Zoho CRM Workflow Function Not Receiving Field Data – All Values NULL
Hi Everyone, I am trying to do an automation using function and workflow. One of our client has a request that they want to get an update about all of their sales order on their application when the status of sales order change. I created a work flow
Hubspot to Zoho: You have exceeded the migration limit for your organization.
hi We did a first test migration in December that worked i'm told by my engineer. Friday we had a issue around no call type in hubspot during final migration. She ran again but for some reason stopped the 3rd to check something. We are now blocked with
Issue in adding leads in automation through manage list
Hi Team, I've been trying to upload leads for the past two hours, but they are not getting updated, nor is there any failure message. Please look into this on an urgent basis.
Unable to add custom fields to Tickets through API
I have added two custom fields to our Ticket layout. Company ID and Location ID. The Fields page shows that in the API their names will be cf_company_id and cf_location_id. When I submit a ticket through the API I get: {"errorCode":"UNPROCESSABLE_ENTITY","message":"An
Workflow isnt execute when record is created via sync with Desk
Hi, as in subject, why executing workflow doesn`t work when someone new sent mail to Zoho Desk and via integration email address is created as Contact in CRM?
[SOLVED] Review before submission with files
Hi ! In a simple form with a subform, the "review before submission" option works well only if I don't add a file/image. But as soon as I add an image to the upload field, the review button no longer works. Do you have any idea where that comes from?
Zoho CRM for Email ( Microsoft add on app) Feb 25, 2025
We are currently experiencing issues with Zoho CRM for Outlook despite updating the Microsoft add on app and Zoho software to the latest versions. When working in Outlook on our Macs and PC's and 365 on the web, when we try to link an email in Outlook
Can I see what clients have filled out while signing is in process?
When I send a document to a client I often get phone calls
because the client is having trouble and unable to "finish" executing the
document. Is there a way that I can see from my end what hasn't been
filled in correctly by the client? I would like to
Inquiry About Read-Only Function for Form Fields and Request for Development
Can the fields in the current form be set to a read-only function now? I sincerely need this feature. If it is not available at the moment, could it be prioritized for development?
File Renaming and PDF Export Issues
Using the Zoho Creator app on mobile, I need to rename draft files and export them as PDFs, then forward them to the LINE app. 1) Is it possible to set the file renaming as a variable (from the form's variables)? For example: Customer Name + Date. 2)
Unable to create a Sandbox Error
I am a super admin/owner and when I try to create a new sandbox, it DOES walk me through all the questions but then when I say go, I get this error. Sorry! We're unable to create a Sandbox account for this email address. Please contact us at support@zohocrm.com
"Unable to send template message." for Zoho CRM
In Zoho CRM I created a lead from my own number and made some conversation using what WhatsApp api. The last conversation was 30 hours ago and the session is expired. To resolve the session expiration issue I created some WhatsApp message templates and
Conversion: Lead to Custom Module
I need to convert my lead based on certain criteria to a module I created. But Contact and Company module are pre-selected in the workflow rule page. Is there a workaround for me to be able to select the module I want to convert to?
Why is Zoho Mail support so lousy?
This is not the first time I voiced out about this, the first time was 2 months ago https://help.zoho.com/portal/en/community/topic/what-the-actual-fk-is-wrong-with-zoho-mail-support where I had to follow 7 times in the span of 2 months to get a (unhelpful)
Weekly Bug: Related Record Bug,
Hi Zoho, Weekly bug. As an admin, why I don't have authority to enter to a lookup module? It states it is an internal error. I reserved your developer for other issues at earliest 3 Mar..
I cant elevate to admin mode with a remote pc using windows 11 home, first shows agent relaunching never finish so i reload assist webpage then says "Unable to Elevate to Admin mode due to an active
I cant elevate to admin mode with a remote pc using windows 11 home, first shows agent relaunching never finish so i reload assist webpage then says "Unable to Elevate to Admin mode due to an active concurrent session running in Admin mode on this c
Unmapped fields in a Zoho Writer Merged document with Fillable Fields
Hi! My business has some document complexity. I have figured out how to set up a document to merge fields from Zoho Forms, and added fillable fields. I have an error of 3 Unmapped Fields. I see the codes for the fields, which are a sequence of numbers
Creating event in Outlook calendar from project is not formatting the date correctly for 'All Day' events
As you can see here, Flow is meant to be formatting the date like yyyy-MM-ddT00:00:00 for an 'all day' calendar event in Outlook. Note specifically that it is meant to append the date with 'T00:00:00'. But this is not happening, it is only formatting
[HELP] My PageSense Data Is Not Accurately Reporting Zoho Sites Data.
I have been running a Zoho Site and connected to Zoho PageSense. The data is insanely off. My Zoho Sites shows 2,219 Session Count for February 2025. My Zoho PageSense shows 15 Visitors for February 2025. What is going on that is preventing my Zoho PageSense
[HELP] My PageSense Data Is Not Accurately Reporting Zoho Sites Data.
