Zoho to Facebook Messenger integration
Hello everyone! I'm going to launch a Messenger chatbot from one of these templates I'd like to ask you if someone have already integrated FB Messenger with Zoho?
open task in Asana for review processes
Hi, When we create a record in Zoho CRM, it enters a review process. I want to open a task in Asana when this review is started. I wrote a function that opens the task in Asana and I created a workflow rule for triggering this function. But this workflow rule works for created records, and the record is not being created after the review. So the task is only opened after the review process which is too late. Is there a way for me to trigger the function that opens the Asana task when the record is
Zoho Desk & CRM - Arabic Language Support
Hi How can i add or change the Zoho Desk and CRM to Arabic language? please support. thanks & regards,
Team Collaboration - Word of the day #109
Zoho CRM is a collaborative CRM built to facilitate communication with your customers as well as your own team. Help your team stay connected with realtime sales updates. Enable teams to add helpful context to their sales records, or connect your collaboration tools to share updates from one platform. Feeds - Keep your team updated through Feeds, where you can discuss deals, collaborate on ideas, and broadcast announcements. Talk about a sales pitch that worked for you, post updates on the big deals
Multi Currency USD and MXN Format Problem
Hi I recently switched-On the multicurrency feature for Zoho CRM and I have an issue with your set format for my local currency and for the USD currency My local Currency is "Mexican Peso - MXN" we use is as $ 1,234,567.89 or sometimes as $ 1,234,567.89 MXN. but Zoho decided that I can only use either "MX$" or "MXN" without the "$" symbol as an option... I would have preferred the symbol by itself and there is also no option to have the "MXN" after the amount instead of before. And now for the USD
How to export a contact's first name and last name in separate fields?
Hi, I'm running a contact report, and I see an option to export "Contact Name" in a single field, but I really need to export first name and last name separately. I do not see that option. Am I missing it somewhere? Thanks!
How to create 2 Contacts, an Account and a custom module (wedding), then link them, once a Lead hits a stage?
Hello, I would like to create 2 Contacts, an Account and a Wedding once a Lead hits a certain stage and link them together using a function e.g. the 2 Contacts are linked using a partner field plus linked to the Account, also the Contacts and Account are linked to the Wedding module. I can create records using a function but I don't know how to create multiple in one function and do the linking, help please!
Only read field depend of value other field
Hello, We need that when a record of a custom module is saved, depending on the value of another field, some fields, or all, are read-only. Or what is the same that you can't edit the record. At the moment we have solved it duplicating the module sections. One section would have the modifiable fields and the other one, with the same fields, but only reading. When the reference field value has a certain value, it will show the corresponding section and will hide the other one. When I save the record,
Critical Bug - CRM deletes outgoing mail without saving or sending, and with little to no warning
This is my second time posting this...I posted it yesterday but it mysteriously disappeared from your Forums! Issue: When trying to send an email from inside Zoho CRM (clicking the "Send" button in the email section in a lead), if Zoho CRM cannot connect to the SMTP server (e.g., because the server is temporarily down, internet outage en route, etc.), Zoho CRM will DELETE the message with no trace. It cannot be found in "Sent Mail", nor can it be found in the "Outbox", nor can it be found listed
Syncronization of merged records
I've been notified by the Zoho support team that merging records (accounts/contacts) from CRM will not replicate to Desk, and vice-versa. I understand that this applies of for other zoho apps. I wanted to raise this discussion as it is a major lacking function. We have the CRM as the main contact repository, and needing to perform duplicate work (maintaining duplicate contacts/accounts from DESK AND CRM) will not fly. Any one experiencing the same or found a work around?
Connections - Word of the day #108
Connections is a simple authentication mechanism to connect your Zoho CRM account with any third-party application. Connections can be used to invoke any third party applications’ REST APIs and get access to your authenticated data from your functions or widgets. Zoho offers integration support for a wide range of third-party applications, including core Google services (Contacts, Calendar and Google Ads) and Microsoft software (MS Office, MS Outlook, etc.). However, there are some services that
show or hide fields or section in zoho crm
Hi everybody i search for a function to show or hide fiekds or section on user input is it possible with zoho crm ? With zoho creator is very easy but how can i do this in zoho crm? I have also a problem i can not see in the function constructor the list of input fields thank you, Simone
Is any add-on required for PhoneBridge to work from CRM?
Hello, Those who use PhoneBridge in conjunction with your separate PBX service: after you enable PhoneBridge and set up the integration between Zoho and PBX, do you have to install any additional software or extensions developed by your PBX? Or does the PhoneBridge make and log a VoIP call via CRM on its own?
Integrating Zoho with a Panasonic PBX
I know this has been asked before but that was over 1 year ago. Is there anyway to integrate ZOHO with a Panasonic phone system to use click to dial and logging of calls? I tried Go-Connect and t worked as far as popups and caller ID matching as well as click to dial but it was only screen dialling and not logging the call. Is this possible?
