How to best automate a few emails
I'd like to be able to automate a few emails to my Customers using Zoho One but not sure the best way to approach this. Purchase is made on website and info is added to CRM via an automation I've already built. I'd like to send an email immediately when the new contact is created (basically at the time of sale). I'd like to send a second email the next day at 9am. I'd like to send a third email 2 days later at 9am. I was able to get the first one sent easily with a workflow in CRM, but the workflow
Not getting notifications when lead is created in Zoho CRM
Hello, I have a contact form on our website to capture leads. When a user fills it out and a lead is created in Zoho CRM I do not receive a notification. Could you help me figure out why I am not receiving notificaitons?
Autoresponder
Just one autoresponder for a webform is not working. Is there a way you guys could walk me through why this is? I have been stuck on it a while.
Will you add Tagging to WorkDrive?
A Client of mine has asked whether they'll be able to 'Tag' files in WorkDrive. Use case: They want to Tag: Tax Documents Non-Disclosure Agreements Applications Other categories of Documents
Info : null error after mapping to the owner
There is an error only after entering the owner name while updating/adding any record. If so, can someone kindly supply a script to accomplish this? And explain how to execute said script in Zoho CRM.I understand this may be asking a lot of the free community, but there are no custom variables involved here so I would imagine a "one script fits all" would apply. Thank you.
Associating Products from Deal to Account
I've searched for an answer to this, but only found an old post from 6 years ago that said it was not possible. We have an API writing to Deals anytime our internal order entry tool closes a deal. It writes to the CRM with the products that were purchased by our customer. What I am trying to accomplish is also having those products tied to the account. I know we can probably do this using the API, but was wondering if there is a way to accomplish this otherwise. Basically, if a deal closes with
Can NOT access email
Hi, I can not access the email account. The screen just before to get to the emails is in a constant loop Strange thing is that I can access the documents folder but NOT emails Can you please advise? Thanks Anglo Chilean Society
Time to update the notification email template?
Hello Zoho, Since the beginning of our Zoho Desk usage you have the same standard notification template that we receive if we FOLLOW any topic on this forum. The sames template is used for our own client portals. I was always usable but a bit weird, I think. On my mobile phone is puts all the text information (the only important information). Please see the screenshot of the comparison of the full area and the area you use. I suggest you update the template to make it more native. Why don't you just
Text blocks in Zoho CRM Email
Hi, is it possible to define text blocks in Zoho CRM for emails? I am using several text blocks and want to insert them in the email editor when I need them.
Advice on creating a collection of Campaigns
A campaign is a single message or offering at a point in time to a specific audience. Sometimes we want to send a sequential series of these. For example: Campaign 1 – January - discount on soups Campaign 2 – February - two for one desserts Campaign 3 – March - free appetizers In reality, during the year we would be sending multiple “Campaigns” that together make up an ordered collection of “Offers”. What would be the best way to organize this in Zoho CRM? Would Campaigns become a collection of
Calendar no longer renders links correctly
If a link (format: https://www.example.com) is typedinto the description field of an event.. the raw html associated with the link is saved to the event insttead. Event description Output: <a href="https://www.example.com" target="_blank">https://www.example.com</a>
Help Please
Hi Can anyone let me know if it is possible to get email notifications each time someone downloads a file from Zoho WorkDrive. I want to set notifications for all my file downloads. When anyone downloads the file, I should be able to get email notification that file has been downloaded by "Name" on (Date) at (Time). Also if no one downloads the file within 3 days from the upload date, team members must get an email notification that the file has not been downloaded yet. Thank you.
How send email following previous email !
Hello, I tried for the first time to send email via the Zoho CRM to my contact but when I made a test, I only can send email with as a new one. I would like to send a firt email and then send a reminder attached to the previous email. Any one know how do that? Thanks a lot
Should I expect the delays I specify in an MH Journey to work punctually?
I've set a one hour delay in a Journey. I can see that a contact entered the Journey at 1001 (screen-119) but, that screenshot also shows, it's now 1120. The 1-hour delay has long since passed and the second step of the Journey hasn;t been executed. I'm wondering if this is just slow or whether there's a different problem.
