Connecting campaigns automations to CRM?
When we include a lead in a regular "campaign" in zoho campaigns, the integration with CRM links the campaigns in the CRM, allowing our sales team to view what campaigns were sent to each lead/contact, opens, clicks, ect. But I don't see any way to do
Open URL to a report record to edit from public
I have a form set up that my customers will input their full name and DOB to see if they already have an existing record. If they don't, then a new blank form will open for them to complete a record. However, if they do already have a record for this
Compact View in Zoho Projects Calendar
Currently, when more than three tasks are scheduled for the same day, we need to click on the "+" sign to view additional tasks. This setup poses a significant issue, particularly when exporting the calendar to a PDF format. Not all tasks for a given
Recover deleted account emails
Hello, I deleted an user account by mistake. I have since recreated the username, but all the emails are gone. I need to recover these emails (either in the new account I created or as an archive of some sorts?). Most of the emails contains important information and upcoming events for our business. How can I do that? Is this a paid service? Please contact me. The email in question is vanessa at vanessacocomakeup dot com
My Email address changed from xxx@zoho.com to xxx@zohomail.com
anyone can give me news or link since when xxx@zoho.com mail address changed to xxx@zohomail.com
How to update a contact ?
Hi, I have a flow which : - When a new contact is created - Create a parent folder in my google drive - Create a shared folder inside the parent folder Then, I want to update my contact with the Parent folder link and the shared fold link in 2 fields.
The zoho mail service site can not reache
Hello there, I've been using Zoho Mail for 1 year, I decided after some years, or if required I will upgrade my plan to Zoho premium service because their mail service is just awesome. Now, for a couple of days I've been facing some technical trouble
HTML Form to Flow
I am currently creating a html form to send a webhook to flow. What can I do to send the data, but not send my user to a blank screen with action="webhookurl". I have tried javascript, but access denied for cors.
I am getting error while integrating upload document api
This is the error code { "code": 9008, "error_param": "requests", "message": "requests occurs less than minimum occurance of 1", "status": "failure" } This is the data i am passing in data field { "request_type_id": "2000000322040", "request_name": "NDA",
E-mails recebidos vão direto para a lixeira
Bom Dia, configurei meu domínio e meus e-mails vão todos para a lixeira, tem alguma coisa que possa fazer ou configurar para os mesmos cairem para a caixa de entrada?
[Databridge] Spawn EC2 machine with Databridge every 3 hours to run DataSource Syncronization job
Hi, currently I have a Databridge installed onpremise in a Mac machine that is always on. The syncronization between local DB and Zoho is configured to happen every 3 hours. I'm going to migrate DB to AWS and use an EC2 instance as the databridge. In
Passing Google Ads GCLID using Mailparser
Hi. I urgently need help. We use the Google Ads integration and already sync the cost data from the Google account. However, we also need the GLCID so that we can use the evaluations in a meaningful way. We create new leads using our own forms (not Zoho
How can I trigger a custom function if a CRM email is not opened after few hours?
Hi guys, I would like when I send an email to a contact through CRM, if 3 hours later the email is not opened then to trigger a custom function (whatever function). I have tried in the Emails module when Outgoing Email is Unopened for 15 minutes then
Announcement on Maximum Allowed Daily API Credits
Hello everyone! We are excited to announce that the maximum allowed daily api credits available for Professional and Enterprise/Zoho One editions have been increased. The revised maximum allowed credits are: 1,000,000 credits for Professional edition
ERROR CODE :554 - 5.2.1 Too many failures for the recipient
Hi, I've trying to send mail from Zoho Mail panel also from my domain also, But couldn't whenever I tried this error message appeare in the mail box. Anyone know how to resolve this issuse. Thanks in advance. This message was created automatically by
Recover a Task List that was deleted by deleting a 'Milestore'
Hello. I am guessing you can't recover this, but i need to ask anyway, as its a project that is set to launch in a week and we have lost months of work and documentation. I deleted a 'Milestore' that was created long ago, but was associated to main Task List. I didn't realize my main task list would be deleted ( figured it meant a task list associated to the milestone ) Can this be recovered? I can provide better details.. i have to think this is still in your database? Please! thanks daniel
Unveiling New Zoho FSM Features: Scheduled Maintenance, Time-Based Workflow, and Multi-Day Appointment
At Zoho FSM, the bounty of Thanksgiving continues. We are thrilled to announce the release of some of the most requested features: Scheduled Maintenance, Time-Based Workflow, and Multi-Day Appointment. These are the culmination of our constant efforts
WorkDrive goes missing frequently
I have a number of users who face issue with Workdrive TS shortcut not working. I download Workdrive TS, install and the issue is resolved. After a few days, the shortcut will say "file is missing" and again download and install. Any one else facing similar
Can emails be seen by users who have not connected their own email account via IMAP?