Zoho Campaigns and Zoho CRM automation for opens and clicks
Hello - I've setup both Zoho CRM and Zoho Campaigns and I've integrated the two so the campaign results are automatically sent to CRM - very cool. I've been trying to figure out the best way to alert my sales team when someone open and/or clicks on an email. I can obviously filter my leads and contacts down by campaign and activity but ideally I'd like to create a follow-up task for the lead/contact when the open/click. I can't see to figure that out - is there a way?
Participate in a brief survey for CRM admins!
As a CRM admin, you have a tonne of challenges to work on, but not everyone gets the criticality of what you do. With this survey, we aim to understand a CRM admin's work life and analyze just how vital they are critical to sales revenue. We'll compile data we've gathered from industry along with the data you provide, and share with the CRM community, in a form of an analytical infographic. We believe this information will enable admins to start their CRM career on the right note and, will give a
I cannot get my function to work to update all contacts inside an account when the account record is updated
I need to be able to update a field on the account record and all contacts related to that account be populated with that update. Sometimes it will be adding new data to the field, other times it will be overwriting existing data. Example: If I change Account Status to Former Customer in the Accounts Module, I need it to update Account Status in the Contacts Module for the contacts associated with that Account. Same thing for other fields, such as Account Type. I configured a function related to
Multiple Sales Pipeline - Word of the day #107
Every business has a unique sales process. If you are selling different products or targeting different types of markets, multiple pipelines can help you capture each deal's journey. With Multiple Sales Pipelines, you can accurately track multiple sales workflows for all of your products and markets. This feature helps us in defining the sales process for every deal. For instance, let's say Zylker Cars is a car dealership company that has different sales processes for reselling used cars, selling
Login issues
how to solve these issues , if does not login properly and OTP not working .. how to solve the account
Dynamic Formula Field / Trigger formula field on viewing record
I would find it very useful (and I'm sure many many others!) if you could alter the formula field to be triggered on viewing a record so it acts dynamically. This would probably be best to have a toggle switch to select if you want it to run on record
Refresh Page Or View After Workflow-Triggered Rule
Hi, I Saw in some discussions from years ago that it is not possible to use deluge to refresh the page after successful run (Some say it is possible when the script is called via a Button but not when called from Workflows). This is very annoying. For Example, We have a custom script that runs every time a Lead Is Created and Pre-Populates some fields with impotent Data (Based on the fields the user is filling out when he creates the record). The Script finishes to run after the new Lead's page view
Spam Control in CRM
Is there a SPAM setting in CRM like there is in Desk? Which removes current and future emails from a specific email address? We use Desk for our Help Desk and receive some span to the emails linked to Desk. In Desk we can mark the contacts as SPAM which will remove them and put them in a SPAM folder. We have Desk and CRM synced with a bi-directional sync on contacts and leads. We want to have the contacts that are marked as SPAM in Desk to automatically mark the contacts or leads in CRM as well
Extension pointers #10: Define and raise a signal to receive timely notifications in Zoho CRM
Customer relationship management is a significant factor involved in the success of a business. When interaction with customers at all touch points is properly targeted, customers are satisfied and business flourishes. This makes it a necessity to stay
Gantt Chart - Word of the day #106
A Gantt chart is a visual representation of the project schedule. It displays information about task progress, task owner, task status and other task related data. The users of the Zoho CRM, in which the Zoho Projects extension is added, can view different types of reports. To view the Gantt chart in Zoho CRM, follow these steps: Select the Projects tab in the top navigation bar. Select the tab in the inner navigation bar corresponding to the project you want to work on. Click Reports in the left
Custom function to look up related records
Hi there. We are trying to implement an approval process for Deals that requires (at the appropriate deal stage) approval of any deal that is to be performed for a "new" Account - that is, an account for which we have no previous deals that reached "Closed Won" stage. I think this requires setting up a function in the Deals module which looks up the related Account, and returns a True/False value depending on whether that account has any other deals that have reached Closed Won stage. But I am
Very Simple Custom Function
Hi, I have a custom module with a subform and would like to create a field to reference data inside the subform. For example, I want a field to show the total profit of a sales order. In the subform, The module is called Custom_Quote and the subform is called "Product Details". I have a fields Cost_Per_Unit, Price_Per_Unit and Quantity. In the module, I want a formula to calculate Price_Per_Unit - Cost_Per_Unit * Quantity, for all line items in the subform. It's my understanding, that the only
Kanban View for Potentials (and other modules)
Is there a way to do Kanban view for the Potentials module? It would be great to have a high level overview of where I am with all potentials. This would be a great feature to also incorporate with custom modules.
Related List - linking Contacts to a new module's related list.
