Why are we being asked to migrate API's from 1.0 to 2.0
A client of mine received an email from Zoho them to migrate their API's from 1.0 to 2.0 for ZohoCRM. The thing is they do not have any custom API's. They do not integrate ZohoCRM with any other services or their website. They use ZohoCRM standalone. They never had to make any custom API's when they originally set it up. What exactly is Zoho asking them. Does this migration only apply to those customers of ZohoCRM that link it to other platforms and services or are all ZohoCRM customers required
Intergration with Google Forms?
I'm trying to help a student of mine and this is what they're requesting. I tried to look through the website to see if it would do this but there's SO much that the software does that it's hard to find what I'm looking for. "It would be great if I had something that auto filled from my Google Form that people fill out with like a dashboard that showed me "you need to follow up with these people today!" and maybe a warning about the people I'll have to call the next day, perhaps you can change the
Change Role from CEO to VP Sales
Hello, I just signed up for a test account. My account was automatically assigned the role of CEO... I cant find a place to change it to VP Sales. Is this a bug??? Haim
How to send an email to a 2nd email address associated with Lead or Account
Within CRM, I have a primary contact, or Lead. There is a second person closely related to the Lead that I'd like to send an email to, who has a different email address.. Is there a way to do this? Perhaps connecting the Lead module to another module? As it relates to the Lead, I'd like to set up a task, or automated task even, to send an email to this second person. Recurring emails actually, once per month. Perhaps this can be set up outside of CRM?
Exclude Users from being added as Contacts
Users have enabled IMAP email sync. When e-mails are imported, other (internal) users are automatically added as Contacts in Zoho CRM. Is there a way to exclude my own domain users from being added to Contacts?
Work flow rule that need to set when field is changed and should apply only on single record.
Hello there, I need a Work flow rule that need to set when field is changed and should apply only on single record. i.e when field (status) is updated/changed in Lead, it should call webhook on only respective Lead that is changed, Right now condition is setup in zoho on "All Leads" or "Leads that is matching condition. i want the rule to apply on current lead which is changed and then call webhook but not on all leads or leads matching condition.(simply rule should apply only on "Lead"(singular)
Zoho CRM and Xero Integration
I have tried a number of 3rd party synchronisation options to sync Zoho CRM with Xero but none provide all the features that I need, the most important being transferring full sales history into Zoho CRM. We have been using Zoho Analytics for quite a while which syncs natively with Xero and transfers all this data across. Using Analytics we can view all sales information going back over 2 years. As we are now using Zoho CRM Plus, which includes Analytics, would it be possible to create a button on
Add more for "related to"
A lot of the time an activity, mostly events for us, need to be related to multiple different people. It would be extremely helpful if we could select multiple people in this field.
C# API REST
I need to make a C# API that gets data from the Zoho CRM. Is there a example project that I can use to make it work ? I made it all work with Postman, but even with the help of the docu I cant make it work in C#. Thx in advance.
