Autoresponders - Word of the day #44
Autoresponder is a feature in Zoho CRM used to automate scheduled follow-ups with your leads/contacts. These come in handy when you wish to plan drip campaigns. Here's a knowledge-base article on managing auto-responders. Check this quick video: Previous 'Word of the Day': SalesSignal Next 'Word of the Day': Audit Logs
Sending Survey by Mass Email (as template) - Resending to those who do not respond
OK, this should be simple but I can't figure it out: I created a template in CRM I sent as a mass email - All good! I now want to re-send the email and/or a new email to those who either did not open or did not respond Is there an automated way to do this, or do I have to do it manually? Any advice is appreciated.
CRM Lead Magnet, Forms or MarketingHub for forms on a website?
I want to add forms to my WordPress website. I want the forms to pass data to Zoho CRM and I will want Zoho MarketingHub to automate processes on the website. So, which Zoho forms plug-in should I add to my website: 1. Zoho Forms? 2. Zoho CRM lead magnet? 3. Zoho MarketingHub? Many thanks Steve
Why cannot I remove the "Closing Date" from Potentials please?
Hi In my industry we can take 1 month or 2 years to convert a Potential into a PO. So I have to keep entering a meaningless Closing Date every time I convert a Lead to a Potential on Zoho. Is there a way of getting rid of it please? Thanks Nick
Zoho CRM Sent Email and IMAP Email not showing up in the same list
Hello, I'm currently migrating to Zoho CRM and run into a situation where Zoho CRM is difficult to use and wonder whether I'm doing something wrong. Here's the situation: I have IMAP integration set up and I can see contacts' emails on their contact page and also the SalesInbox. So this part is working fine. Also I'm able to send out emails through Zoho CRM, very nice. The problem: the emails from IMAP (usually emails I receive from clients) and the emails I sent through Zoho CRM can't be displayed
Email Security
Hi, Am I able to decide (on-the-fly) whether a particular email should be visible to everyone or not (confidential)? We currently use a system where emails can be set to be confidential to a set group once it is received on the CRM. This could be an email with sensitive data in it or a delicate contract for example. Such an email would be made accessible only to the accounts team rather than everyone.
Random number generator (Lead Module)
Hi All, Does anyone know how to assign a random number to a new Lead record on creation? At present, the Lead Module assigns an id number to reach new record in sequential terms. This isn't going to cut it for our needs. Many thanks in adv, Marc
Search within emails
HI, Are you able to search for content within emails? I'm testing this out and nothing is showing in the results. These emails have been just created.
Exception while generating Access token: ZohoOAuthException. Caused by : Access Token has expired.
Following the guide from the developer console and using the Java SDK (2.0.1), I was able to generate an access token - but for some reason it throws an exception saying the token has expired. It is quite clear from the logs (I have masked some properties): Dec 17, 2019 4:50:56 PM com.zoho.oauth.client.ZohoOAuth initialize INFO: Zoho OAuth Client Library configuration properties : {minLogLevel=ALL, currentUserEmail=support@een.com, client_secret=client_secret, redirect_uri=http://www.example.com/oauth2callback,
Get Leads returns "Authtoken support is deprecated"
Hello, When I send request "Get" https://www.zohoapis.com/crm/v2/Leads/{my_record_id}, API returns me the next response: { "code": "AUTHTOKEN_DEPRECATED", "details": {}, "message": "Authtoken support is deprecated", "status": "error" } Example: Get https://www.zohoapis.com/crm/v2/Leads/123456789 Headers: Content-Type:application/json Authorization:{my_Auth_Key} Please let me know how to fixed the problem.
Using personal email to reply from CRM
Hi, When replying to an email added on CRM, are you able to do that with your personal email address instead of a general one?
Criteria Deal "Closing Date" not appearing in Analytics or How to KPI closed deal this quarter
Hello to the community, I am going nuts on this one, I am trying to get simple KPI to display on my "Analytics" dashboard pannel : Value of the deal closed this quarter. I just cannot figure out how to it. Support sent me a picture on how to set the KPI but they use the "Closing date" criteria and I don't have. Here the support capture and mine. Am I the only one ? Do you see the "closing date" criteria ? The support KPI My criteria list
Apparently, there is no reasonable or feasible way to mass update a record's related list
I have a module called “Properties” I have a module called “Segments” each Segment record will have a related list of several hundred properties and each property may belong to more than 1 segment (yes it’s a multi-lookup field) Lets say I have a Segment record called “Chenai-Krishna” and I need to select several hundred properties to add to its related list “Properties” below. My problem is there is no way (and definitely no good, simple or reliable way) to select a few hundred Property records
Layout Picklists
Greetings. I have three different layouts, cloned and modified off of the Standard Layout. I changed the Lead Status - Picklist value in the default Standard layout, however, that update has not completed across the other 3 layouts. If I go to a cloned layout and try to edit the Lead Status Picklist with the same choices, I get an error that there are duplicate choices. Will the updated Picklist be seen in the other 3 layouts? Please advise. Thank You.
