Connecting with Zoho CRM via API error
Hi support, I am trying to connect with Zoho CRM via API C#, but I have an error during run the method(System.NullReferenceException: 'Object reference not set to an instance of an object.'), I think there is something wrong with the configuration could you please help me at ZCRMSDK.CRM.Library.CRMException.ZCRMLogger.LogError(String message) at ZCRMSDK.CRM.Library.CRMException.ZCRMLogger.LogError(Exception exception) at ZCRMSDK.CRM.Library.Api.Handler.OrganizationAPIHandler.GetUsers(String
Updating Tasks from contact page
I have several tasks for each customer. It is tedious to have to edit each task and repetitive to update each task. 1. You should be able to update the due date of the task right here on the screen. see photos 2. I used to use a software (teamwork.com). They allow you to update several tasks at once by increasing all task about a specific amount of days. See photos. In other words, if all your tasks due dates need to be moved by 3 days then you can move all tasks by 3 days. This is so much
Set Reply-to email of a email template for a webform
Hi, I have a Zoho webform embedded in my company website. A lead is generated in Zoho and email is set to a Zoho user when a website visitor submits the webform. I'd like to set the reply-to email of the email template so that I can reply to the website visitor email directly. How can I do that? Thank you. Alvar
Mail Merge Workflow/Function
I am trying to automate my mail merge process. My customers need to sign 3 separate documents. Each of those need to be created via mail merge. They then need to be attached to a template email and sent. Doing the above manually is possible, but extremely long winded. Is there a way to automate it?
Need to remove all accounts and contacts imported
I attempted to import a salesforce.com account and contact listing. Somehow it ended up duplicating all of the names as well as my user name. Everything is doubled. Is it possible to completely reset the app back to the initial setup to start over again?
Updating fields across modules
If I create a sub field under the LOST Stage that gives reasons for loss and one of them is DO NOT CONTACT is it possible to creat a layout rule that will also change the CONTACTS module status to "Do Not Contact"?
it is posible to set a default view for a group?
i want to set de custom view for some users, it this possible or its posible to hide the public views for example hide the "all requisitions", if i try to edit it it doesn't show the filter to show only to certain users, i think because its a standard view, is there a way to hide theses views?
How to generate Auth token for integration with another platform
Hi! I'm trying to integrate my Zoho CRM account with my GetResponse via their integration. To connect these services, I need an Auth token, but I can't find where to generate it. I tried following the steps in this tutorial: https://help.zoho.com/portal/kb/articles/can-i-generate-a-new-authentication-token but I don't see the "Authentication Token Generation" option. I'm attaching a screenshot of what this page looks like in my account. Thanks.
Allow Each User to Choose if they want Email Notifications
Hello, it would be a really cool feature if each Zoho CRM user could decide if they want email notifications. At the moment it is not possible for Users to choose what - if any notifications they want emailed to them. I know we can change the Workflow and select the Send Reminder on Tasks but these are decided by other people in the organisation, not the actual user who has to receive all these emails. Reducing the amount of emails and working within the CRM is a good idea to increase productivity.
Please Label Tab Groups
Zoho CRM gives the ability to create tab groups, however there is no indication for a user what tab group is actually selected. Therefore the user may need to select the 3 dots before they even realize the view they are in does not have the module they want to get to. Or they have to select the hamburger icon to confirm which tab group is selected. Please consider adding a title that makes it instantly obvious to the user what tab group is selected. Please see this Salesforce screen as an example,
MailChimp Extension for Zoho CRM- Webinar
In general business operations, marketing is followed by sales. Under such circumstances, when your marketing and sales team remain independent the chances of losing out on a lead are high. THREE STAGES OF A LEAD: First, leads have to be identified, then nurtured and finally converted to a won deal. Marketing generates leads and sales win the deal. When your sales and marketing teams remain independent, a lead is not nurtured properly. Integrating your lead nurturing process with your sales
Jivrus Integra for Zoho
I am trying to connect a google sheet that I use for another purpose to my Zoho account. I want to be able to push information through Zoho to the sheet so that my customer can see the status of his orders. I have installed Google Sheet Jigs, but when I try to access the Google sheet, Zoho keeps talling me that it can't fetch the tab information, and does not bring up any of my sheets at all. I am unsure what i am doing wrong, and would appreciate any advise, as the ability to do this will make an
Calculate Average Days Between Won Deals
Hi Team - how do we calculate the average days between won deals? Can it be done using a formula field or with a custom function? We will use this to create a workflow for reorders or follow up subsequent orders? Thanks in advance
How do I compare my teams' performances ?
