Can't connect HubSpot in Zoho Flow
Hi there, I was under the impression that Zoho Flow supports HubSpot connections. I'm failing to create the very first step in a basic scenario for a customer of mine (moving on from make / integromat). During setup, after OAuth authentification, I'm
Zoho CRM API: Access Call Recordings (Ring Central) via API
Hi, We have activated Zoho CRM -- Ring Central Integration. We can listen to the call recording by Zoho CRM UI. We need download call recordings by the API. 1. Is there a way to do that? Could you please explain me as I couldn't find it in the API documentation?
Add Columns Leads
I need to know if I can add a new field in the Leads
FR: Ability to add a per-user attribution to all outgoing messages
I would like outgoing messages to automatically include the person's initials (or first name, or whatever I have set for them) for whoever sent the reply. This could be implemented by having a per-user "attribution" that can only be edited via someone
How to make a Menu act as just a Main Menu no content page
Hi, I can't find the option here, I have a main menu and will be putting sub-menus under it but I need the Main Menu to just act as a Menu to hover, no content page for it. All sub-menus will fall under main menu and each would have their own content
Agent permissions out of the profile configuration
Hello dear Zoho community, I took over the administration of my company portal on Zoho Desk (managing agents and all the Zoho-Desk-related stuff), so there were some things already in place, notably regarding agent permissions on tickets and knowledge
Why this trimmed content showing on my REPLY field?
The previous email trimmed content show automatically on my editor when I try to give a reply to a mail sent from GMAIL. I didn't find any setting to turn it off. How can I turn it off?
CRM Task reminder (e-mail) not working
Hi, Since the 14th of February the daily task reminders (sent to the task owner by mail) are not working anymore. Normally when a task is due, Zoho sends an e-mail to the task owner regarding the tasks which are due today. Can someone please check if
Retain the association between a lead and a Zoho Sign Document after the lead is converted to a Contact
Hi, Whenever we convert a lead to a contact via BLUEPRINT, the Contact in 'Zoho Sign Documents' module will not be updated. I came across this link to solve the issue, however, this solution doesn't work. https://help.zoho.com/portal/en/kb/zoho-sign/solutions-guide/zoho-deluge-integration/articles/set-up-a-workflow-to-retain-the-association
Tips & Tricks #08 Beantwoord tickets via de mobiele app van Zoho Desk
Beste Community leden, Maken jullie ook al gebruik van de mobiele Zoho Desk App? Via de mobiele app blijf je altijd op de hoogte van je klantenservice, waar je ook bent! Bovendien kun je gemakkelijk reageren op tickets en de tickets inzien op basis van
Zoho Sales IQ : Qu'est-ce que l'engagement de marque ?
En 2011, Coca-Cola a lancé une campagne en Australie, "Share a Coke". Elle a remplacé le logo Coca-Cola d'un côté de la bouteille par le nom d'une personne. Les 150 noms les plus populaires ont été choisis et imprimés sur des millions de bouteilles. La
What is incorrect about this syntax to set salesorder status to "pending_approval"
order_data = map(); order_data.put("salesorder",{"status":"pending_approval"}); sales_order_data = zoho.books.updateRecord("salesorders",books_organization_ID,sales_order_id, order_data);
Increase the interval from 24hrs to xx hrs (ex 48, 72hrs) WhatsApp ticket automatic creation
Hello, We like the idea that a ticket is created automatic, but we do not like the interval that it is created, we would like to have the option to increase it from 48 or 72hrs instead. We now need to merge tickets all the time. Isak
Deluge custom script - set reminder for task
Hello, I would like to create a Task and set a reminder, unfortunately the doc does not help me. It only says that the optional field "reminder" is of type "JSONArray", I couldn't find further explanations regarding the syntax, the structure, the required
How-to get line items from sales order using bulk read
Hi We are trying to download the Sales and Purchase orders with all it's line items from our CRM to do some analytics. For that purpose we are using the bulk read API https://www.zoho.com/crm/developer/docs/api/v3/bulk-read/create-job.html. Unfortunately
Match on auto-number field OR make Account ID visible as field in display
Here's the problem: I'm trying to have a unique ID for each Account that I can match on for imports. The ID needs to be visible on the display of the individual Account, and also needs to be visible on the display of any associated Contacts. I know how
multiple partial invoices against one sales order
in our business there are instances where we have to issue partial invoices against one sales order. using Zoho, how can that be achieved?