Hi all, and thank you for any help you can provide. I have created a new module. I would like to create a related list in that new module that links the contacts to into the new module's related list. (I need the new module to have the Contacts like the Account module currently does) Thank you for your help, it would be greatly appreciated.
Phonebridge/Mobile/Real Life Use
Guys, We have enabled Phonebridge and are using our PBX (Jive/GotoConnect) with Zoho CRM. Incoming calls to the PBX number are recognized and added to completed calls (assuming, of course, the incoming number is recorded in a lead or contact record) The outgoing calls process seems to work similarly So far, so good. We have, however, most of our sales guys in the field with cell phones. I'm a bit confused as to how best create a consistent phone flow. Outbound calls from the mobile app bypass the
CRM very slow
Team, For the past hour, my CRM is stuck at loading... Do you have any issues? Only CRM is acting up. The rest of my Zoho apps are fine. Also, worth noting is that the slowness has been happening for the past week. Already deleted cache, tried other browser, nothing... CRM still won't load.
Adwords Integration
Hi folks, we've been tracking our AdWords campaigns in Zoho for about half a year now. Most data ends up in Zoho, or so it seems, although sometimes there's only the GCLID. Cost per Click and Cost per Conversion are usually not reported, even when the other data (such as Ad Network or Ad Campaign name) are given, sometimes they do show up. The field "conversion export status" shows "not started" in most case, and is empty in a few others. Any clue why this is so? I tried searching for a solution
Small Business Heroes: Podcast #3 - Doug Kasper, Founder of 123HomeTheater.com
'Small Business Heroes' is a podcast series where we hope to covering stories from small business owners on how they use Zoho to scale their businesses. In this third episode of Small Business Heroes podcast series, we have with us a young entrepreneur from Twin Cities, Minnesota - Doug Kasper, founder of 123HomeTheater.com . 123HomeTheater.com provides consultation and installation services for a variety of home theaters to bring awesome movie theatre experience right into your homes. Let's listen
Tip#4: Map locator and Check-in
Have you ever struggled as a sales rep to visualize where your clients are located and found it tough to get driving directions? Without the location mapping software, it would be incredibly difficult to make travel decisions for a field sales rep. Using the Map functionalities in the Zoho CRM app, you will be able to identify the location of the Lead or a Contact easily and meet them. You can do all this and more by a tap of a button within each record. With Zoho CRM's 'Map locator' feature,
Error code 9005 when using Time tracker API
When I try and use any of the Zoho APIs with /timetracker/ in the URL, I keep getting Error code 9005: Time tracker tab is disabled. How can I fix this?
Quadrant Analysis - Word of the day #105
When you have a large amount of sales data in your Zoho CRM, quadrant analysis allows you to distribute the data that you want to analyze or measure into four quadrants. You can analyze data such as, i) the type of campaigns versus the revenue generated
Kaizen #45 - Handling Attachments API in Java and Java SDK (Part 2/2)
Hello everyone! Welcome back to yet another post in the Kaizen series. In our last post, we started our discussion about handling the attachments in Java and Java SDK where we discussed listing the attachments and uploading the attachments to a record in Zoho CRM. This week, we will discuss the other two operations in attachments API. 1. Download an attachment 2. Delete an attachment. 1. Download an Attachment To download a file attached to a record. Request method: GET Request URL: {{api-domain}}/crm/v2/{module_api_name}/{record_id}/Attachments/{attachment_id}
How to make a meeting scheduled by zoho bookings change a field in CRM
my onboarding of partners is very simple: 1. i sent a meeting request 2. i send them reminders if they didn't schedule a meeting 3. 4.I have the meeting 5. continue business as usual My problem in empty number 3, is that I need CRM to know there is a meeting scheduled from a lead to stop sending reminder emails. My idea was for CRM to check the calendar looking for a lead schedule and then attach this to the lead profile, and then activate a workflow to know its scheduled and stop reminders. Does
How do you get Zoho CRM Onboarding Support
How do I get my onboarding support after enrolling in a yearly CRM plan? I got the upsell from our rep after he told me all about the onboarding support and then nothing, even after multiple emails and messages.
Contacts
It would be nice to have Sales Contacts and General Contacts. Currently there is just a general contacts and I find that very frustrating. Not to mention I'm still copying and pasting my outlook e-mail conversations because the ZOHO I.T. has yet to spend quality time in making ZOHO and Outlook a match made in Heaven.
Link machines in CRM to Desk
Hello, we are building up a database of machines per customer in CRM. At the same time we would like to see that same database per customer in Desk. The reason we need this is so we can create a new ticket and by selecting the customer you get an overview of which machines the customer has. So you can select one of the machines that is related to the ticket. How can you make an automated connection between CRM and Desk regarding the machines, so that the data managed in CRM is also displayed in Desk
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