Is it possible to use a custom list field to control blueprint, rather than the default "Status" field?
Is it possible to use a custom list field to control blueprint, rather than the default "Status" field?
Exportinf Zoho Desk Data
I'm exporting some data from my Zoho Desk to do some analysis, but as I have more than 3000 tickets in my account when exporting, I have the 3000 records limitation. I would like to know if there is a way to export more than 3000 records, or if I may
User Tips: Adding a Review Task to a Record
We use tasks to manage stuff that needs to be done but people then need to create a task add subject set due date, etc, etc.... To simplify things... I added a custom date field that whenever set, creates the task and sets the due date for the user who
Subform entries preview disappeared
A few days ago subform previews disappeared, It only shows field titles but no data (should be on green lines).
I as a host no longer receive meeting invitations or reminder emails.
I schedule a lot of meetings (from the Leads module). Normally, all of the participants would receive a meeting invite (the Lead, other Users (my coworkers), and myself). As of Friday (Sept 18) afternoon, I no longer receive a meeting invite. My coworkers
Integrating CRM for Project management- removing percentages in kanban view?
Hi Zoho community, Would really appreciate any advice here! I am new to Zoho and looking to integrate this solution as our CRM/Project management software. We are not a 'sales' orientated company and work in consulting on large and complicated projects
Creating a summary on Accounts
Hi, Is there a way of adding a formula to the Accounts page that shows a summary of deals that this customer has? ie: total number of deals / amount won / amount lost.... I realise that we can get it this information through a report, but it would be
Updating items by importing
I have a lot of items which need to have the status changed to "inactive" ! Nice & easy to do with a spreadsheet but there is no option to map this field on importing ??? It would take a very long time to do each manually ! Update : before posting I checked....
Refresh Token API Returns access_denied
Hi Team, For one of the Refresh Token API calls, we got following response on our production server. What can be the reasons for the below error message. It looks like the subsequent API call works but this only fails to execute successfully. {"erro
How to insert data from access token request?
Hi guys, My customer send a url like this; https://accounts.zoho.com/oauth/v2/token?refresh_token={refreshToken}&client_id={client_id}&client_secret={client_secret}&grant_type=refresh_token I want to write a insert code according to this. My code is below
Zoho Flow to Marketing Hub
Hey guys, I have a problem integrating with zoho flow. Apparently the zoho flow creates the record in the marketing hub (attached), but when checking the lead it does not exist in Marketing Hub app. Can you help? Tks!! Zoho flow print:
Disable double opt in in Marketing Hub
How can I disable double opt in in Marketing Hub? There's plenty of scenarios where it makes no sense - for example, filling out a callback request form, requesting an emailed copy of our brochure or books, etc. It seems that you have to opt in before workflows run - which I'm using to push the details over to CRM.
invoice to packaging material adjustment
As We / anyone manufacture any product , in that everywhere packaging material is uses , example 20 bags manufactured = 20 empty bags / drum / bottles / pouch etc should be less from stock how to atuomatcially adjust it while generate invoice there should
Is it possible to add a tick box on the Pop ups Sing ups?
Hi, I would like to know if it is possible to add a tick box and a hyperlink on a Sign Up - Pop Ups? We want to make sure we show our users our Privacy Policy before they signed in. I also noticed that they receive an email in order to confirm their email address, is it possible to hyperlinks in the body of that email as well? How is the link for that email generated? I look forward to hear from you. Thanks
how do i use date to schedule emails in journey
it only has hours and dates can i be able to use days and like a particular date to schedule a mail
WHY MAILS DONT DELIVER AFTER ACTIVATING JOURNEY
After mails were reviewed by ZOHO,and the journey was activated , The leads don't end up getting the mail after passing through the trigger, what could be the reason
Pausing journey's over holiday's
Has anyone found a work around to pausing journey's for a brief time (around holiday's) and turning them back on after? My understanding is freezing the journey only keeps new leads from entering, not pausing the leads already in the journey. Thank
External Form feature in Marketing Hub not working
I have connected 2 forms from my Wordpress website through to Marketing hub. After testing a few times the data is not getting through to Zoho. What am I missing? Do all the fields need to be mapped? Is there something blocking the forms in Wordpress?
Cannot edit tasks in Zoho Calendar
I've synced Zoho Tasks with Zoho Calendar so they now appear on my calendar, but I cannot edit them from the calendar. I feel like I should be able to do this. I can change the due date, priority, status...but I cannot change the reminder date (although
Marketing Hub Zoho Leads to Zoho CRM
Hi, Is it possible to sync Zoho marketing hub leads to zoho crm? We have integrated the CRM to Marketing Hub but it only syncs from CRM. But whenever a new lead is added to MarketingHub, we want it to be added in CRM also. Please advise. Thank you
Marketing Hub Syncing Zoho Forms
Hello, I created forms via my zoho forms account a few months ago. Now I've integrated zoho fors to my marketing hub forms. But when I look at the form it shows "No Leads Generated Through This Form" - but it does have leads in Zoho Forms. How do I get
Personalise greeting in Marketing Hub
Our customers speak German and therefore the way you greet them differs based on their gender (e.g. IF title = Ms, greeting = Sehr geehrte, IF title = Mr, greeting = Sehr geehrter). Is there a way to implement this as a conditional clause in Marketing
Edit Confirmation Email (Double Opt-in) while adding suscribers with Zoho-Api
Hi I'm working with the Zoho Marketing Hub API to add subscribers to a list. There is a way to edit the confirmation email (double opt-in ) with that method? or prevent that email?
