Converting a lead via crm api with javascript
I am posting this issue again because my first one was labeled as answered and I am not sure if that means that the people a zoho do not look at it again. My issue was not really answered. So I will post again. I have been trying to convert a lead via the api. This is the error I get: <response uri="/crm/private/xml/Leads/convertLead"><error><code>4600</code><message>Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values.</message></error></response>
newbie question - Can I create related fields?
Hi All, Sorry if this is completely in the wrong place, but as a total newbie (been signed up for around an hour) I just wanted to know if zoho can do what i need it to do before i invest too much time getting to grips with it...im already on product number 5. I need to be able to record customers payment plans, (amount and due date) and be able to display all due payments on the dashboard. If anybody could point me in the right direction for researching the possibilities of zoho that would be great.
PROBLEM API
Hello, I want use getusers api with url https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=xxxx&scope=crmapi&xmlData=<Potentials><row no="1"><FL val='Potential Name'>First Potential</FL><FL val='Description'>description of the potential</FL><FL val='Closing Date'> 01/04/2009 </FL><FL val='ACCOUNTID'>631505366</FL><FL val='Email'>test@test.test</FL><FL val='Stage'>asdasd</FL><FL val='boolean flag'>TRUE</FL><FL val='product'>FREE</FL><FL val='Date of Birth'> 01/01/1970</FL><FL val='Mailing
Zoho API Attachment Download Fails
Hi, we are currently integrating zoho into our application, but it seems that I have run into a problem with access. I have full access to everything I am requesting from the API, except when I try to download an attachment. I am able to retrieve the attachment id, and I have been using the same authentication token for all requests. The error I am getting is: Code: 4811 Message: Download failed, you don't have access to this attachment. The error code is not in the API documentation.(https://www.zoho.com/crm/help/api/error-messages.html)
Error when attempting to link Zoho CRM to Zapier
Hello, I am trying to link Zoho CRM to Zapier so I can upload the leads to SendPulse, an email marketing platform. I have done what is asked, input the token and linked all fields. However I get this at the "Test This Step" step. I do not know how to fix this, please help. Thank you. Bargle. We hit an error creating a lead. :-( Error: You do not have the permission to edit this record or the "id" value you have given is invalid.
Adding user to project is broken for us
Dear Zoho Projects Team, Currently we are unable to add employees to a project the system is not allowing us to add a user. When we search for the user it pulls up a record but its in red and states the following : Invalid email address We have emailed support and haven't heard back on this issue. Can you please let us know what is going on and why we can no longer add staff to a project, it has been an issue for use for about 2 weeks now. By the way I just found a workaround to adding the user to
updating record with zrm.zoho.getrecordbyid
Hi all, I'm making an script to catch some data from acount related with a Quote and update the Quote with this data, but I have an erro and I don't know how to fix it. Please, could you herlp me? Thanks in advance The script is: crmResp=zoho.crm.getRecordbyid("quotes",quoteid.tolong()); //respstr=crmResp.tostring(); if(input.dia = "-1") { diapago="Fecha factura"; } else { diapago=input.dia; } terms="Forma de pago: " + input.metodo + " " + input.dias + " dias, dias de pago " + diapago; crupt=zoho.crm.updateRecord("quotes",input.quoteid.tostring(),{input.terms:terms});
Email from Module
Hi, I hope someone can help me, I'm setting up my CRM and trying the email from the modules, when I click a lead I can only add a another lead in the CC of BCC boxes. For instance I want to email a lead but I want to BCC a contact, I can't. can someone please tell me what I'm doing wrong
bug in exporting user connections data CSV
Hello It seems that exporting users connections is limited to a few weeks even if you put specific date range like one year. Same for display even without exporting. nono
Custom Function not executing?
I followed an example of a total sales rollup from the help files and the function is not executing on the account records? However I am receiving the alert email that I put in as a test? Anyone else been able to make this work?
deduplicate search field
Hi, I am trying to deduplicate my contacts by first name or last name. However Zoho only gives me the options of searching by fields email, phone, account name, or mobile. Is there a place where I can change this to include first name and last name? Thanks, Sarah
Associating Emails with Contacts
Hello: How can I associate an email sent or received from a contact with a different contact? Foe Example: I want to send an email to John Smith. The content of the email concerns another contact, Mary Jones, but I do NOT want to send the email to Mary Jones. I do want this email and any replies to be associated with both contacts though so I can keep them straight within the deals, accounts, and contacts modules. I have looked, but can't find an answer anywhere. Thank you in advance for your reply.
