Introducing Zoho CRM GraphQL APIs: Our Next Frontier!
Update 25th Sep 2024: GraphQL APIs are now open across all DCs including IN DC for Enterprise, Zoho One Enterprise, CRM Plus and Ultimate edition orgs. Please note that GraphQL APIs are not available for Trial Edition of these editions. Update 27th Aug
Best practice for contacts who have left a company?
How to store email history when a contact left an account ?
Integration of Quickbooks customer data to Zoho CRM
Hello Experts, I'm seeking insights and your experiences regarding integrating QuickBooks Desktop with Zoho CRM. I've come across information in forums suggesting that integration may require the QuickBooks Online version. I'd appreciate hearing about
Ticket not created using Actions by Zoho Flow
Hi, I've created a workflow and added an Action by Zoho Flow. The action should create a ticket in Zoho Desk. However, the ticket is not created while everything seems to work fine. https://help.zoho.com/portal/en/kb/crm/automate-business-processes/
vCard implementation
In SugarCRM one can create a vCard which you can save in outlook. Is there any way of creating a vCard in ZohoCRM and if not is it on the drawing board.
Schedule 200 calls for contacts with a Button based on the view that the button is in
Hi Everyone Hopep you are well. I need some help nailing this code down. I need to create a butotn that generates 200 calls for contacts. The button will be placed in the contacts module and will need to generate the calls for the contacts based on the
Get Notes related to specific contact in rest api v6 using coql query
I'm trying to fetch list of notes for a specifc contact using coql query. Here is my query { "select_query": "SELECT Parent_Id, Note_Title, Note_Content FROM Notes WHERE $se_module = 'Contacts' and Parent_Id = '638530000000373001'" } This query is working
Create Conversion Funnel for Lead Status
Dear Community, we run our leads through the following lead stages: Now we would like to measure the conversion rations between the single stages, i.e. "How many of the leads to whom we sent a contact request on LinkedIn accepted it?" -> "To how many
Move or sync my CRM tasks to Zoho Sprints
Hello, Currently my company works in different lines of business, which makes that different sectors of my company use Zoho sprints or CRM tasks to assign tasks. This creates a problem as my colleagues waste time creating the same task in 2 different
Workflow rules based on "X" amount of time since Last Activity
I feel like I have tried every which way to create workflow rules based on an amount of time since last activity, last call or length in certain status but have come up empty. The scheduled workflow rules and scheduled actions seem very limited to static
Quick Links menu on left dissapeared
There was a menu on the left side of my pages that would let me go to calendar, Vault, etc. It is now gone, I made no changes to the program, its just missing. It was small icons until you put your mouse over it and it got larger, but it is missing. Any
Trying to integrate Zoho CRM with Wordpress website using Bit Integrations plugin
Hi, I'm trying to set up my company website so that when users fill out our contact form it generates a lead in Zoho CRM. The website was made with Wordpress and I'm using the Bit Integrations plugin to hopefully simplify the process. I thought I everything
Error handing while use client script in zoho crm for Cannot read properties of undefined
Hi Folks, I´m using client script to get values from Accounts module to Quotes module using this piece of code var accountrecord = ZDK.Apps.CRM.Accounts.fetchById(account.id); if (accountrecord._Rating == null) { do someting; } In the console I'm getting
Zoho CRM - Product - Tax Based on State/Province
Hello, In Zoho CRM, when adding a product you need to set "tax" value. However what happens when the Tax rate is dependent on the buyer/customers location. e.g. Business is located in: State A Customer is located in : State B The tax rate for customers
Disabling Two Factor Authentication
Hi How do I disable (& possibly later re-enable) Two Factor Authentication (TFA)? Thanks Ross
Minimize or remove stages for specific views
Hello Zoho warriors! I am in a team where we would like to simplify the pipeline-view for specific users. We have a team of sales team who should ONLY see stage 1-5 and then we have a technician team who should ONLY see stage 6-10. I came close to what
How to display subforms datas from zoho form in zoho crm fields ?
Problem : you can add 5 subforms in Zoho Form, but only 2 in Zoho CRM fields. How can I display the datas from my 5 subforms into my CRM fields ? Thanks in advance.
Checkbox and Stages
Hi. I'd like to make a rule under Deals wherein you cannot proceed to the next stage unless a specific checkbox is checked. How would I be able to do that? Thank you!
Converting Leads to only Contacts
Hi, As someone relatively new to ZohoCRM with around six months of experience, I've been exploring how to seamlessly transfer contact information from our CRM to Campaigns. One key insight I've gathered is that contact details from leads only appear in
Not only void functions in Kiosk
So, the returned result could be used in subsequents components of the Kiosk. That's it. Saludos
Problem about widgets
Hey, I have a react app and I have placed my app inside of a widget. The issue is, I need to change the widget URL dynamically. Here is why: for example this is my url https://test.app. It's the homepage. But what I need is https://test.app/contacts/offers/123456789.
