Importing Tasks - how to associate it with an account?
I'm trying to import tasks into Zoho. Exporting to get my Zoho ID I imported my companies and contacts from the Setup > Data Administration > Import. Then, I exported my companies to get the Zoho ID (i.e. zcrm_2195XXX000000176XXX) Importing to Tasks I used the above ID for the "related to" field during the task import. After the import, the related ID is empty and the task is not associated with anything. What am I supposed to use in the "related to" field for a successful import? I followed the
Zoho Desk tab inside Zoho CRM
Hello, our Zoho CRM plus users currently have a tab to Zoho Projects which opens directly inside Zoho CRM. I think it's embedded into the CRM as an iframe or equivalent. My question is whether the same can be done with Zoho Desk. Our best scenario is that users do not have to leave the CRM interface to view helpdesk tickets. I tried to create a web tab pointing to zoho desk, but it loads a blank page. Any ideas? Thank you.
email - crm integration
hi does the zoho crm and mail integrate in the free edition as i'd like my emails to show upon each contact?
Chrome Extension Atuthentication Using Zoho Api
Is there any client sdk from zoho? Actually i want to develop a chrome extension by having that client sdk. I have recently made a prototype for Podio so i want to make an extension for zoho as well. Podio offers browser api and uses oauth2.0 for authentication, i am searching for zoho either it offers something like that?
Converting a text field to a dropdown
I have a single line text field that I just realized would be much easier to work with as a drop down pick list. Is it possible to convert a field to a different type, and if not, any suggestions? Thanks David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Customize Deal Stage in accordance with the Deal Type
Hi there, Everything is in the title! Is there anyway to adapt the stages based on the Deal Type. For example : - If the deal type is "New Business" > Stage type 1 - If the deal type is "Reseller" > Stage type 2 If not, that would be a great features for us, and I guess the community; Tony
I need to display an image in the form
Hi, I require to display different images in the Lead Form based on the value selected, how can I embed image in CRM. Urgent help required. Thanks, Kazi Hassan
Pricing changes
We are currently billed under the Old Enterprise Subscription pricing matrix. How long will we be billed at this rate or will we be migrated to the new pricing at some point?
Struggling to Formula Fields
Hello! I'm trying to create a Formula Field in the Product area. My intent is to create a Secondary Unit Price that may have a different value from Primary Unit Price if Unit Usage is "CPM" (cost per 1000). Here is what I want: if Usage Unit is CPM then divide Unit Price by 1000, else keep Unit price as it is (Unit price * 1) Here is my formula: If(${Products.Usage Unit}=='CPM',${Products.Unit Price}*0.001,${Products.Unit Price}*1) And here is the error message I get: Your string is either missing
Encoding XML string on Zoho insertRecord
Having trouble appending an XML string to the insertRecords URL to submit a record to Zoho via a third party tool (HubSpot). In the example below, the $lead->publicLeadLink contains variables separated by an ampersand (&) which is breaking the $insertURL string. I believe I am encoding it correctly but am not sure if Zoho already has an encoding/decoding process on the post page that I am conflicting with. Please help. $xml = '<Leads><row%20no=\'1\'><FL%20val=\'HubSpot%20GUID\'>'.urlencode($lead->guid).'</FL><FL%20val=\'Lead%20Owner\'></FL><FL%20val=\'First%20Name\'>'.urlencode($lead->firstName).'</FL><FL%20val=\'Last%20Name\'>'.urlencode($lead->lastName).'</FL><FL%20val=\'Designation\'>'.urlencode($lead->jobTitle).'</FL><FL%20val=\'Email\'>'.urlencode($lead->email).'</FL><FL%20val=\'Company\'>'.urlencode($lead->company).'</FL><FL%20val=\'Website\'>'.urlencode($lead->website).'</FL><FL%20val=\'Found%20Site%20Via\'>'.urlencode($lead->foundVia).'</FL><FL%20val=\'Hubspot%20Lead%20Intelligence\'>'.urlencode($lead->publicLeadLink).'</FL></row></Leads>';
Best esignature program
I would appreciate any input for the best esignature extension to work with Zoho, or is Adobe the only one? Also, do any of them bring data back into a record in Zoho and if so, how? Thanks David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Phone bridge CRM to Snom phones
Hello CRM support, i want to add phone bridge from my zoho crm to my snom 320. that when a incoming call my account of the crm will jump. i know i have to put on snom320 on the incoming calls url to crm can please help me with the stages how to do it? thx
Excluding Leads from Reports or View
What is the best way to restrict Reports or View to just Accounts, and exclude Leads? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Inbound Screen Pops / Multiple Inbound Numbers
I have Ring Central and 4 inbound published phone numbers my customers call Inbound call screen pops only work if the inbound number dialed is the RC digital number assigned to my phone. Screen pops do not work if a customer dials my published numbers or my toll free number the screen pop works when making an outbound calls
Report to show Accounts with previous Event but no future Task
I would like to create a report to show all my accounts that have had previous events but do not have a future task scheduled. Is that possible and if so what are the appropriate filters?
