Big Latency on my flow
Hello, I made a flow on zoho flow started with a webhook. every time i receive a call, i sent data to my webhook on zoho flow. but some times, it receive the data from webhook but it takes like 2 minutes and more to go forward the following of the flow
SMS Campaign add optout link in Zoho Mkt Automation
Hello How to add a optout link in SMS campaign in Zoho Marketion automation like in Zoho campaign ? regards
Logo disappeared from our quotes
Hi I have uploaded our company logo and inserted the field ${companyLogo} into the Quote template. When I preview or export to PDF the image does not show, only a blank spacer where the image should be. this was there and has been working for 2 years
Zoho Campaigns with 100,000 Contact and top up for each 100K to 500K
Hello everyone - I'm asking if i subscribed at Zoho Campaigns with 100k contact then i need to add another 100k what will be the cost ? - What if i subscribed at the 500K contact from day one what is cost of adding contacts above 500K ? - If i subscribed
Applying certain templates base on customer.
Hello everyone, So I know we can set default templates in the customer like this: So the issue we are facing right now is the following. We made templates for all communication since we are dealing with French and English customer. So if I make a sales
How many stores are included with Zoho One plan?
I was hoping to be able to have more than 1 stores as specialty sites instead of putting it all on one, how many stores are included in zoho one plan? I saw this thread, but that doesn't really specify if they are included, only that they can be created
White Label option
Is Zoho thinking of developing a white label product? If not, would you guys consider this option?
Zoho CRM and MA2.0 - How is the new sync working and what is best practice?
Hello, can someone please clarify how the sync is working. As I understand it: All Leads in a module are synced to MA, Changes in CRM are instantly synced to MA Changes in MA must be pushed to CRM Lead-Score, OptOut and Lead-Stage are pushed automatically,
Zoho PSA
Zoho does not have a good way of handling complex billing for professional service firms like engineering, IT or legal. The PSA functions I outline would also be useful in Service Desk Plus MSP. The settings in books, desk and projects all do some form
Zoho Recruit Create Offer is not working.
Trying to create and send an offer to a candidate, but when I click the "Save & Send" button, the button becomes greyed and disabled, making it impossible to continue with the process. I have admin privileges, so that doesn't seem to be the issue. Button
CRM & Recruit
Hi Everyone, Can anyone from a Recruitment Agency provide some insight on what workflow they use to work with CRM and Recruit? Currently - we use Recruit for our Job Board and emailing candidates on opportunities. We would like to use CRM - but it seems as though there is a lot of double up / confusion by Zoho on how recruitment actually works as a service. As a recruitment agency, we have the job board on the website. So the following happens: Candidate applies to job Comes through to Zoho Recruit
Converting Leads to Contacts
Hello, Anytime we convert a lead to contact, it auto changes the contact owner to the CEO's name even if it is assigned originally to the correct lead owner. Even with our lead and contact assignment rules it still changes it back. Is there any insight
Lazy loading images
Hello team, I've noticed that Zoho sites has the capability to lazy load images. Can someone please instruct me on how to select this? Thanks L
Trigger Workflows on User module actions
How can I trigger a workflow upon the new user creation? For Example, I might want to run an API query to obtain an information about the user from the other system, and then save one of the response parameters in the custom field of the user. What would be the best way to go about it?
GMAIL API and Zoho Creator
Just wondered if anyone has had any experience with this. There is lots of detail on the Google API website which I can work my way through. What I am after is just some basics on where to start with regards Zoho Creator. I know it will be the postUrl command, but really not sure on how to format the calls to the API. Any help or just pointers would be great?
Using SMS received as a workflow trigger in Recruit?
I'm trying to set up a workflow in Recruit and need to set the trigger to be when a Candidate sends an SMS in. I can work out how to trigger on Email received (or at least on create/edit with a condition of Email) but how do I trigger a workflow on SMS
Zoho One account to move to 2.0
Hi, I'm a Zoho One account and tested Marketing Automation a year back and ended up not using it and when with Champions. Can I close my current Marketing Automation account open a new one in 2.0 and start over with it? Thank you for the help.
Zoho One - Use Project or Bigin for that?
Hello, we're testing Zoho One for our needs and if I get an answer and it works we're planning to upgrade to the full version for all our employees. I cannot understand if it fits this need. Basically we'd like to use Bigin (or Project) to take care of
Effect of changing Department name
Hello, We have a department in Desk that we would like to change the name of. I am reluctant to do this due to being unaware of how this might effect current tickets in the queue, assignment rules, agents assigned etc. Can someone please let me know what
Restrict some Agents access to some Accounts & Contacts
I have two agent types: Full Agent Customer-Specific Agent I want Full Agents to be able to access all tickets, contacts and accounts - I can get this working fine. I want Customer-Specific agents to only access tickets and contacts specific to ONE account.