How do you add an external user?
We have an company with two Zoho CRM organizations/deployments. One of their marketing staff needs to have access to both CRM organizations. She's been added as a standard user to one of them. How can I add her as an external user of the other? She'll
Email & Mail-Merge tags for Contact Roles & Events on a Deal
I've been using another CRM system that was built more specific for real estate, but they have a couple of very useful merge tags that I'd really love to see Zoho make available in the (near) future. These would be great to insert into emails (including
Skyslope to ZOHO
Hey there! I am hitting a road block when it comes to integrations. Skyslope tells me that ZOHO is not an approved platform for them to integrate. Which, sure not a problem. But I know there have been several people I have known that say the connected
Our Feeds have stopped updating since May24th
We are not getting any feeds updates in our CRM. This is critical to our business and it has not been addressed in over a week.
Multiple Leads within an Organisation
I have a number of leads within one organisation, some are almost sales (and are in Contacts), but I don't see any way of connecting them together? I would have thought there would be a way to connect them together, say under an Organisational Intelligence
edit note time stamp
Need to be able to edit the time stamp of a note. Often enter notes after the fact, maybe the next day but want the note to reflect the proper date and time of a call or meeting.
Calling custom function via REST API from external website
I have a custom function set up to accept and return JSON via the REST - this works fine via local REST clients like Postman (using API key or OAuth). My only issue is that I can't make calls to the endpoint from a web page of an app I'm running. I'm
Keep getting the same error in a function.
When executing the code below, i get this error message, adding line 4 didn't seem the solution. Any tips? We look up contacts from the Accounts tab. Code is working fine, but keeps on giving errors in the form. contact = zoho.crm.getRecordById("Accounts",aid);
Enhanced email bounce management in Zoho CRM
Highlight: You can now attempt to unblock temporarily blocked email addresses Dear Customers, We're excited to announce an enhancement to our email bounce management system that makes it easier to handle different types of email bounces and take necessary
Best practice when handling customers and/or accounts with different "statuses"?
Just wondering what the best approach might be here. Different scenarios: Scenario 1: We sell software to client 1 and he pays for a yearly subscription. We sell the same software as above to client 2 but he pays monthly or maybe even quarterly. So the
Unable to see the Quotes module in CRM
Hello, I cannot see the Quotes module in our CRM. I can see that it is check on in the tab groups, but it is not displayed. Any idea why? Kevin
client script: clone record: on load. How do you get the parent record id?
I have a custom module. I have a lookup field back to itself. the purpose of this lookup field is to link it to a parent record. I want to clone a record and have the clone wizard pop up. I'm trying to auto fill this lookup field back to the parent record.
transfer it to Indian data center?
" Your account is in the Europe data center." Can we transfer it to Indian data center? Moderation Update: Moving the Zoho CRM account from one data centre to another involves a lot of technical tasks. Please write to support[at]zohocrm[dot]com to help
Bigin to Zoho: imported as Accounts and not as Leads
Hi, We are evaluating both Bigin and Zoho CRM and are currently on a free account to test the functionalities to see what best suits our needs. Started with Bigin and added about 150 Companies and Contacts as prospects. We then migrated that into Zoho
Status on adding Quotes module to Mail Merge
I've seen some threads regarding feature requests for adding the quotes module to Mail Merge. Is there any progress on this topic? I am looking for a way to add a price-table from quotes in mail merge documents in writer.
Workflow not working in portals
I have a workflow set up so that when Deals hits a certain Stage, it creates a record in a custom module. It works in the full version, but not in Portals. Anyone know why this would be happening? Does Portals not support workflow rules?
Phone / Mobile Number Fields
I want both fields to auto format XXXXXXXXXX to (XXX) XXX-XXXX This is a simple auto format field in Excel should be simple enough or I do not know where the setting is.
There is a way to send a Deal to Lost after a period of time?
I would like to close Deals after 20 days of inactivity. Any idea? I´ve checked in Automation and Custom Functions but cannot find a way to filter by Last Activity Time...
Wrap field text
I have recently established tracking information to be passed to crm. However, some urls are very long. I have intentionally made the limit of these fields to 100+ characters but when the extremely long urls are passed, it stretches out the screen. Is is passable to allow wrapping for fields? If not, please consider. Much respect. P.S. BTW, Zakir Hussain is my favorite percussionist. http://en.wikipedia.org/wiki/Zakir_Hussain_(musician)
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