Downloading files from workdrive external link
we have many external folder that our clients upload and download from, however today we cannot download from them at all, it just goes round and round in circles. The same for file share links? Is there an known issue about this?
how to integrate ASAP with JWT authentication
I dont understand how to generate token?
I am trying to build a proposal with a Zoho Plug in - "Error While Processing (performing) MailMerge"
I am trying to build a proposal from information from Zoho. It no longer is pulling information for certain fields. What is the fix for this? I do not see an option to update.
Why can't we send emails through the Clients Tab ?
Hello, I have trouble understanding why we can't send emails to client's contacts directly under the Tab Client (like I can do it with Zoho Recruit)? Regards, Olivier
WorkFlow : Can a condition refer to a field in other module?
Hi Zoho, 2nd post, 2 questions. :) I'm trying to work with workflow without coding custom function. So, in Workflow, when we define the condition, can we refer by # or $ or else symbol to a specific field in other module ? In this example, when a Call is done, I would like to copy the Calls/Call_Result to Leads/Call_Result. So, in condition, I need to be sure the Calls is related to a Lead's module. I know ${xxx} refers to global constant as ${NOTEMPTY}.. So, may any global constant exist to indicate
Trigger Workflow based on Field Update from Workflow/Condition?
Does anyone have a solution or simple workaround for this? I have a Workflow that sends a notification email, then another notification email a few days later, then updates a field to XYZ. I have tried both setting another condition and an entire new workflow that when field is updated to XYZ a new email notification will trigger and another one will trigger a few days later. When I manually update the field to XYZ the second Workflow does trigger, but when it updates via the previous Workflow it
Cost Price + Custom field (%) = Sale Price
Hi, I would like to create a custom field. It would automatically put the sale value. Ex: Cost Price + Custom field (%) = Sale Price 100 + 10% = 110 Is it possible with Zoho Invetory? Other questions: I have Zoho One, I have 1 parent store, 2 branches and 1 website (Ecomerce - With an API joining Zoho Invetory and Magento2). What is the best program to manage this product and sales, Zoho CRM or Zoho Invetory? The Zoho Invetory may be the most appropriate, but I see that his settings are more closed
No entran correos enviados a mi bandeja
Buenos días, le configurado El Correo, Pero email solo salen y no entran, los rechaza. En mi Caso Tengo Compartido el Dominio estafa correos de Hotmail. No Se Si ESTO afecte la configuracion en el Cpanel y si es asi de como lo soluciono. Muchas gracias Alberto Castilla
Is it possible to setup a website event for when a user clicks on a video on a webpage?
Because watching a video is a relativley 'high-value' action, I want to setup a goal to track it. I can see that I can either setup goals by selecting the element on the page or by using Javascript. MH doesn't recognise the video as an element that can trigger the event so that doesn't work. I've got the Javascript code {zcAction('Three Step Bounce Model video')} but it says to put this in the 'on button click' action but the video doesn't have an 'on button click' action. So I'm wondering if this
Purchase Orders, Invoices etc. should show if they are associated with a project
If you look at a Project you can see all the associated transactions. But if you are going through purchase orders or invoices etc., there is no way to even see that they are asociated with a Project. Please consider adding a field to purchase order, invoice so the user can see if it's associated with a project (should show the project name). Thank You
Docs lost synch or mis synchs
I searched on this but found nothing, so am,posting this in case other search for the same thing. Docs lost its synch. First thought was to reinstall, so first created a new archive folder so I wouldn't lose anything, uninstalled, installed the latest Docs. Nice to know it was aware of the original folder on my local computer even though the folder disappeared out of explorer after the uninstall. It was still there in some form Docs recognized. So all is back to perfection now. Don't know why zoho
Attach a Template from a Creator Form in CRM?
How can I attach a PDF Template to my CRM? I found this line of code: "<variable> = zoho.crm.attachFile (<module>, <record_id>, <file_object>, <connection>);" But I don't know how I can get the requested variables through DELUGE.
