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                                                                                        • Most Discussed Topics

                                                                                        • API for Zoho CRM "Make this an online meeting" option

                                                                                          Zoho CRM offers a great feature when "manually" creating a meeting to select a checkbox "Make this an online meeting" and if you have a virtual platform setup in CRM (e.g., Zoom), the CRM will create a meeting in Zoom and send the meeting info (and virtual
                                                                                        • Zoho CRM Plug-in for Microsoft Outlook EOL - What has actually been done?

                                                                                          This is obviously in response to them locking the Zoho CRM Plug-in for Microsoft Outlook EOL on December 31st 2021 thread this morning.  So, Zoho Support, what has actually been done/developed for your customers that are using on-prem Exchange Server?
                                                                                        • CreateRecords works only on localhost

                                                                                          Hi, I have a problem with node-js sdk 2.0 and createRecords. Everything works well when creating records on dev but when the project is pushed to google cloud run it will give out this error: If I remove that field it will let me create the record but
                                                                                        • Zoho CRM Blueprint for leads and Deals disappeared

                                                                                          I have a serious issue in the CRM in that some of the complex blueprints that govern the sales process have seemingly disappeared? These have taken years to develop and in the audit logs there are no recorded logs of these being removed/deleted. I need
                                                                                        • Ghost leads

                                                                                          Hello. Some times I have leads come into my lead approval that look like complete leads but these leads are different because the person in the lead never filled out the form to the point that they sent me a form submission.  Where does this information
                                                                                        • Sticky Posts

                                                                                        • 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,
                                                                                        • Extension Pointers: Publishing an Extension

                                                                                          Extensions are software components that help developers add features that enhance the functionality of your Zoho product.   Bundling an extension is essentially wrapping and delivering the components of an extension as a whole package. The process of
                                                                                        • Zoho CRM - Upcoming Features ...

                                                                                          Hi, We would like to inform you about the Zoho CRM features that we are taking up in the near future.  Please go through this link. As a policy we will not commit any dates for any mentioned features. However we will try to roll out  the listed features one by one in the period of 6 months time. We will keep you posted just in case we change our priorities with respect to any features.  Thank you, With Best Regards, Dilip, Zoho CRM
                                                                                        • Function-2: Round-Robin assignment of records

                                                                                          Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the
                                                                                        • Focus Group : Functions 101 - A webinar series

                                                                                          A lot of businesses require their CRM to perform activities that are out-of-the-box. And dynamic as Zoho CRM is, a lot of these scenarios can be achieved by running simple functions. They help you update data in CRM modules or in third-party applications and automate most of your business processes.  We're organizing a four part webinar series to help you build your own functions from scratch. This series breaks down the myth that functions are complex. Follow this link to register.    Note - If