Workflow and Function to update Lead's Campaign status.
I've created a workflow that will trigger when I add a tag to a Lead. The Workflow will send an email and run a function that will add a Lead to a specific campaign and their status as "Sent". I've tested the function and it works. When it runs through
Workflow limit
I am new to Zoho and I've tried to setup 2 workflows to be applied. The first workflow is 5 tasks to be upon new record being created. The second workflow would apply if a field was updated, this workflow has 3 tasks. Is this possible?
Got INVALID_TOKEN on REST API Function
Hi Team, We are requesting ZAPI Key for REST API Function in the Zoho CRM extension on installation using the following code m = {"nameSpace":"<portal_name.extension_namespace>"}; apikeyresp = zoho.crm.invokeConnector("crm.zapikey",m); zapikey = apikeyresp.get("response");
Abysmally slow today!!
All of my Zoho apps are loading very slowly if even at all today! I am assuming you are aware of issues?
Primary Email blocked
On checking our records, we see that your account was blocked on suspicion by our Abuse Monitoring System. WHY IS THE FOLLOWING CONSIDERED ABUSE?!?!?!? I SENT OUT 8 EMAILS YESTERDAY AND 5 THE DAY BEFORE. All were legal or bank related! To check the
New Users Can't Be Added to Custom Apps
I have a few custom apps created in Connect, but anytime new users are added to Connect they can't be added to the custom apps. This is the case for both apps on the company wall and apps in groups. When I add new members to the group they don't have
【5/18〜5/20】Zoho CRM 管理者向けトレーニングのご案内
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Zoho CRM Function - delete records not working
Hello, I'm trying to delete a record from a module. I'm trying to do this from within a deluge script in CRM Function I've read and tried to follow the example here: https://www.zoho.com/developer/help/scripting/delete-records.html but when I run that
Google Ads - Zoho Analytics Integration API Update
Dear Customers, As Google suggested to upgrade the AdWords service API to the latest Ads API, on 22 April 2022, we have upgraded the APIs used in the Google Ads integration framework in Zoho Analytics. Google's Official Notice: https://ads-developers.googleblog.com/2021/04/upgrade-to-google-ads-api-from-adwords.html
Passing URL Parameters
We are slowly migrating from an older crm that cannot connect to Zoho. With Zoho Sign how do you pass url parameters to a document? With docusign we format our URLs like this, https://example.com?FirstName=Jordan&InvoiceNo=123456 How can we achieve the
Regarding Automation
I need to understand, how to automate deadlines in zoho sheets so that the tab color changes as soon as deadline is passed into red, while before time makes it green and on the way keeps it yellow. Please help in this regards.
Tip of the week 95 - 5 Mother's Day email marketing strategies for 2022
Note: Before attempting to send emails, make sure to check with your contacts if they'd like to receive Mother's Day emails because it might turn out to be sensitive or emotional to a few. The Greeting Card Association estimates that more than 150 million
Password Protection
I am seeking applications such as Zoho Writer for use by South Texas College of Law faculty and students. The college has security specifications for applications like this which include: - Restricting the ability to publish documents, and concomitantly restricting access to documents (the latter already exists in Zoho Writer) - Restricting the ability to upload files - Restricting the ability to save files to local computers (downloading) In other words we need password-protected access to these
Invoice with separate supplies and services sub totals.
I am a handyman that charges for services or labor and also supplies. I have always thought it would be good to have sub totals of all the labor charges and sub totals of all the supplies and then a grand total. Any suggestions on how to do this....Thank
Cスクリプトを利用して郵便番号入力時に住所を自動入力する
ユーザーと権限から信頼するドメインを追加 // 1. 郵便番号項目の値を取得 var zipCode = (value !== undefined) ? value : "0"; try { // 2. 郵便番号APIを呼び出す var r = ZDK.HTTP.request({ url: 'https://zipcloud.ibsnet.co.jp/api/search', method: 'GET', parameters: { zipcode: zipCode } }).getResponse();
Unable to recieve emails from client since March 22 2022
I have been unable to receive emails from an important client since March 22. I have double checked MX records and my DNS provider settings according to articles from the Zoho help articles, but still cannot receive emails from this client with the domain
CRM VoIP integration - Mac
Our company set up with a new voip provider who said that integration with Zoho CRM would be possible, until we mentioned that we run the business off Macbooks, to which they said that mac's block the integration. Is that correct?? We are UK based and
How do I connect Creator to Custom Apps I've created in my External Connect network and those I've created in private groups therein?
How do I connect Creator to Custom Apps I've created in my External Connect network and those I've created in private groups therein? I envision the ability to create an application in Creator which can connect and incorporate my Custom Apps from within
Where is the "undo" function in in Manuals?
I can't find the undo function in Manuals? Am I missing something? If it's actually not there, may I ask why? And, please consider this a vote to add the feature.
