How to close alls associated quotes and tasks, when a Opportunity is lost?
We designed the CRM to have the Potentials als Opportunities. Now, when we loose a opportunity, we would like to either make an automated workflow, that when an opportunity is set to lost, to close all quotes and tasks, or make i via Blueprint and a "one-button" solution. Here is my current script for the quotes (it is my first own script, so it might be very bad :D) potIdStr = potId.toString(); relatedQuote = zoho.crm.getRelatedRecords("Quotes","Potentials",potIdStr,1,200); mapVariable = Map();
My Vendors pay me commission: should they be Accounts?
Hi, I would like ideas on the following business scenario: I'm a Zoho Consultant (soon to be Zoho Partner), and I offer complementary services through Vendors, for example VoIP telephony, Partner Management platforms, Web design. These Vendors are Vendors because they have a product/service that I use for my clients, however, they are an Account in the sense that they give me a comission and I don't have to buy their services directly. How would you set them up? Thank you
Access Token/Refresh Token are not being associated with currentUserEmail
I'm working on integrating the Zoho PHP SDK and while I have gotten the Oauth2 flow set up and the database persistence working, it seems that whenever it attempts to utilize the stored Refresh Token to refresh the Access Token it is failing. This seems to be occurring because when the Refresh and Access Tokens are initially created, a useridentifier is not being saved in the database. When the Tokens are being initially generated and saved, the useridentifier is set by checking who the Access Token
Attachment size limit
Is there any plans to increase the size limit from 5mb? Surely this can only make more money for Zoho? Or i have seen a forum post proposing shared links to saved files when saved in Zoho docs
Tracking
Hey there! Could you pls tell me if there's the possibility to "track" an account's actions so that to see, for example what they did in ZOHO the last week/ month? Thx in advance!
How Can I use COQL via deluge?
Could anyone give me a sample code about COQL via deluge? I try the following code. But it is not work. param = Map(); SQL_string="SELECT First_Name, Last_Name, Full_Name FROM Contacts"; param.put("select_query",SQL_string); response = invokeUrl [ url : "https://www.zohoapis.com/crm/v2/coql" type : POST parameters : param. connection : crm_all ]; info response;
When can we expect a "tags" field type to be added to Zoho CRM?
We received an email a while back notifying us that a "tags" field was coming. Is there any update or ETA on this? We use this in Base religiously and it is one of the reasons we have not migrated all of our users to Zoho yet.
Errors While Trying to BulkWrite Upsert C# SDK
Hello, I’m attempting to use the BulkWrite API, CreateBulkWriteJob() with the Upsert operation, however I’m encountering an error that is related to the “required find_by” key. I was hoping someone could provide further information on the purpose and use of this key. If I try to run the CreateBulkWriteJob function without specifying FindBy, I get this exception message: “Required key find_by is not available” If I try to run the function and specify a FindBy key, as seen in the documentation
Importing Notes - owner not updating
I am importing Notes from our internal database as a Csv File via the account + notes button. The note is imported ok against the correct account with a title but i have also matched owner against the email address of the staff member who created the note but all the notes imported are showing against myself rather than the owner. Any ideas why this is? ( I actually wanted to import them via the migration tool or API however I have learned the CRM does not allow me to edit dates or owners via
Restrict or Hide Stage Options on Deal Creation
Here's my case that I'm trying to solve. We use Zoho for our mortgage company, and I need to be able to restrict the stages users have access to (Stages are "Getting Started", "Application Complete", "Pre-approved", "Setup", etc....) Our workflow is the following: 1. User creates deal 2. Blueprint restricts user from moving deal stage and only allows ops team to move it forward However, on deal creation, I want to be able to force the stage to be "Getting Started", so they have to go through the
Zoho CRM for B2C
Hello, I am brand new to Zoho and I am not quite sure how to set up the tabs for a B2C environment. I work at a travel agency and I am confused as to how to set this up. Like when a "lead" wants a proposal for example I would convert this lead into a "potential". However, when doing this the info automatically shows in both contacts and potentials. The best thing would be to be able to have only customers in contacts and not a mix between both potentials and current customers. I tried to add
How to trigger reminder to follow up when prospect does not respond to one to one email (not email campaign)?
Sometimes i will send a simple email to a prospect specifically related to what we discussed. I want to add a tag to that contact named "no-response" if he/she does not respond to my email within 3 days so that I am prompted to follow up with them. How can I do that with Zoho CRM? I tried using automations but that only applies to email campaigns.