Hello, I can't find a way to compare my teams' performances on Zoho. My company is divided into 4 teams (according to geographical criterias like postal codes). Each team is made of a team leader and several Business Developers. I'd like to create the following dashboards : - The number of accounts attributed to each team (based on Territories ?) - The number of opportunities by team ? - The stages of the opportunities by team - How many leads have been converted, by team As Territories is not
How do you alter the columns in the homepage dashboard components?
How do you alter which columns are displayed in homepage components? I have on display called recently created deals, however I want to show some other columns in this component. How do I go about this? Dan
If you change the Deal Stage using the drop down box this doesn't update Stage bar
If you change the Deal Stage using the drop down box this doesn't update Stage bar ?
How to add records in Zoho CRM to related list with custom function
Hello. I am currently using Zoho CRM Enterprise. After creating about 3 custom tabs (custom modules), I want to list them in the related list of custom tabs, but I don't know how to write custom functions. Thing you want to do A → B (Lookup) A → C (Lookup) B → C (← I want to display the related list here) Please tell me the specific Deluge Script. Thank you.
2 Companies
Hi I like to know if it is possible to have 2 companies in my account. One is RedRock and the other is Newredrock. My goal is to build up a new Soho for Red Rock Solutions. Is that possible? Regards Hassan Jacobsen
Set-up a approbation workflow
Hi everyone, I can't find a way to enfore an approbation workflow, here is the use case: --> If a sales assistant wants to change the account type from Active Customer to Old Client --> this trigger a request for approval to the account owner --> if the account owner approves, the change is made. Thanks for your help, Tony
GCLID CODE
Hi, I have to add gclid code on zoho form so that I put one field at zoho crm name with GCLID but when I trying to add this field I can not see. How Can I add gclid field in webform for google ads.
Page Layouts Not Showing Custom Fields Data With ApiMethod "getRecordById"
Hello, I've three number of layouts in Deals 1. Insurance 2. Banking 3. BroadBand All of above three layouts contains different text fields and we store data in those fields. Now try to understand my scenario. Deal 1 POTENTIALID : 2389429384212154 Name : abc Stage : abc Layout : Insurance Tenure : 10 years Premium : 10,000 Deal 2 POTENTIALID : 238942932121545 Name : efg Stage : efg Layout : Banking Loan Amount : 1,000,00 Bank Name : SBB Deal 3 POTENTIALID : 238942938429384 Name : hij Stage : hij
BCC Dropbox email address format will be revised
Hello everyone, We are in the process of revising the format of the BCC Dropbox email address. The new format will be effective from October 31st 2019. The current email address is displayed in this format: ******@mails1.zohocrm.com. We will update it to: ******_*****@mails1.zohocrm.com. The users are requested to regenerate the BCC Dropbox email address before the mentioned date, to continue receiving the emails sent to the leads/contacts in their CRM account. Note that "@mails1.zohocrm.com", is
C# .net Zoho CRM V2 API sample?
Does anyone have advice or a sample of how to connect to V2 API from a C# .net application? My scenario is that I'm developing a Windows Desktop application that needs to lookup contacts by phone number in Zoho. Looking at the authentication APIs I'm confused in that it sounds like somehow I'm supposed to setup a web server but I can't see how I'd do that with a normal desktop application. Also, it appears that the third party .NET interfaces for Zoho are based on the V1 interface which is end
Simplest skinniest curl based (REST) code to add a new lead
I am using PHP but I really hate the idea of adding over 600K to my project just to call Zoho. I need the skinniest example of how to add a new lead to an existing list that exists with a v2 (or later) supported REST (curl based if needed) call. The API options are far too confusing for a simple use case. I have an integration that needs about 2 K of code...probably less. Adding an entire SDK to my project is WAY too expensive. Do you have a solution I can refer to?
Add Participants to Event using functions
Please, I want add participants to an event using functions. ¿How? Thank you.
How to create a custom report triggered by a button when viewing a contact
I would like to create a button on the contacts page that triggers a custom report that is based on the current contact being viewed. When looking at the reports, the advanced filter allows the option for the contact name to be used, however I am unsure how to set it up so the "contact name" field gets updated to whatever contact is being viewed, and report to be generated with the click of a button from the contacts page.
Deal stuck at a specific stage
Hello, I have a deal that is stuck on a particular stage. When I change the stage and save the record, it reverts back to the stage it is stuck on. Only one deal record affected that I know of. Thanks, Jay
Zoho CRM Mass convert Leads to Contacts
What's the minimum paid version needed to get this feature please? I've hunted high and low and can't find the answer. Thanks
¿Cómo enviar correos masivos?
