Activités, workflow et blueprint

Activités, workflow et blueprint

Hi
To automate activities including telephone in the CRM, I wonder about the best path between 2 possibilities? Is it better to insert WF triggers from contacts, leads, accounts or from activities? And if the WFs are then integrated into blueprints Feedback ?? thanks in advance

---------------------------
Pour automatiser les activités notamment téléphonique dans le CRM, je m'interroge sur le meilleur chemin entre 2 possibilités ?
Est-il préférable d'insérer les déclencheurs de WF depuis les contacts leads, comptes ou depuis les activités ?
Et si les WF sont ensuite intégrés dans des Blueprint
Des retours d'expérience ??

    Access your files securely from anywhere

          Zoho Developer Community

              Bootcamp
              Community
              Pricing
              Webinars
              What's New
              Integrations
              Contact Support
              Contact Sales

                Zoho Survey Resources
                  Features
                  Survey Templates
                  Integrations
                  Community
                  iOS Mobile Surveys
                  Pricing
                  Android Mobile Surveys
                  Insurvey Blogs
                  Insight Blogs
                  Tips & Tricks





                                Latest Feature Updates


                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day




                                        Zoho Marketing Automation
                                          Zoho SalesIQ Resources

                                                • Sticky Posts

                                                • Recommandez Zoho CRM Plus à vos amis et gagnez des crédits !

                                                  Bonjour à tous,   Vous aimez travailler avec Zoho CRM Plus ? Et bien vous avez maintenant la possibilité de le recommander autour de vous pour aider votre réseau à améliorer son expérience client. Et bien sur c'est gagnant-gagnant ! Comment cela fonctionne

                                                • Découvrez Zoho Workplace

                                                  Bonjour à tous ! Un domaine personnalisé est devenu une nécessité absolue, non seulement pour les grandes entreprises, mais aussi pour les petites ou, dans certains cas, les familles. Nous avons toujours pensé que se lancer ne devrait pas coûter cher,

                                                • Découvrez Zoho Learn

                                                  Bonjour à tous, Nous sommes très heureux de vous présenter Zoho Learn ! Commençons par vous expliquer ce qu'est Zoho Learn et comment il peut vous accompagner dans vos processus de formation. Qu'est-ce que Zoho Learn ? Zoho Learn est une solution complète


                                                Manage your brands on social media
                                                Access Zoho Social

                                                  Zoho Pagesense Resources


                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Pay in USD

                                                                                                    Hi, is it possible to pay in USD instead of EUR? Thanks.

                                                                                                  • Stock function not working for Brazil (Bovespa)

                                                                                                    Hi, The STOCK function in not working for the Brazil Exchange "Bovespa". This is the syntax I´m using: =STOCK("Bovespa:BBAS3";"PRICE"). Thanks for any help. Ale

                                                                                                  • Tablet Pencil + Fillable Form

                                                                                                    Hi There, I just started using Zoho Writer Forms for our team on iOS. I noticed that some functions support 'scribble' or tablet pens and some do not. Is there a function I am missing where any text field can support 'scribble' or handwriting/printing

                                                                                                  • Announcing new features in Trident for macOS (v.1.10.0)

                                                                                                    Hello everyone! Trident for macOS (v.1.10.0) is here with major features and enhancements to elevate your workplace communication and productivity. Let's take a quick look at them. Create tasks from emails. In addition to creating tasks from selected

                                                                                                  • Journey : "Added to segment" trigger doesn't work automatically

                                                                                                    Hello, I’m experiencing an issue with our Marketing Automation 2.0 integration with Zoho CRM. We have multiple segments defined in Marketing Automation, each with criteria based on field values synced from Zoho CRM. If a field value changes in Zoho CRM,

                                                                                                  • Two way sync Zoho Mail and Bookings

                                                                                                    Hi, I know it’s possible to view Bookings appointments in Zoho Mail, but is there a way to see my Zoho Mail meetings in the Bookings calendar?

                                                                                                  • Assistance Required: Email Configuration Issues for Domain clearskyaerials.net

                                                                                                    Dear Support Team, I am experiencing issues with my email configuration after linking my domain, clearskyaerials.net, to Zoho Mail. I followed the DKIM setup guide and successfully configured it. While I can now send emails, I am unable to receive them.

                                                                                                  • How can I bulk import product images to Zoho crm.

