM and no errors are shown. It's a bit bizarre. Anyone have a fix or is this a known issue? Thanks
Need help restoring your customer base
I have created a database of clients on a demo rate Enterprise. when switching to the free tariff, the customer base was lost. How can it be returned ?
Send Email and Update Status after time has passed
Hey Everyone, Looking for a hand here on creating a custom workflow. Not sure how to do it. When a new lead is created by a customer entering their information using our webform they are classified as "New Lead" for their status and an automatic email is sent with some information and asking for a call to be setup. What I'd like to create is a workflow that automatically executes as such? - If they have been in "New Lead" status for 1 week, they will be automatically send "Email 1" and their status
Einrichtung
Schönen guten morgen, ich habe am Wochenende sehr lange versucht mir das Telefon einzurichten, laut der angaben wird Avaya telefonie unterstützt, aber die einrichtung funktioniert nicht. Nun meine Frage, mit welchem Telefonsystem wird denn nun zusammen gearbeitet. Denn Avaya wird angeboten, aber es kann nicht eingerichtet werden.
refresh_token grant does not give back a new refresh token
When i am requesting tokens the first time i get back an access_token and refresh_token. But when i use ther refresh_token to get back a new tokens only the access_token is provided. I do not get a new refresh_token.
How to pull data from other fields from a lookup field record?
I have a custom module called Room as well as another custom module called Rehab Costs. I have a lookup field called Paint Costs in the Room module pointing to the Rehab Costs custom module. Next to that lookup field, I have a currency field called Painting Costs. I am trying to write a custom function to pull the Cost field value of the record of the Lookup field and populate the Painting Costs Currency field with that value. I have been searching and search and not able to find anything to
Updating value from one custom module to another
Hi, I have 2 modules : Offre GC (tab) called Custommodule1 (name) and API : Name Offer Société (tab) called Accounts (name) and API : Name Accounts I have a field called "Gardiennage" (and many others, but we will start with one and I will duplicate ;-)), and I would like to update this field on my "Sociétés" module when field is updated on "Offre GC". I've tried to use and adapt this code but it isn't working : ARGUMENT CustommoduleId = ID Offre GC CODE CustommoduleDetails = zoho.crm.getRecordById("Offer",CustommoduleId.toLong());
E-mail parsing identifying the mail but creating an empty lead
Hi, I created four e-parsers from e-mail. Three of them are working perfectly fine but I has a problem. It identifies a new mail, create a new lead, as it suposed to, but with all blanked mapped fields. In fact only one mapped field is retrieving the correct information, all the others doesn't. Anyone can help me on that? Best Regards
Accidentally Deleted Module
Hello. I accidentally deleted "Today's Leads" from Hompage. How do I add that back? Thanks.
webhook to post lead as XML
Hi, Trying to get a webhook to work to post lead details as XML to another CRM system. Just can't get it to work. Needs to post Zoho CRM lead data to FLG360 in the following format:
invalid client response
Hi. I'm trying to generate tokens and getting {"error": "invalid_client"} response. I'm using postman for requests. Making everything as in documentation but it doesn't work. What is wrong? URL https://accounts.zoho.eu/oauth/v2/token body : grant_type: authorization_code client_id: myId client_secret: mySecretredirect_url: someUrl code: codeIgot
Lookup Field
Hi, Pretty new to Zoho, but got a question regarding the lookup field. I've created a new module, and have been trying to use the lookup field to look at the 'Products' module and pull the data across. I though it would have been straight forward (unless I'm missing something. Below is what I though all I had to do, First field label = My new module Lookup module = The module I want to pull data from And related list title = Thought that was the field I would pull data from Can anyone point me in
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