SalesSignals - Word of the day #43
The SalesSignals feature in Zoho CRM provides real-time notifications from your leads, contacts, or potential customers. You can keep track of all the customer interactions across various channels and follow-up with them from one central place, your Zoho CRM account. SalesSignals improve timely communication and enables you to follow-up with your leads and contacts and close deals quickly. Here's a knowledge-base article on enabling SalesSignals in your Zoho CRM. Check this video on understanding
PandaDoc like function
We used to have multiple different systems to do various functions for our day-to-day business for years. In the last year, I have been able to migrate the majority of those systems to the Zoho platform. However, I'm stuck with PandaDoc at the moment for proposal and purchase agreements. We currently have a handful of template documents that we can send to a lead to overview and they can select various options depending on the purchase. As shown below, we have subsections with subtotals and a grand
Improving Outlook Plug in- add a manual refresh of Side Panel
The Outlook Plugin Side Pane is so slow with jerky screen refreshes, it is unusable. So it gets disabled by most users. Why not make an option for a manual refresh instead of constantly trying to keep up as users move through their email. It could allow you to view your emails normally, but when you wanted to augment one with more info from Zoho CRM, you click on a button for the side pane to appear and pull data. But then it stops refreshing data when you move to a new email. If you
Need Deluge code to enable merge date from a Deal and a Books Sales Order
I want to merge data from a Deal and data from a Books Sales Order (not the native CRM Sales Order) to render a contract. If you can write the code, please let me know.
Migration - Importing Data with Owner ID, Created By ID, Modified By ID
We are new to Zoho CRM, and are in the process of moving our data over. Everything seems to going OK, except we cannot get the Owner ID, Created By ID and Modified By ID values to match properly. I have been using the Data Import/Migration feature (for "Other CRM"), and am trying to import Accounts and Contacts. There are fields in the data for Owner, Created By and Modified By. Our previous system used a user email address to indicated Owner etc. We have made accounts on Zoho for each of our users,
Complete Inbound Call
For our sales team and front office, we would go to the Account, select OPEN Activities, and then have an option to complete a call, put time in and description. This function is gone and tech support said it was pushed Globally to all users. I need to complete inbound call and not create a call, then close it.
Permanently disable Zoho pane in Outlook
Outlook 2013 on Windows 7 64-bit with latest CRM plug-in installed. Is it possible to permanently disable the right-hand Zoho pane in Outlook? You can close it but it comes back as soon as you select another message.
Tags - Word of the day #38
Tags are unique identifiers that can be associated with your CRM records to search, sort, categorize, filter, and segment records in a more efficient way. It is usually like adding keywords or any additional information to any record in CRM. For example, there may be few Leads in your CRM account that requires high priority. You can tag those Leads as Important, so that you can easily filter them from the other Leads in your CRM account. Tags in Zoho CRM are specific to each module. You can add unique
Subform Limitations - flexible amount of phone numbers.
I just read in the Zoho CRM API that the number of entries in subforms are limited to maximum 200 entries for *ALL* records: A module can have a maximum of 200 subform records with each subform having a maximum of 100 records I've been told I could use a subform to store a flexible amount of phone numbers to my contacts record using a subform. However, I have 50000 contacts. If only 1% would have 1 additional number in the subform, I'd already be above the limit. Am I right or do i misunderstand
Insert record into related module.
I try to insert record into related module. Deals/Contact works .but the same code in Product/Accounts didn't not work. The code like below. Does anyone have idea? id = 3410123000001028334 mp = Map(); mp.put("Contact_Name",id); update = zoho.crm.updateRecord("Deals",3410123000002124026,mp); info mp; info update; id= 3410123000001028334; mp=map(); mp.put("Product_Name",id); update = zoho.crm.updateRecord("Accounts",3410123000002321116, mp); info mp; info update;
Document Library - Word of the day #42
Brochures, PDF docs, RFPs, invoices, comparison docs, guides, presentations, forms, etc. are just some of the documents that people may use frequently in business. You may constantly make changes to these business resources and keep them up-to-date and relevant. For all these, you need a document repository, a place where you can organize and manage all your business related files and also share it with people in your organization. The Documents tab in Zoho CRM acts as a library where you can upload
Portals - Word of the day #41
Portals, are designed to give your customers access to part of your Zoho CRM. By creating portals, you can extend access to your Zoho CRM account to your customers. Through a portal, your customers can access the modules and some of the associated data such as products, invoices, and notes. They can also view, edit, or create records or add notes and attachments. Here's a knowledge-base article on creating Portals. Check this quick tutorial on Portals. Previous 'Word of the Day': Validation Rules
Can I convert contacts to leads?
