Generate automatically Sales Orders when deal changes status
Hello, I need a function to automatically generate sales orders when I change the stage of the deals/potentials. I have to create a workflow rule: When deal/potential stage changes to "Pedido", then activates a function to automatically generate a new sales order record mapped to that potential/deal. In the new Sales Order record, I have some mandatory fields I need to update as follows: Fecha (date field)--> needs to be updated with current date Fecha de validez(date field) --> needs to be updated
Error 401 - Rest API
I have a problem when I try to pull record from CRM. I got token and see something is true (token is valid and data center is in US). Please help me to fix it!
Edit Functions via API
Hello, I am unsure if there is a way to already do this but based on what I have been able to find there is no way to edit a function through any API. I would like to be able to manage my Zoho CRM functions in GitHub but currently I have to manually update
WhatsApp Business Integration a CRM
hello, good afternoon I request help to solve this problem, we have not been able to connect whatApps to crm because I get an error that appears on the screenshot. I would like to know what else to do or if I can request a call with an assistant. Thank
Zoho CRM Client Script
Hi Nithya Shree, I have attached the screen recording of the client Script execution. In the recording I have obtained the API name of that field through calling the CRM API. Please refer to that attachment and guide me through it. Thank you. Regards,
Move contact to new module
Hi, I am trying to setup the CRM to meet our business requirements. We're a business school, as well as we offer executive training, and consulting. Right now, I worked on setting up the CRM by renaming "leads" to "applicants", "contacts" to "students" and I created a new module called "alumni". However, I am not finding a way to move a contact from "students" to "alumni" now. I am under the impression it's not possible. Now, the reason I'm building the interface this way, is to provide a clear interface
Getting the correct status of Books in Zoho Finance in CRM
Hi, we are trying to get the information of Books Estimates in the Zoho Finance Module in the CRM (thanks to the integration) However, as shown on the screenshot, the status seem different for the same estimates... This is an issue as We would like to
Populate "Related to" Account & Contacy field in meetings
Hello Zoho community! Pretty much what the title says. When syncing Google Calendar to Zoho CRM both ways, the meetings created from Zoho are much more detail oriented than the other way around. Is there a way to, when my sales team create a meeting from
Zoho OpenAi
Hello, When using chatgpt with Zoho CRM, how do I ensure I am not violating any GDPR rules? Thanks
Zoho Finance Integration - Double estimates on creation
When linking an account and deal to an estimate the integration creates 2 estimates. Both are linked to the correct deal and account, but one includes the correct items and the other one is empty. Seems like a bug.
Calculate Number of Days Between Two Dates
Can someone help me with how to create a field using the formula function to calculate the number of dates between a campaign start date and end date? The closest I have gotten is using the "Datecomp" function but it gives you the dates in minutes, rather
Why do my Accounts have two Contacts sections?
When I click an Account I see the name, phone, address, parent account, territory. Then there is a section called Contacts which has 5 contacts. However, when I keep scrolling down (or click the Contacts item in the left menu), I see 33 contacts, which are in groups of 10 and I have to arrow through them. How does Zoho determine which 5 of the 33 to show at the top of the page? Can I disable that section?
Delete Field that is used in a Zoho Flow connection
I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted
Is there a way to Blacklist clients?
Is there a way to add clients (accounts) on a blacklist, for example if they fail to pay? I was thinking perhaps creating a 'Blacklist' button that could be ticked, and once selected prevents a Deal from being made for that particular account. Is there
Timeline view longer than 6 months
Hi. I was trying to see the holistic view of an account in the Timeline view. I noticed that only recent activity is show to me which is beneficial but not entirely useful ask we have a very long sales cycle and we need to see the list of activity since the account's inception. Can you extend the Timeline view so its truly a timeline of the account for the entire length of the activity within it? Thank you, Boris
Giving clients payment plan options
So I host seminars and I want to give clients the option to pay in full or setup a payment plan of 3 installments. How Can I auto Generate an invoice that would do this?
Lead Conversion Mapping
I have had Lead Conversion Mapping working (almost) perfectly for years. Suddenly, it stopped working, and field mapping had the wrong fields for the contact to the Job "Deal." So when I convert a lead to a job, most of the fields are empty. The Lead
Feature Request: Dark Mode
It would be great if we could have some options for theme colors in Zoho CRM, including a dark mode. A good example of what you could base this on is how Slack implements their theme colors. I think this should be easy to do and it is a very popular feature
Rich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
Invalid Client - Client ID passed does not exist
Hi, Daniel here. i try to generate an authorization code by following this page Authorization Request - Web Apps - OAuth | Zoho Accounts https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id=1000.myclientid&response_type=code&access_type=offline&redirect_uri=https://localhost:7195/account/integrations/zoho/tokencallback
sync two zoho crm
Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.