Hola buen día!! Por favor necesito enviar un correo masivo a todos mis posibles clientes y no se cómo hacerlo. De antemano, agradecida por la colaboración que me puedan dar. Saludos!!! Heidi
Why not allow a user specified Phone Number Format in the Customization area
If you provide a way for administrators to define a "Phone" format rule within the Customization area, then all muy numbers would display in a consistent manner regardless if they were: Manually entered on the desktop version Keyed into the mobile App Imported from an outside data source Also - can you provide a "Phone" number format option on the Sheet view. Currently you offer all the number formats that Excel provides, but being a CRM, having a custom "Phone" format option would be very useful
ERROR: No Tokens exist for the given user-identifier,Please generate and try again
Hi Zoho Team, I'm trying to use the SDK for PHP because I'm transfering API from v1 to v2. I generated the self-authorized grant token and Access Token from refresh token. However, when I try to test the connection and get some data from my CRM account I get the error: PHP Fatal error: Uncaught zcrmsdk\oauth\exception\ZohoOAuthException Caused by:'No Tokens exist for the given user-identifier,Please generate and try again.' in /var/www/html/BARsnp/lib2/vendor/zohocrm/php-sdk/src/oauth/persistence/ZohoOAuthPersistenceByFile.php(46)
Pipleine by stage on different layout.
Hello, I hope you're good. I have been following this guide on how to create and work with layouts; https://help.zoho.com/portal/kb/articles/create-page-layouts#Layout_Assignment It shows that you can customize your pipeline by stage depending on the layouts you create. The problem is that when I try to do that, It tells me that any customization will affect the others layouts (look at the image below). I want to create 4 layouts and each one has its customized pipeline. I have also added a new
Automated Lead Distribution
I am try to set up automated lead distribution such that when a new lead come in from Web to Lead form it is automatically assigned to the next Sales agent in a distribution list. However I also need a modifier/rule that states "if the next sales agent is not assigned to the territory (by state) then it is then assigned to the next available sales agent, and so on... Thanks
No Tokens exist for the given user-identifier,Please generate and try again.
Hello, I am using the Zoho CRM API for the first time. I'm using the PHP SDK and running into this error: 'No Tokens exist for the given user-identifier,Please generate and try again.' this is generated at line 60 of zohocrm/php-sdk/src/com/zoho/oauth/clientapp/ZohoOAuthPersistenceByFile.php I don't see any results for this error in Google so I'm not sure what to make of it. I was able to generate an access token by adding a Client at https://accounts.zoho.com/developerconsole and creating a grant
Making Sections visible/invisible dynamically
Dear all, your assistance is very appreciated. We have 3 sections in a module "Potentials": Section1 Section2 Section3 There is a picklist in Section1: Option1 Option2 Option3 We require the following behavior of Zoho CRM: if Option1 is selected, then Section2 is visible, Section3 is invisible if Option2 is selected, then Section2 is invisible, Section3 is visible if Option3 is selected, then both Section2 and Section3 are visible Do you have any ideas how to resolve this?
unsupported field
I get this error when creating an e-mail from CRM I can't get the Contact-ID field only by deleting the survey button, the error disappears - but then I don't have my survey What can I do? Cheers, Alex
Custom function applied to Button not working
Hi everyone I've created a custom function in Zoho CRM, and have attached it to a button, under the "List View Page" section. To use the function, I would go into the specific Module, and "tick" a line entry, click on the button, and the function takes the data and creates a Deal. This works great when I select 1 line entry. As soon as I select more than 1 entry, the button does nothing. No errors. Are there any logs that I can look through to see what might have happened? I have edited the function,
Unmapping 'Company' field to Account Name
I am a B2C business, and I want to use the accounts module for individual clients. The 'company' field in the leads module maps to the account name in the accounts module, and this 'company' identifier is immutable. I don't have a problem with how it maps, as I want the account name to be the client name. However, I would like to change the 'company' identifier to 'client name' in order to avoid confusion for data entry. Is there any way to change this? Either by mapping a different lead field to
Issue / Feature Request - Disassociate fields from Views
Hi, I'm reorganising our Deals module and removing fields which are no longer necessary, however I'm finding a lot of these fields are used in upwards of 20 different views by our various sales team / members. These views are mostly defunct and unused themselves, but in order to delete the field I have to edit every single view to remove it which is very time consuming. Also as mentioned we have a lot of older views we no longer use and could do with deleting however because the process for deleting
Workflow Rule Criteria not working correctly in some cases in Zoho CRM
In our system we have many workflows to help us automate our tasks and make our job more efficient in Zoho CRM. Most of the workflows work correctly; however, there are 3 which have a single condition: look for a string of characters in a custom Text Area (Small) and perform some actions in case the string is found. All 3 workflows look for different strings in the exact same field. None of the strings has special characters. As an example, one of the workflows looks for the string "Pick-up (Sultanahmet)"
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