CRM API not using persistence_handler_class
hi, i have a client working that connects with the CRM PHP API. I have my OAuthtokens in the db, that does work. Now i want to use my own class extending ZohoOAuthPersistenceHandler. so i set: 'token_persistence_path' => '', 'persistence_handler_class' => 'MyOAuthPersistenceHandler', But that class is not getting used, still the ZohoOAuthPersistenceHandler is used. If i look over your existing CRM PHP API code i do not see any code setting my persistence_handler_class. Is this setting not yet supported
Workflow Based on Pre-Condition State in Addition to Condition
Is it possible to trigger an action when not only a condition is met but also a precondition? Say, status changes to "C" but it wouldn't trigger an action unless the status was "A" before. If it was "B", the action is not triggered, or another action is triggered. What I'm trying to achieve is to send an email upon status reaching "Delivery". I'd need to check what the status was before. If it was "A" (i.e., A > Delivery), email 1 in sent, if it was "B" (i.e., B > Delivery), email 2 is sent. Any
Add / Remove Products from an Account
Hello all I was wondering whether it is possible to add or remove the related records such as products from an Account I would like to get that information from another system and have it constantly updated per account. So far I only see there is https://www.zoho.com/crm/help/api/updaterelatedrecords.html method but it only updates the record which is already related. My idea is that if external information says "customer A has products x y z" and in my CRM customer A has k and x added, I would be
Workflow instant action (Cliq notification) not triggering on Accounts matching certain conditions
I'm trying to get an automated Cliq notification to occur whenever a specific field (i.e. Phone) has been updated in an Account — it works when I apply the rule to "All Accounts" but I can't get it to work correctly for accounts with specific criteria (i.e. includes specific tags such as "Client"). Any suggestions for what I am doing wrong?
Zoho CRM: Automate using Custom Functions - An Introduction
Hi folks! With every growing business, the next step is what matters. Zoho CRM manages your business; makes it easy. But say you want a little more ease in CRM, you want a tad more flexibility in a framework. For example, Let' s assume that a user needs to create invoice copies of purchase orders to make accounting easier. However, this option is normally unavailable in your CRM account. So how do you do it? Your solution: Custom Functions! What are Custom Functions? Custom functions in Zoho
How do I "not show ZOHO ID" on a scheduled report.
How do I "not" show the ZOHO ID, just the account name on a scheduled report being sent to a non ZOHO user?
PHP SDK: currentUserEmail is not getting saved. There is no useridentifier in oauthtokens record
I have the PHP SDK set up and working... mostly. I've found the problem shows itself in the SDK when the response comes back from the generateAccessToken() method. The ZohoOAuthTokens instance does not have a userEmailId value. Also, when the SDK saves the tokens to the oauthtokens table, the useridentifier field is empty (but all the other values are there). I have traced the empty email field to the API response from the getUserEmailIdFromIAM() method in the ZohoOAuthClient class (In my files it's
CRM API - list records based on presence/absence of activities
I've been struggling to get the following data from Zoho CRM API for quite some time now: list of records that do not have any activities (tasks) at all list of records that do not have any activities (tasks) in the future list of records that have activities (tasks), but they are overdue I can see that the following filter in the UI, but I cannot find it's corresponding filter in the API. My plan was to use this filter to create a custom-view and then list all records in this custom-view via the
Gmail extension to show email opening in ZOHO
I need to be able to send emails from my gmail account and see if they have been opened of not. The current chrome/gmail extension doesn't seem to allow you to see individual opens. Now, I have to send an email from ZOHO to see opens.
Signing up leads from 3rd party campaign
Hi, We are new to Zoho CRM, so Apologizes if this question is too newbie. We are looking for a method to register leads into the CRM by a single URL string. Something like https://crm.zoho.com/inner_path/?name=$anyname&email=$emal&camp=$camp_name I would appreciate any guides for how to workout something like this in zoho crm. thank you
is it possible send a quote pdf automatically?
Hi: I know I can send an email (email template) automatically if I set the Workflow Rules correctly. My question is: if a new quote(or invoice) is created (or modified), is it possible send the .pdf file automatically by using workflow rules? (I am having a webpage, that can send the data to crm and create a quote, but I want this new quote send back to the webpage user immediately, not wait till the crm owner login the crm account to send). thanks a lot.
About Version Upgrade
Hi, We wanted to try standart version instead of free version to check if it covers our requirements. But, when we clicked try standard version for 15 days, we lost a customized screen (We customized "Service Files (Servis Dosyaları)" as "Çağrı Takip"). Now, we want to return free version again to see our customized tab. Is it possible? Thanks Regards
Zoho CRM - Once Off and Recurring Fees
How have people implemented Once Off and Recurring Fees in Zoho CRM? Currently its limited to Product and Quantity.
Add Transactions as Related List on Product record
Hi, I’d like to add transactions (Sales Orders and/or Invoices) as a related list on product records. Does anyone have experience with this setup? How can I make this happen? Thanks, Yonton.
OAuth to REST API
Hi everyone ! I've tried many solution to access to REST API at /crm/v2/users but I always get "INVALID_TOKEN" with self-signed and web-based app. Also, when I'm trying to reach /oauth/v2/token, I got "An error occurred." Could you say me what I'm doing wrong ? Thanks for your help !
Can I use the Zoho CRM PHP SKD to access the Zoho Campaigns API?
