Finding "like" projects
Hi Everyone! My team is running into several duplicating deals. I've been trying to get them all to name things the same way ex. State is 2 letters not spelled out. Things like that. What I am wondering if there is anything I can do as the superadminKaizen #191: Implementing "Login with Zoho" using Python SDK
Welcome back to another week of Kaizen!! This week, we are diving into how to implement secure user authentication using Login with Zoho and integrate it with Zoho CRM through our Python SDK. To ground this in a real-world scenario, we will look at howFrustrating Email Duplication and Timeline Issues Between Zoho Mail and CRM
Hi Zoho team, Can someone please help clarify what’s going on here? Here’s what’s happening: I initiate an email to a lead using Zoho Mail. The lead is created in Zoho CRM via the integration, and the email is correctly associated with that lead. Sometimes,Kaizen #201 - Answering Your Questions | Webhooks, Functions, and Schedules
Hello everyone! Welcome back to another post in the Kaizen series! We are incredibly grateful for all the feedback we received, and as promised, we will answer all the queries in this Kaizen series. Last week, in our 200th post, we addressed one of theZoho CRM with Sap Business One
I need information about integration CRM with Sap BO, thank.Message Content is missing/invalid fault
We cannot create a complete template over zoho. Some features - like button adding - is missing. The templates are created on Zoho and edited on Meta to solve the problem. But still then, some features cannot be used and the message returns this failure100 Rows in a Subform is too limited
We have a custom Module in CRM called Price Sheets, when we get a PO from a client we add the items from the PO to it and then check with our vendors for pricing and add our margin etc And after it is complete we have setup custom scripts to create aIdea: Workflow Rule Trigger Only When Subform Row Is Updated (Thanks to New Inline Row Feature)
Hi Zoho team and community, With the recent update to Zoho CRM, we can now add or delete rows inside subforms without entering edit mode, using the inline Add row button. This is a fantastic improvement for user experience — seamless, fast, and efficient.How to prevent users from editing mail merge templates from Zoho crm
We want users to use public mail merge templates. They should not be able to edit templates but only preview data merge and send emails. We did prohibit "manage mail merge template" in the user profile. But they can still edit the template in the zohoKaizen #147 - Frequently Asked Questions on Zoho CRM Widgets
Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can ITrying to trigger email notification based on rollup summary field
Hi there, I'm trying to trigger an email notification via Workflow Rules wherever the rollup summary field "Total Shipments" goes from empty to not empty. However this field is not available from the picklist of options in the Workflow rule. Can anyonezia data enrichment - switch to webamigo Extension
Hello, I have so far used data enrichment via Zia. Now I have installed the Webamigo extension to expand personal data. Unfortunately, nothing has changed after the installation; are there any additional steps needed to switch from the previous methodRich-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 versatileExport Timeline
With the new Timeline features, it would be really helpful to have the option to export a timeline. When handling customer complaints, having the full breakdown of everything that happens on a module is great but we usually have to send this to anotherInteractions Tab in Zoho CRM: A 360° Omnichannel View of Every Customer Touchpoint
Hello Everyone, Hope you are well! We are here today with yet another announcement in our series for the revamped Zoho CRM. Today, we introduce Interactions Tab a new way to view all customer interactions from one place inside your CRM account. CustomersRequest for Subform Styling Feature in Zoho CRM Canvas
Dear Zoho CRM Team, We have observed that in the Zoho CRM Canvas view, it is currently not possible to set presets or manage the styles of subform fields. Additionally, the ability to edit subform data directly within the Canvas view appears to be limitedCan Zoho CRM Emails be used in Zoho Analytics in any capacity?
We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than justIF Statement in Zoho CRM Formula Field
Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destinationZoho Forms - Subform Integration with Zoho CRM?
I created a form in Zoho Forms that includes a sub-form for information that I want to integrate with the CONTACTS module. I am unable to find a way integrate/map the fields in the sub-form with the Contacts module in Zoho CRM. Is there a way to do thisQuotes Module - import data
Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?How to Print the Data Model Zoho CRM
I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks AndrewCisco Webex Calling Intergration
Hi Guys, Our organisation is looking at a move from Salesforce to Zoho. We have found there is no support for Cisco Webex Calling however? Is there a way to enable this or are there any apps which can provide this? Thanks!Migration of Mails from Pipedrive
Hi, so far the migration from Pipedrive to ZOHO works pretty good. For full completeness of the migration we miss all the mails linked to Deals, Contacts, Customers, ... What possibilities do we have to have Pipedrive fully migrated to ZOHO? Best Regards,Limited layout rules in a module
There is a limit of 10 layout rules per module. Is there a way to get that functionality through different customization or workflow + custom function (easily accessible), etc. Having just 10 is limiting especially if module contains a lot of data. Areadd attachments to automated emails?