Zoho CRM java SDK throws exception while create records
Hi there, I am getting the exception from Zoho CRM java sdk while creating records. Below is the code. and the exception. Excption image try { ZCRMRestClient.initialize(); // Initialize app with credentials } catch (Exception e) { e.printStackTrace(); } // Select Module type List<ZCRMRecord> records = new ArrayList<>(); ZCRMRecord record1 = new ZCRMRecord("Products"); //module api name ZCRMUser owner = ZCRMUser.getInstance(675035425l);//
get an error when trying to get token
when i trying to get an token. can any one help in this situation? https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=kevin.******@aipxperts.com&PASSWORD=AvhF9YCpY7yI&DISPALY_NAME=mynodeapp
I have a problem after update data in deals for all records
Hi, we are performing the put record method https://www.zoho.com/crm/help/api/v2/#ra-update-records it inserts data into the field №2 http://joxi.ru/RmzGjyWS048pQ2 from the screenshot we We see that the transaction has field No. 1 and No. 2 filled, but the problem is that field No. 3 is not being counted, but if you take field No. 2 for editing http://joxi.ru/BA0EqYzSJ3LBWr and click save, that field is recalculated and we see that field No. 1 remains the same, but fields No. 2 were recalculated http://joxi.ru/MAjOn5KS4l04Wr
Problem: New UI - Misaligned Fields
With the new UI rollout has anybody else noticed misaligned (custom) fields all over the place? I have issues in the following modules: - Quotes - Sales Orders - Accounts - Contacts - Leads - Tasks - Cases Screenshots attached. This was reported to Zoho at the beginning of the week but no resolution. It's not a huge deal but looks very unprofessional and just another chip away at the confidence level my users have in the system. It would be nice if you had the ability to switch over to the new UI
Sales Orders Deluge
I need to create a Sales Order in CRM from Creator and I need to know the fields to populate and how to structure the Product information when there ware multiple product lines for a Sales Order. I know the basic is: response = zoho.crm.create("Sales_Orders", mapped_fields); It's those mapped_fields that I need the structure for to correctly populate and create the record in CRM Sales Orders.
Quote model : Update description with modification into product.quote
Greetings. I've created a model for quote. This model currently read Product.Description. When a saler create a new quote, he select different products. He may change the description of the product, within the quote, in order to match customer need. When i Print the quote, my model show the initial description which was on the product, instead of the new description of the product, modified by the saler. What can I do, for the PDF to be updated ? Thanks, Claire
Restrictions in public view
Hi Zoho How to hide the public view referring to "All Opportunities" for each user? That allows that each user can only see their created opportunities, not the others
Zoho Form - Map Dependency Fields
Hey Guys. So I have map dependency set up in my leads. Both the fields are a drop down multiple choice. So the child field is automatically filled after a parent field is selected. Now I want to do the same process for leads via Zoho Forms. However, once we select the parent field, the child field does not automatically get filled in the CRM records. Is there any way to do this?
Can't upload Attachment through API
Hi. I'm trying to upload attachments to my contacts in zoho CRM through API. I use a form where the user can upload files an I use this curl code to put that attachment to zoho: $curlFiles = curl_init(); curl_setopt($curlFiles, CURLOPT_RETURNTRANSFER, 1); curl_setopt($curlFiles, CURLOPT_URL, 'https://www.zohoapis.eu/crm/v2/contacts/' . $recordId . '/Attachments'); curl_setopt($curlFiles, CURLOPT_HTTPHEADER, array('Authorization: Zoho-oauthtoken ' . $accessToken)); curl_setopt($curlFiles, CURLOPT_POSTFIELDS,
CRM PHP SDK RelatedList Records
Hi, I'm developer for a customer and it's the first time I'm using Zoho CRM PHP SDK API to fetch data. I have 2 custom modules : " Immbeubles" and "Unités locatives". Each record from "Immeubles" module can have records from "Unités locatives" module. I can fetch data from each record by ID of "Immeubles" module, no problem. But I want to get all the records of "Unités locatives" module from the "Immeubles" module's record. How can I do this ? Which function should I use ? Is it possible or should
Webform integration. Two different forms (panel) and pop-up. In the URL, it does not executes validation of required fields
Hi, I have been trying to integrate a webform to track leads directly from my wordpress site. For the past few days it did not worked because the send button was grayed out. Today, I noticed that when I don´t edit the form but click on "Embed options", the code shown is slightly different and does allow me to submit and I do receive it in my Leads view. BUT: It does not run the validation of required fields. I can submit a totally empty form. The form shown at the end of the creation process, has
Looking for integration between Zoho CRM and an online payment option...