Function to Create a Pop-Up Window on CRM user(s) next Sign-in?
Hello I am trying to create a custom function that I can initiate through a Zoho Flow I am thinking.... Trying to figure this out. I want to be able to trigger this and either add a custom message (that contain GIFS ?) or possibly even play a custom made/uploaded
Global Sets in CRM
Last modified on 18/04/2023: Global sets is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Learn more about this feature in our help docs: Overview of global sets | Working with global
CRM - Workflow Rules to be applied and work across modules
Hello, It seems that you can't use workflow rules in CRM to work across modules, is this correct? I need a customer account status to be changed IF there have been no new deals or new quotes in the last 6 months. I can't see this is possible? I can create
Workflow trigger based on old/new field value
Good morning, I have a field (X) which is automatically updated every so often. We track this data for various reasons and it's key, so I'd like to receive a notification in specific circumstances. We have a Pick List field which is one of the conditions
Non Profit Use - Household Relationships CRM
Hi! I am planning to setup Zoho CRM for non-profit use. In this case, I would like to be able to link accounts together (for example, spouses, or mother and daughter). I would want to be able to address either both of them or one of them in a marketing
CRM integration with website
I need some help in setting up the integration of a website to our CRM. How to find or generate the ZOHO API Key & URL, we want the lead informations from the website to be directly saved to our CRM. Thanks, Reynald
error. undefined in Send Email Rest API on Zoho CRM
Hi, I've got a problem with sending an Email to new Leads that are added to the CRM. After creating connection in Make, I had an issue with the permission scope, but fixed this with manually adding scopes to second connection. But now, after trying to
Remove "Visit Summary" Section
We're not using Campaigns or anything else but still have the "Visit Summary" section on the Contacts and Leads layouts. We're not able to delete. Please advise.
How to calculate total weight of order?
Hello, I have added a customised field for the weight of an item under "Products". I have also figured out how to make this weight show in templates. Now the question is, how can I add a calculation at the bottom of quotes/invoices/sales orders/purchase orders to show the total weight of the order (for shipping purposes)? I'd be grateful for any tips. Thanks in advance and cheers, Cheryl
Removing or dissociating contacts from deals
Hi all, I am working on creating an intuitive system within the CRM to deal with old contacts who have since left the company. We still want to keep them in the system, but do not want them attached to their old accounts or deals. What I've done thus
Can we add Merge Field Fallback values?
I can't seem to find documentation on how to create a fallback value for merge fields. For example, if a particular lead does not have a Company Name, I would like the value ${Leads.Company,} to have something like ${Leads.Company, fallback="your company"}
How to customize the task reminder notification email
HI guys, I hope someone can help with this enquiry: We have included an additional/new field of information when an activity is assigned/created, however this new field is not part of body of the task reminder notification e-mail that is generated by
Access to files uploaded in CRM as attachments
Is it possible to view in one place all the files uploaded as attachments in the CRM? Sorted alphabetically or in one or another way in catalogs? In the integrated Documents function or in the separate Documents application. It would be very convenient
Kaizen#135 : Third Party Integration using Client Script
Hello everyone ! Welcome back to another enlightening Kaizen post! In this Kaizen post, we'll explore how to invoke a Third-Party API through Client Script. This enables you to seamlessly connect to external services and fetch dynamic data. Stay tuned
When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory
In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the
Account suggestions for Leads, record sharing via extensions and more
Hello all, At Zoho, we're constantly working to make our CRM better and improve its mobile functionalities. Over the past few months, we have introduced some exciting new features and enhancements to the Zoho CRM Mobile app. We've included a summary of
Early Access for GraphQL APIs
Hello Developers, Exciting News! We are thrilled to announce that Zoho CRM GraphQL APIs, previously exclusive to our Ultimate Edition customers, are now available for early access for the following Editions too. Enterprise Zoho One Enterprise CRM Plus
[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool
Hello folks! Kiosk Studio, which was in early access, is now available to all customers in all DCs! Kiosk Studio is a no-code customization tool in Zoho CRM. It allows admins to simplify work for their users, customers, and vendors by creating and embedding
Custom fields for a user
Is there an ability to add a custom field to a user object and update it via the API?
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