Workflow rule : Updating the
Hi All, Initially, my plan was for the sales rep who disqualified any of the leads; the leads will automatically go to another sales rep which I put customer service as a sales rep so that the sales rep cannot claim their leads anymore. However, I alsoHow to generate grant token without using developer console
I'm integrating Zoho CRM with another app. I need to be able to use REST calls without ANY HUMAN INTERVENTION. I need a programmatic way to generate a grant token. Using the developer console will not work! This question has been asked several times beforeEditing, Deleting or Hiding Public Dashboards
Apparently the system comes with a Dashboard folder named "Public Dashboards" which contains 7 dashboards as follows: Lead Dashboard Accounts and Contacts Dashboards Potential Dashboards Campaign Dashboards Case and Solutions Dashboard Product DashboardsCRM Lead scoring wiht Marketing HUb
Hello, Does the new multi scoring system pull scoring data from Marketing Hub or only Campaigns?Enhancement in Field update and date/time based triggers in Workflow
Hello everyone, Workflows allow to automatically execute a set of actions whenever the defined criteria is met. For example, whenever a new lead is created an introductory email is sent. So this action will keep occurring automatically as long as theBest Telephony Integration? Anyone happy with theirs?
Hi, Looking for some input into telephony providers that integrate into Zoho CRM. Ideally I want users to stay within the confines of the CRM. I don't want another system sitting on top of it. Requirements - client phones, it pulls up the client account - ability to transfer call and data to another user. - ability to add a task to a call and relate it to a case, sales order or quote (or the call be related to same) Anyone out there have a good telephony system they can recommend based in the US?HOW CAN I ADD NOTE FIELD IN EMAIL TEMPLATE?
I have an email template which i use as a lost deal notification. I would like to mention "Note" field also which captures the reason for the lost deal. I am not able to do so and i checked with help desk and they confirmed that it is not possible. IsLine Spacing in Mail
I would like to choose whether I have single or double lines after a return. How do I format that in mail? I do not see a Page Format option in the menu. It's driving me crazy.Use SQL Server for Token Persistence
I need to use SQL Server, not MySQL, for token persistence. I have seen that I can create a custom persistence, but I'm not sure how to implement the various methods. Is there any example code available?Validation rule that excludes comma but allows fullstops
I have a field that needs to allow just numbers and fullstops (as could be long decimal) and have tried using the validation rule contains - ,,/,£,a,b,c,d,e,f,g,h,i,j,k,l,m,n,o,p,q,r,s,t,u,v,w,x,y,z I chose these as they are the most common things entered.Automatically add & copy Tag from Company to Contact(s)
Finally convinced everyone to embrace Tags for all our Companies and Contacts. Great way to filter and identify everything without the need to create new fields. Is there a way to automatically add the Tag or Tags applied on a Company record, to the relatedCustom Button
Good afternoon. I'm currently trying to program a Custom Button to convert a Lead into a Customer. I have it at a stage where it works, the Lead remains in place and a Customer is created and the information required is transferred, however I'm havingZoom CRM Extension
Is there any functionality in this extension that works with Zoom Phone? Or syncing contacts between CRM and Zoom phone?LinkedIn Messages from Sales Navigator
Hello. Is it possible to track the touching points made with LinkedIn Sales Navigator (once integrated in the CRM)? The same way Zoho CRM tracks emails/calls and other activities, I'd like to track my sales team activity in LinkedIn Sales Navigator (inmail,Attach Zoho Workdrive folder to Deal using Deluge
Hi I can attach a new file to a Deal using deluge function: file1 = invokeurl [ url :"https://workdrive.zoho.com/api/v1/download/xxxyyyzzz" type :GET connection:"zoho_workdrive" ]; upload1 = zoho.crm.attachFile("Deals",deal_id,file1); where xxxyyyzzzProjects in CRM
I need to be able to report on projects from inside CRM - for example I need to be able to Report on a Project and see the associated contacts or I need to report projects and see the associated potential/account. Conversely I need to associate contactsIntegration between Zoho CRM & Workdrive
Problem statement When attaching documents in Zoho CRM there is an option to upload from Zoho Workdrive. As far as I can ascertain, the extent of the integration is to attach a copy of the file to the relevant module in CRM. This results in the file being stored in two separate places, i.e. CRM and Workdrive (incurring additional storage and versioning implications). Idea Would it be possible to show hyperlinks to files in Workdrive, thus avoiding the need to upload actual files? Happy to expandKaizen #20 - Node JS SDK