Hi, I'm looking for a way to have documents saved under an account, be grabbed and sent to an email address once a specific status has been updated. For example we have a tab we've labeled as sales orders, when the status is changed to shipped, it emails the customer the tracking number and estimated delivery date. I'd like it to also grab pdf docs (COA, BOL, etc) from that order and send in that email. Currently we have to go into zoho change the status to shipped, then email all the docs toIntroducing Dynamic Display in Zoho CRM mobile apps
Hello everyone, We're happy to announce that Dynamic Display is now available in the Zoho CRM mobile app for both iOS and Android devices. Mobile apps have become synonymous with convenience and flexibility. As more and more businesses rely on mobileHow we can integrate pdf attachments in zoho crm with xero
when i tried to integrate the data and attchment from zoho crm to to xero only the data get integrated with xero how we can integrate the pdf attachment as well nb zoho apis are not working via functionsSend emails directly via Cases module
Greetings all, The ability to send emails from the Cases module, which users have been eagerly anticipating, is now available, just like in the other modules. In Zoho CRM, Cases is a module specifically designed for managing support tickets. If your organizationDeleting Salutation Field
We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields' Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen. Please can you advise how to get rid of this. Screen shots can be provided if needed. Thank you TashaZoho Voice VS in Zoho CRM for logging calls
I don't understand the differences between logging calls in Zoho Voice VS in Zoho CRM. Why the 2 separate platforms? Seems confusingAdding Sub-Forms to Merge Documents
I am setting up a Mail Merge, which includes sub-form table data. I've done it before but now I am having issues: 1. The headings don't show. I had to enter these manually 2. The table lines are separated. I want them together. Anyone know how to fixCalculate 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, ratherKaizen #200 - Answering Your Questions | Authentication using Zoho CRM Python SDK
We’re incredibly excited to bring you the 200th post in our Kaizen series! This journey has been as much about listening as it has been about sharing. And today, we’re making both count. Over the past few weeks, we’ve collected your feedback through theZoholics Europe 2025: Unlocking the Power of Zoho CRM : A Hands-On Workshop
Why should you attend? At Zoholics Europe 2025, Zoho’s official user conference, you’ll have the opportunity to connect directly with experts and explore powerful tools that help businesses elevate customer experiences. Be sure to attend one of the mostError: "The conversation window has expired." on WhatsApp
Hello, I would like to know why this error appears in the messages within WhatsApp from the CRM: "The conversation window has expired." The question arises because a potential client sent us a message at 11:00 PM and we are responding the next day atHow do I associate pricebooks to a customer?
I setup a few pricebooks, that worked fine. But now the only thing I can do with it, when I enter a quote or sales order, I can select which pricebook to use, but I have to do this product by product every time I add one. Is there a way to connect a pricebookClient Script Quality of Life Improvements #1
Since I'm doing quite a bit of client scripting, I wanted to advise the Zoho Dev teams about some items I have found in client script that could be improved upon. A lot of these are minor, but I feel are important none-the-less. Show Error on SubformExchange Rate Updates
Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!Assign multiple vendors to the same product
Guys, My business often purchase the same product from several vendors (based on price and availability). Is it possible to assign more than one vendor to the same product? I saw this same question in this forum, from some time ago. Is this feature available or, at least, in Zoho's roadmap? If not, is there any trick to solve my problem? Without this feature, I simply cannot manage my company's inventory, limiting very much the use of Zoho CRM. Waiting for your reply. Leonardo Kuba Sao Paulo / BrazilBenchmark for Using Mail Merge in Service Order Scopes
Hello, I was wondering if Zoho CRM has a benchmark or best practices for utilizing Mail Merge in service order scopes. Specifically, I'm looking for guidance on how to effectively integrate this feature for creating and managing service orders, especiallyNext Page
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Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancementsUnveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool
[Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your callElevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
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Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowSearch Records returning different values than actually present
Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"Product details removed during update from other system
We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped duringCOQL order by COUNT not working
Dear community, I am trying to get a list of deal amounts per planner working on it and sorted to get see who has the least amount of deals. For some reason, I am unable to use sort by in combination with a COUNT. My original code was: query = "selectCan I get images from an "Image Upload" field in a webhook?
I want to send images from 2 "image upload" fields via a webhook. Is this possible?
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Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowZoho CRM: Sales Rep Professional Certification Program on Coursera
We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universitiesEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationKaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
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