Has anyone migrated from Marketing Automation 1.0 to 2.0?
I would love to hear how it went and what challenges to expect.
Mobile Sign Up with OTP
On the sign up form.. can a simple mobile number OTP based registration be enabled
Looking for what code to use to link two Creator apps using Functions
Let's just say i have 3 programs Creator's CRM Creators "lead management" Creator's "Sales Management" I would like to enter a new lead in CRM, and have it "upserted" over to "Lead management" instantly on submit so, if i'm creating a new lead, in Creator CRM, it creates it over in "Lead Management" and If i'm Editing a old Lead in Creator CRM, it Updates it over in "Lead management" but, i want it to go both ways. so that if i create a lead in "lead management", it also creates in "Creator CRM"
Is there a way to keep the attachments when converting to a invoice?
When I make an estimate, I upload a drawing of the design that gets sent out with the estimate email. When I convert the estimate into an invoice, the attached file does not cover over, and I have to reupload the file. Is there a way that the attachment
Zoho Campaigns SMS Integration question
I'm trying to set up SMS messaging in Zoho Campaigns. I chose Clickatell as the SMS Gateway. I've registered our brand. Do I need to register a campaign just to get the API Key to integrate? We're not quite ready for a campaign yet and I was hoping to
Nome endereço de e-mail
Olá, tenho uma conta com vocês de e-mail. Porém quando envio um e-mail para qualquer pessoa na caixa de entrada para quem eu enviei não aparece meu nome nem o endereçe de e-mail meu apenas vários número. Como solucionar isso? Obg
Closing my account due to continuous adverts from Zoho team
Hello, I have been using Zoho mail for a couple months now, as well as dipping my toes into Zoho Projects & Books. I did not get too far into other services due to data not being copied across services (e.g. trying to put both expenses and tasks under
Zoho Creator and CRM data source integration
I am trying to create a portal for clients to give us information. I need to be able to associate their creator portal accounts with their CRM IDs so that CRM data source forms would be prefilled with what we know and then can be updated with new information
Creator Integration with RDBMS
We are currently extracting data from Creator using REST API. We load this data into our data warehouse for analysis. However, the product page lists Databases under Integrations. Is there a direct database integration available for Creator? https://www.zoho.com/creator/integration.html?src=hdd
Zoho CRM SDK in Angular
I want to integrate Zoho CRM SDK into my Angular16 client-only app, mostly for the purpose of listing/getting data from various modules. However, due to the documentation are quite lacking and mostly outdated, I couldn't make them work. As a start, I
Host not reachable (Email not Receiving and Sending)
Hi, we are facing this issue for our 3 Email ID This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Wed, 15 May 2024 09:11:08 -0700
Host not reachable (Not Receiving and Sending)
This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Wed, 15 May 2024 09:11:08 -0700 from info@amcqatar.co [info@amcqatar.co] -----
I need to connect Zoho creator and Postgresql
I think I can use Zoho Creator's invoke URL function to get and post data to postgres database. But for that I need API endpoints of Postgres. To generate api i tried to install postgrest. still can't connect. it will be very very helpful if someone guide
Zoho IP blocked by SpamCop 136.143.188.16
Have been trying to email several of our clients and many of our emails keep getting bounced back with an error that states: ERROR CODE :550 - "JunkMail rejected - sender4-op-o16.zoho.com [136.143.188.16]:17694 is in an RBL: Blocked - see spamcop.net/bl.shtml?136.143.188.16"
CardDav sync HTTP 502 Bad Gateway
Carddav syncing is not working for me. I don't know if it's a coincidence but it is possible that problems have started when I added a new contact in my phone with only a last name and a phone number. I know that contacts should have first name or e-mail
Client stopped receiving my emails after multiple email exchanges.
This issue started about a month ago, I was communicating with a client back and forth through email, then all of a sudden, they weren't getting my responses or new email communications. They said I'm not in their spam folder, so I used a gmail account
Mailbox Renewal
这是我的用户ID：850764278 我想知道该邮箱的到期日期，以便我可以续订。：info@jerseysgallery.com
Creator Customer Portal on Zoho One account
According to the Zoho One Plan Details Page, the Creator Customer Portal allows "2 Customers/employee". This is a uselessly small number per employee. Is it right and if so then is there another way to get more customer slots then to pay $15/month per customer when stand alone creator works out to $0.25/month per customer.
Missing Newsletter Smart Filter
I had the 2 Smart Filters for Notifications and Newsletter, which I moved to subfolders under Inbox. After the move, nothing happens when I click on Newsletter (no contents show up), although Notifications still works. The description of Notifications
Is it possible to add a comment in Zoho Creator record native comments section via API?
Is it possible to add a comment in Zoho Creator record native comments section via API?
Report of the Week - Packed Bubble Chart
Zoho Reports allows you to display large data points efficiently packed within a small space using the Packed Bubble Chart. Packed Bubble charts display the data as a cluster of bubbles. Data in the columns plotted define the size and color of the individual bubble. This provides an effective visualization in easily comparing the categories by looking at the size of the bubble. The below illustration shows how to create a packed bubble chart. The following are a few sample Packed Bubble Charts.
