Emails not being delivered to Gmail accounts
The emails I'm sending are constantly being sent to the spam folder in Gmail and Google Workspace accounts. I would appreciate some support.
Barcode in Zoho Forms
Hi? Is there a way to aquire a barcode using the smartphone camera? Tks Pippo
Is there any way to trigger an automation workflow when a task comment edited
Hello, Does anyone know any way to trigger an automation workflow when a task comment is edited? Regards, David Afolabi
Custom Function in Zoho Flow to COMPLETE a Scheduled Call ?
Hello, I have setup a new 'Cadences' and I am looking to add a complimentary Zoho Flow I have setup, I would like to be able to add a custom function that automatically searches, finds, and Completes any current calls under 'Scheduled Calls' / Opened
Unable to remove task layout
Hello, We had a task layout setup in Zoho Projects for testing, but when I wanted to it from projects, I kept getting the error that the layout cannot be deleted not because there is a Project associated with the layout. See the error screenshot below.
Tip #13: How to share 'Drafts' in Zoho Mail
Struggling with drafting your emails? Drafting certain emails can be tricky. Whether it is a communication to a client or announcing a new discount to your customers or sending feedback to your employees, choice of words and tone of emails can be confusing. We always get help from someone or get someone's feedback before we send out such emails. But copying the content from your editor, putting it in a chat and getting feedback and again correcting your draft gets clumsy. The troubles multiply when
Bulk whatsapp messaging with integration to our platform
Hi Zoho team, Can Zoho facilitate bulking messaging with templates by also integrating messaging requests (phone number, template message) from our platform?
Zoho CRM and Zoho Books : merge accounts
Hello to the community, Just to see if anyone can help me: when merging an account in Zoho CRM, from what I understand, you have to go to Zoho Books to manually merge the same accounts otherwise the account is recreated in Zoho CRM. I'm trying to automate
Assigned numeric values in forms are not transmitted via Webhook
I have a form with Radio Buttons. I use the "assign values" option to assign numeric integer values to the options. When submitting, the form is transfered to a webhook. However, in the resulting JSON, the name of the selected item is shown instead of
Create a exam/test in Zoho Forms
Hi! I need create a exam/test for my emplyees. Formly we use Microsoft Forms to apply this exams, but now I cant found a option or a way to do the same in Zoho Forms...any body could help me?
m365 excel integration stopped working
HI, I had integrated an excel file on one drive to a form it was working fine. But today I am getting Error! Unable to get Excel sheets. Please help Thanks Amit
Automatically decline quotes if one of them is accepted
We have customers who can receive multiple quotes from us. Only 1 of the quotes can be accepted. I was curious whether we could automatically set all quotes that were not won to lost status if one was won?
Associated Calls with Tasks
Within the leads module we've created a workflow such that whenever a new lead is created or pushed into the CRM a new task is automatically created: 'Phone Lead'. We plan to eventually integrate our phones into the CRM - so when the task 'Phone Lead'
Check-In/Notes Section
Hi there, We have noticed that in Zoho People, there doesn't seem to be any Notes or Check-In section which is really beneficial for when you want to make notes about staff and document or log conversations you've had that would be important for referencing
Ignored : Where can I find more details ?
Is there anyway to find out why a lead was ignored moving through a journey to the CRM ? Is it possible to set up an alert so we don't have to activly check journeys every day to ensure things are working ?
Tag assign in a workflow not working?
Hello, I set up a workflow to achieve certain objectives, and the workflow idea is as follows: - To check all existing contacts in my lists (trigger). - Check all contacts from this list (who received an email campaign earlier), and define the criteria
Ticket default footer
It seems that the default footer in the ticket replies is "How would you rate our customer service?" I assume this is customizable but I can't figure out how
Ticket Response template/snippet
For a given ticket, there's activities. For tickets in my department I'd like those activities along with their completion status to auto-populate in the ticket body. In my use case, those activities will drive the progress of the ticket and for each
Possible to remove CC / secondary contacts
Hello, Is it possible to remove certain CC / secondary contacts from a ticket when it's created using rules? Some client insist on copying in support agents as well as the main support address. We want to be able to remove any internal support agents
Invoke url does not send valid json
Hi! I'm having a script sending a http post action to a third party software when a new record is created. The response I get is "error deserializing json" as if the code is not valid json. The simple code I'm sending is: {"Customer":{"Name":"Sven Eriksson"}} I have tried the code in another service and it works fine. I can't understand why it doesn't work in Creator. Here is my code (I have masked access-token and client-secret): header_data = Map(); header_data.put("Access-Token","xxxxxxxxxxxxxxxx");
Kaizen #134 Manipulating Rich Text Field (RTF) using Zoho CRM APIs
Hello everyone! Last week, we discussed Deciding on the type of applications: Self-client or Server-based? This week, we will discuss the Rich Text Field (RTF) and how we can manipulate RTF using Zoho CRM APIs. In this post, What is a Rich Text Field
A Presentation App for your Android TV
