Which WhatsApp API works seamlessly with Zoho CRM?
I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:
Multi Select Between Modules
Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Multi Select Field of "Enrolled Services" I also have a Module "Services" with
Using IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
Remove Special Characters "\" using Zoho Deluge
Who needs this? I don't know! I did, and I sure did not find any helpful information out there, not with this keyword though. So, if you find this article because you searched the same thing as I do, then hey, you're in luck! And do note that I am not
Resubmit for Approval for Zoho Books Module in CRM
The integration between CRM and Books is great, but it is incomplete in many areas. One of them is if an estimate/invoice/sales order is rejected, the users in CRM cannot resubmit it for approval. Let's face it, sales people will mostly be in CRM and
Confirmation prompt before a custom button action is triggered
Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
Kaizen #78 : How to disable clone record?
Hello everyone! Welcome back to another interesting Kaizen post. In this post, let us discuss a workaround solution for the use case - How to disable clone record for a user. Requirement Consider that you want to disable the clone option for the Deals
Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
Add Serial Number Zoho CRM Subform
Hi Guys, I need to add Serial Number in Zoho CRM Subform table. In addition of an row we can easily create in Zoho Creator. But in Zoho CRM how we can do that? Any suggestion would be very helpful.
How to disable clone record for a user?
Hi, I'd like to disable clone records for some of my users in zoho crm. How can I go about doing that? Regards, CRM
Menu Bar
Hi, Please guide how to change menu bar from vertical to horizontal
Importing into Multiselect Picklist
Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,
Kaizen #177: Duplicate Check Preferences API vs. Upsert API
Hello all!!! Welcome back to another week of Kaizen. Last week, we discussed Optimizing the Use of Record ID Variables in Zoho CRM Queries. This week, we will explore two important APIs for managing duplicate records in Zoho CRM - Duplicate Check Preferences
How do you manage sales forecasts by deal when you're a SaaS (subscription) provider?
Hello, I was wondering how you forecast revenue as a SaaS? Because my LTV moves all the time and I was thinking of updating the amount of each deal in the pipeline according to my LTV stripe, but is it possible?
Mass-Delete-Action over API doesn't work because of scope
Hi all, we're currently trying to mass delete 40000 deals from our CRM, that we have already put into a custom view. I'm not that used to the API, but I managed to authenticate by https://accounts.zoho.com/oauth/v2/token with Postman and going by the
Access Sales Order line Items in Deluge
Does anyone have a Deluge snippet that shows how to access an Order_Items from a Sales_Order? Thanks in advance! Brenedn
Delay Function
Hello, I would like to emphasize the importance of incorporating a delay functionality within custom functions, particularly in the context of integrating multiple platforms. As I understand, a delay function is not available by default in Zoho. However,
Doesn't Catch Duplicate Accounts
Zoho is very bad at catching duplicate accounts. If we have an account in Zoho, and we import the same account but with "Inc." or "LLC", it doesn't catch it, it just duplicates it. When importing from another app (like ZoomInfo) I set it to catch duplicates
Set Custom Icon for Custom Modules in new Zoho CRM UI
How to design a big system diagram?
Hey, we are implementing a huge CRM system including all our departments into the CRM, just like the new UI "CRM for everyone" motivates to do. We used Draw.io to predesign everything inside of a diagram. Something like blueprints, modules, custom fields,
Lead Blueprint transition in custom list view
Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed
For Log a Call, "Call Type" menu needs more options, like "Left a message" and "Received a message".
When logging phone calls, the "Call Type" menu is locked and only has 3 choices. Outbound, Inbound, and Missed. Since it is not limited to only IN or OUT, then it should have more useful options other than only "Missed". It is a locked system field. It
Possible to use REST API without a user to perform the interactive login?
Hi, I am hoping to use the CRM API to push data into ZOHO CRM from our enterprise application. This may need to happen at any time of day and there could be a long interval between calls to the API. Also, there will not be a user triggering the request
How do I visibly display the Contact Unique ID on the Contact page?
We've used Zoho's API to connect it to our website. The website keys off of the Zoho Unique ID for the contact. Because of this, it's important when merging duplicates to know what the unique ID is for the contact. Is there a way to display the Unique
Multi-Select lookup field has reached its maximum??
Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?
Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
Meeting integration with Otter.ai
Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks
Overview on users IMAP settings
We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to update
BUG ALERT: Client Script + Commands -> $Page contextual data is not updated
When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the following
Email > "IMAP - Inactive" notification: Notify Admin when disconnected
Is there a way for an admin to get automatically notified when a connected email account becomes disconnected? For example: We use gApps for email and have connected it to the CRM. Sometimes, these email connections need to be re-authorised and the connection
CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
CRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
Linking an email to a Contact when the email is sent in deluge via sendmail
The "to:" address in this code is a CRM Contact. Email address is forced unique in CRM This sendmail gets sent via a workflow which is in a custom module. It works, except that the outbound email does not appear (i.e, get linked to) the Contact such that
Field Updated based off Call Status
I'm trying to create a Field Update where: When Call Status is Completed Lead/Contact/Account Description field with the information in the "Outcome Of Outgoing Call" Description field. Once our sales team finishes their calls and they add a description
Configure Notes Title for Blueprint Transition
It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the
Custom module in Portals won't edit
I have a custom module but Portals access users can't edit it. They can create and delete though. In the Portals settings I have Create, Edit and Delete set turned on. Anyone know what this could be?
Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
Convert Leads to Deals in Portals?
Is there a way to convert leads to deals, like the main program does? It doesn't seem to do it in portals. It seems a bit pointless having it.
email Signature from Contact page not working
Hey guys, I just set up my signature for the email i integrated with ZOHO. It works when I'm using the email client but when I send an email from the contact or lead page it doesn't add the signature. problem on my end or ZOHO's? thanks for the help!
CPQ Quantity suggestion does not allow multiple products
I have come across an issue in the CPQ Product Configuration. I want 10 products to trigger the suggestion of an additional product via the quantity in quoted items function. However, when specifying the configuration, I am only able to choose one base
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