Help Center Best Practice for formatting PDF Articles to the KB
I am part of an organization that migrated from a different CRM system and we are trying to upload our existing Articles (which are PDFs) into the Knowledge Base. I have tried uploading with the below two methods: 1- Convert .pdf to a .docx and use the
Zoho SAML Assertions
Hi, We're currently using our IDP (Identity Provider) to authenticate our users in the Zoho Help Center. The authentication process is functioning properly, but we're experiencing an issue where the First Name and Last Name fields are not being populated
downgrade zoho one
sir, we want to downgrade zoho one and we want to shift our data to standalone zoho books and zoho inventory. is it possible to do so as our renewal is due now
Import secondary email Zoho One
Hi, I need to add a secondary email in Zoho One but massively, I´m trying to export all active users, add secondary email manually and import it again in Zoho One. I assign all fields from the attachement to the user attributes in Zoho One and press next
List Pruning
When it comes to email lists, quality is much better than quantity. On most systems it's easy to find and delete users who either haven't engaged for x days/weeks or haven't opened the last (insert number) emails. And yet, this latter functionality is
Request assignment rules
Merhaba, Zoho One kullanıyoruz. İstek atama kuralları 5 ile sınırlıdır. Bunu arttırmak için ne yapmalıyız? İyi günler.
Make the Flexible User Pricing actually flexible - allow bundled apps to be licensed individually
The 'Flexible User Pricing' is not flexible! Please make it flexible. Allow bundled apps to be licensed individually. Although Zoho One offers nearly all Zoho apps, one has to choose which apps to include in the bundle when joining Zoho One. Any included app is forced into Zoho One licensing. The unfortunate implication of this is that one cannot add an individual app user license for any of the bundled apps. If you try to add a user in any bundled app, it will redirect you to Zoho One licensing
I want to cancel the service and I want a refund
Hello, I want to cancel the plan, they have just charged me the monthly amount but I will no longer use it this month, please I would like to know what steps I should take to cancel and receive the refund corresponding to this month, since I am not going
Using blueprints with Zoho Sign or Zoho Books
My question: Can a Blueprint include Zoho Books and Zoho Sign items when each of those is integrated into the CRM? (Zoho ONE) Examples: -A Potential cannot go to the next stage until a customer has paid an invoice. -A Potential moves to the next
Urgent: dimensions of images
Is there a Help section on dimensions of images used in a Zoho Sites template? I need to replace practically every image, but have no clue about their dimensions
What is the Org Account?
Trying to integrate with Cliq, I'm getting this message. As always (and with good reason!) I fear that this is a one-way and has drawbacks on my current workflow/capabilities/features and other. What is the Org Admin and why would only the Org Admin the
Website hosted on Zoho Sites very slow and unsearchable on Google
Hello. In the past two months we were working on a website on Zoho Sites. We moved from Squarespace where everything worked perfectly but I just wanted more Zoho Apps integration so that was the reason we decided to move. At first we had problems with
How do I remove apps that I don't use?
When I click on Access My Apps and go to the following page: https://home.zoho.com/home#my ...there are icons that I don't use and would like to remove. How do I remove unwanted icons? Thanks
Is it possible to change incoming call ringtone in zoho cliq ?
Can we have a option in zoho cliq to change the ringtone of the incoming calls because currently there is a default ringtone setup for everyone in the office premises and there is no option in zoho cliq to change it . So Is there any future plan to add
Which module best for venue event management business
Good afternoon, For our venue event management business including catering we are trying to determine the right module to support our business operations. I have been looking into several modules such as: - Backstage - Bookings - Event Management - Meeting
Recruiter's Assessments - Weighting
The candidate assessments are really helpful, as you can add question types, weightings and specificy whether a qualifying question etc. I need this same functionality within the recruiter's assessments too. I have a bunch of essential and desirable requirements
use the contents of a note in an email template
Dear readers, I would like to add the contents of a note inside a mail template I can send automatically with zoho Recruit. The use case is as follows: 1. A candidate is submitted to a client 2. the client rejects the candidate 3. The status of the candidate
Fake Subscriptions?
Given that Zoho Commerce can't sell subscriptions, I'd like to know if we can create non-inventory items for subscriptions, and then once the buyer checks out, somehow capture that event and create an actual Zoho Subscription using API's. In effect faking
Meeting Agenda App
It would be perfect if you had an app for meeting agenda. Specially if this could be embeded in the CRM or stand alone even for inhouse real (not online meetings). We yous zoho meet with clients and we really need something like this. Check the https://meetingking.com.
Tasks in Zoho One are a MESS - Please Fix!!!
My team has been slowly integrating into Zoho One - we use just about every single Zoho software - Cliq, COnnect, WorkDrive, CRM, Projects, Desk, Sales IQ etc.. One thing we are quickly discovering is that tasks are a complete mess!! We have tasks from
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