Extending Free Zoho Meeting Integration till September 1st
Dear Customers, Since the COVID 19 situation has not been under control in many countries, we are extending the free Zoho Meeting integration on our Free plan till September 1st. Read the details here. For Basic plan users we will be keeping online meeting integration (Zoho Meeting) as a default inclusion even after September 1st. Know more about the basic plan here Thanks, Zoho Bookings Team
Sort timesheets in portal
Hello, the customer portal is very practical on Zoho Invoice. However, when a project contains many tasks and timesheets, it is difficult to navigate the portal. Is it possible for the user to sort timesheets by date (for example) from the portal? Thank you
This Week in Zoho News - CRM Zen Show Episode 100
Click here for full episodes and more. Zoho News Zoho Forms adds SMS Notifications Send an update in the following ways: Using SMS Notification templates for all records added or updated Using Form Rules to send a message only if a condition is fulfilled Some Upcoming Zoho Creator Platform Updates 10 New Features rolling out in June and July Zoho Sprints adds Roles and Profiles I thought this was already a thing. But if not, well now it is. You can set up access profiles in Sprints now. Zoho Backstage
Pointing my old domain to my new domain
I hosted my old company name on Zoho Sites. I've since changed company names and created a new Zoho Site using the new company name. But I'm leaving my email hosting with the old company name (too much disruption changing email) I want to point my old domain site to my new domain site, just for the website, and not disrupt my MX records, which point to Google. How do I do this?
eMail is not displayed correctly
Hello, an e-mail was automatically sent with CRM. The templates in CRM were used for this. On an iPhone 11 the email is not displayed correctly. Here a piece of the right edge (red bar) is missing. The orange bar shows the normal email area. Is this a bug of CRM? Many greetings Sascha
Automatically approve registrations in Showtime
We are considering using Zoho Showtime for Ondemand trainings. How can we automatically approve Showtime requests coming from an attendee whose email domain is in the approved list? Wondering if this is where Zoho Flow can be integrated with Showtime.
Adding Notes via API
Hi, I have a script that can add leads and the related notes from some other system to ZOHO CRM and everything is fine. The only problem I am facing is that the date of note in the ZOHO CRM is the current date (the date on which I ran the script to populate). However I want this to be the original notes date as I have it in the original source. Please guide / help how I can put manual date for Note.
Got a problem with my uploading function
Hi, i made a function to upload resume on zoho recruit candidates modules with the uploadFile Api Method : https://recruit.zoho.com/recruit/private/xml/Candidates/uploadFile It returns me : "401Invalid Attachment Type" Can anybody helps me ? here is the function -> function upload_resume_zoho_recruit() { global $wpdb, $current_user; $user_email = $current_user->user_email; $key = get_option('zoho_recruit'); $token = $key['authtoken']; $api_url = $key['api_url'];
When do we get "Attach file from Workdrive"?
When do we get "Attach file from Workdrive"?
Batch edit doesn't run workflow
I have a workflow that looks for a status change on a form (when form is created or edited) This works fine, but if I edit several rows by selecting them in the report and then editing a single field for all selected entries, the workflow doesn't fire (or perhaps fires for only the first record in the list). Is there a way around this?
I want convert expenses into bills is it possiable to make.
I want convert expenses into bills is it possiable to make.please help with this
Is there a way to copy a single line value to a date value?
I've been trying to fix this issue for quite some time now. My CRM is being fed by Booker through API. Booker is filling out single line fields inside the CRM. However, I want to trigger automations based on time/date properties. That can only be accomplished by having date/time specific values. My question is, if there's a way to copy that information, transform the format and make it into a date or time field? If there's any missing information to complete this, let me know. Best :)
Zoho Analytics - Conditional Formatting in a Table
Conditional formatting can be done only against absolute value and not relative value when creating a table. This is quite misleading when we are looking at data for a set of time periods. The red/green up/down arrows are all showing in comparison with an absolute value that we feed in the background and not in relation to the value of previous time period. Please suggest if there is any way to do conditional formatting with relative values.
Currencies with the Zoho Finanace Integration for CRm
We integrate the CRM with Zoho Finance (Books) We also made a change of currency for an account in the CRM, and the value dont change in the Books. There´s way to enabled those changes? Also if we need to do manually I´m the Admin and I cant change it the value.
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