How do I integrate Zoho Sales IQ using Next.js?
NextJS does not possess an Index.html file that I can simply copy SalesIQ in to. Can someone please help or provide me some guidance so that I can get Zoho SalesIQ working in my Next.js app? Thanks!
Search CRM records with "ends with" comparator
I am trying to search for contacts by email domain (rather than an entire email match) Is there a way in the CRM API, to search for records using the "ends with" comparator? I see there is a "starts with" comparator, but have not seen any documentation indicating that it exists. Thanks.
List records based between 2 dates and do math
I have 3 forms, LOADS, DRIVER, CREATE SETTLEMENT. The LOADS form has following fields: Load # Driver Name (look-up from DRIVER) Driver Pay Delivery Date DRIVER has the following fields Driver Name In CREATE SETTLEMENT I want to be able to 1) select a
Can't Specify a Task By Task ID to Update
Hi, I'm creating a flow to assign a task owner and to set the status of the task. My trigger is a new task being created so I have the task ID and project ID. I need to update both the task owner and the status, however using the 'Update Task or Subtask' module a project needs to be selected via the drop-down. As the tasks will be in different projects I don't want to set the project statically and already have the Task ID I am updating. How can I update a task when I already know its ID? Thanks,
General question on ZOHO capabilities with specific question about offline data collection
I Just opened an account and am building a forms style data collection app. but before I get too deep into the process I need to know the full capabilities of the ZOHO app system. Below is a description of what I'm trying to build and what capabilities
Can't delete mailbox alias 1467880486101@zoho.com
Hello, I recently changed my personal mail from consultjerry@socialjerry.com to paulus.k@plotavenue.com. Out of the blue 1467880486101@zoho.com mailbox alias was created. I can't delete it but it is also the default domain account when composing mail.
[Zoho Desk] How to automatically import in Zoho Desk tickets from Zoho CRM
We use Zoho CRM webforms on our website (because of the advantage of Zoho CRM being able to integrate with Google Adwords and thus to show us how that user reached our website - organic search, paid search, keywords used , etc). But we need to handle
[Zoho Desk] Visitor tracking - see how customer reached page, in ticket information
Hi everyone, We're using Zoho Desk and Zoho SalesIQ at the moment. Here is our scenario: Our customers come to our website and they fill in a contact form (which gets submitted to Zoho as a ticket) or hey interact with us through the Zoho chat widget
Have a workflow stop if there is a response on a channel
So i want to set up a single workflow with both email and sms touch points, example could be marketing to leads, or appointment reminders. If a lead responds back to an sms or email, i would like a notification sent to a sales rep for them to take over
Social Merge Tags
I have associated my company with Zoho and Facebook/Twitter. One autoresponder I have gives me the option to place the social merge tags in the email but they do not show up when I preview. The second and new email I am working on does not even give me the option to insert the social merge tags. It is also missing many of my custom merge tags. How do I get these back and working properly? Second question. I know how to merge your facebook and twitter but what about Pinterest and Google Plus, etc.
Accept invites to Customer Portal
I think I have the customer Portal enabled and as a test I sent out an invite to myself (with a non Zoho user email) . I clicked on the accept invite - and rather than getting the screen to add my password I get an error message "Account access seems
How to charge invoice to card on file and view card information
Hello, I can't figure out how to view my customer's saved payment card, for instance what type of card it is, last 4 digits, etc. I also can't figure out how to charge an invoice to the card on file. Or even how to tell if the customer has a card on file
Understanding sales and purchasing price
When creating a new article there are 2 fields, I do not know what they are for. Both fields are mandatory and I have to put in information. My question is, If i use price list and purchase orders and bills. What are these fields for? I always put 0 on
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Zoho integratioon with Woocommerce
I use Zoho One and would like to know whether the integration of Zoho One account is possible with two e-shops using both woo commerce plugin. I have read that more than one online store (such as shopify and others etc) is possible to get connected with Zoho but what about Woocomerce..?
Zoho desk domain mapping not working
Hi, I have followed this knowledge base support from your zoho site: https://help.zoho.com/portal/kb/articles/support-customers-from-your-own-domain-domain-host-mapping . First created a sub-domain(support.website.com), then went to zone editor to point
Apparently Random ZohoDesk Sounds
My ZohoDesk makes apparently random noises: -Swishing Noise -(Shaking) Maraca Noise Not all of our agents report this issue. These are not associated with the live web chat. I can only assume they are linked to a notification setting. Is there any way
Test Email Contacts
Hello. I have a complicated set of email merges using numerous custom fields / merge tags. Therefore, I want to test every email before sending the campaign. I created a duplicate set of contacts in CRM, except I set the email for every contact to the same test email address. The test emails won't import because they're duplicates. Therefore, how can I test the emails before they're sent? Thanks.
Deluge script executes but doesn't update record?
