Zoho CRM Community Meetups - India.
Hello Everyone! It's great to see so many of you actively participating in our Community. The Community Learning Series is all about bringing us all together, sharing knowledge and getting to know our CRM better. Next on our list, are a series of offline Meetups set around different topics around CRM, with the first series focussing on Customizing Zoho CRM. Our goal is to get the CRM community together, enable you all to get a better understanding of Zoho CRM, learn to customize and adapt it to best fit
data storage
Data entered into Zoho to be kept on shore in Australia. Zoho set up a storage facility in Australia, or work with our organisation to route data to a space hosted by us.
Lead Api Error using in PHP
Below is the API url I am using but getting response is "400 Bad Request". But same url is working if I put in browser "Chrome". What mistake I did here? Please some one help me on this. Thanks https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=passingtkn&scope=crmapi&xmlData=<?xml version="1.0" encoding="UTF-8"?><Leads><row no="1"><FL val="First Name">Jean-Marc</FL><FL val="Last Name">Ransinangne</FL><FL val="Street Adress1">Covert Pl</FL><FL val="Phone">4342343243</FL><FL val="Phone
Possible to do same multi-entry of several different contacts in notes?
Is there an easy way to do a multi-entry of a note task (e.g. have a note documented in an identified list of contacts with the title of the task (such as Email - sent XX whitepaper) and a small detail of what was done in the note body, instead of having to go into each contact and manually enter?
Create exportable Excel list using notes keyword search?
Trying to pull a list that includes everyone with a certain keyword contained in the notes field, to include their name, company name, and email address, and export into Excel (Experimented with Zoho, searched guides/help as well as forums - seems to be limited to 10 results and can't customize to include contact name and company name to show in the results fields as they are not options. Even attempted reports since they can pull more data lines and couldn't find where to pull from notes here/not
How do I close a task associated with a lost potential?
I am trying to create a workflow rule where all the active task against the lost potential will automatically get closed, is there a way this can be done?
Are tags available to all users - haven't been able to access?
I'm seeing notices that Tags are finally included, but when I follow the user guides, I don't see anything in my actual modules, etc. that mimic the selection buttons that they state should be there. Are Tags still just being piloted to a small group and not available to all? Thanks!
Canno't fech record from Leads or Contacts (php )
Hello , I'am trying to fetch records with php but i failed and the problem is nothings appear on my console please help me guys . Added to that i had also try to create post request and always console blank and nothing happend. # This is my code Request fetch <?php header("Content-type: application/xml"); $token="my api token value"; $url = "https://crm.zoho.com/crm/private/xml/Contacts/getRecords"; $param= "authtoken=".$token."&scope=crmapi";
Formula Field - Overwriting
Hi there, how would one be able to 'overwrite' a 'formula' field? The formula field is hidden in creating/viewing mode so I can't do much there. Many thanks!
Easy way to get spreadsheet data to auto create and assign CRM lead
I am looking for a way to create an "easy button" or a very simple way to convert a spreadsheet to a lead in Zoho CRM without going through the import process. A file is downloaded from a 3rd party site and I need an easy way to convert the excel spreadsheet to leads. Is there a way to create a custom function to do this?
HELP!!! ZOHO API DOSENT WORK!!
Sadly The Zoho Company is not the best at answering support Tickets. It has now been over 24 hours and still no response so i am forced to try and get support from The fine people of this community. In our CRM We have two layouts. One of the layouts is named RDR1 and the other is the default. Where i run the command getFields It comes back with only the default Fields none of our custom fields. This is a major problem because the majority of our Custom Fields is where our data we need to search
Easy way to get spreadsheet data to auto create and assign CRM lead
I am looking for a way to create an "easy button" or a very simple way to convert a spreadsheet to a lead in Zoho CRM without going through the import process. A file is downloaded from a 3rd party site and I need an easy way to convert the excel spreadsheet to leads. Is there a way to create a custom function to do this?
Form updates system-defined layout in Deals but not a custom layout
When the form integration settings have Module is Deals and the Layout is (system default), the integration works. When the same form is used and Module is Deals and the Layout is my custom layout, the integration doesn't work. Any ideas?