Tooltip Customization
Hi Team, I have a bar chart that displays the dollar amount in proposals sent, won, and projected to close per month (a bar per metric per month). I have the count of proposals per metric included in the tooltip shelf. When I hover my mouse over the 'Sent'
Internal Comment
In Zoho Projects, I would like to be able to make a comment on a task or project and mark for "Internal" only. More of a public vs. private setting. This way I can make a note to my staff without the client seeing it.
How to track class in Zoho!
Does Zoho track class accounts like quickbooks does? I have several buildings within one account that I need to track the expenses on each building and not sure how to do it. If so how do I do it?
Comment Pinning
Hi Zoho Community, We request to add this new feature - COMMENT PINNING. This will help us pin an important comment atop from incoming/outgoing threads instead of adding new comments that will be flooded with new threads. Looking forward from your updates.
Hide WhatsApp Icon in Tickets
How can I hide the WhatsApp icon in the Contact Info of a ticket? We do not use it and I don't want to confuse my agents.
Pinterest not in the channel list
I try to connect to my Pinterest account but Pinterest is not in the channel list. What do I do?
Enhance Your Marketing Strategy: Unlock Zoho CRM and Mailchimp's Full Marketing Potential with Mailchimp for Zoho CRM Extension
Hello Zoho CRM enthusiasts, Effective customer relationship management (CRM) and email marketing are essential to any successful marketing strategy. However, handling these components independently can be a time-consuming and ineffective process. This
ChatGPT action card VERSUS new ChatGTP plug integration
After some tests, my understanding is that (please correct me if I'm wrong): ChatGTP Action Card: Will be able to natively find your resources from SalesIQ's Articles, FAQ, and Zoho Desk. Will use GPT-4 (4o?) only to summarize the answers it can find
How does the Workflow Recuring work?
I had made a couple of workflow rules for a client's CRM. But I dont fully understand how this works, when I set it up like the below pic, I expected it to work like this - On a date 1 week after the First Instalment date value, this workflow should trigger
V 2.5: Webinar: Introducing registration form customization, Online Meeting: Introducing moderator controls, lock meeting, and a lot more.
Hello There, We're constantly rolling out new features and enhancements in Zoho Meeting. Here are a list of new features and enhancements rolled out in this month (July 2018). New updates in webinar solution: Introducing customize registration form Now add predefined fields or custom fields to your webinar registration form. Get more information from your webinar registrants before-hand and understand your leads better. All these can be viewed by the webinar organizer from the registrants' report. Learn
Renaming of custom fields not visible to all users
Hello, I've got a problem and I don't know if this is a bug. We are using Zoho CRM within Zoho One with different users. We noticed an issue with Zoho CRM. When I rename custom fields fields the old name will still be visible to other users, even when
Help with Deluge Function / Workflow
I have 2 custom modules. 1. Exhibitor Registration 2. Marketing Tracker I am trying to create a new record in Marketing Tracker, when a new Exhibitor Registration Record is created. I need it to update the look up field Exhib_Reg_Record that looks up
Let's have SAP Business One integration of Zohobooks
Let's have SAP Business One integration of Zohobooks
How to get matching data from one report and compare to another
Hi, I am trying to search the uploaded data in Report B for matching rows in report A and get a sum of the records in Report B that match the Luxury column criteria in Report A. Report A contains the Luxury column criteria that is hidden in Report B,
How to auto populate from admin(Staff) user input?
I have created a form for students. The corresponding staff (Class teacher or adviser) need to fill student details. I haven't set any mandatory fields(except email). The staff can fill more details if available. When submitting the form the mail will send to respective students with form link. Students can update their information. I have given permission to access the student form to the student. when student login to student form the data given by staff is already pre-filled. How can I do that?
How can I generate a report on dormant Accounts in Zoho CRM and Zoho Analytics?
I can't imagine this is a unique ask, but can't find an answer in the community. We have lots of Clients (i.e. Accounts) with various levels of 'dormancy' i.e. they have not engaged with us for # months. This is based on the date of the most recent Enquiry
What tools does Zoho Analytics have to connect well with Postgresql with Sync Condition?
I would like to know what tools Zoho Analytics has that can connect well with Postgresql. I want to sync data with Sync Condition to Postgresql. For example, I want to Sync when data matches a specific date range.
Importar dados de API (JSON) usando método POST e passando outra tabela como parâmetro
Pessoal, Estou com uma dúvida se consigo passar um parâmetro como uma tabela de referência no Zoho Analytics Veja o exemplo abaixo: Preciso saber se existe alguma variável que possa fazer essa referência. Obrigado!
OneAuth and Iphone
Hi We use Zoho Mail across our business and are starting to use OneAuth The business owner has an iPhone on ios17 He was collecting his email and calendar in the native IOS apps However he was getting error messages asking for a password all the time
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