I have been using Zoho for a while now (soon to subscribe). I can't say "it's terrific" enough number of times! We are an appliance service business. I know that I can create invoices in the CRM but it would be so much better if the field technician could process the customer's credit card from right within ZohoCRM and the response from the third party (merchant gateway etc.) would then update some fields within Zoho CRM (with approval code for example). How complex is this to implement? I have been
Zoho Api v2 Log a Call to Contact Error - Call_Type Invalid Direction
Hello, I'm trying to log a call for existing contact via API but I'm having this error. {"data":[{"code":"INVALID_DATA","details":{"api_name":"Call_Type"},"message":"Invalid direction","status":"error"}]} this is the sample json data I'm passing. { "Subject" : "Inbound Call", "Call_Type": "inbound", "Call_Duration" : "302", "Call_Start_Time" : "11/23/2018 4:05:00 AM", "se_module" : "Contacts", "Description" : "Call Description", "Who_Id": { "id" :"1234567890"} }
Invalid access token format
I send query https://accounts.zoho.com/oauth/v2/token?refresh_token={refresh_token}&client_id={client_id}&client_secret={client_secret}&grant_type=refresh_token like this described in https://www.zoho.com/crm/help/api/v2/#refreshing-tokens And get answer ( [access_token] => 1000.3e3ff587727bf933********689d55dd.5b5a3456********75cb22a32b5e783 [expires_in_sec] => 3600 [api_domain] => https://www.zohoapis.com [token_type] => Bearer [expires_in] => 3600000 ) *I replace some characters in access_token
Best Practices for Setting up Email Templates for many users?
My sales team wants to have a set of commonly used emails to be created as templates. How do I make this as easy as possible to use? We want each email to have the user's signature included in the message. Using templates, is there a way to automatically pull in the user's email signature? Otherwise, I can think of two options, neither seem like a good solution: 1. Create a template for each user, for each use case. EG -- if there are 4 sales people, there would be 4 versions of each template.
Organization Email Addresses Limit
Hi, I have been dealing with an issue as an agency that does marketing and sales for multiple businesses. Zoho has been great for us by using automation workflows to send out campaign emails. The problem is we have users that represent more than 10 seperate email addresses for those individual companies. Because of the organization email limit we are unable to add businesses to our workflow process unless we buy a license for each new email that we need emails sent from in those automatic workflows.
Searchable Fields
Hi, our company sells machines and they all have a unique serial number. In the account i want to add a field where i can store the serial numbers, sometimes there is one, sometimes there can be as many as 10. I need to be able to search the whole database by a single serial number - sometimes i know the serial number but do not know which customer purchased it. What type of field do i need to add? thanks!
Adding Leads
We want to import Accounts (Company Names) with basic details as leads. Once they are imported we would like to then attach contacts to those accounts post the import. I notice that you can't import leads without a contact. Is there a work around?
Custom Button to convert module A information to module b fields
Hello, We have renamed our "contacts" and "accounts" modules. For the ease of explanation, let's say contacts is now "moduleA" and accounts is "moduleB". I want to map certain fields (First Name, Last Name, Lead Status, Contact Number, etc) from moduleA to moduleB using a custom "convert" button that applies a "custom funciton". NOTE: moduleAId is a parameter of the function chosen from the list as: moduleA id I have the following code: moduleAIdLong = moduleAId.toLong(); rec = zoho.crm.getRecordById("moduleA",contactedIdLong);
Zoho Api rejects leads with .cookie in the email address.
Why does the api not allow a lead with '.cookie' in the email? We have a user whose last name is cookie and when we try to sync the lead into zoho the request fails with "{\"response\":{\"error\":{\"message\""Unable to process your request. Please verify if the name and value is appropriate for the \\\"searchValue\\\" parameter.\",\"code\""4600\"}}}\n" Both search and post requests to create fail for the email which is valid.
Handling Both zoho.eu and zoho.com clients with one app in crm integration
Can i make an integration with v2 version where both zoho.com and zoho.eu clients can login because if I create an app in zoho.com console the credentials of that ie client_id and client_secret are not working with zono.eu clients . is there any way to handle both with one app .