Needs help with lookup list based on the value of another lookup field
I have a lookup field from “Module A” to a record in “Module B”. I created “Module C” which have a lookup field to a record in “Module A” and a lookup field to a record in “Module B”. Within a record in “Mdule C”, If I selected a value in lookup field to “Module A”, then a list of record which associated with “Module A” from “Module B” should populate when I start looking up value in the lookup field to re ord in “Module B”. This is very similar with the look up relationship between Contacts, Accounts
Default setting for "Email Sent from"
How do I set the "emails sent from CRM" to be "All" as the default for a lead? When it is set to me (default), I cannot see other emails sent by the crm. I have to change it manually every time I open a lead. I have attached an image to help.
Lost data ?
I'm worried, all my data seems to have disappeared ! Thank you for bringing me your help.
API Search Custom Field
So We have a few custom fields in our Contacts area and I am trying to Search it using the following api URI https://crm.zoho.com/crm/private/json/Contacts/searchRecords?authtoken=MY_AUTH_KEY&scope=crmapi&criteria=((Deal Date:2/7/2018)AND(Ready To Process?:YES)) It returns the following response {"response": {"uri":"/crm/private/json/Contacts/searchRecords","error": {"code":4832,"message":"API call cannot be completed as the Criteria parameter contains empty field name"}}} Please Help!!! It is saying
Canno't fech record from Leads or Contacts (php )
Hello , I'am trying to fetch records with php but i failed and the problem is nothings appear on my console please help me guys . Added to that i had also try to create post request and always console blank and nothing happend. # This is my code Request fetch <?php header("Content-type: application/xml"); $token="my api token value"; $url = "https://crm.zoho.com/crm/private/xml/Contacts/getRecords"; $param= "authtoken=".$token."&scope=crmapi";
Industry options change on conversion
I have customized my options for INDUSTRY under Leads to four choices. When I convert a Lead and it becomes an Account and I try to edit it to change the INDUSTRY a whole new set of options are available. Shouldn't the Industry options be the same?
How to close a deal
Hi, I need help, I dont know how to close a deal that I already won and ended. The expiration dates of the deals ended like 2 months ago, and still appears in the Flow. And If I click on "Open Deals", that deals appear. How I can close those deals and not appear in "Flow" Thanks!
Tip #32: Use Custom Buttons to Execute Unique Actions and Work Faster
Hi folks, Following our Zoho CRM - Tips and Tricks series every Thursday, we are back today with a quick tip on Custom Buttons. Create, Edit, Convert, Send Email, Clone... These are some of the standard buttons that you see inside Zoho CRM. Each one of these buttons is intended for a specific purpose and upon clicking, they invoke and execute the action. But picture this - when you are following up with your deals, you want to send the price quote to associated contact once the discount gets approved.
Changes made to Lead , especially Lead status should be tracked with the time stamp included.
Hi, Is there a way to see the complete history of changes made to the Lead? For instance , the Lead status which was "attempted to contact" at 2:00 changed to "contacted" at 2:50 .
"Stores Near Me" feature in Zoho CRM mobile app showing incorrect stores
Has anyone experienced issues using this feature on their mobile crm app, and the incorrect store will show up on the map? We have had a couple incidents where the sales rep would start planning all the store visits in his local area, then an incorrect store would pop up on his map. I have verified this is the case, and ensured that the addresses are indeed correctly entered in Zoho.
Information contained in the email, direct to account registration
I get daily process progress in my email (about 200-300 per day). In my zoho crm system, I have registered all my processes in the tab of accounts. I'm looking for a solution so that when I receive an e-mail from an update regarding a process registered in my system, the system itself can launch as a task within that account registered in my system. However the custom script / function has to map the contents of the email to find the process number (Ex. 00015099720105020045) to locate in my system
Layout rules with required fields
Our layout rule with hidden required fields is broken all of a sudden. It was working perfectly for months, now it displays all required fields by default, ignoring the layout rule. Did you change something recently? Please change it back.
Sending emails to people in reports
Hi, Had a look around and nobody seems to have the same issue. So I generated a report based on activity with our mass email campaigns and I wish to send an email to those who have clicked on our link in the email and have not opted out from our campaigns - I now wish to send the people in this report another email that is more specific. For this, I need to be able to access the emails module from the mass email section of Zoho CRM. Has anyone got a workaround for this other than sending them individually?
