Zoho MA and Custom Module

Zoho MA and Custom Module

I am trying to create a sync between Markting Automation and Zoho CRM.
I am mapping a custom module from the CRM.
The custom module has
  1. email field
  2. mobile phone field
However I cannot finish the integration since the system keeps asking me for email or mobile to be linked to MA.

Any idea what am I missing?




    Access your files securely from anywhere

        Zoho FSM Video Tutorials


              All-in-one knowledge management and training platform for your employees and customers.






                                    Zoho Developer Community




                                                          • Desk Community Learning Series


                                                          • Digest


                                                          • Functions


                                                          • Meetups


                                                          • Kbase


                                                          • Resources


                                                          • Glossary


                                                          • Desk Marketplace


                                                          • MVP Corner


                                                          • Word of the Day


                                                          • Ask the Experts





                                                                    Manage your brands on social media



                                                                          Zoho TeamInbox Resources



                                                                              Zoho CRM Plus Resources

                                                                                Zoho Books Resources


                                                                                  Zoho Billing Resources

                                                                                    Zoho Projects Resources


                                                                                      Zoho Sprints Resources


                                                                                        Qntrl Resources


                                                                                          Zoho Creator 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

                                                                                                      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

                                                                                                                        • Free Plan mail accounts details

                                                                                                                          In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.com
                                                                                                                        • can not use my zoho mail

                                                                                                                          i bouht domain( avta group.com) and set up mail(Avtar@avta group.com) but i cannot receive or send emails . can you please help out.
                                                                                                                        • Display Issues

                                                                                                                          Hello, Our company just changed General Managers and the other one was the super admin. Since deleting his profile and making our new General Manager the super admin there have been ongoing issues. One in particular, is when creating estimates, sales
                                                                                                                        • Introducing Night Mode for Zoho Recruit [BETA]

                                                                                                                          Late-night hiring sessions? Long hours reviewing resumes? We heard you. Night mode [BETA] is now available in Zoho Recruit, giving you a cleaner, more comfortable workspace that’s easier on the eyes while keeping the focus on what matters most: hiring.
                                                                                                                        • Unblock ME

                                                                                                                          info@pentekykloi.gr Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more. I purchase additional storage
                                                                                                                        • Zoho Calendar integration for Bigin

                                                                                                                          Hello everyone, We're excited to introduce Zoho Calendar's integration in Bigin! For a while now, users have been able to sync events in Bigin with Google Calendar and Outlook Calendar - but with this new topping, it syncs with Zoho Calendar as well.
                                                                                                                        • Workflows, webhooks, and zero manual work: Your webinar operations, on autopilot

                                                                                                                          Running a webinar is never just about going live. There's the flurry of registrations to track, attendees to follow up with, recordings to share, CRM records to update, and somehow, all of this has to happen on time, every time. Until now, most of it
                                                                                                                        • Zoho Mail - More contextual actions on email list view

                                                                                                                          Hi Zoho Mail team, I recently completed an email migration from Gmail to Zoho Mail and noticed a feature in Gmail that I think would be a great addition to the Zoho Mail interface. When you hover over an email in Gmail's list view, a number of quick actions
                                                                                                                        • Supervisor Rules --> Custom Function

                                                                                                                          Hello, currently I can't add a custom function to a supervise rule. Is there a reason for this? Background: We have BluePrint managed tickets and actually we have a Supervise rule which should set the ticket to "closed" after 168 hours since the last
                                                                                                                        • Erro

                                                                                                                          Subject: CRM Standalone Function creation returns INTERNAL_ERROR Hello Zoho Support, I am trying to create a Standalone Deluge Function in Zoho CRM for a lead intake REST API. The CRM account reports that the Standalone category is enabled, but function
                                                                                                                        • Digest Septembre - Un résumé de ce qui s'est passé le mois dernier sur Community

                                                                                                                          Bonjour chère communauté ! 👋 Le mois dernier a été riche en nouveautés, en échanges et en découvertes ! Retrouvez ici les contenus les plus utiles, les discussions les plus intéressantes et plus encore. En septembre, nous avons mis en lumière trois nouveautés
                                                                                                                        • New Update: Convert External Users in Bulk in Zoho Directory

                                                                                                                          Greetings to all Zoho Directory users out there! We’re excited to introduce a new update that makes user management in Zoho Directory even more efficient; you can now convert external users in bulk! Earlier, admins could convert only one external user
                                                                                                                        • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

                                                                                                                          Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
                                                                                                                        • API - Bank Accounts | Reconciliation Discrepancy

                                                                                                                          Unless I'm reading it wrong, the documentation for the Bank Reconciliations API is inconsistent with itself. https://www.zoho.com/books/api/v3/bank-accounts/#create-a-bank-reconciliation The text definition says that the transaction_id should be a string,
                                                                                                                        • Employment Contract / HRMS Documents - Zoho People

                                                                                                                          How do I create customized HR documents for disbursal from Zoho People ? Example, say offer letters ? appointment letters ? Memos ? We want to be able to preset these in one or ther other form and issue them to employees who are in Zoho People.
                                                                                                                        • Mobile authentication for Zoho Creator portals

                                                                                                                          Note: This feature was previously available in beta for IN data center users on request. It is now generally available for all users in the IN and US data centers on paid plans of Zoho Creator. Currently, it will be available only for Indian (+91) mobile
                                                                                                                        • HOw to disable or block OTP login on browser.