Hello: Our sales reps have connected their email to the CRM via IMAP. Their email sharing is Public and we have set up data sharing for all modules (Public Read/Write). Our CEO, who is above the sales reps in our hierarchy, has not connected his email
Zoho page layouts are not being applied
I'm new to Zoho but not CRMs and I am having an issue with a page layout not being updated. I have a layout rule set to apply when lead source = Facebook, but the standard layout Is still being applied. Perhaps I am doing something wrong, but when I built
Parent Account - For Referral Business
Hi, My music entertainment business receives some of it's clients via event planners for example. For those cases, we have the event planner set up as an account, with contacts of the event company linked. We are integrated with zoho books, which takes
Building extensions #3: Publishing, sharing, and installing an extension
The primary objective of developing an extension is to have it bundled and published as a plugin—either privately within an organization or publicly in Zoho Marketplace—so that users can benefit from the extension's functionality. In previous posts, we
Zoho Marketing Plus présente le tableau budgétaire (le Budget Board)
Le marketing nous amène souvent à dépenser une part importante de l'argent de notre entreprise. Les raisons ne manquent cependant pas : nous devons mener des campagnes payantes, organiser des événements, acquérir de nouveaux clients, et bien plus encore.
Extra Slashes Messing Up JSON from Webhook
Hi everyone! I am trying to figure out why my COQL request, being triggered by a webhook sent from CRM, is returning a bunch of extra \ in the query results and in the webhook JSON data. I have not been able to figure out why, The same exact query run
onglet analytique
Bonjour Je ne comprends pas pas bien ce qu'il va se passer le 01/12. Est-ce que nous allons garder l'onglet analytique? d'avance merci pour votre réponse
Visitor Online Setup
Hi, Just would like to know how to set this linkage between webpage and CRM?
font sizes
Hi, im writing this because of the new update of font sizes. Usually I would alter the size through setting which wasn’t so bad but i knew that the size would be consistent althrough. But with this feature you can edit the size whilst composing a note,
How to add HTML text into Books note field
I would like to add HTML formatted text into the note field in a Zoho Books estimate. I am creating the estimate in a function in CRM. Adding <br> or \n have no effect. The API will also just accept a string as parameters. CRM Code: response = invokeurl
Product Details in Zoho CRM Sales Orders
Hi, I'm trying to create Zoho CRM Sales Order in the Flow when the new order from WooCommerce is received. In order to create it I'm using "Zoho CRM - Create module entry" and specifying "Sales Order" module. In the list of required fileds for this module
Candidate Review form is suddenly not working
Candidate review form cannot be accessed right now. Also, submit to client email also doesn't work. The client does not receive the email but Zoho records it as being sent. See video link. Error when you click candidate review form
Como ver las notas de un grupo
En una carpeta hice un grupo pero no puedo acceder a las notas de ese grupo
Featurecast Story 9 - QR Code
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 9 - QR Code Use QR codes to add customers to your communication channels QR codes provide a convenient, simple way to connect with customers. In this article, we'll provide all the information
Zoho Flow / Zoho Books Bug -> Send Estimate
We use Zoho Flow to create and email an estimate to our customer. This works quite well. But if we want to send an estimate using a template from Zoho Books which has an attachment, a fixed one, not the estimate itself, this "fixed" attachment is NOT
getting error while creating access token in postman collection
Error: Authentication window was closed.
Contract creation for Accounts and Vendors in CRM integration
Zoho Contracts now supports contract request for Accounts and Vendors in our CRM integration by default. Please refer to this topic for more details. Also, the below solution is not required anymore. One of the most sought feature requests in our Zoho
Zoho analyticsでCRMとcampaignsを連携したレポートの作成について
Zoho analyticsでCRMとcampaignsを連携して下記の要件のレポートを作成したいのですが、 その作成方法をご教示いただきたく思います。 ■要件 campaignsのワークフローを活用して配信しているメルマガの開封数を確認するレポートを添付のように作成しておりますが、今回は、そのメールを開封した方の中で、会員登録した方の数を確認できるレポートを作成したいと思っております。 会員登録があった際は、Zoho CRMの日付項目、その日の日付を手動で入力しております。 「Zoho campaignsから配信したメールを開封した、且つ、Zoho
This field is related to X field of X module - What does this mean, how do I replicate, and what does it do exactly?
Hello! I have someone who has some fields like this (pictured below) that are apparently mapped to similar fields in another module. I'm not sure what function these fields exactly have. Will they automatically update together without additional functions/
How to auto-populate a phone number when selecting a contact when creating a new quote
Hello, When I create a new Quote and I click on Contact Name and select the contact I want, it auto-populates some fields (like the address) but not others (like the phone number). How can I get this to auto-popluate when I select a contact? Thanks!
Difference between internal and external tasks/milestones
What's the difference between internal and external tasks/milestones? Is there a help link within the project site for stuff like this? Thanks for any assistance provided.
Zoho Billing Customer Portal Page
We use Zoho Billing for our Saas software. We have many clients that have multiple subscriptions, some over 200. When these people get to their customer portal, this is what they see: How am I as a customer to know which one of these subscriptions is
Next Page