Hello everyone, We're thrilled to introduce the first ever presentation app for Android TV—the Show app. If you're part of the Android ecosystem, then your favourite TV just became a whole lot smarter. With the Zoho Show app installed, your presentations now have a space alongside the movies and shows you stream. Deliver slides with detailed charts, diagrams, and financial reports for clients and business partners, or for colleagues during brainstorming sessions. The Show app lets you view,
Unable to remove zoho docs app from Window
The zoho docs app keeps popping up everytime when I login to the Window. Have tried to remove it (as it had already migrated) but unable to find the app under "Program". Please help to resolve the problem. Thanks
Accounting on the Go Series-33: Effortless Invoicing: Recording Instant Payments within Zoho Books iOS App
Hello everyone, Today, we're exploring an efficient solution that simplifies the invoicing and payment process: marking Invoices as paid upon creation. In the world of business transactions, the timing of payments varies widely, with some businesses receiving
Can't remove Paypal gateway payment
Hi, As Paypal Business is not working in Europe but only in the US, I would like to remove it. I've tested this payment on my website but it didn't work and then I cancelled the payment. Unfortunately I can't make the adjustment on my Zoho Checkout account in the payment gateway settings. I always receive an error message. How could I solve this to remove paypal? Thanks and regards, Aurélie
Dynamic signers
Hi, Is there a way to, create dynamic and multiple Signers within ZohoSign Templates? Right now it seems that the list of signers is static and for that only way to achieve multiple signers is to create template for each of possibilities (1,2,3,4... n)
Can an Advanced Web Form update an existing ticket in Zoho Desk?
We are creating a blueprint for a process and after a certain transition we send the customer a notification that includes a link to an advanced web form. Can we somehow get this advanced web form to update the existing ticket? If not, how would
Looping through all Tasks and creating Comments
Hello, I am looking to create a Scheduled Function to run weekly to create a comment based on the value of a custom field on the Task object. Deluge in Projects is needlessly complex however and I cannot figure out a good way to loop through all Tasks
Calculate distance between two areas
Dear creator's community I need help with this api request, I checked on the support online and on the form but it’s very confusing for me because there are different type of supports between the old version and the new version, I would like to get the api for the distance matrix between two area. I've tryed to create this code but of course doesn't work MapResponse = getUrl((("https://maps.googleapis.com/maps/api/distancematrix/json?units=imperial&origins=" + input.Origin) + "&destinations=" +
Map App to Zoho Ơne Before or After Upgrading?
Hi. I am on the free trial for Zoho one and the paid version of Zoho Marketing Automation. I got this notification: "You have a paid Marketing Automation account and a Zoho One trial plan. To map your Social Spark account, you'll need to upgrade your
Error 401 - Rest API
I have a problem when I try to pull record from CRM. I got token and see something is true (token is valid and data center is in US). Please help me to fix it!
Move contact to new module
Hi, I am trying to setup the CRM to meet our business requirements. We're a business school, as well as we offer executive training, and consulting. Right now, I worked on setting up the CRM by renaming "leads" to "applicants", "contacts" to "students" and I created a new module called "alumni". However, I am not finding a way to move a contact from "students" to "alumni" now. I am under the impression it's not possible. Now, the reason I'm building the interface this way, is to provide a clear interface
Community Digest Abril 2024 - rewards, consejos, ¡y formación de CRM Plus!
¡Hola a todos! ¿Habéis notado la energía que vibra en nuestra Español Zoho Community? ¡Abril ha sido un mes increíblemente activo! Vuestra participación y vuestro entusiasmo nos han inspirado a traer el programa de rewards para agradeceros vuestro valiosísimo
Auto Fill Customer Field
I have 3 fields on my web page. User Name, password and PIN. User Name and password are auto filled by Vault but how can I setup auto fill for PIN? Currently I have added PIN value in note fill and filling up manually.
Getting the correct status of Books in Zoho Finance in CRM
Hi, we are trying to get the information of Books Estimates in the Zoho Finance Module in the CRM (thanks to the integration) However, as shown on the screenshot, the status seem different for the same estimates... This is an issue as We would like to
Bigin mass email
I am trying to figure out how to email just one stage of deals in the pipeline. Is it possible to select all Deals in a single stage of the pipeline and just email those Deals? Or. in Contacts, is there a way to use Specific Criteria to select a Deal
Populate "Related to" Account & Contacy field in meetings
Hello Zoho community! Pretty much what the title says. When syncing Google Calendar to Zoho CRM both ways, the meetings created from Zoho are much more detail oriented than the other way around. Is there a way to, when my sales team create a meeting from
Zoho OpenAi
Hello, When using chatgpt with Zoho CRM, how do I ensure I am not violating any GDPR rules? Thanks
NFC tags
As part of the employee on boarding process, I would like to create NFC tags which can be shared with the new employees who can use these tags as part of their business cards. I would like a centralised control of these digital business cards. Is this
Sum through multiple sheets
Don't believe this command works in Sheets sum(sheet1:sheet6!A4) Would be nice to add. Every time I click on sheet3 it moves to that sheet instead of treating it as a formula input
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