I have worked/researched all day trying to get this to work but the record doesn't update. The script executes successfully. I could use some insight and direction. Maybe I'm not approaching this right or some part of my code is incorrect? Here are details
Zoho Campaigns not syncing custom map fields on Zoho CRM Leads Module
Hello, I'm having an issue where Zoho Campaigns is not picking up my custom fields on Zoho CRM Leads Module on sync. I've looked at previous topics posted about this and can confirm my custom fields are available in the standard module layout for leads
Formula Field Chellenge
Spent a considerable amount of time trying different formulas in a formula field but none produce any results. Can someone here tell me what I'm doing wrong or show me a better way? Created a sales order but the formula field remained empty Edited/saved
EDI Integration for Zoho INVENTORY
Hello, has anybody experiences with the EDI Integrations of Crossfire or SPS commerce?
Missing Item
So we have an issue My employee tried using books help chat and guy couldn't grasp problem. I tried using inventory help chat and my guy also couldn't grasp the problem. I have Invoices with an Item on them "Install 20 gallon Pressure Tank". My employee
Kaizen #74 - User's Unavailability #APIs
Hello everyone! Welcome back to this week's post in the Kaizen series on User's Unavailability APIs. Business and meetings go hand in hand. There are times when you attend a meeting with your clients or partners on a weekday and during the working hours.
Downloading PowerPoints from Zoho Project messes up the PowerPoints
Hello, we've been encountering an issue with Zoho Project/Zoho Show. When a user uploads a PowerPoint to Zoho project. After editing the project in Zoho Show and downloading it to use in PowerPoint, it messes up the PowerPoint. (Object missing, videos
Update Status via Deluge
Hello, Im trying to update some tasks status via API but its not working. heres the too codes i've already trying (besides a lot more): values_map = Map(); values_map.put("status",input.Status); response = zoho.projects.update("roboplan",input.Project_ID,"tasks",input.Task_ID,values_map); info response; The second i've tryed was this: (because i've noticed that "status" haves more maps inside. values_map = Map(); values_map.put("name",input.Status); status_map = {"status":values_map}; response =
Automating Backup
I have moved my business' blood and soul to Zoho Creator. Is there a way to automate backup so it happens every day without any action from me? Thanks much. S
Project Status - Autoupdate
Is there a way to update the status of a project based on Milestone completion? IE - Milestone = On-boarding, followed by Milestone = Provisioning. When all tasks in On-boarding Milestones are completed, I would like the project status to update from
Zoho Desk e-Widget populating phone number incorrectly
Just recently, every time I attempt to convert a ticket using the e-Widget, and click create.. it prompts that the phone number is incorrectly formatted. The number showing is formatted in the US standard format (xxx) xxx-xxxx. All special characters
Validation, Subforms and Note Fields
We are attempting to put some validation on a few Subforms on a fairly large subform as the dropdown values are conditionally populated based on other fields in the form. As a protection against any edge case or bugs we might discover after this goes
Workflows set to send to leads but being sent to contacts as well
Is there currently a known bug for this? I've setup a workflow in Zoho CRM just to focus specifically on 'Leads'. However, it's also sending directly to contacts too. This needs to be fixed ASAP.
One Drive
Hi, I have tried to upload attachments from onedrive. THis has been hanging for at least 10hrs. Does it still not work with OneDrive for Business as I thought it now did?
Problems with mobile version Notebook
Since around two weeks the mobile version of Notebook (on a Samsung Galaxy A50) is showing some incredible annoying things. I decided to bundle them in one post because these issues all showed up around the same time. First of all hyperlinks get turned
Search inside CRM and API
Hi, We are having an issue trying to search for records inside Zoho using the search bar and through the API using the search endpoint. In both cases, we get null or empty data. However, when you check the module in the CRM the data is there and it is
Zoho Cliq 4.0 : un travail intelligent, c'est possible
Bienvenue à Zoho Cliq 4.0, qui rend le travail plus efficace. Cette nouvelle version unifie l'ensemble de l'expérience de collaboration à travers un nouveau système de téléphonie, ainsi que des fonctionnalités intelligentes dans les réunions Cliq, des
zoho recruit
Guidance through working of zoho recruit and purchase zoho recruit plans kindly revert to us
Email Integration Office 365 error Unable to get SMTP email"
I'm unable to integrate office 365 with zoho crm. In setup, Channels, Email, Email Integration, Office 365, configure. I login to office 365, then I get this error "{"error":"Error while adding account : Unable to get SMTP email"} how can I login?
Deleting Orders Zoho Commerce
Hello, Is there a way to delete a sales order that is generated within Zoho Commerce? If we do not want to complete an order and want it out of our system, is there a good way to get rid of it? Thank you! Spencer
Linking records to track referrals and mainting that link when converting the lead to a contact?
I'm trying to track referral sources, i get a lot of business from word of mouth and i want to track that and create automations to thank those who give me referrals. So lets say i have an existing client "John Smith", and he has referred about 15 clients
ZOHO 204 non content responce on Contact and Project modules.
Im Using ZOHO Contact Module and Project Module. When Fetching data from REST API. Sometimes I get 204 responses, But after a few time retries API returns 200 successful responses with the content. Is there any reason for these kinds of issues?
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