Build a workflow after a webinar subscription
Hi, I have connected zoho webinar with zoho crm, and I see that a lead is created after a webinar subscription. Is there a way to get the details from that webinar in zoho CRM, and is there a trigger to build a workflow upon. e.g. I want to create a note
【30,000円相当のオンボーディング付き】9/7〜9/9開催 Zoho CRM 管理者向けトレーニングのご案内
Zoho CRM の導入効果を最大限に高める「Zoho CRM 管理者向けオンライントレーニング」の開催が決定しました。Zoho CRM の基礎知識から基本機能まで、Zoho の講師がオンラインにて直接解説します。 ※2022年6月の開催回より、トレーニング内容を刷新し、有償にて実施しています。 今回より、30,000円相当のZoho CRM オンボーディングサービスが受講特典として追加されます。これにより、自社の環境に固有の質問や、具体的な運用方法に関する相談を、Zoho 社員と1対1で行えます。Zoho
Campaigns - Edit Email Workflow
Hi, I see versions are now removed in zoho campaigns. So, am I correct in thinking that when I edit a message in a workflow, all contacts already assigned to that workflow will automatically receive the updated messages going forward? Kind regards,
Zoho Mail Account doesn't send account icon through GMail.
Hi, my Zoho Account doesn't send any account icon to a gmail email, for some strange reason. May someone help fix this bug? Thanks.
Error in zoho campaign while sending email
After adding the contacts to the list get an error "You cannot send this email campaign as it doesn't have any eligible contacts in the selected mailing list. You can try adding contacts or choose other mailing lists.". Need solution
Zoho mail can send but not receive
I can send emails but not receive them
Non-Disclosure Agreements (NDAs)
HI, How do you send the NDAs directly from the recruiting system? Currently we are sending the NDAs by email that is time consuming. Which solution did you implement? Any ideas are welcome. Thank you Veronique
Javascript / HTML5 / React UI
I like Zoho Creator, however, I'm not particularly a huge fan of the built in themes. Is it technically feasible to build an app, by using a premade HTML 5 / React / JS dashboard such as: Live Demo Preview - DashboardPack Does anyone have a good example
Picklists don't automatically populate with associated items?
When we go to create a new picklist, we type in the item # of the main assembly item (which is a Composite Item), that has all the sub-items linked to it as associated items. The associated items do not automatically get added to the picklist- it's like
openURL fetch report
I'm wondering if you can fetch a report with openURL that has a search parameter for added time. I have a working openURL: (- personal information) openURL("https://creatorapp.zoho.eu/export/-/-/pdf/report/?isc5page=true", "same window"); and i want
API for Online Meeting Event for MS Teams
Our CRM is set up so when a new meeting is created (manually) and the "Make this an online meeting" checkbox is checked, a Zoom meeting is created and an invite sent. I am using the API CURL code in the screenshot below to also create a Zoom event programmatically.
Unable to verify DKIM :(
Hello, I had setup DKIM about 10 days ago, and it still is unable to verify. Every time I click on "Verify" button it gives me: "We are unable to get TXT record for DKIM right now. If you have added the TXT record just now, please wait for 30-45 mins
Zoho Workdrive Genie 1.1 update - where does it download to so I may perform the update
I have Windows version 1.0 installed and I am advised when right clicking the icon in the hidden try icons that there is an update available. I accept this and version 1.1 is downloaded per a popup window to I don't know where. Oh, and yes, I have checked
Load a different Deal layout based on the value of a field when converting Lead to Deal
Hello, is it possible to load a different Deal layout based on the value of a field when converting a Lead to a Deal? We use Zoho CRM for a group of companies (we use a "Business Unit" field to identify the company). So, as an example, when converting
ZOHO Finance created invoice does not have ACH/Apple Pay and looks different
Hello. New Zoho user here. I have a question about creating invoices in ZOHO Books (or whatever the preferred place is ZOHO Books, CRM, Invoice). We want to send invoices to customers from ZOHO CRM. We want them to make the payment using a Pay Now button
Custom fields not working in Workflows
Please help. I have created a picklist field called Inspection with values that include "Pass" and "Fail". I can't execute a Workflow rule on a specific field if that field is a custom field. The field is not available for selection. If I bypass this
Tip #9 Invoice level weight calculation
Greetings to all ! We are glad to inform you that using this custom function you can meet the scenario where in you have to calculate the total weight of all the items in the invoice taking into account the individual item weights. Prerequisite: 1. Create
This link is no longer valid
I need my spreadsheet yesterday link no longer works HELP
Edit vacation responder of another user
One of our employees is not reachable due to holidays but has an embarrasing mistake in their vacation reply. Can I as the owner and admin somehow access their settings and change it?
Zoho Books account
I am an accountant and created a Zoho Books account to explore capabilities for a small business client. Question: Is there a way to transfer this account to my client so they can invite me as their accountant? My desire is to avoid duplicate work if
Input Parameter Missing - Associate multiple teams to a project
Hi, I am trying to assign multiple Teams to a project via the API. Using the documented 'POST /restapi/portal/[PORTALID]+/usergroups/associategroups/' method, the error '{"error":{"code":6891,"message":"Given URL is wrong"}}' is returned. Assuming the
customer details
When adding a booking from the back office, we can search for customers name, and that seems Ok until we get two customers with the same name. There is no way on the booking form when selecting the customer to decide which customer is which by veiwing
Products stocked and sold for commission
Hi! I am unsure how to tackle this in Inventory, I buy items at $x and sell them to my customers at $x I then next month receive a commission on what I have bought - it varies so it's not a definite % or $ How can I track them in Inventory - I in effect
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