Opt out emails
I just want to ask, what if I delete/move all the opt-out emails to recycle bin. will there be any restriction happen? Because I might be blocked or anything by the Zoho support if I'll do it. I have plenty of Emails opt out and I want to move them out on my crm.
How to add tags in InsertRecords API
can we add tags in when adding contact through InsertRecords API ? any exmaple please ?
Updating fields on leads/contacts via API v2 no longer triggers workflows
We recently switched to using API v2 for our integration. We update certain fields on users to be able to trigger workflows, however this no longer works. The fields are being updated correctly on the contact or lead, but no workflow is triggered. When I manually update the field the workflow triggers correctly. We need to get this back up and running as soon as possible. Anyone any advice regarding this issue?
Can't find a lead through search but can find through a view
Why is it possible to see a lead vie the Leads View and using lead source but I can't find the same lead when I do a search? All the other leads that were imported at the same time I can find.
How can you show all cases associated with child accounts on the parent account record?
Hi, we would like the ability to show all cases history of all the member accounts/child accounts on the parent record. What would be the best way to achieve this?
Function #34: Close all tasks associated with a deal based on it's stage.
Welcome back everyone! Last week, we learnt how to create Accounts from Leads with all the data at the click of a button. This week, let's look at a custom function that lets you close all of the tasks associated with a deal depending upon the deal stage. Business scenario: Winning a deal is never easy. There are a lot of stuff that you need to do in order to follow through with the deal. Qualification, Analysis, Value Proposition, Identifying Decision Makers, Proposals, Negotiations, etc are the
Custom button to perform a field update.
I can't seem to figure out how to create a new button that will perform a field update. I set up the field update in the Actions settings but when I go to create a new button the field updates don't show up. I'm trying to create a button on each record in list view that would update the status of that Lead.
Focus Group 07 - Personalize record view with Canvas in Zoho CRM
Canvas View is one of the many new features rolled out in Zoho CRM this year. It lets you customize your Zoho CRM modules in ways that suit your unique business needs. With Canvas View, you can add images, customize field arrangements, and have custom buttons, fields, text boxes, background colors, and much more. Unlike List and Kanban Views, which place equal emphasis on all Zoho CRM fields, Canvas View displays your records based on necessity. This translates into a better user experience and greater efficiency.
Zia Voice Skills
I've asked a few of our sales reps to start using Zia Voice on the Zoho CRM mobile app. We will need to customize the Zia skills. I've been struggling with this. Are there video tutorials? Or examples? Also, does anyone know if it's possible to edit the preconfigured Zia skills?
Auth Token to integrate Ninja Forms to Zoho CRM
Hi, Using Zoho CRM Professional edition in trial mode. Need to integrate Ninja Forms to Zoho. Have a WP plugin for this and it requires authorization token. I've read documentation but the buttons to get an auth token are not there in Zoho CRM. I'm a super admin. Is there some other way to request auth token? api? any help appreciated. resolved. have to enable two factor authorization
I want sync ninja form file attachment to Zoho form.
Hi, i am using ninja form an purchased many extensions included Zoho extension from ninja forms. issue is my all fields sync correctly but file upload/attachment not syncing in proper way. Attached file just showing me html code in zoho. please guide me if i doing something wrong.i am using custom lead simple text field to get attachment from ninja form. is there any other option for this please guide me. Regards Ali
Leads Added via 3rd Party Form (Ninja Forms) not Firing Workflow Triggers
Hello, When using the Zoho CRM connector with Ninja Forms, leads are added to Zoho CRM successfully upon submit, however workflows are not firing on Create/Edit.
Adding data to zoho crm via wordpress gravity forms quiz
I searched around but havn't found any info on this topic. Gravity forms has quiz abilities, I would like a users quiz score to be written to their zoho lead/contact information. https://www.gravityhelp.com/documentation/article/gform_after_submission/
Send gravity forms attachments into zoho crm
Hi I have setup an Wordpress/Gravity forms to Zoho integration and it's working really well except I am unable to get the docs uploaded via the gravity form into zoho. It says there are no attachments. I have ticked the option to include gravity forms attachments, but no luck. Is this because my trial account does not have file storage capabilities? Please help. Cheers
the ability to invite other CRM users to your events
We often have experts and managers attend meetings with sales representatives. Why can you not add another CRM user to your event without inviting them as a guest? If you could add them as a user, not a guest, then it would appear in their CRM calendar.