                                                                                                    How can I import product images to Zoho crm within bulk imports. I am using an excel sheet or csv and want to include an image (via URL) for each product. This topic is the closest I have found to a solution but I need further help to implement it: https://help.zoho.com/portal/en/community/topic/import-file-upload-and-image

                                                                                                  • Can't send mail Reason:554 5.1.8 Email Outgoing Blocked.

                                                                                                    I send messages to my clients for my agency to my targeted clients last night I got (Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked) this warning. Now I can't send mails. Please fix this issue.

                                                                                                  • erro 553 retransmitindo e-mails não permitidos devido ao domínio ou algo parecido

                                                                                                    Olá, não consigo enviar ou receber e-mails, pois mostra uma mensagem de erro 553 retransmitindo e-mails não permitidos devido ao domínio ou algo parecido.. Por favor, ajude-me a corrigi-lo. Obrigado.

                                                                                                  • How do I go to new form after using deluge button?

                                                                                                    I have (Form1) - [Report1] (Form2) - [Report2] I have created a button which appears on [Report1] which creates a new record for [Form2] using data from [Form1]. I have the script working well, it pulls the needed information from Form1 and builds a new

                                                                                                  • smtppro.zoho.como eror

                                                                                                    En nuestras cuentas de empresa desde hace unos dias estamos experimientando problemas con los correos IMAP outlook, generando un error en el smtppro.zoho.com 465 /SSL Todo estaba trabajando bien y sin problemas. Alguien mas con el mimo problema y/o encontró

                                                                                                  • Outgoing Email blocked

                                                                                                    Hi Support Team, My outgoing emails has been blocked, Appreciate your help to unblock it. Hartron Trade

                                                                                                  • How do I stop getting notified about upgrading to Upgrade now and save big!

                                                                                                    How do I stop getting notified about upgrading to Upgrade now and save big! There is no way to clear this notification, and EVERY Day I get alerted to upgrade, but there is no permanent way to dismiss this alert! How can I permanently dismiss this a

                                                                                                  • Sheet view ignores layout rules / How to restrict fields in sheet view

                                                                                                    Hi Problem 1: When editing records in sheet view, layout rules are ignored. This is a problem, because it allows users to ignore some mandatory fields (mandatory in a Layout Rule). (Mass Update does not allow updating of fields with Layout Rules, so why

                                                                                                  • Portal users embed access

                                                                                                    So I have a page with a form, and two reports on either side. The reports are embedded as html snippets. So basically, it's set up that when I select a material from the form lookup field, it reloads the report embeds but filters the records with the

                                                                                                  • Importing Accounts with Parent Accounts

                                                                                                    I would like to import accounts that contain parent accounts.  I see a Parent Account but do not see a Parent account number in the Zoho fields and will need this to make sure the correct unique parent is imported. Can you help explain how to accomplish this?

                                                                                                  • Merge item

                                                                                                    As a follow up on a request point raised 7 years ago I would like to submit an official request to enable a "merge item" option. Discussion: https://help.zoho.com/portal/en/community/topic/merge-items submitted by user 4001007559351 Our business has several

                                                                                                  • Canvas Fit to Screen

                                                                                                    Hi, is it possible to have the Fit to Screen tickbox unmarked as a default?

                                                                                                  • Duplicate Zoho Invoices and Sales Receipts

                                                                                                    We have been running into an issue where upon saving an invoice or a sales receipt, we get a duplicate: same information saved twice but with a different invoice id/number and sales receipt id/number. I have logged a ticket but so far no response. It

                                                                                                  • Banking - User Roles - Access To Single Bank Account

                                                                                                    Hi, We have different locations with each location having a specific bank account for Expenses/Etc... Can you please confirm on whether it's possible to give a user (non accountant), specific access to only a single bank account as opposed to all accounts

                                                                                                  • Zoho Account search not finding account even thought account is created

                                                                                                    Hi Over the last week I cannot find a account on a lookup field, the account exists as when I check in the module its there. Any lookup filter, in a lookup field fails to find the appropriate account, im not sure if you have a Regex issue but its clearly

                                                                                                  • How to send an alert when there have been no leads for 2 days

                                                                                                    Hello, I want to be alerted when there have been no new leads created for, say, 2 days. It seems like it should be a simple thing to achieve but I'm struggling. I tried asking Zia and this was the answer, but it doesn't fit what I'm seeing on the workflow

