How can I change the format of a date/time field?
I have created a workflow in Zoho CRM and it triggers an action in Zoho Flow Actually it sends a slack message/notification to a public channel In this message I pass a dynamic Date/Time field from the Deal Module. The problem is that it returns this
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Colour code depending on range of values?
Is there a way to show different colours (colors) for a range of values that depends on the user's selection from a dropdown list? If so, how? And please provide step-by-step instructions. Example: I have a field that has a range of values from 1-9 that
Excel Integration on Zoho Forms
Hi there, im trying to integrate a Form with an Excel Workbook I just created but it doesnt show on the list options. Try to clear cache and reload the list, but nothing, the Workbook doesnt show.
Pick List History - Report
Hi Is there a report or any ideas of a report on Pick List history changes So for example, I want a report monthly of any changes made to a field which is pick list (I know I can view this in the record, but I just want a monthly report off all changes
Items for Receivable Account
Hi, Is there a way to associate an item to a receivable account? We want to send invoice to our customers for every loan repayments they made. Let me know what can be the possible work around for this, Thank you!
I was learning how to use zoho creator and went to change my organization name and now I cannott access zoho forms to create a form
Just like the titles says. This is urgent as I need this for an event tomorrow!
How to create a BOQ Estimate (Bill of Quantities) in Zoho using Widgets
Creating a BOQ Estimate is a key requirement for many industries like Building and Construction and Professional Services. As native Zoho cannot handle specific requirements, we've created Zoho Widgets for Users and Partners. This project was at least 500 hours of work, but it costs our clients less than $10,000 to fully implement. It is designed to look simple but there was amazing amount of work that went into creating it. We are doing all our estimates using this process now and love it. Please
Introducing Cliq Notifications for the Activities modules
Hello everyone, The Zoho Desk - Zoho Cliq integration allows agents to get instant notifications when various actions are performed on a ticket, for example when a ticket is created, when the status is changed, a ticket is escalated, and so on through
Zoho CRM and Apple Mail (Macbook)
Is there an add-on or way to sync Apple Mail to Zoho CRM? Currently, we use Apple Mail as an overlay (one-stop-shop) for email accounts coming through gmail, outlook, etc. Now, with Zoho CRM, we'd like to keep using Apple Mail but have emails sent from
Important announcement: Deprecation of Universal Analytics properties from Zoho Campaigns
Universal Analytics (UA) properties will be permanently deprecated in Zoho Campaigns, and users will no longer have access to UA properties through the API and Google UI. Consequently, we have removed our old Google Analytics API endpoints that accessed
Deal: Amount per product?
Hi, we currently have a simple setup for our deals and analytics: A deal has one product and one amount. In the analytics we then simply can filter per product and amount in a deal to see, which product is selling the best, etc. But now we want to add
Zoho CRM Community Digest - June 2024
The month's Zoho CRM Digest is packed with exciting updates, insightful discussions, and valuable tips from the community. From streamlining workflows with bulk imports and dynamic filters to tackling duplicate leads and managing emails with ease, we've
How to manage emails, Outlook and ticket
Hi, We are using Outlook for our support@ email, and I want to move to Zoho Desk. We receive many emails, some automated, some from customers, and some calendar appointments. I guess we need to get used to utilizing Zoho Desk as our main email client,
Google Places API
Hello! In the application I am building I would like to be able to get the Google Places AutoComplete look up for Address. How would I imponent this into a form instead of using the default address field where you manual have to add it in. The reason
Report help - "Invalid value passed for sort_column"
Hello, I was working with the Expense Details report attempting to add a column for Reference # and sort by that column. It seems to be stuck now. I'm just getting the error "Invalid value passed for sort_column" and the report will not generate. How
Can't update invoice email
Hi there, I'm trying to update our invoice email so that all invoices are sent to our ap@ email address. However when I do this and click the Update button, I receive a pop up message stating "Minimum 1 type required". (see screenshot). I'm not sure what
Don't allow agents to remove Happiness Rating
We have Happiness ratings turned on for every reply since we don't send out a separate notification for closed tickets. Some agents have realized they can just delete the rating widget from their message when they are sending out a reply to a customer.
Bid Date and other info in Quote module to Calendar
We are at the professional subscription plan. #1 What we are interested in doing is when we enter the bid date for a quote in the quotes module, we want that date to automatically be entered as an event into our calendar in Zoho with other fields, e.g.
Upcoming Webinar on Validation Rules in Zoho Desk
Hi everyone, We are excited to announce a webinar dedicated to helping you master the validation rules in Zoho Desk. This webinar is scheduled to provide you with the insights and knowledge you need to effectively use validation rules to maintain data
This product isn't ready. Avoid it.
