Integrating WooCommerce with Zoho Campaigns
I have searched everywhere and have not found an answer to this. Site running WP/Woo. Very simply if a customer purchases we want to add them to Campaigns. Also, if a customer registers and doesn't purchase we want to do the same. Is there a connector (free or paid) out there that will handle this? I know I could go from WP -> Zoho CRM -> Zoho Campaigns I have reasons for not wanting to do it that way. Any and all help much appreciated.
Form AutoFill
I love using Vault and its a great product but, its missing autofill. Each time I have to fill in a form or use a credit card it takes time and lastpass offers a feature which solves this. I am sure the experts at Zoho could make an autofill which works even better then last pass. I use a lot of different credit cards and address so it would need to be easy to select right from the browser extention. https://www.lastpass.com/autofill
HTML editor doesn't work
Hi, we have encountered some problems in Zoho Campaigns. We are trying to prepare a new campaigh but the HTML editor is not usable. After recent update of ZC the HTML editor has become very slow, it takes a long time to save changes, you can't undo recent
How to transfer raw materials to production?
Hi We have a warehouse and a workshop. In the previous inventory management software, the raw materials are transferred to the production under the client name so we can track the cost. How to do this in Zoho?
Easyship treatment of one sales order with multi packages
Hi all, Just wondering how Easyship treats the following scenario: I have a customer who orders 10 items on one sales order, which will be packed into 2 packages and sent all at the same time to the same address. When I sync my orders across to Easyship
Add the ability to restrict users from billing time beyond a specific date in Zoho Books
In order to standardize billing month to month we only bill through a specific date each month. It would be helpful if we could enter a date into setting that would restrict the time that could be added to an invoice. For example Tom has two hours of
Zoho a New User Screen / Layout as per the Role
Hello everyone, I'm dealing with a particular scenario where I'd like to ensure that when I send a sales representative invitation to our Zoho CRM account, they are immediately directed to complete mandatory role-related information. My expectation is
Dependent Lookup Fields
Can Zoho CRM lookup fields include only records with a related record? For instance, if I have a Deal with Company A and want to assign a Contact to that Deal it shows me all contacts, not just the ones in the related record Company A. I forget the term
Lookup filter
Hello, We have a Contracts module (A, B, C, D) and a Products module with Contracts lookup field. So let's say products are A1, A2, A3, B4, B5, B6, etc. Now, there is a third module with both Contracts and Products lookup fields. What we want to do is
Canvas need to show one filed from Sub form
We need to show sub form in Canvas screen but now all filed was show, We only one filed inside sub form. Do you have any idea? Can we make some function and add Base module and show?
JS SDK for CRM and "PageLoad" listener
Hi Help please with JS SDK, I am not rly using JS besides for widgets. Not a web developer or something So I am trying create widget for CRM, alrdy have expirience with widgets for desk where use alrdy JS But for CRM i cant make work this code ZOHO.embeddedApp.on("PageLoad",function(data)
{
console.log(data);
//Custom
how to receive Attachments?
Hi there, The work Zoho has taken is amazing and workflow made very easy for all... I'm here to for seeking a query regarding Email Notifications. Email Notifications email not receiving the attachments made to form. just a plain text about attachment information like (attachment.jpg) I tried adding "${zf:FileUpload}" tag but also no output... please help me... currently I'm on free plan and testing the form and will go in to enterprise later on... thanks in advance... cheers, Ashok
Please unblock my email.
I am not receiving new emails and I can not send emails because size Exceeded limits. But I deleted old emails and system inform: 0.02 GB of 5 GB Used. You can check: https://i.imgur.com/kpn14q5.png But, I have not sent or received email. Please fix.
CRM: Problem with cloning meetings
If a meeting is cloned in CRM, once the date is changed, the end time is reset to being 1 hour after the start time. It's easy not to spot this error. Please could the bug be fixed, so that the time isn't reset when the date of the new event is chan
Workflow Criteria Numeric Field Selection
Hi, I have a development request to suggest for setting up workflows. It's a simple yet useful idea. When creating a workflow, the system only allows manual entry for numeric or currency fields. It would be useful to have the option to choose a module
Contact to deal with variables during conversion?
I got my button working in each contact to create a deal using this code contDetails = zoho.crm.getRecordById("Contacts",contId.toLong()); PotentialMap = Map(); PotentialMap.put("Deal_Name",ifnull(contDetails.get("Full_Name"),"")); PotentialMap.put("City",ifnull(contDetails.get("City"),""));
Can't Create Group - Error
Hiya, I have created one group but when I try to create a second I get the message: You do not have permissions to create this account in Zoho Mail. Reach us at support-as@zohocorp.com for further assistance. Any pointers?
