email sequences/Cadences
I'm curious to know how Zoho CRM users are working with email sequences/Cadences. I use Klenty which has aN integration with Zoho CRM to send out email Sequences/Cadences. But here is the problem. There are so many types of leads in my CRM and i only
Menory is full
Hello, my memory is full, see screenshot. How can I free up memory? How can I create a list of the entries that use the most memory? Thanks
Sales tracking for financial advisors
Hi everyone ! I work in a financial advisor firm and I would like to track our sales. "Product" seem to be very limited for our usage. Here are the requirements: -> We need to have a database where we can select one or multiple products in a deal. ->
Can I get list of user ID's at certain role using API?
Hi, I have role called 'Sales Representatives' that consist of 8 users. can I get the list of the user ID's by using role name (or role ID) as the parameter using API in Zoho CRM?
Kaizen# 83: Get input via pop-up and show/hide fields in Client Script
Hello everyone! Welcome back to another Kaizen post. In this post, let us discuss the following use cases. A. How to get input via a pop-up B. How to show/hide fields using Client Script A. How to get input via a pop-up 1. Requirement Consider that the
Kaizen #123 Data Synchronization from a third party application
Welcome back to the Kaizen series! In last week's post in the Kaizen series, we discussed one-way data synchronization from Zoho CRM to a legacy application, utilizing Zoho CRM's Bulk Read API and Notification API. This week, we will discuss data synchronization
Is there any wait to mass import meetings record for leads at ZOHO?
I have some personal meetings record which I wish to store over ZOHO under meetings tab and mass import those records but can not find an option to do the same at CRM.
ottenere un url
Salve, stiamo valutando di utilizzare un software che ci automatizza l'invio di messaggi tramite WhatsApp web(bot). Il software in questione, tramite l'utilizzo di api e a seguito dell'inserimento di una mia URL permette la gestione dei contatti del mio
Check Contacts for scheduled calls
HI guys! I really hope sonmeone can help, I am battling with the logic of my code. Here is the use case scenarion, we heavily use the call smodule in ZOHO, i have a workflow that triggers and schedules calls dependinf on the outcome of a call. We have
Mail Merge Saving vs Synchronous
We've started having a problem recently when creating a Mail Merge from Zoho CRM that when selecting anything over about 50 records instead of 'Synchronous Merge (Download/Store/New)' we end up getting 'Merge & Save as files' instead. Nothing has changed
how to delete attachments to free up our File Storage?
how to delete attachments to free up our File Storage?
client based application errors while making a post request
hi, I have made a client based application and i have got access token also but when i use to in my code on header section it gives this error do i need to have any other token also? in documentation for client based application there are steps for access
Questions on the Calls Module
Morning all I cant seem to find a roadmap for this, I have a few questions: Are there any plans to allow cleint scripting in this module? Any plans to allow "buttons"? We have integrated with Yeastar PBX, but intitiatting a call though the CRM doesnt
Global function in client script
Hi, I was wondering of there is a way to have a global function/variable in client script so we can use it in different client script events ? Lets say I want a function to be run in a value changed in 10 different fields and in different modules.
How to avoid mapping "last name field
Hi, I am in a stuck case and need your help. I have already imported all customer contacts to Zoho CRM, all with "last name". I have many other csv files with new fields but without "last name" value. Now I want to import these csv files to update my
Is there a way to not require the Last name for leads?
We need the last name to not be required. Thanks
Set value for "Member Status" (Campaigns / Contacts)
Hello there, a "Member Status" field is available in the linking table / association table that links the campaigns with the contacts. My question is how to update the campaign contacts, I need to set the member status to a specific value for multiple
Popup de preenchimento obrigatório
Boa noite É possível criar um pop-up de preenchimento obrigatório? Neste caso se eu tiver um campo data e o utilizador o quiser alterar, aparecer um popup a pedir o motivo pela qual quer alterar a data e guardar o mesmo nas notas. Se me pudessem ajudar
Workflow Rule if a whatever CRM field is not changed in X time
I would like to ask you if there is any workaround, when we add in a single line something today, if the next 3 months this field remains the same then do something (for example create a task). I know that for a picklist there is something like picklist
Custom function to set meeting to online meeting?