Why do items in the recycle bin show up in reports?
It appears that items in the Recycle Bin show up in Reports. How can I prevent this from happening? Currently, I must empty the recycle bin in order to exclude deleted items, but there must be a better way to exclude deleted items from reports. Any advice? Thanks
cURL cannot insert company name with special characters
This is the php script I am using to insert data from QuForm to Zoho. It works fine until a user types in a special character in their company (for example Smith & Smith). When & is used, the insert does not show up in zoho. We tried replacing $company = $_POST['iphorm_1_3']; with $company = urlencode($_POST['iphorm_1_3']) ; But the company name shows up with ASCII codes for & (Smith+%26%Smith). Any suggestion on how to make this work with Zoho? function post_to_zoho($form) { // Find
Deal Stage List not Updated in Lead Conversion Window
I have updated the deal stages and corresponding probabilities. When I convert a lead and choose to create a deal, the stage options still include the old/original stages along with my new ones even though the Stage-Probability Mapping setup only includes the ones I want. Is there something else I need to update?
Zoho Desk and Zoho CRM Account and Contact data duplication
We use Zoho Desk for tracking of customer support tickets. Within Zoho desk we have existing customer Accounts and their associated Contacts (customer names). We also use Zoho CRM for Sales and Marketing. Within the CRM we have our existing customer Accounts and Names as well as prospective/Leads. How can we maintain one record of our customer Accounts and Contacts and any updates are synchronize across these two modules. We do not want to maintain the data in both modules. In a perfect world
Customize "Deals"
Hi there, I am new to ZOHO CRM and currently customizing our version. I already optimized "Leads", "Accounts" and "Contacts" to our needs, but struggle now with "Deals". Even though I am able to customize different modules, I would like to delete the existing fields, that are shown in the tab "Deals". I already tried giving the "Stage" different names, but then those are added at the end, but I want them to be the only once. In order to explain it better, here a screenshot: Thanks a lot for your
Is anyone using Hubspot Marketing automation and Zoho-CRM together?
Hi all, I'm planning to build a data-integration app to connect Hubspot (marketing) & Zoho-CRM. As a Product Manager, I'm bit confused about the Problem-Solution fit of this app. I'm questioning my decision that: Is there a demand/need for Hubspot & Zoho-CRM integration? Is there any specific user-problems which are not being solved by existing integration apps? It would be great help if you could answer some of the above questions? Thanks a lot, Rakesh Pathak Product Manager | Zapstitch https://in.linkedin.com/in/rakeshkumarpathak
Send SMS with Zoho CRM using Clickatell
At the update of a Contact Field, I would like to send and SMS. Ive got this working using email and would like to add sms. I have an account with Clickatell. The Webhooks help file is confusing and like reading greek. How do iI easily integrate sms using Clickatell Thank you
Zapier HubSpot integration zap from Zoho CRM to Hubspot
Hi, Please provide some assistance. I have been trying to integrate Zoho CRM with Hubspot (using Zapier) so that when I create a lead or contact in Zoho CRM, it results in a new contact being created in HubSpot. Unfortunately I have been unsuccessful. Every time I try and test this in the Hubspot Zapier interface, I am given this error "No contact with email 'test@gmail.com' was found. Unable to add unknown contact to list." I believe that the error may be coming from the Zoho CRM side because
Zoho CRM
I have four new columns I have to populate within records that already exist. Right now, in Zoho CRM, I am using the sheet view to update 100 records at a time by copy/paste from my Excel into Zoho sheets. For 50,000+ records this is highly inefficient and costs me a lot of time. I will frequently have to update these four fields plus others as new data comes to me and right now I am stuck doing this task in the manner explained above. I am a new Zoho CRM user, so any help would be greatly appreciated.