I have the Zoho CRM PHP SDK working but I have realized that, though the CRM SDK works well it doesn't appear to be created to access other Zoho API endpoints (i.e. Zoho Campains). Our company needs to use the Zoho Campains API and there appears to be no Campains SDK (that I can find...). Based on the sparse URL based examples given in Campaigns documentation, it appears that I will be required to develop my own classes and methods to for storing the access and refresh codes, and sending requests--basically
Import Multiple Deals to a Contact
All, Is there an easy way to import multiple deals for a contact? I am migrating crm data and would like to upload my contacts and associate the multiple deals to one contact. Is there an easy way to do this?
Zoho Varias App
Hi, I'm about to change my domain. But I already have several App in operation as they are: Mail CRM In the mail part I do not want to lose the emails that are there. In the part of the CRM it is integrated with a web form. I don't want to lose information and integrations and other things. What do you recommend me to do.
UploadFile Error C# SDK
Hello, I'm attempting to upload a zip file with UploadFile, using code from the SDK documentation here: https://www.zoho.com/crm/developer/docs/api/bulk-write/upload-file.html However, when it hits the UploadFile function call, I'm getting an error, and I was curious if anyone else has faced this issue before: Exception: Name Value Type ▶ $exception {"Exception of type 'ZCRMSDK.CRM.Library.CRMException.ZCRMException' was thrown."} ZCRMSDK.CRM.Library.CRMException.ZCRMException Inner Exception:
Different Contact Layouts for Different Users/Profiles
Is there a way to have custom Contact layouts depending on the user's Profile/Role/Group? For instance, our shipping people would like the layout organized differently than our sales/phone people. Any Ideas?
Use email template in CRM for Campaigns
So I have all my data in the CRM, created my email templates to start my campaign, I mapped out the workflow to find out we have to do it in Campaigns as the tools in the CRM module are limiting. Ok, all setup, pay the Campaign add on fee and now I'm ready to link the emails created in our CRM module to the workflow. Well, surprise, you guys don't have a way to communicate these two modules. Not only that, you don't give me the option to export the email template HTML so I don't waste hours building
Converting Leads that exist as Contacts
Hello, 1.) In Zoho CRM when I convert a Lead to a Contact, if the same email address exists in Contacts it doesn't seem to update a Multi Pick List field or any other info (eg. Surname), it just leaves the original Contact as it was. Is there a way to update the info, and in the case of Multi-pick list to add to it, so if they enquire twice about something different it would add both option to the List? 2.) In Zoho CRM when I Mass convert some Leads, it doesn't give me any notification at all if
VERY unhappy customer!! (are we the only ones having major issues?)
Hi, we have Zoho CRM professional which we pay for and have a series of MAJOR issues with Zoho, to a point that all the investment in time, training and financial commitment seems to have been wasted! Here are our main issues: (which prevents us from actually using Zoho) 1) The inventory templates are useless. We are a reputable company and simply cannot use the invoice/purchase order or other templates within zoho. When we design the templates they look ok (and I mean, just ok) however, when
Deals - inability for 2 or more CRM users to co-own... why?
Pretty simple... We all got the Deals module and if you look in the default VIEWS options, there is an option to organize the view/listings by "Co-Owner". Yet there is no "Co-Owner" feature to be found. In my organization, as Im sure in many others, we have situations where a Sales Exec (CRM user) will be assigned a Lead (Lead Owner) and the situation may call for another CRM user to help close that Deal. Therefore we would like to add a "Co-Owner" of that Lead. Even better, an option to designate
Add check-in homepage widget, or menu button to CRM?
Instead of loading the Zoho People app to check-in, Id love for my associates (who spend 90% in the CRM) to simply check-in/out from the CRM. Will this ever be added as a feature? Is there an extension that already does this, or currently a WIP? Can this be created in a custom function for a menu button? Thanks in advance...
Exporting contacts
I am trying to export all my contacts & companies but the export is missing some Companies can some one help me on this please.
I can't add a mobile number in my contact sheets
I recently subscribed for the free version of ZOHO and after going through the basic setting up, I started adding contacts to the CRM. Unfortunately though, I am facing an issue. Each time I try to add a mobile phone, I get a "please enter a valid mobile" error message. I am 100% sure the numbers I am entering are valid, although I don't know how ZOHO would know if a phone is valid or not. All it should need is a specific number of numbers, so why is it doing this? I have tried logging in with other
Associate a lead gathered from Zoho Forms to a CRM Campaign
Hi fellow Zoho gurus. I am creating a Zoho Form form called "Subscribe" that will go on our website. When a person fills in the form, I wish to check the person's details against existing reports in the CRM, add them as a lead if needed, and then add them to a CRM Campaign. NOTE: this is NOT a Zoho Campaigns List, but an Zoho CRM Campaign module entry. If the person is already a contact or lead in the CRM, they just get added to CRM Campaign. I was planning to use Zoho Flow to do this, but I cannot
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