Business Card Not Attaching to CRM
I've been using zoho crm and the zoho business card scanner for about two years. In the last few months when I scan a business card, the information is stored but the business card is not attaching. I've tried deleting and reinstalling the card scanner app and no success. Logging in and out doesn't help either. Zoho support hasn't been able to figure it out. Anyone else have this problem?
How to change field language to the same selected as the locale one?
The language assumed on the dropbox options is diferent from the Language selected. I've selected English as Locale Language but in every dropbox options to select are in Portuguese. B. regards Rui Carvalho
searchRecords API not returning right results. - ASAP
Hello, we have our system connected to ZOHO CRM for some time. From ZOHO CRM, we use the searchRecords method according to the criteria for downloading data. More recently, however, this method does not return all of our records. Interestingly, however, ZOHO also returns data that should not be returned. Can it be verified? ASAP - our client is very dissatisfied at the moment. I think the problem is simmilar to this: https://help.zoho.com/portal/community/topic/searchrecords-api-not-returning-all-matched-results
ZOHO CRM API V2 Issue - Urgent Help Needed !
Hello All We are facing an issue using the API Version 2 Auth Token. We have developed the code to integrate ZOHO CRM with third party system to get the data uploaded in ZOHO Module daily. However , the Auth Token is only valid for 30 min and then expires. This is the issue we are facing since past 2 weeks and have got no solution. Have already tried generating the Auth Token thru the links shared by support teams but thats no help. Can anyone help in this regards ! This is URGENT !
Assignment rule and Zoho modules
Today, assignment rules works for imported leads, contacts etc.. as well as leads captured through web forms. I see two important enhancements, that I hope you'll consider: Integration: this feature is not working for leads captured from SalesIQ, Zoho Desk, or even Zoho Campaigns (for instance newsletter subscribers). As a single web-platform it's a shame not taking benefit of the integration The assignment rule works only if you have the data within the webform. I think that under certain conditions,
Help! Any way to get attention grabbing, marketing savy opt-in, landing pages
Like you do with Thrive Leads. That don’t require cost, modifications, special coding to integrate with Zoho? So far I am not finding one. It looks like you either have “plain jane”, business like, matter of fact contact forms with Zoho or Gravity forms that easily integrate with Zoho. Or you go with something like Mail Chimp that will easily integrate, partner with Thrive Leads and do your emailing there and not with Zoho. And don’t have to spend money on modifications or special coding. The
How can I filter the customer who don't buy for a period of time
My customer should have buy some product again in 6 months to replace the old one. So I want to detect that they buy from us again or we lose this customer. I want to create one field like Last Activity time but called Last buy date to collect the date of the latest closed won deals. and if this field is longer than 6 month It will change another field called 'customer loyalty' and change it to we lose this customer. Please guide me how to setup all of that. Regards,
Report Sorting
I have reports taht automatically generate each week. I wopuld like for tehse to be sorted in date order but cant find a way to do this. The grouping option isnt what we need as this groups our deals by dates. I would liek to be able to view our deals in date order. Can you advise is this possible?
courses management
Hi I'm trying to figure out if I can use zoho crm to mange courses we provide. For instance I need some sort of fuction to act as a course which I can then enroll stidents or mark leads as interested parties, email all the enrolled students / intrested leads etc... Can it be done?
Creating a conditional formula with IF ELSE and AND
Hi, I would like to create a statement where if specific fields are true, then I get a specific return type. For instance, I have a field titled "Do you own your own home?" with dropdown list as "Yes", "No", or "NA". Another field titled "Do you have an existing mortage?" with dropdown list as "Yes", "No", or "NA", and a field titled "Est. Credit (FICO) Score" with "Number" entry. I would like to setup a formula titled "Lead Rating" where if the following conditions hold true, then a specific
Custom Subform Data
I have a use case where a subform works perfectly, however it is useless to me if I am not able to use that data in templates. Is this something that is being worked on and if so, how long before it may be available? Thanks
How to track untouched leads?