Lead/Contacts for Manager/Subordinate conflicts
Here's the use-case: 1) Sales Manager has a new lead that he converts to a contact/account/potentials. 2) Later, the lead decides to call the office and one of our Sales associates (subordinate to the Manager) picks up the phone and searches for the email address (that should be unique) but does not find it, since the associate cannot access the manager's contacts/accounts/potentials. 3) Sales associate decides this is a new lead, inputs it into Zoho CRM (it allows duplicate emails if it is separately
Update a date field in a module with a workflow
I have a field on accounts called Last Visited. I have a field in Tasks called 'Sales Task' which is a pick list. I want to automatically update the Last Visited field on Accounts with the Due Date from Tasks when the Sales Task= 'Office Visit' and Status = 'Completed'.
Related List in Module - Drop down missing functionality - SOLVED
SOLVED - Only issue is updating the linked howto page Hello Zoho Team, I've added a related list to our Potentials module, very easy, nice work. However, I'm unable to edit the name of the related list or remove unused list as this instruction page indicates : https://www.zoho.com/crm/help/customization/related-lists.html#Hide_Related_Lists A list I want to rename : A list I want to remove / hide : Thanks, Aaron
How to do caps lock be mandatory?
Is it possible to lock some modules and/or fields to allow only CAPS LOCK?
Adding a field from a Related Account in Open Tasks View
Is there a way to show a field from a Related Account in the Open Tasks view? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
[ insertRecords ] Getting EOF error when uri exceeds 1000 char
Hello, I'm trying to insert a new account, using insertRecords method, with HTTP POST. If the url length doesn't exceed 1010 characters, no problems, the POST is fired, and i get the records in Zoho CRM: But as soon as i add just on character, and the url length exceeds 1010 char, the "eof" (end of file ?) header field turn to TRUE, and the POST is not fired anymore, and i get nothing in Zoho CRM: I spent hours on this problem before notifying this, and i made somes tests to find the limit. I tried
API Exception Adding Leads
Hi i'm executing Java's API Example and i'm getting the following Exception: javax.net.ssl.SSLHandshakeException: sun.security.validator.ValidatorException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderException: unable to find valid certification path to requested target How can I solve this problem?
Unable to process your request. Please verify if the name and value is appropriate
Error message when I tried to access CRM api Error is following : Unable to process your request. Please verify if the name and value is appropriate for the "authtoken" parameter. I have tried with two authtokens also but every time same error is showing. Code for python is: import urllib import urllib2 module_name = 'Leads' authtoken = '4406d0a010e244503c005f8191a6XXXX' params = {'authtoken':authtoken,'scope':'crmapi'} final_URL = "https://crm.zoho.com/crm/private/xml/"+module_name+"/getRecords"
"You cannot add more than -1 active currencies" when trying to Add Currency in CRM Setup
Please help. Regards
suppliers for my CRM
im in real estate service, and i want to add suppliers for my CRM and their homes. how can i do that ?
Products in Potentials
When a potential is created is there a way to edit the price of the product to reflect discounts? Ideally there would be a discount field so I can see how much we are discounting but even if we could change the amount when adding a product would work. Am I missing something here?
SMS Solution
I am looking for the following solution Be able to send sms messages directly via crm using external service such as plivo - Already achieved this Send SMS From template Send SMS manually Send sms as a workflow send sms in bulks have a report of which users recieved an sms and what was the content of it. If the recipient clicked on a link inside the text message - be noted about this on lead/contact card - with field update Any suggestions ? Thanks
Email marketing application to link to Constant Contact or Mail Chimp.
Has anyone had any success directly linking Zoho CRM to either constant contact or Mail Chimp? Personally it would be great to have an application that allows you to export mail lists directly to third party email marketing solutiosn like these. Sales Force CRM has applications for both these products and a similar solution would be fantastic.
Integrate with Constant Contact
I would love to have integration with Constant Contact so that I could see emails that I send through there in Zoho CRM and so I don't have to sync back and forth. melvin@volcanicmarketing.
[ insertRecords ] Inserting boolean value with zoho crm API in XML
Hello, i'm trying to insert some records in zoho from a php script. It was ok before i tried to insert a boolean field. Here is some xml code: $xml = .'<Accounts>' .'<row no="1">' .'<FL val="Account Name">Maxime</FL>' .'<FL val="Account Type">Particuliers</FL>' .'<FL val="Inscrit">true</FL>' .'</row>' .'</'.$postParams['module'].'>'; the insertion works without the last field which is a boolean field in my zoho crm. when i try to complete this field, the insert fails...
For each in String
Hello people how are you? I would like how do in for each inside String ???? Regards Jonathan
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