How to correctly specify duplicate_check_fields via API
Hi, I have some code setup which is inserting a new Contact into ZohoCRM via a website enquiry form. This all works perfecltly fine using the below structure. I'm using this API end-point: https://www.zohoapis.eu/crm/v2/Contacts/upsert $data['data'] = [ [ "First_Name" => ''.$customer['field_0'].'', "Last_Name" => ''.$customer['field_1'].'', "Email" => ''.$customer['field_3'].'', "Phone" => ''.$customer['field_2'].'', "Mobile" => ''.$customer['field_2'].'', "Lead_Source" => ''.$lead_source.'', "Owner"
PHP-SDK Delete Records Example
Greetings, I am using the API 2.0 with the PHP-SDK. I have figured out how to Upsert & Update Records thansk to the help of other members of the forum and zoho support. Now I am trying to figure out how to mass delete records. Bascially cleanup my mistakes :) I see a deleteRecords function but I can't figure out how to pass an array or entity ID's to this function. If anyone else has any help or can point me in the right direction. Thanks, Josh My Code, I am just pasting the pertinent parts, please
Lead Conversion - Phone field for contact cannot be mapped
Dear Zoho team, when I configure the lead conversion mapping I encounter the following issue. I would like to map the phone number of the lead to the phone fields of both the account and the contact records. But in the dropdown list of the contact the standard phone field is not shown. I can select all the other phone fields (mobile, home phone, other phone, fax, asst. phone), but not the "simple" phone. Is there a reason why this cannot be done? Best regards, Christiane
Push URL to Zoho CRM and decode it
Hello, I have a website where a user makes a form entry and selects some options after the form entry. Once selected, I want to pass the URL(where all the information is stored) to Zoho CRM and decode it. An example URL could be like that: https://mywebsite.com/?name=Hello&surname=World&email=test@mydomain.com&phone=012345678 I wanto to pass name -> Name field in CRM surname -> Surname field in CRM email -> E-Mail field in CRM phone -> Mobile field in CRM How do I pass the data to Zoho with a button
Can't add twilio phone #
I am only able to sel;ect one of my twilio phone #s for incoming calls even though there are three numbers in my twilio acct. Any idea why this would be?
Unthrown errors using PHP SDK (API v2)
We've noticed that in some cases the new API will fail to insert a record (for example) but not throw an error (ZCRMException) when there is a problem with one part of the request. For example, if we try to set the Lead Owner to the user's name instead of their User ID, the entire insert fails silently: this snippet works ... $record->setFieldValue("First_Name","John"); $record->setFieldValue("Last_Name","Doe"); $record->setFieldValue("Email","john@doe.com"); $record->setFieldValue("Owner","1231231231231231231");
Print Quote PDF with editable fields
We are looking to generate PDF Quotes with "editable"/"fill in" fields where our customers can fill in information on the PDF. Is it possible to do this either directly through Zoho or an extension/add-on? Thanks.
Is it possible to use an external api within the zoho crm application?
Hello, I would like to use zoho crm a lot, but I did not find anything similar to solve my problem. I need to use an external api inside the zoho form page to get and record the data. With this Api I would like to fill in the data automatically, after having made an inquiry in the zoho field. I need to solve this problem as soon as possible. THANK YOU!
Duplicating Product details box in Quotes Module
Hi, I am trying to find a way to duplicate "product details" box in the Quotes module. Reason for that is because I want to make a multiday tour quote which is compound of different days, and I need to highlight this. But I see that that box is not customisable. Any Idea? Thanks!
STUCK on Step 3: Generate Access Token and Refresh Token
Hi support team, I'm able to get the code variable from step 2. Using: https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id={client_id} &response_type=code&access_type={"offline"or"online"}&redirect_uri={redirect_uri} But no matter what I do, I got an error when I try to do a post request to the url on The step 3 of the developer guide, https://accounts.zoho.com/oauth/v2/token?code={grant_token}&redirect_uri={redirect_uri}&client_id={client_id}&client_secret={client_secret}&grant_type=authorization_code
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