Auto Correct when typing in Mail
Hi, as far as I noticed there is no auto correction functionality in Zoho Mail. Or is it hidden somewhere in a setting? thanks for the feedback. kind regards Bruno
Bring all your apps to one place using Custom Widgets
Hi everyone, Our previous post covered the SalesIQ's built-in widgets and their benefits. In this post will learn about the basics of building custom widgets in SalesIQ. Before getting started, let's understand why we need custom widgets and how it can
Folder Color
Is there a way to assign colors to folers, similar to the way one can assign colors to individual Calendar events? Thanks.
Shared links are not working anymore?
We use in workdrive external share links with only options Set password, Set expiration and Request user data all off. Till yesterday these links works ok but now we get "Link is not usable anymore" Even when i make new link, 2 mins ago, it will not work. Please help
How to display the display name for incoming messages?
Since migrating over to Zoho Mail, most of the incoming messages in the online interface are appearing as the email address of the sender as opposed to the display name. For example, I'm subscribed to an email sent out by Love and Lemons. In some messages
Posting sales and purchase order to project
Hi, I have a client that build and sell large equipment (0.5M$ value). Each equipment is set up as a project. There is time and material related to it. He would like to track all costs to the project but also all purchase orders outstanding related to
Badge design and printing options - Using Butterfly-Badge
Firstly, is it possible to set up Backstage BadgeUp to print your badges on a butterfly badge? Specifically one with 3 sheets on a A4 Butterfly Badge sheet dimensions From what I can see, you cannot adjust the space between the sheets, but maybe I am
Changes in Pipeline report?
I automatically generate a Pipeline report once a week and send it to a distribution list. Is there a way to automatically highlight any changes from the current report and the one sent the prior week?
Sort Order for Reports
Need to be able to set the default sort order for reports. Moderation Update: With the revamped Reports, the option to filter and sort the report using the groupings is available. Read more on the same in the link below. https://help.zoho.com/portal
Insane Estimate Non-Edit features need to be REMOVED!
This is insane! Which product team of Zoho books added the feature for estimates to non-editable after a transaction conversion? In certain industries as the user below my thread correctly points out, we need constant edits to BOTH the invoices and estimates
Tips and tricks #57: How to design visually appealing presentations
The first step to a successful presentation is a well-designed slide deck. While Zoho Show makes designing a presentation easy, knowing certain basics will help you create more captivating slideshows. Here are some design tips to create visually appealing
most of the emails are going in missing topics
Hey, Facing issue with not able to send emails. We are working welcome email series but when i add the email list most of the emails are going in missing topics. So i'm not able to send them emails. Can you please advise whats the issue? I have my email
Calendar Invites from Zoho Connect Groups
Calendar invites from within Zoho Connect Groups are not showing on my company-level Zoho Calendar nor on my Google Calendar. The "Add to Google Calendar" function does not appear to transfer recurring settings. We use Calendar invites extensively and
How to enter Opening Balance for Canada GST/QST receivables
Similar to this question https://help.zoho.com/portal/en/community/topic/opening-balance-tax-payable However, I would need to set this up for receivables. We have setup the GST and QST accounts, and are reading to enter our opening balance which our accountant
Converting an Estimate to a purchase order (from multiple vendors)?
Hello, I work for a small landscape company, we are looking for the functionality to create a purchase order from each deal we close. Here is an example. John is looking for landscaping, we create a deal for him and estimate that it will cost $20, the estimate includes $5 of stone from vendor A and $15 of dirt from vendor B. When Johns signs a contract and says the estimate looks good, its time to order materials. Is it possible to convert the original estimate into a purchase order to order from
How to split the y axis on a combo graph?
I have a stacked combo graph where the 2 bar graph items are sums and the line is a percentage (count % of total). The line is showing really low, because it's comparing the percentage to the count. Is this currently possible? According to the post in this topic it is: https://help.zoho.com/portal/en/community/topic/split-axis-combo-chart
How do I set up the Zoho CRM to accept product information without user authorisation?
Hello, I have a web catalogue administration system (in Classic ASP) that manages products. When a product is created or updated, I want the website to sent a JSON request to Zoho CRM: 1. If the product already exists (using a key as the test) then Zoho
フォームに計測タグを埋め込む方法はありますか？
初めまして。 こんにちは。 フォームについて教えてください。 フォーム送信をCVにしたいのですが、フォームにタグを埋め込む方法はありますか。 GAでCV率カウントができず、困っています。 みなさま、どのようにフォームをCV設定していらっしゃいますか。 よ
Recognise multiple email addresses per contact
It would be great if Zoho CRM could properly recognise where a contact has more than one email address, and include emails from all their addresses under the Emails related list. We have lots of prospective customers who email us from both their work
Team folders name column in the "Documents tab"
Greetings, I hope find all doing well and safe! I would like to suggest an improvement in the "Documents tab". If the associated team folder name is quite extended, it is not possible to adjust the column length in the left, then sometimes we have big
Grab client data from both Leads and Deals in flow
I am creating a flow that when a deal is created then a Google Sheets table is populated with basic client information: Name, address, phone, email, etc. Some of the information is only available in the Lead and some is available in the Deal. How can
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