flow works for 1 field but not for the exact copy af another
Hi everybody, I've been staring at this for 45 minutes, but i can't see why it's not working, so maybe one of you can help me. I have a flow set up that updates the details of a creator form report with the details of the customer in the CRM. However
Problem with activating Email account - Zoho already charge money without activating
Hello I try to update my 3 mails associated with tallerlanina.cl to the Basic Plan, but in the payment process I get the error "Try again, something is wrong". I can't activate my emails and Zoho already charge the money. Sebastián Soto Salas tall
How do you edit a bounced contact's email address in campaigns WITHOUT a CRM integration?
We have lists in Campaigns that have been imported and some of the email addresses have bounced. They're not part of a sync. If I go into contacts and look at the bounce list, I can see them, but it doesn't give the option to edit their info- not like
Zoho Campaigns Support for WeChat
Hi Zoho Team, We like the Zoho Campaigns tool so far with managing email campaigns, but our team would also like to start running campaigns through WeChat. Does Zoho Campaigns support this in anyway, if yes, how do we go about doing it. If not, what are
Automatizar Oportunidades
Buenas a todos, Querria saber si cuando se convierte un lead, hay alguna forma de que se cree la oportunidad automaticamente, sin tener que ildar la opcion. la idea es por simplificar al maximo todos los pasos posibles, y que esto lleve a tener menos
I try to add an email it says 'email already exists'
I tried to add an email name to my custom email domain hosting. When I try to add the email I need it says 'email already exists'. Then I try to find it under existing emails. I only find my first email 'nils@elprior.com'. I try to add 'support@elprior.com'
Drop down menu in Zoho Sheets
Hi, I was wondering if (like in Microsoft Office Excel) you can create drop down menus' in Zoho sheets. If so how do I do it? Cheers
Forecasting in Zoho Analytics
I implemented revenue forecasts on my charts, However when i use a filter on the dashboards, I lose the forecasts for the filtered values. How do i retain the forecasts after filtering the dashboards? Thanks, Gilbert
Opportunity Autocreated
HI ! I need to simplify the conversion of the lead as much as possible Is there any option that when converting the lead the opportunity is created automatically? Thank you
Allow the creation of incomplete bundles
If an item that is part of a bundle is out of stock, no one knows that the rest of the items in stock are committed because it only takes it out of stock when the bundle is created. It would be more accurate to be able to create an incomplete bundle
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
I can't send to other emails and get information which is my email is being blocked. I already contact Zoho Team via Email but they don't give any response yet.
Not able to set up Zoho email with Dynadot
Hi, I am not able to set up Zoho email with my Domain hosted on Dynadot. Can anyone please help let me set it up? The instructions are not clear and I do not know what to do about it. Regards Sagar
How to configure DKIM in Godaddy?
I have tried configuring with the steps mentioned HERE but am unable to solve it since I get an error saying Enter your host name as "@", "sub-domain" Any help would be appreciated What values do I need to enter in Host and TXT Value and what will be the TTL? ANy help would be greatly appreciated. Thanks.
Can i make a rewards annoucments in zoho crm from zoho motivator like gamescope?
Hi, before zoho motivator i had gamescope and i could be able to make annoucment to each of my salesman when they get a badge or they have more 3 meeting to create for getting a badge? how can i do this in zoho motivator? Thanks :)
zoho.gapps.createEvent() for non default Gmail Calendar
Are staff have access to multiple calendars in their Google G-suite accounts. For example Bill Smith has access to calendars name DeptA and DeptB and his default calendar named Bill_Smith. Bill has full access / privilages to all calendars. We want to
Help creating a dynamic dropdown pick field
I am trying to segment all of my contacts and account types into INDUSTRY and INDUSTRY-TYPE as a sub category. Inherently this means that I would have a dynamic pick field (dropdown list) based on INDUSTRY that dictates the subcategory "INDUSTRY TYPES"
Sales Cadence
Hi, I was wondering whether it is possible to create a simple sales cadence within Zoho. Some functionalities required are: - Option to import a list of contacts into a cadence - Option to move contacts out of cadence upon response to email outreach
Notification API
I am trying to use Zoho Notification API I can successfully enable notifications, but when an event happens I dont get receive notification Using https://webhook.site/#!/64232d90-27cf-4b45-9845-4fbc24670aa7/92871d2e-233e-40a3-b5b4-5cc2a6798f34/1 I get
User assigned to different account, needs to remove from that acccont.