Hello everyone! Welcome to another week of Kaizen! In today's post, we will discuss the Node JS SDK. What is the Node JS SDK for Zoho CRM? Node JS SDK allows you to create client Node JS applications that you can integrate with Zoho CRM, effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM. What can you do with the Node JS SDK? Exchange data between Zoho CRM and the client application where the CRM entities are modelled as functions. AuthenticateZoho CRM Multi-select values not translated
Hello! I have some issue with translate custom multi-select fields in zoho CRM in other language. I download export file, but it has all my custom fields and picklist values exept multi-select fields picklist values. Please, help me to undestand, isMailchimp Campaigns sync to Zoho
Good day, I have installed the Mailchimp Extension for our Zoho CRM Enterprise Edition. I have synced everything and I have added all the needed information. The one thing I am trying to figure out is how do I sync the campaigns reflecting in Mailchimp,Pre-filled products for Quotes / Invoices templates
We sell a few basic items with every order and then we try to sell add-ons. Currently when we create a quote we must start every order from scratch and place the 5-6 basic items on the form just to get started. Is it possible to have a template creationShowing only some of the records in a lookup field choice list
i need to be able to filter a Zoho CRM Lookup Field. For example, when choosing a campaign source for my deal, I want to be able to choose only from active deals, or any other criteria, that I place. Also, similar to what you've built for the ContactFilter on a lookup field
Hi Support I have a lookup field called "Agent" in my potentials module. When I click it, it displays a list of agents defined (agent is another custom module). I want to be able to add a boolean active/inactive to the agent module and have this lookupDefault Reminder Time in New Tasks or New Event?
Any way to change this from 1:00am? Thanks, GaryZoho Removed 66% of Screen "Real Estate" at the flip of a switch
Adding my 2 cents for this terrible UI/UX roll out of the new Tasks/Calls/Meetings section. This "new and improved" task layout splits the standard layout into 3 columns but the layout is not responsive. I can now only see 2 full tasks instead of previouslySubform Layout Changed?
Hi We have a subform in one of out Potential layouts. in december everything was fine, now that we have come back since last week, when a user edits all the columns no longer show and you have to scroll (see capture) - it is like the layout of the pageZoho CRM Plug-in for Microsoft Outlook EOL on December 31st 2021
Important Latest update (on 26th August, 2021): Complete deprecation of MS Outlook Plug-in has been extended till December 31st, 2021. Apart from that, we have the following upcoming updates in the Outlook add-in: The Outlook add-in will allow to addParallel Transitions, Widgets Support and more! A heads up on upcoming Blueprint Enhancements
Hello everyone, We would like to offer you a heads up on a set of useful updates that will be rolled out shortly in Zoho CRM's Blueprint. The updates are: a) Introducing Parallel Transitions b) Enhancements in During transition. Widgets support. MultiSelect all records in contacts
How can I select all my contacts so I can print postage labels for each of 1000 or so contacts?Hide Notes in Module-level Permissions
Hello, In settings, is there any way to hide notes for certain profiles under "module-level permissions"? It's currently grayed out. We would be willing to pay to have this function programmed if not.get an error when trying to get token
# #Tue Sep 25 04:25:24 PDT 2018 CAUSE=NO_SUCH_USER RESULT=FALSE when i trying to get an token. can any one help in this situation? https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=alpesh.***@gmail.com&PASSWORD=IIG**uHb6&DISPALY_NAME=mageAccess Multiple CRM Accounts With Single Sign-on
Hello everyone, We are happy to announce that Zoho CRM now provides multi-organization support. What is multi-org support? In order to ease login and access to multiple Zoho CRM accounts, we came up with multi-org that allows users to use same email addressWhich account having Installation Instructions for VonageConnect for Zoho ?
Hi, We need one clarification for integrating the VonageConnect with Zoho CRM. The follwing Installation Instruction is given by our Zoho CRM, Open the installation instructions email and keep the Confirmation Code handy for later. Click on the Google Chrome Store link under Step #2. https://chrome.google.com/webstore/detail/ppoplnnbacplnbaooniphmeljfmgipfh We need clarification on 1st Instruction(Yellow Mark). Which account having the installation instructions email? Where Consirmation Code is available?Is it possible to consume a webservice whit Zoho API?
Hi all, I am new in Zoho and I don't know the API possibilities yet. I have a client that uses Zoho and he wants to obtain data from another application. I thought about the possibility to make Zoho call an webservice to fetch data from my application.Can we determine what environment a deluge function is running in (sandbox/production)?