                                                                                                                          Hi Support, One of my employee tried & successfully logged in via OTP login mode on his mobile device even though user does'nt have login password . As per our company policy we don't allow user to login on any other device. This feature is available
                                                                                                                        • Change email address

                                                                                                                          I would like to change the email address to info@gogetherenterprises.com
                                                                                                                        • Enhanced audit trail in Zoho Creator

                                                                                                                          Hello everyone, We're pleased to announce that the Audit Trail feature has been significantly enhanced by expanding its scope to give you a more complete picture of activity across your applications. What was once a simple record-and-report log is now
                                                                                                                        • Allocating inventory to specific SO's

                                                                                                                          Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
                                                                                                                        • Zoho Sheet as KB Document

                                                                                                                          It would be nice if Zia Agents could take Zoho Sheets as part of the knowledge base. The use case here is that it's infinitely easier for humans to maintain a spreadsheet table than any .md / TAML / JSON document. For situations where humans are responsible
                                                                                                                        • Introducing native agents: Configure your CRM with natural language

                                                                                                                          Hello all, Configuring your CRM just got a lot faster. We're introducing native agents into Zoho CRM that configure your settings using natural language. Instead of navigating multiple screens, describe what you need and the agent builds it for you. What's
                                                                                                                        • Transferring CRM Templates

                                                                                                                          I have two different scenarios for transferring the CRM template and would like to know if it is possible to do for either.   1.  When designing my CRM template, I created all the fields in the Leads module.  I have not duplicated all of the fields (or their positions on the page) in other modules like the Contacts, Potentials, Accounts, etc.  Once I get my Leads template designed the way I want, I would like to copy the fields and their page positions to the other modules.  Is it possible to do
                                                                                                                        • Is it possible to clone my Lead module layout to Customer and Potential layouts?

                                                                                                                          I've customized all fields and their order for Leads module and I would like to know if I'm able to clone those fields into another modules, only to avoid repeated work. Awaiting.
                                                                                                                        • URGENT: Stalled DC Migration >72 Hours - Records Locked [Ticket #: 167813877

                                                                                                                          The DC migration was started on 1st October at 6 pm and we were informed migration period as 48 hours but even after more than 72 hours, the migration seems still in progress. We sent two emails to check the status but no responses. We need the migration
                                                                                                                        • Error AS101 when adding new email alias

                                                                                                                          Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
                                                                                                                        • Account not Active For any support or queries, kindly contact support@zohomail.com

                                                                                                                          HI! I am trying to sign up to Zoho Mail which is not working. All I can see is the following error message, " Please help me. Account not Active For any support or queries, kindly contact support@zohomail.com"
                                                                                                                        • How can I add a Custom Field (or Customer_name) to a picklist?

                                                                                                                          Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.
                                                                                                                        • Introducing Zoho Commerce 2.0 — It's more than just selling!

                                                                                                                          Hello! We are proud to launch Zoho Commerce 2.0, a reimagination of how online businesses look, feel, and function. This launch is both timely and symbolic, as we reaffirm our commitment to empowering small and medium enterprises with powerful, yet simple-to-use
                                                                                                                        • Zoho Thrive connection to off-line purchases

                                                                                                                          Is it possible for Zoho thrive to connect to subscriptions or Books and pull purchase data from clients who purchase off-line or maybe through a different sales department where items are not listed on a website for sale? Say I have a customer that signed
                                                                                                                        • Payroll Options

                                                                                                                          Would like to see a payroll service implemented; Maybe not a true payroll but at least the ability of tracking payments to employees without making them a vendor. please help. Thanks. I didn't find the right solution from the internet. References: https://zohofinance.uservoice.com/forums/283818-zoho-books
                                                                                                                        • Esta dirección de correo electrónico ya se encuentra en uso en otra organización... agregar usuarios

                                                                                                                          Buenos dias , tengo este problema a la hora de agregar usuarios mi dominio es implementos.com.pe
                                                                                                                        • How to setup noreply@ example.com

                                                                                                                          How do I setup noreply@example.com so the mail never gets delivered. I currently have a catchall setup aswell.
                                                                                                                        • How do you associate multiple contacts to a deal in the mobile app?

                                                                                                                          When opening a deal in the mobile app, only one customer shows as the contact. How can we add multiple contacts on our mobile device?
                                                                                                                        • Zoho Books Support

                                                                                                                          Dear Team, Zoho Books offers a demo before you purchase zoho books. But after that when he actually purchases the product he has to rely on toll free number or help documents. But this might get frustrated in the initial period. Specially in initial period.
                                                                                                                        • Linking Multi-UOM Barcodes to Products in Zoho Books

                                                                                                                          Greetings, I'm using Zoho Books for retail shop and I'm running into a bit of a challenge with products that have multiple Units of Measurement (UOMs) and corresponding barcodes. For example, I sell cigarettes both as individual packets and in cartons
                                                                                                                        • Best practices for importing phone numbers

                                                                                                                          I've recently found a problem with my phone provider, integrated with Zoho CRM, where a phone number that starts with 00 instead of + won't work. The problem has no solution: they tell me to replace all 00 with + I've always preferred using 00 instead
                                                                                                                        • Has anybody managed to do ANYTHING with Zoho CRM Zia Agents?

                                                                                                                          I have 'hired' a few agents from the 'store', and also built the super simplest Agent I could think of (retrieve the email address for a given Contact), and none of them work. I get errors like "LLM Inference failed" even from the store Agents (e.g. "Search
                                                                                                                        • custom function

                                                                                                                          I want to send a request following the webhook pattern with Endpoint Type Intranet, I received a Zoho access response from Daniel. Please advise on how to implement invokeUrl with Endpoint Type Intranet and a probe
                                                                                                                        • ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer

                                                                                                                          This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. *****, ERROR CODE :554 - Your access to this mail system has been rejected due
                                                                                                                        • Next Page