Feeds
Hi, how can I have all the users feeds appear in everyones feeds so that people can see what everyone has been updating, I currently see all mine, some of anothers and none of anothers, I would like it if we could all see what each other is doing, we are all on a level playing field so we don't need to keep anything private
Why your customer service so bad???Why?
I'm a paid customer for zoho CRM and zoho Mail and some problems with CRM and EMAIL FILTER. I launched some tickets and send some emails to your customer service. But your didn't reply me. Crazy. Can you improve your customer service???? I can't work without problem resolved, I have waited more time and so Anger, Damn!!!
Auto-send emails to contacts.
Hello, Here's what I am hoping to achieve. When a contact has a potential created I want an email to automatically be sent out to that contact. Then whenever I move them along the sales pipeline stage probability mapping I want a different email to be sent out to them. How can i achieve this? Thanks in advance!
About Zoho writer
When I use Merge cell,Collapses layout. Why??
Mass update Accounts and Conatct Owner
What is the best way to change the account and contact owners? I have a list in excel with just the account names no contact names and the account/contact owner. Can it be done to just import 2 fields the owner and account/conatct name or will it overwrite all other fields as well to to be blank? Thanks.
Can CRM Plus be synced with Zoho Books and Zoho Invoice simultaneously?
I have a business solution scenario that could be implemented if both Books and Invoice are able to sync with CRM Plus simultaneously. Is this possible?
Automatically CC another user on emails
Hello, We have a user that would like to automatically CC'ed on every email that another user sends through ZOHO CRM. Is this possible? If not, is there another way to accomplish this? Thanks, Mike
Email from Module
Hi, I.m hoping someone can help me, when I email a contact, lead or potential, I can only add a BCC from the same field so if I email a lead from their details in the crm, I can't say bcc someone from the the contact list, how can I do this
Add Account Owner lookup in Potentials
Hi Is there a way to create a lookup to include the Account Owner in a new Potential? When an Opportunity is created by any user we would like it to show the Account Owner as the Owner of the Potential and not the user entering the data. Guy
How do I map fields for a New Task?
I have mapped all the fields for Lead > Acount > Contact > Deal, however I am not able to see where can I map the fields for new task? I want some of the Contact fields to be transferred when creating a new Task. Thank You.
How to associate a Contact with Sales Order (API)
Hi Guys, just wondering how to associate a CONTACT entity with SALES ORDER when creating a new sales order via the API. Is there a specific field which I need to fill in in order to achieve the link? My sales orders are currently linked to ACCOUNT and that account entity is linked to CONTACT. If I view the account entity in ZOHO CRM I can see the associated sales order. Viewing the Contact entity does not have the order listed. Thank you. Martin.
What do I do with leads that I do not want to convert?
What do I do with leads that I do not want to convert? I have several prequalifying questions and I ask these questions from leads. If they are not prequalifed, what do I do with them? Just delete them?
How should I categorize my contacts?
After every conversion zoho crm creates accounts and contacts. Now I do not know which one is customer, which one is prospects and so on. What is the best practice for this matter?
Converting a lead via crm api with javascript
I have been trying to convert a lead via the api. This is the error I get: <response uri="/crm/private/xml/Leads/convertLead"><error><code>4600</code><message>Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values.</message></error></response> This is the url I am sending: https://crm.zoho.com/crm/private/xml/Leads/convertLead?authtoken=********************************&scope=crmapi&leadid=971240000007521007&xmlData=%3CPotentials%3E%3Crow%20no=%221%22%3E%3Coption%20val=%22createPotential%22%3Efalse%3C/option%3E%3Coption%20val=%22assignTo%22%3Edcrowell@roofscope.com%3C/option%3E%3Coption%20val=%22notifyLeadOwner%22%3Etrue%3C/option%3E%3Coption%20val=%22notifyNewEntityOwner%22%3Etrue%3C/option%3E%3C/row%3E%3Crow%20no=%222%22%3E%3CFL%20val=%22Potential%20Name%22%3ESamplepotential%3C/FL%3E%3CFL%20val=%22Closing%20Date%22%3E12/21/2009%3C/FL%3E%3CFL%20val=%22Potential%20Stage%22%3EClosed%20Won%3C/FL%3E%3CFL%20val=%22Contact%20Role%22%3EPurchasing%3C/FL%3E%3CFL%20val=%22Amount%22%3E3432.23%3C/FL%3E%3CFL%20val=%22Probability%22%3E100%3C/FL%3C/row%3E%3C/Potentials%3E
Announcement: 3DES deprecation.