                                                                                                  • How to get bulk write to work as expected

                                                                                                    I need to move data from our systems into Zoho. I have created a sandbox to test the usage of migrating our data to Zoho and confirmed everything worked there. When attempting to do the same with our production CRM I was met with an error saying Zoho

                                                                                                  • Zoho Sign embedded iframe

                                                                                                    Hello, we are looking for any of these options: a) some iframe that we can paste into our website for every signer, for onpage signing document. b) or get direct link for signers from Zoho sign API which we can redirect manually. Is any of these options

                                                                                                  • SEO recommendation of H1 tag for website tittle

                                                                                                    The exact words are “ It is good practice to place the page title inside the H1tag.” Now I already have one H1 tag on my website but it is not website tittle. In the SEO recommendation that is clear too that I have h1 tag on my page. Now I don’t know

                                                                                                  • SIGNATURE FIELD INSIDE CRM MODULE

                                                                                                    I need to have a signature field inside CRM MODULE This can be used into my Post Sales Module that i´ve created to make Meetings Summary I need my client to sign this Meetings Summary during my visit and that ain´t possible with Zoho crm I know we have

                                                                                                  • email and username change

                                                                                                    HI, I'd like to change my email and username for my zoho store, please help me on this issue.

                                                                                                  • "Extra keys limit has exceeded"

                                                                                                    Hello, Has anyone encountered the below message before in a workflow log failure: "Update Record Response is {\"code\":52,\"message\":\"Extra keys limit has exceeded\"}" The script is supposed to generate an invoice for a deposit when a deposit payment

                                                                                                  • Collapsible Sections & Section Navigation Needed

                                                                                                    The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.

                                                                                                  • use of comma as a decimal separator

                                                                                                    Hello, I wish to find a way to customize the number format for my proper use. I have to use french data, where the "," is used as the decimal separator : for example the french way to write "3.99�" is "3,99�" Is it possible to do it in Zoho Sheet ? If this is not actually the case, I'd love this feature to be implemented !

                                                                                                  • Ability for customer to give feedback after receipt of an order

                                                                                                    Is there any way we can receive feedback from customers regarding their order after delivery (other than just an email, obviuosly)? This is not the same as product reviews, as it may concern other points, but would ideally have an inbuilt reference to

                                                                                                  • Zoho meeting api not working in trial version

                                                                                                    I have and free trial meeting access. When i have tried to create a authentication code for meeting it shows Invalid OAuth Scope error. My code: $client_id = 'client_id'; $redirect_uri = 'site_url'; $scope = 'ZohoMeeting.organize.CREATE,ZohoMeeting.organize.READ';

                                                                                                  • Why is Nordic No Longer Available as a Translation Service for Email

                                                                                                    I routine receive email in Nordic but now it has been removed from the list of available translations. Why?

                                                                                                  • Create WorkDrive Folder with specific Sub-Folders when new Zoho CRM entry in "Accounts" Module

                                                                                                    So, my flow creates a WorkDrive Folder in the required Team Folder, but I want the same flow to create four Subfolders within the new folder. Man, Woman, Boy & Girl sub-folders I was looking at this below but how do I identify the new Parent folder as

                                                                                                  • Live webinar: 2024 recap of Zoho Show

                                                                                                    Hello all, 2024 has been an incredible year for Zoho Show! We've listened to your feedback and worked continuously to strengthen the tools you use to create, collaborate, and deliver presentations. From rolling out new features to enhancing existing ones,

                                                                                                  • Changing Customer Currency

                                                                                                    It seems so silly that you can't change a customer's currency after a transaction is recorded. We work with companies all over the world and sometimes they might request an invoice in a different currency. To do this I have to create another customer

                                                                                                  • Bulk payment of bills from multiple vendors

                                                                                                    Is there a way to pay multiple vendors bills in one transaction?  It appears that you have to deal with each one as a seperate transaction.  Is there a way to export the transactions to the bank using an ABA file?

                                                                                                  • WorkDrive API Documentation

                                                                                                    WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.

                                                                                                  • Record Asset Received as Payment

                                                                                                    How exactly would you account for this in books? For example, I receive a mini computer for a review and I get to keep it after the video is published. Would debit my normal asset account (e.g. Computers) and credit an income account (e.g. Other Income).

                                                                                                  • Next Page