Is there way of consistently detecting whether a function is running in the sandbox or production? I was wondering if there was a flag to indicate the sandbox, rather than comparing an org ID variable. I took a look at response from zoho.crm.invokeConnector("crm.getorg",Map()) but there's nothing obvious, beyond ID differences, or our sandbox zia_portal_id being null.Zoho CRM notes
Is there a way to filter notes by User (who created the note)? Some of my contacts can have up to 300 notes, we use Zoho CRM to operate a law firm, Somtimes I just want to see the notes I added. It would be amazing if we can filter notes by User.Custom Field drop down lists
Is there a way to create a custom field with a drop down list that can be added to by the user? In other words, I don't want just a static drop down list, but one that can be added to as the need arises. Thanks"Invalid Credentials(Failure)" when configuring IMAP (Outlook)
Hi I keep getting this error, i have double checked the TFA App password as well and I just cant get this to work. Is there anyway you can check from your side if we are missing something?Firebase app connection to Zoho CRM
Hi! I noticed that theres no documentation on how to connect a Firebase app to Zoho CRM, so that customers could for example change their personal information in the CRM. I have been battling with this problem for a couple weeks and haven't found a wayUnread Contacts
One of the public views in Zoho CRM Contact module is "Unread Contacts". What is it? I tried googling, checking with Zia, searching in the documentation, and here in the forum. A mystery, no definition at all, yet it is a view created by Zoho, and supposedlyNext Page
Zoho Pagesense Resources
Zoho DataPrep Resources
New to Zoho DataPrep?
Zoho CRM Resources
Zoho Subscriptions Resources
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
-
Zoho サービスのWebセミナー
-
その他のサービス コンテンツ
ご検討中の方
有料プランをご利用の方
Announcements
Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules
This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is criticalIntroducing Dialpad, Xoxoday, Elevate, Stripe, and 11 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 16 more extensions for Zoho CRM in the month of September 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to helpEnhancement in Field update and date/time based triggers in Workflow
Hello everyone, Workflows allow to automatically execute a set of actions whenever the defined criteria is met. For example, whenever a new lead is created an introductory email is sent. So this action will keep occurring automatically as long as theZoho CRM Plug-in for Microsoft Outlook EOL on December 31st 2021
Important Latest update (on 26th August, 2021): Complete deprecation of MS Outlook Plug-in has been extended till December 31st, 2021. Apart from that, we have the following upcoming updates in the Outlook add-in: The Outlook add-in will allow to addParallel Transitions, Widgets Support and more! A heads up on upcoming Blueprint Enhancements
Hello everyone, We would like to offer you a heads up on a set of useful updates that will be rolled out shortly in Zoho CRM's Blueprint. The updates are: a) Introducing Parallel Transitions b) Enhancements in During transition. Widgets support. Multi
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Zoho Desk Resources
Zoho WorkDrive Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Most Discussed Topics
Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules
This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is criticalDetails on adding a note to a contact/lead via Zapier
Can someone provide some details on how to add a note to a contact/lead using the Zapier integration of Zoho CRM? My trigger provide a phone number as a lookup key and then some added data that I want to add as a note. I assume that I want to use theZoho Removed 66% of Screen "Real Estate" at the flip of a switch
Adding my 2 cents for this terrible UI/UX roll out of the new Tasks/Calls/Meetings section. This "new and improved" task layout splits the standard layout into 3 columns but the layout is not responsive. I can now only see 2 full tasks instead of previouslyCRM and Finance Tab - Add Invoice "Subject " Column
When On a contact in CRM, and you click the Zoho Finace tab, how can I put in the invoice subject line? Or even a custom field for this. We need to see what that invoice is for, without opening it. If we have tons of invoices we need a way to quickLayout rules that hide subforms are broken since January 1st
Hi For some reason, layout rules that hide subforms are broken now. It was all working fine forever, now the rules are useless, subforms are always shown no matter what. I have struggled with support for a few days, now they want a remote session instead
Sticky Posts
Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules
This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is criticalEnhancement in Field update and date/time based triggers in Workflow
Hello everyone, Workflows allow to automatically execute a set of actions whenever the defined criteria is met. For example, whenever a new lead is created an introductory email is sent. So this action will keep occurring automatically as long as theZUG Virtual CRM Meetups - January and February 2022
We'd like to thank you, Zoho Community, for coming together and braving 2021! Here's to a healthy and prosperous 2022! We are excited to kick-start this year by opening registrations for the Virtual ZUG Meetups for January and February 2022. ConnectGamescope is leveling upto Motivator for Zoho CRM
Hello, As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30thUpdates in Workflow rules: Retry failed actions from workflow reports
Dear All, We have some interesting updates in the workflow reports! Setting up automation using workflows saves a substantial amount of time in various business activities. Additionally, to monitor the performance of each workflow rules, we provide workflow
Top Contributors
Pheranda Nongpiur
Ishwarya SG
Sunderjan Siddharth
Michael Trow
Praveen Sankar