Field level Validation
Have created a Field(singe line) in contact module with Min width of 13 digit,Now i need to check on the duplicate and system must not save the field data in case if the sale person update within 13 digit.Is it possible ? thank you
Syncing wordpress data in to the ZOHO CRM
Hi, I want to sync my real state wordpress contract and property content in to Zoho CRM. Here is the some point I want to implement, Please let me know is this possible or not 1. Uploading new properties in Wordpress including pictures (is what i do) 2. Syncing all fields to Zoho a. Owner contacts to Contact module b. Property details to property module c. In property module create 5 fields with formulas d. Sync result from formula fields back to WP e. Ability to turn listings on or off in WP from
Create automation involving two or more modules
If it only involved one module it would be easy to do with a rule, but I want to involve two different modules (tasks + accounts) and cannot find a way to do so because I am not technical enough to be able to use custom functions. What I am looking for is a way so that: 1) Every time someone closes an activity; 2) If the expected closing date has not been changed within the past 30 days; 3) And if that account is on certain stages; 4) Prompt the user to update the expected close date field (mandatory).
Error 553 Relaying disallowed laravel
I try to send email with right accest in .env but i have this error. Expected response code 250 but got code "553", with message "553 Relaying disallowed as "info@7days2go.com" <hello@example.com>
I lost admin password
Hi. i lost the password of my other email. It is an administrator email, fabricio@superrota.com.BR. No phone registered. How to proceed?
Account is disabled
I have added a user to CRM from the super admin and send a invitation. However, the user cannot accept the invitation and when going to the CRM all we get is a little text in the browser saying : Account is disabled When looking in the CRM under active users it clearly states that the user is active and an administrator.... as far as I know and can see this user is just part of that single organisation, but I find it hard in ZOHO to really confirm that. At this point I am lost where to look.
Email template
When creating a new email template in Zoho CRM (enterprise version), is it possible to import html code ?
Don't just communicate with your audience, connect with them.
Hey Folks, The best leaders are made, not born! I am happy to invite you to a Sales Leadership webinar series sponsored by Zoho CRM. We are partnering with Israel Greene from the renowned John C. Maxwell team for a webinar series focusing on developing your sales leadership skills. He is a certified speaker and expert on leadership development. He'll give us some practical advice on what today's sales leaders need to know to lead their team well. From this series, you will: Learn and master leadership
Now save a draft version of your Blueprint's process flow!
Hello everyone! We are very happy to present to you, the following enhancements in Zoho CRM's Blueprint. #1 Save a Blueprint as a draft It so happens that sometimes you are not ready to deploy your final Blueprint into CRM yet, and you need to put some more thought into the process flow. When you publish a Blueprint, you will begin having records entering it - so it's not a good idea to deploy it before it's ready. To help you with this, we have come up with an enhancement in which you can save a
BE CAREFUL: Blueprints can damage all CRM database
As many people testing the Blueprints, we have learn by experience that after created a Blueprint any record that gets into it's transitions is gonna keep that version until it gets out of the whole Blueprint. Any person testing must be aware of it. It's complicate until it happens. We did a Blueprint to run on all Contacts. Now we have hundreds or thousands of records into it. Delete the Blueprint is impossible until all records get out which can be impossible. All videos and help sites about Blueprints
Latest updates in Zoho CRM this November!
Hey everyone! The latest couple of updates in Zoho CRM includes the introduction of Users Layout Customization and the enhancement of Trend Dashboards. Read further to learn more. Customize the Users Layout in Zoho CRM Traditionally, when you added a new user to your Zoho CRM account, you only had a standard set of fields such as name, email and role. Say you wanted to add a few other specific details of the user, such as their enrollment number or Joining date, this wasn't possible. That's not
Stay in touch type of campaign
How would I go about creating a "campaign" that would call for a 2 year touch type of program including texting (not auto) every 15 days, social media direct messaging every 30 days, phone calls every 60 days etc? Is this best done in Workflow? I have been using Infusionsoft in the past and it was easily done in Marketing Campaigns. thanks
My FREE Version cannot be accessed
My free version has disappeared? I see my account ID and can sign-in, but none of my data is available. I DO get a message that my CRMPlus trial account expired but I never signed up for that. I hope that Zoho is not forcing Free users to upgrade?????
Removing States from Blue Print
Currently ZOHO CRM does not support removing or editing states from blue prints. The entire purpose of a blue print is so that you can implement, monitor and improve work flows. So if for example, you have created a blueprint and then after using it you
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