I'm new to CRM and created a lot of contacts, when really they should be leads. Is there a way to convert them? Or perhaps would i have to bulk export contacts and bulk import as leads?
Due Date - Format
When creating a task, the format say MMM and D Should it say MMDD 05 for May 12 for Day
Training attendance in CRM
I have a consulting business and we offer public training sessions as well. We may have several organizations sending different participants to one of our training sessions. We would like to track the attendance to these workshops, including the ability to look at a contact and see what workshops (if any) that person has attended. I thought using Events would work, but it appears you have to actually invite them via email and have them respond, and it does not show who actually attended the meeting
Zoho CRM Office 365 integration
I am the Superuser for Zoho CRM and have installed the Office 365 integration. This has given me a Zoho CRM Contacts folder in my Outlook, both in the 365 version and also the desktop app. But none of the other Office 365 users in my organisation can see that Contacts folder. They can't view the addresses in there and when they start typing a name or address, it doesn't pop up as an option for them. Only for me when signed on as my self. What do I need to do so that the other Office 365 users
How to Generate CRM API Authtokens
Where can I generate a Zoho CRM API Authtoken? The option to generate a new one does not appear on my Accounts page settings, I can only see tokens I've generated in the past. Please advise.
Kaizen #32 - Handling Custom Modules with Zoho CRM #API
Hello everyone! Welcome back to another post in the Kaizen series. This week we are going to dive deep in exploring the custom modules and the possible operations that you can perform in API with them. Zoho CRM offers more than ten standard modules for different purposes like Sales, Marketing, and so on. However, in some scenarios, they do not satisfy the requirements. In such cases, Zoho CRM lets you create custom modules to meet your business needs.. In this post, we will discuss the following
Sync to Google Sheet
I have third parties who require a running list of potentials in a certain stage. Data often changes with the potentials and I would like to establish a sync to a google sheet in order to keep the 3rd parties informed of updates. Unfortunately, reports does need meet the target I need. Is there a solution in Zoho to keep a sync of potentials with a Google sheet or even a Zoho sheet that could be published and shared? Thanks.
Sandbox - Word of the day #39
As your organization grows so does the complexity in your sales processes grow. At such a juncture, any small error in a process could have a domino effect. No organization can afford such a situation. To help overcome this hassle, Zoho CRM offers Sandbox, an environment to test your Zoho CRM settings before you can take it to your production setup. This way, you can feel much safer about the changes to your settings, as you can now test them, identify issues and fix them before you take them to
Twilio integration with Zoho CRM - Can Twilio be used to send mass SMS Blasts? As well as auto-save records from Twilio, receive webhooks from Twilio, etc.
My company is about to make a huge purchase involving Twilio. We're wondering the extent (and ease with which) this would integrate with Zoho CRM. We're also really eager to hear from other people who use Twilio as their primary means of messaging their Zoho contacts. Any helpful resources and other things of the like would be very welcome too.
Add email template into a campaign ..... can this be done??
I have created a campaign and have added my prospects to it. But now I would like to add my email template to it so that I can see on one screen all the information. Is this possible does anyone know, and if so how can i do it? TIA
Schedule call when email clicked but not with opt-out selected
Hi, With mass emailing I am wanting to create the follow-up action of "schedule a call" but not when they have selected the opt-out option. Is there any way to do this? Thanks
Introducing creation of records through workflows
Hello everyone, We have introduced an instant action in the Workflow rule called "create record". The action will allow you to create records in standard and custom modules. For example, you can define a rule to automatically create a record in the Deals module whenever the contact's status is pre-qualified. Supported modules: Record creation is supported in the Leads, Accounts, Contacts, and Deals modules. When can it be executed: The action can be executed on a record action and at a particular
Is it possible for Deluge code to do a merge from a Sales Order?
Is it possible for Deluge code to do a merge to a Zoho Document from a Sales Order
Updating contact/account info in Z. Sheets, the changes are not replicated
Hi, I'm trying to fix the contact/account data we have on CRM using the Zoho Sheet view, which works well, but I noticed that all the changes done are not replicated to Desk automatically. (if works if manually, I go on the Desk contact and hit the 'Update from CRM' button. How come it's not automatically replicating?
Next Page