Dropbox Sync for Documents in Projects
I used to set up our project documents to have a folder that synced to our DropBox. However, since the 7.0 version of Projects came out I no longer see that as an option. Is there a way to still sync a Document folder in projects?
A single edit deleted all connections
I cant add any unattended computers
Hi, I just purchased for 25 unattended computers addon and I can not add any computers. Regards,
SMS OptIn - LeadGen
Hello, is it possible to use a SMS instead of a form for lead generation? e.G. a lead sends a SMS with an email address and a keyword in the body. Now a DOI starts and the lead is pushed to a list based on the keyword.
check if crm contact exists
Hello, is it possible to check if a CRM contact already exists? I want to push data to CRM, but to avoid duplicate entries I need to check if a CRM contact is present. The logic is like this: Check if an entry in CRM module contacts is present, if yes -> update contact data, if not -> update or create entry in CRM module leads. Any hints how to do this in a journey? Thanks in advance, Bodo
Account already integrated
Hello, When we attempt to connect our Zoho CRM account to Marketing Hub for lead sync, we receive the following error and can't continue: Organization is already integrated. User ID : 730324468 Please assist. Thank you, Paul
Group email - not receiving emails sent via group
Hi, I have a group email set with a mix of email addresses. Some are zoho mail, and others gmail accounts. Emails are being sent via web form, the gmail accounts receive the email at once, but the zoho mail recipients do not get the email at all.
how to create a new column in invoice
Hello, Is there a way to add a new column at beginning/left side) of the invoice body next to item name/description? I see how to add a new field but it adds it just once on the top. in this case I want a new field (Title #) added t left of each line
Connect button for Zoho Marketing Hub Wordpress plugin not working
After installing and activating the Zoho Marketing Hub WordPress plugin there is a red button that says connect. I assume this is to connect the plugin with my Marketing Hub account. I have tried several times clicking the button and nothing happens. I tried again by deleting and reinstalling the plugin with no changes. This is the Marketing Hub plugin V 1.2.2 on Wordpress V 5.5.1 Thanks!
Possible to link google drive extension via API?
Hi, We use the google drive extension to link project to our google drive. We use Zapier to automatically create a project folder structure in the google drive on the creation of a project in zoho projects. Is it possible to close the loop by linking
Which tracking code to use?
I see that Sales IQ and Marketing Hub both have a tracking code. Which one do I plug into my website? I'd rather use Marketing Hub.
How to best implement this process?
I'd like to use as much of ZOHO as possible since I'm a ONE user to make this happen. I want to send out an email (ZOHO) > email send them to a landing page (native) that holds a form (ZOHO) and a video (maybe ZOHO?) > upon filling out the form it gives them a free ebook (maybe ZOHO) > immediately sending them to a second page that's on my site with a video (again, maybe ZOHO) I don't know if this can all be done here. I'm testing this against Hubspot and am trying to find the best way to make use
predictive or progressive dialer integration with Zoho
Is there a program that integrates with Zoho to use predictive/progressive diallers. Outbound telemarketing focus.
12-Month marketing calendar
I'm trying to set up a 12-month marketing calendar. Thing is that it's time-sensitive given a date field we want to ZOHO to read (first: is that possible?) Secondly, I need the prospect to fall in different parts of the journey depending on how many days are left in the date field. For example: A prospect's policy expiration date is 09/01/2020. I can't have them start in the first email of the journey because that has been set up for 12 months out. So I would need them to start in the two months
Using Webflow integration
Hi Team, Zoho Flow have developed a Webflow integration, which is great. However I am struggle using the data that is sent from a Webflow form. Simple form is a newsletter subscription with 'name' and 'email' fields. Through flow test I get the below data sent from Webflow. {
"site": "5e7394a92c16e84add158ac4",
"data": {
"Email": "test@gmail.com",
"FNAME": "test"
},
"d": "2020-10-07T00:42:14.242Z",
"name": "Newsletter Subscription",
"id": "3f8d0ee8745d1ca34334eab86"
} When trying to use
Shared account for MH and Campaigns
I need to have a shared account between Marketing Hub and Campaigns. I dont mind if my current MH account is deleted and recreated. Please let me know how we can make this happen since it is critical that if I run a Lead Nurturing campaign from MH or if I run a dedicated email campaign from Campaigns, I should be able to see both the data in the CRM.
Enter key in sales documents
Is it possible to disable the save on enter key ? I've been asked if this can be avoided as sometimes whilst editing, the enter key is pressed by mistake & this auto saves the document before they've finished the entries.. Save only on clicking the "Save"
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