Good evening, I have a blueprint that guides my team through booking viewings for property enquiries. I have a validation that the meeting type must be "property viewing" and then there are the associated emails that go out confirming the appointment.
extracting the "timeline" in reports
Hello, I need to create a report for Quotes in which to show how the values for every product quoted have changed in every Quote stage. How can I do that? I tried creating a report with Quote stage history, but it only shows the most recent values and
Custom Fuction in ZohoPlus - Auto-Change contact owner after 7 days of the contact inactivity
Hello, As the title said is there any custom fuction that can help up Auto-assign a new contact owner based on inactivity of a contact? For example we have the X person that didin't put any note,task or any other activity on the contact in the past 7
Dashboard tracking converted Leads/Opportunity/Prospects per Month
Hi guys, I'm trying to create a dashboard that shows how many Deal Flows are converted (Lead --> Opportunity; Opportunity-->Prospect; Prospect--> Won;....) per month. Unfortunately, I only can "find conversion time" the dropdown menue. Thanks in advance
Order of execution of Automations?
I'm trying to understand the order of importance that Zoho places on Automations. IE what is triggered first and what is done second, third, etc Specifically looking at the sequence of automations like Blueprint, Workflow, Actions, Custom Functions, tasks,
Important Update: Implementation of New 2024 Email Guidelines from Google and Yahoo
Update (May 2025): Outlook introduces similar email authentication requirements Following Google and Yahoo, Outlook will also enforce new email security rules starting May 5, 2025. Bulk senders must authenticate all emails using SPF, DKIM, and DMARC to
Custom Function to Count the Records in a Related List
I am looking for script for a custom function for a Zoho CRM workflow to count the number of records in a related list like is shown in this custom employee count video: https://www.youtube.com/watch?v=wA8GMVk57Jk Can you send me one?
email opt out is locked
I've got a webform on my site that sends (correctly) all data to zoho crm leads; however, when I submit, the lead is always opted out of emails even though I'm passing the details mapped appropriately (screen shot: https://share.thepurplepiggybank.com/QwuX6P9w).
Does a workflow stop when somebody responds to an automated email?
We have automated email workflows that are triggered when people sign up for specific lists. Sometimes it's 1 email, sometimes 3, sometimes 5. When somebody takes a particular action on an email, we'd like the email automation to stop and our sales reps
Automatically tag Outlook emails when associated to CRM
Hi, When associating emails to CRM from the Outlook addin, it useful to automatically assign them a category label 'CRM' when the action is done. This helps the user to keep track of those emails which are not yet associate in CRM.
Lightspeed Retail POS Integration?
Hello, I saw an abandoned/unanswered question from 2 years ago about POS integrations, so I'm hoping this one is more successful! Does anyone have any insight/info/ideas related to integrating Zoho CRM with POS systems such as Lightspeed Retail? I'm imagining
Print customised Contact details to pdf
Hey guys, I am using my crm system for an event. Therefore i would like to print the name and some more fields of my contacts to a PDF. Is it possible to create a customised tempalte (or sth. similar)? Thanks a lot in advance. Best Regards Max
Deluge Function is unable to pick Created time and Modified time
Hello Team, I have created a Function which should get the created time and modified time from the lead ID and get the time gap and update the TimeGap custom field that only accepts string data. The Script is running but the created time and modified
Automated e-mail to a customer after a certain period from their order/invoice on Zoho Books
Hi, I would like to create an automated email to be sent to the customer after a certain amount of time from their order/invoice on Zoho Books. Is there a way to achieve this? Thanks
Is there a way to show company information on a lead or contact page?
We are collecting information on specific technology that a prospect utilizes. We want to create a custom field on the company that contains the technology that they use and then have that field displayed on both the company and all contacts and leads
Require a field following stage change
How can I make a field required following a stage change in Opportunities? When an opportunity is moved to lost, I want to require an existing field "loss reason"
Log Call + make Billable option
Hi we are running CRM with Project. We use Projects´ Timesheet function primarily. There is an option in the CRM module to Log A Call and also to make it Billable. However there appears to be no relation to Timesheets so I don´t see how this feature is supposed to be used....
Total amount in Campaigns
Hi, How can I have a field in Campaigns that sums the total amount of potentials that are in relation with that campaign? Now i get the total amount of all potentials linked to a campaign by a report, and i want the sum in Campaigns module I tried to
Display image upload field in our website
Hi， Our company is developing a new website and we would like to display a image upload field or a file upload field in our website. Is CRM allow generate an outside chain for display purpose ?(or base64 whatever) Thank you.
Hide "Delete" Button
Good morning, I hope you are well! I wanted to know if there is any way to hide the "Delete" button, I was looking for information but I couldn't find anything that tells me how to hide it. Thank you so much!
Price Cost - Discount limit
Hi team, there is one issue that is: In quote products subform, it is not possible to access a custom field from Products with ClientScript. Therefore, I would like to find a workaround for this: - I have COST price field on each product - If that product
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