Dear Customers, As an important security measure, we are deprecating insecure cipher connection mechanisms like 3DES on Feb 10th 2017. Will change this affect you? API users : If you are using API's using insecure 3DES cipher protocols, they will not be supported after the deprecation. Please update your API's to connect via AES (126,256). Refer the following to set the cipher suite for the language you are using: Java - Set the cipher suite in javax.net.ssl.SSLSocket. Ruby - Set the preferred
Mass Deleting Imported Leads
Is there no way to mass delete more than 100 leads at a time? I imported over a month ago so there is no way for me to revert back. I can't believe no one can do this - surely other people run into this issue.
Is there any performance difference between getSearchRecordsByPDC and searchRecords API ?
I need to search from leads using email column. Both the APIs can serve the purpose. But I want to make sure that we use the most efficient one. Please let me know if there is any performance difference between the two ? Thanks Mandeep
Is it possible to send authtoken in header instead of query params ?
For security reasons, is it possible to send the auth token in headers ? Sending it in the url is quite unsecured and we would want to avoid that if it is possible. Let me know. Thanks Mandeep
Attach call record with Leads or Deals or Campaigns
I am successful in attaching a call record to a Contact. But how do I do the same for other types ? What should i send instead of CONTACTID ?
Tracking Products Owned
What's the best way to track products that an account owns in CRM? Adding a product to the account would seem logical, but from what I can tell you can't create workflows off of the products owned and you can't mass assign products to imported accounts. So, it seems like there must be some other best practice for tracking the products that an account owns. One that gives more flexibility.
Visits in CRM not visible
Two of our non super users cannot see "Visits" in CRM (coming from SalesIQ). They should have full access to everything, but "Visits" are not part of their view on CRM ?
error 4401: Unable to populate data, please check if mandatory value is entered correctly.
I have only 1 mandatory field, I tried the following xml: var xml = "<Contacts><row no=\"1\"><FL val=\"Last Name\">last</FL></row></Contacts>"; var xml = "<Contacts><row no=\"1\"><FL val=\"Last_Name\">last</FL></row></Contacts>"; var xml = "<Contacts><row no='1'><FL val='Last Name'>last</FL></row></Contacts>"; var xml = "<Contacts><row no='1'><FL val='Last_Name'>last</FL></row></Contacts>"; URL: https://crm.zoho.com/crm/private/xml/Contacts/insertRecords?scope=crmapi&authtoken=XXXXXXXXXXX&newFormat=1&xmlData=<Contacts><row
Dynamic date fields - work arounds
Hello Community Does anyone have any good work arounds for the lack of dynamic date fields in CRM? I want to be able to create reports and formula fields for things like: A particular date has expired ie: Today > [Date field] A particular date has not yet expired ie: Today < [Date field] A customer record has had no activity for x days A list of customers bought from me more than x days ago eg: customers who have not bought something from me, based on a date field, for more than 1 year Technical
Error de procesamiento
Estimados, saben por que sale este error.
Account showing as inactive
My other account userid :clicknetllc@gmail.com is showing inactive. I use that extensively everyday. I have several employees using it. I use the zoho subscriptions as well. All my clients information is in tjere over 500 accounts. I am freaking out, it is saying that my account is inactive. Someone please teach out to me and let me know what the heck is going on.
SalesInbox Activation for ZOHO CRM
We are on Enterprise CRM and I was looking at the SalesInbox Email tool. If I request access, will this effect all my users? Or do I enable this for each person? I have one user using POP3 because she needs the email button. Will this switch her automatically to SalesInbox if Igain access? Lastly, the rest of my users are using Imap... Happen to them? Thanks!
How do people attach email from Outlook 2016 or Apple Mail to CRM Potentials, or Quotes?
We use Outlook 2016 with Office 365, and then my laptop is a Macbook so Apple Mail. I'd love to easily be able to attach email from these programs quickly to Zoho CRM Opportunity records or Quote records. The official plugin unfortunately is only Accounts, Leads, and Contacts for some reason. I don't want it to be automatic or anything, I prefer being able to click an email and then select the record to attach it to. Are there any 3rd party options or shortcuts or tricks that anyone has that might
Email Insight - Track Each Email Open and Each Link Click
I suggest adding a feature so that the date/time is logged for each time that an email is opened and each time that a link is clicked. Also, if there are multiple links in an email, track date/time that each link is clicked. Provide the same information for email attachments This could be reported as a summary in the Email table for each lead page or contact page. A detail for that email would be available by clicking on the email to access a report for the Opens and Clicks. I use Bananatag,
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