We started a trial of Tables, because it seemed like it would fill a real need for us. We understood that it was a first-release product that would lack a lot of functionality, but we were willing to make do and use it while features got added step by
Zoho Desk's Instant Messaging Update | Connect with customers via WhatsApp from the Tickets module
Hello All, We are excited to announce an enhancement for the Instant Messaging module: you can now send outbound WhatsApp messages to your customers from Desk's Ticket module. Outbound WhatsApp messages can be sent to one or more recipients' mobile devices,
Zapier Integration on .com.au
As an Australian user, my Zoho One account, including all apps, has been put on the zoho.com.au domain. However, zoho.com.au is not an option when setting up a connection between Zoho and Zapier. Not being able to use Zapier to connect my Zoho apps creates a significant issue with a number of parts of my business. Significant enough that I may need to find other solutions if it is not resolved. I have communicated with Zapier, who advise Zoho own the integration and that it is up to Zoho to develop
Zoho Forms integration with Zoho CRM - Can't find Sales Order module
Hi, I'm setting up a form in Zoho Forms (not Creator) and simply want to pipe the form data into Zoho CRM as a Sales Order, which is a standard module. However from the dropdown I don't see this module, and I also don't see Invoices, Quotes, or Purchase
Multi language support for Notes Fields and Published Forms
We just upgraded to take advantage of multi language / translation support, and have the following questions: 1. The "notes" field does not appear to have translation support. Is there any workaround? Our forms included instructions using "note" fields, and we want to have these instructions showing in the appropriate language. Is it possible to display/hide note fields based on the language setting? 2. On a published public form that is embedded in a webpage, is there any way to have the user select
Code Request to Update Task Dates On Changes to Subtask Dates
I would like to create a snippet of Deluge that executes when Start or Due Date is changed on a Task... Basically this... and vice versa for End Date.. if the Subtask dates are changed to extend beyond the Parent Task Dates, automatically update the Parent
Module Created or Updated
I'm trying to build a flow based on the Zoho CRM Account Created/Updated trigger. I need to put a decision in and if the account was created, I make an API call. If the account was updated, i need to make a different API call. The trouble is, I can't
Unable to retrieve WordPress post URL
Hi Zoho Support Team, I have connected Zoho Flow to our website via WordPress.org and I would like to save the data of every new post on the website to a Google spreadsheet. I'm unable to find the post URL variable (see screenshot below). Could you please
Is Zoho Flow for creating purchase order in Zoho Books is missing a critical field?
I am using Zoho Flow to create a purchase order in Zoho Books. Unfortunately, I am getting the following error message: Zoho Books says "Invalid value passed for Customer ID"" If you look at all the field available (see below) in this flow, there is no
Get attachment urls from Wrike task.
Hi I need to get the urls of all attachments of a newly created task in Wrike so I can add those links to a different task's description. Any ideas on how to do this? I would assume it would require looping through the task's attachments and printing
Elementor Forms + Zoho Flow + Google Sheets
Hi, when configuring app integration within zoho forms of elementor form submission and google sheets for example it doesent collect the form sections such as "name", "email" etc.. it just gets it all in "strings". Whats the way to solve this so i can
Need help with Zoho Flow
Hello, I was wondering if a Flow that im trying to create in Zoho Flow is even achievable. I would like to create a flow that warns people that their project deadline is due in 2 days. The warning would be sent to them by an automated e-mail. Kind regards,
Zoho Flow - Forms to Marketing Automation
I'm trying to push a completed Zoho Form entry (embedded in my website) to the marketing automation module. I want to create a new lead and then add the lead to a journey, Can anyone tell me what 'journey key' I need to complete this automation in zoho
Zoho Flow - Lead to Contact Conversion
I am looking for a way to create a Zoho flow that converts a Lead to a Contact, but that contact is already in the CRM so we need to update the contact. During that contact update we also want to change the Contact layout to a custom layout. We are getting
How to use Zoho flow to connect my meta to google sheets
Hi I'm running a campaign on meta, i need the leads to be automatically integrated with google sheets, so when i have a new lead on meta it will show up on google sheets.
Zoho Flow not able to differentiate the 'Section ID' from Zoho Connect.
I aimed to use Zoho Flow to automate the creation of tasks from Zoho Connect into Zoho Projects. In Zoho Flow, I utilized the "Section ID" from Zoho Connect as a decision logic to create task tickets in different projects. However, Zoho Flow was unable
Send email to a definite number of customer each week automatically
Hi everyone, I have just started with Zoho ecosystem as a part of my job. And my newest task is to send mail to 12 different customers every week automatically, no duplicate customers every week, so how can I use Zoho Flow to pick out 12 customers' emails
I can't change payment subscription
I have checked all the tutorials you offer for changing my payment method for the subscription. However, I do not have the option 'subscriptions' in my account. What can I do to change my payment method? Could this be associated with the fact that I now
Zoho CRM Client Script Open Pop-Up
Hello All Hope you are doing well. In this article, you will see how we can create a Popup and get the value from the Popup Up. Example:- Suppose we have a field (Boolean Type) City Details once someone selects this a popup will open and capture some
Automatically create a lead or deal through calendar booking using Zoho Flow
I want to create an automated process from zoho bookings to the lead part of zoho CRM using Zoho flow. But on checking the lead session on CRM, I could not find it I attached the screenshots
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