Dear Zoho Cares team, When one of our employee ( shivakiran.r@dru.care ) given access to Zoho CRM, he somehow signed into another account. In Zoho Cliq, where he has already have access, he can access all other fellow employees of our organization. When
How do I see a full, clear summary of a project
Hello, How do I look at a project and see a timeline of all activities around it. When I go into Zoho CRM I see a nice list of all tasks and comments in one clear page. I can't seem to find that for a project in Zoho Project. The activity stream does not seem clear enough as is. Is there a better dashboard for a project I'm missing to see all activities completed and to be completed? For example, can I go to a place to see the following for a project: all completed tasks all tasks due All comments
Error 553 Relaying Disallowed
I'm getting error 553 when sending mails to contact@elixirhelps.in My domain was registered with go daddy and later being managed at Wix. I configured MX as guided on the setup page.
Resource availability
Is there a way for a resource to identify his/her availability? I don't want to assign tasks to someone who is not available to work on the task due to commitments that are not necessarily entered into Zoho.
Timetracking via agenda in Zoho CRM (tasks in agenda Zoho CRM)
We have the problem that if we want to plan a task. We cannot see if there is another event in our agenda. Agenda and tasks are to separately things in CRM. In our previous CRM there was an extra dimension so that we could create a task and plan this
Zoho Project Link
Hello, Is there a way to obtain Zoho Project/Task Links from Project/Task ID? https://projects.zoho.com/portal/[portal]#dashboard/999999999999999 https://projects.zoho.com/portal/[portal]#todomilestones/99999999999999999 Best Regards.
Approval Level History/Comments
The level history and comments are no longer showing when we review submitted forms on the approval tab in zoho forms. Where did this get moved to and how do we access it?
Add Zoho One Account to existing Zoho One Subscription
We have Zoho One account for our employees. Is it possible to get additional Zoho Mail account for our contract workers - instead of getting Zoho One account. Thanks,
Zoho Free can't enable IMAP or POP services.. is now only for pay service?
Zoho Free can't enable IMAP or POP services.. is now only for pay service?
Bring Google Sheets data to CRM
Hi, I have a column where I write comments about each deal that is taken from Zoho CRM ---> Deals module. My question - is there a way for me to bring my Google Sheets comments to Zoho CRM? I saw that there are a couple of extensions that does the job but I'd like to do it on my own. Can anybody please help?
Google Chrome Extension for LinkedIn to ZohoCRM
Hi all Zoho CRM users, Cloutex (cloutex.com) has developed a free chrome extension to send LinkedIn data to ZohoCRM : http://goo.gl/bq71or
Can't Authenticate Google Calendar
Inside the option Google on Marketplace, the whole organization can't authenticate their Google Calendar. After selecting "Authenticate Google Calendar" and selecting "Allow". (with the same email address that we have on Zoho CRM). It goes back to the
Domain Unable
Good day, Please help me, I don't know what to do about this. I checked the subscription of our domain in our third party(GoDaddy). I found out that it was expired so that we settled the renewal immediately. But I don't know what will be the next step
Notes on Workflow Canvas
Would love to have a feature/tool to add a "sticky note" on the canvas in workflow for descriptions/explanations. This could help explain some of the logic and strategy of the workflow, process, trigger or action— as some workflows might be complicated
Free webinar: E-signing business paperwork using Zoho Sign and Microsoft apps
Hello, Do you often find yourself having to navigate a lot of paperwork to keep the wheels of your business running? You are probably aware of Zoho Sign by now - our complete digital signature app that helps you digitize all your paperwork. And, it does
Flow not showing all Zoho Forms to choose from
when i try to make a flow using Zoho Forms as the trigger, it only shows a few forms created by me (super admin). Why is it not showing other forms created by admins/users? Is this a setting ican change or is zoho flow locked down to only show forms created
Worflow trigger by outbound call not answered by recipient
Hello, I would like to trigger a worfkow that sent an email "We tried to reach you - call us back when you want" after an outbound call gets unresponded. Is that possible ? Thanks, Roméo
I made a custom module but profiles that aren't admin can't see the records in it
Hi I made a custom module and inserted around 170 records but anyone that isn't logged into the admin profile can see the records. I gave them permissions for the module but they can only see that it exists - not any of the records in it. Am I missing
Is there any way to trigger a Books Email Alert via API?
Is there any way to trigger a Books Email Alert via API? Why? cuz reazonz.
Creating a document in FORMS with the occasional form field?
We love the ease of use with ZForms! However, I am unsure if the following is possible ... We have certain documents in PDF and Word that we'd like to recreate in ZForms. Many of these documents have a LOT of text and copy in them with the occasional
Custom zoho forms with dropdowns
Hello, I need to have custom form for ticket creation. On our webpage we have a table with products. We want to allow users ask question regarding products. Idea is to add a create ticket button near each product. When button is clicked then zoho form
Cannot submit a form
Hello Zoho 2 questions on forms: we are working on this form ECOSISTEMA DEL LAVORO (zoho.eu) 1) the submit button at the end of the form does not produce any result.. it seems it's not working. I checked the help center but no help.. sorry 2) I cannot
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