I have been running a Zoho Site and connected to Zoho PageSense. The data is insanely off. My Zoho Sites shows 2,219 Session Count for February 2025. My Zoho PageSense shows 15 Visitors for February 2025. What is going on that is preventing my Zoho PageSense
Related list view in Mobile app
I'm having a custom module having different related list. In the system I can see all the related list but in the mobile app I'm not able to see Accounts and Contact related list. How do I fix it?
Adding a new project with Template, the end date does not reflect.
Hi, Using the API {POST /portal/[PORTALID]/projects/} it all works perfectly. Once howevery a template ID is introduced, suddenly the end_date is not reflective in ZOHO projects. There are no errors returned and it works perfectly besides the end date
Can send emails but not receive them
Hello. I can send emails but cannot receive them from 8 hours ago. Please, I need your help to fix it! My domain is cuidatusaludemocional.com Regards
Campaña suspendida
Buen día, La presente es para solicitar su colaboración, teniendo en cuenta que estamos realizando una segunda campaña, pero ahora aparece en revisión " Nuestro equipo supervisor del cumplimiento normativo necesita información adicional sobre su dirección
Campaigns - Can not authenticate domain
I am trying to authenticate my domain in Zoho Campaigns and I am receiving this message: This domain has already been verified in another account. If you'd still like to use it for this account, please contact support (at) zohocampaigns (dot) com for further assistance. When I was first looking at Zoho I signed up for a Zoho One trial account. In this account I tried many of the apps. After the trial I decided that for now Zoho One is more than I need as I am a freelancer/small business. I deleted
Bug in Interface between Zoho Projects and Zoho Books
In the Zoho Projects - Zoho Books integration: If billable time is changed to Non-Billable time in Zoho Projects it will not change in Zoho Books. Further, you are unable to change the status in Zoho Books. It will give you an error "You cannot make any
Meeting invites not showing meeting info
Since yesterday, meeting invites show up with the calendar icon, yet the meeting card (where you normally see the option to accept, the meeting date/time, etc.) is not showing. I've tried different browsers, and the desktop (lite) app. All present the
ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked
Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! My ZOHO MAIL reports a 554 5.1.8 Email Outgoing Blocked error and thus I can't send emails.- Please can help me restore it urgently?
Form and CRM Email Template url processing and/or prefill broke
Hi All, I have an open ticket with Zoho support on this, but it's so urgent I hope I can get help here, too. Today something in the Form data collection url processing broke and there were zero changes made by yours truly that touched any part of the
Custom Label are not honoured in one place
FYI, i set "meeting"
Bug: When translating a form, the format of description fields is getting destroyed
We have a description field that shows an image and a header. The header is not formatted anymore after translation and the picture is gone.
Using Zoho CRM API, how can I update a file_upload field to link to a WorkDrive folder?
I have a deluge script that automatically creates a WorkDrive folder when a new record is added to a custom module. This is working fine. Inside this custom module, I have a field called 'Work Drive'. I want to update this field to link over to the newly
Diagnostic-Code: 4.7.650
Good Afternoon! Today i had this problem with all the emails that i sent... The original message was received at Thu, 23 Jan 2025 11:44:20 -0800 from vxxxxxxx@fxxxxxx.mx [vxxxxx@fxxxx.mx] ----- The following addresses had fatal errors ----- [sxxxxxxxxxxxxxxxxx@hxxxxxxx.com]
Scanning Documents not working
I just recently started using Zoho Notebook on an Android and tried scanning in documents for the first time today. It works fine with Evernote but is not working at all on Zoho Notebook. I go to capture, then document. I've tried it with and without
Cannot use a Zoho Form in CRM Email Template
I've created a Zoho form that has integration with Zoho CRM and is linked to a custom module. I know the form works as I have tested it. When I try and insert this Zoho Form in a button on a CRM email template set up with the same custom module I get
Create a task based a date field and a drop down to generate a next contact date.
I hope I can explain this right. My ecommerce business has a lot of regular customers who all purchase at different order frequencies. I'd like to set up a workflow based on the last date a customer has placed an order and set a task to contact a customer,
Account inaccessible
Hi support team Please advise
MX Records Problem
We have been using Zoho Mail for about 1 year. We changed our hosting company in the past weeks. We also transferred all MX, TXT-like records. It went smoothly for a while, but then we got an MX error. Although we reconfigured it again. It does not validate
Cash Basis VAT RETURN REPORT Required in Saudi Arabia
Zoho Books in Saudi Arabia not showing TAX RETURNS report on CASH Basis.. It only showing accrual basis. Oforur requirement is both reports (Cash Basis and Accrual Basis ) , same like indian Edition of Zoho Books showing. CASH BASIS RETURN is our Basic
Unable To Score Quizzes Created From Question Bank In Zoho Learn Courses
I am unable to publish results from quizzes learners have completed through Zoho Learn Courses. Details: Quiz created with question bank Learners finish and submit quiz I am able to review and mark scores for questions, but the scores are not recorded
Next Page