Sending Emails - Creator/ZeptoMail/Campaigns
Hi There, I'm looking for some advice on the topic of sending emails triggered by content in a creator application. We have a customer & order system application in creator and would like to start sending out emails to customers for order confirmations,
Introducing profile-based home page sharing, multiple home pages and copy customization for dashboards in CRM
Greetings, We're happy to announce that we've added profile-based sharing as a home page customization option and increased the count of Home Page visibility for users. 1. Profile-based home page sharing Previously, users could share home page components
Currency fields missing formatting while editing
When viewing a currency field, it is displayed correctly: However, no formatting is shown when editing the field and entering a value. This results in potential data quality issues and a poor user experience where users can't easily see the value they
Request for multi-pick list
Hello. I would like to see support for the following features in a multi-pick list. If any of the following features are under development or if there are other features that could replace them, could you please let me know? 1. Support for global sets
Předsedou se stal
Dobrý den, když Zoho mail v prohlížeči Chrome, zobrazuje se mi nabouraný podpis. Před jménem mi naskočí věta: Předsedou se stal. Podpis v Chromu nejde změnit (věta tam automaticky přeskočí vždy znovu). Když spouštím přes Firefox, vše funguje dobře.
Withdraw process pending
Withdraw process pending in my account
【Zoho CRM】キャンバス機能に関するアップデート：タブ要素の向上など
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ 今回は、キャンバス機能に関するアップデート情報を紹介します。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●【Zoho CRM】キャンバス機能に関するアップデートのお知らせ ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈
For the love of God, Please make an investment into basic personalization.
Dear Zoho, I'm sure I'm not the only one who feels this way, given I've this request in your support fromuns dating back to the early 89's but it seems like all the products out there have a major flaw when it comes to customizing basic items like emails,
I'm not receiving the replies from my campaign in my inbox.
I created my first automation workflow and received a reply from a recipient but that reply did not show up on my inbox. I have set the reply-to address on my email address.
Close Deals based on Account Customer Stage
Is it possible to put in place code that would automatically close Deals based upon an Account Customer Stage field.
Formula on Products not available in Quote Module
I have a formula for Margin on my Products Details (Price minus Cost). I want this formula field to be added to the pricing subform within the quotes module. However, when I pull up the "Fields of Lookup Module" when I select "Add Field" it is not an
How to Create a New Account type?
Dear Sir I would like to know how i can create a new account type with your zoho books as its required for me to add different account division in your online zoho books system... like i want to add a pre-paid mobile account as main and under that i
Create Activity event with date and time slot schedule for clients
I was wondering or leaving a suggestion in a possibility to make option to send to client by email or share link page for a event (activities) schedule option for meeting where you have date/s and time slots for weekdays for client to choose when is to
Bigin iOS and macOS app update - Org edit and details view
Hello Everyone, In the most recent updates for iOS and macOS of the Bigin app (iOS v1.7.2 and macOS v1.5.2, respectively), we have included support for the functionalities mentioned below: i) Edit and view organizational details This functionality allows
sending KB article links to other agents
I would like to be able to send a link to other agents about a new article when I publish it - but the link that works for agents (not a public link) is super long. Is there a better way to send a link or a way to shorten it?
Frequency of Syncing with CRM
We have used Zoho CRM for quite some time and are trying to add Zoho Campaigns but are running into several problems regarding syncing. Syncing First, we have set up two syncs - one for Contacts and one for Leads with Zoho CRM. What we expect: Whenever
Help with Social Bulk Scheduler for Twitter please?
I continue to receive an error that my Excel spreadsheet isn't formatted correctly for date and time, though I used the sample.csv and simply changed the dates (and of course the text column contents). I've tried both CSV and XLSX formats, forcing a leading zero (for example, '06/27/2017) and not forcing it. I've tried 12-hour clock time and 24-hour clock time. Still the same "here's why" error and "Error: Please specify dates in this format: MM/DD/YYYY HH:MM. For example, for July 5, 2016, 1:45
Leads Won Report
I feel like I'm missing something VERY basic. We can track deals won in reporting, that's great. For us, Leads are converted to Deals - we'd like to build a report that shows "Leads Won" (different from "Deals Won"). It doesn't seem like Zoho CRM reporting
Field Service Management Application
Hello all...I am currently trying to use Zoho Creator to create a field service management ticketing application. I am new to Zoho, and coding in general, and know that I am in over my head at the moment, but this effort is borne out of necessity. Right now I am working on a relational database style diagram on how everything will tie together. I initially thought that everything that needed to be visually present when working a ticket (not necessarily creating a ticket) would be included on a
Deluge Script: Option to copy Rows from another Subform
Hi Zoho Team, Do we have an option to copy existing Field Rows(excluding the value) from a subform to another subform(stateless) on the same form. I hope I make sense :d
Assign tasks under different task lists from the same project to an new owner
Hi, I would like to ask if there is a better way to assign all tasks, that are under different task lists ( under same project), to a new owner? Currently I have to expand each task list (and click on expand more if list is too long) then check twice
adding a new email to my account
I added a new email to my account. Now it says to verify email address enter the OTP that has been sent to the new email address. Where do I find the OTP?
New Features rolled out on August 16, 2023
Advanced Analytics for Klaviyo Advanced Analytics for Klaviyo enables marketers to assess the campaign's performance, helps refine strategies to improve audience engagement, and personalize email campaigns based on demographics to achieve a higher ROI.
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