Hi there! I'm working on a project and I need your help... Here is our process: When a lead is generated, the marketing team work on the qualification. Based on the info we retrieve, the lead status is updated from "To Qualify" (default value) to "MQL" or "Not Qualified" These information are used to assign the lead to a sales rep. For instance if the lead is MQL and country is France > Assign lead to John When the lead is assigned it triggers a notification to John, and to his manager. Now what
Community Digest - September 2018
Product updates: Here's an overview on Zoho CRM's portals. Take a look that the key changes to API limits. Check out last month's security enhancement for APIs. Upcoming Focus Group: This month's Focus Group webinar is on Canvas view in Zoho CRM. With Canvas View, you can add images, customize field arrangements, and have custom buttons, fields, text boxes, background colors, and much more. Unlike List and Kanban Views, which place equal emphasis on all Zoho CRM fields, Canvas View
Zoho Community Meetups in the US East Coast - October
Hey there! Are you making the most of your CRM? Would you like to learn more about Zoho CRM, some tips and tricks and, network with your peers and our product folks? Several of our Zoho User Groups are meeting up all over the East Coast through October and November. This is a free event, so join the session that's closer to you and learn to make the most of Zoho CRM. CRM Insights | Workflow Rules | Assignment Rules | Blueprints | Macros | Feeds Miami Fort Lauderdale Tampa Orlando
Stop wasting our time, f*cking coders !!! Start thinking with your head and make an app for us!
In the beginning, I was impressed with Zoho! So many applications, so much functionality. It seemed that now nothing is impossible. Until you begin to understand the whole hopelessness of the situation. The great ideas and insights behind the products were spoiled by completely illogical and idiotic restrictions and architecture. Fuck us with mandatory fields that you choose for us ??? You do not know anything about the business! When will working call tracking ??? What is now on IO and androit except
'On Save' trigger
Hi, How can I trigger a function after clicking save? Currently I use a button, but it's not ideal. The function redirects to a Creator app that alters a value, then inputs and redirects back into the same CRM record. While i'm at it, why can't an action be triggered 'On User Input' like in Creator? This would be a really useful feature to have in CRM. Thanks!
New user "pending"
Hello I created a new user on my Zoho CRMPlus account. I paid a license for an additional user. In "Admin panel" I see my new user written in red "Pending". When I click on "Re-send invitation" I will write a message with "error". No activation email has been received on the new user's email address. What to do ?
Support For iFrame Sections in objects within CRM
It would be great if we could use iFrames in the CRM like salesforce offer. You can present all sorts of useful data from different sources. We have a number of data sources for instance in Tableau we would like to be able to show to salespeople within the CRM.
informacion
como hago para que se recupere mi información, ya que recién actualice la app y se perdió una parte de mis registros. ayuda por favor!!! Edgar F.
Turn single line field into URL field
I recently had another company complete a data migration for us and the only way they could work around a weird data validation error and keep our LinkedIn URLs was to import them as a single line field. We now have all the data on Zoho, however, none of them are clickable and there is no data validation on them. Is there anyway to turn an existing single line field into a website URL field?
Access to CRM fails - "Secure Connection Failed"
Just received this message on refreshing page in CRM module about 30 mins ago and then 10 mins later saw same in FORMS module. Other modules as checked appear to be OK. Any reasons why this is happening as all CRM is now down
Pagination does not work in Notes API
When I send a request to https://www.zohoapis.com/crm/v2/Notes?page=1&per_page=25, API sends me back 25 notes. When I send a request to Notes?page=2&per_page=25 (page=2), API sends me back the same notes as in the first request. Pagination does not work in notes.
I couldn't go to email section in Zoho CRM settings - permission is denied (I'm an admin)
I want to change my IMAP configuration in Zoho CRM. Go to setup->channels->email and error message popped up - Permission Denied You do not have sufficient permissions to perform this operation. Contact your administrator. But the thing is that I'm the administrator. Please help me to solve this.
Use of Contact Roles in Blueprint
Contact Roles is a field specific to the deals module, but you can't incorporate it into a blueprint. For example, our sales representatives meet with school districts and need to identify several roles in the decision making process before moving forward - we want to ensure those roles have been identified through blueprint, but no luck.
Member Status Field - Reporting
Hi, We mail out of Mailchimp and the data is integrated via Cazoomi. In the campaign, it shows a 'Member Status' field that shows for that record whether the recipient Opened, Clicked, Bounced etc. How do I use this field to filter leads, contacts or run reports? I can find this field name anywhere in any module - lead, contact, campaign, campaign response or email (the last two are custom modules) Thanks for any help!!
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