invalid oauth token
Hi Folks, I am generating grant token using uri redirect(https://accounts.zoho.in/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id={client_id}&response_type=code&access_type={"offline"or"online"}&redirect_uri={redirect_uri}) after that using grant tokenSubform Notification on Edit
Hey friends! We're working on a way to notify a specific user when a subform is edited. As there is currently no way to do this natively, we have a formula column that looks at the length of other columns and then adds them to an aggregate field so thatCannot import Zoho Calendar into another apps
When I export the Zoho CRM calendar, the file exported is null and I cannot import it in other apps (I tried Outlook). Last week when I did the same thing, it worked successfully. Please help!sending json in the body of a webhook POST request.
Hello, I am creating a POST webhook in zoho crm. It allows me to add url params but I want the BODY of my POST request to contain a json object. How can I do this? There seems to be no way to add json in the post body. Thanks, SamarDESBLOQUEAR MEU EMAIL
Por gentileza poderia desbloquear meu email xxxxxxxxxx! Não estou conseguindo trabalhar.Schema Builder in Zoho CRM for database relationship / architecture model
As we are expanding with many new features especially within CRM on a regular basis, I see a need of having a Schema Builder or at least a view of architecture behind the standard and custom modules. The enterprise market requires a regular CRM optimizationIntroducing new options for more flexible validation rules in CRM
Editions: Professional and above DCs: All Release plan: We've started rolling out this enhancement to customers. It is being released in a phased manner and will soon be available to all customers in all DCs. [Update | 26 Sep 2024] This enhancement hasZoho CRM Participants Automatic - Invite Using Deluge
Hi Zoho! Is there a way to make the invitations automatic via API? I'm using this one but it doesn't work or reflect in the CRM: participantUser = Map(); participantUser.put("type","email"); participantUser.put("participant",email); participantUser.put("invited",Unable to write GCLID via UPSERT API call
We are trying to add the Google Adwords integration to our existing custom web forms, which requires us to write the GCLID value to the Leads we create. All of our webforms use Zoho's UPSERT API, but it does not seem like this API is capable of writingcan I possible get the deal owner name in converted leads record?
Hi, can I possible get the deal owner name in converted leads record? I need to access the deal owner of converted leads using Restful API, but I confused how to get the appropriate field regarding thisIs Client Script IDE not working now?
I'm only seeing the "loading" progress UI now when I want to access the Client Script code I had made a few days ago. See attached screenshot. Is the IDE down?Update an field with contents of other fields
I have an Enquiry Number field in the deal( enquiries ) module and have quote related list so when I add/assign a new quote to deal(enquiry )enquiry number field value should be updated in the Enquiry number field of the quote module. I have a SubscriptionQuick Wins #2 - How to Reorder Blueprint Transitions
Hi all Have you ever created a blueprint and noticed that the transition buttons on the record aren't in the order you want? Watch this video to learn a neat little trick to always get the buttons in the order you want. Reorder Blueprint Transitions — Watch Video If you have any questions about this or need help with setting up your blueprint please email us: zoho(at)s2s(dot)services We will be bring you a new Quick Win every Tuesday and Thursday. Stay turned for our next one!Dashboard dates not sorting
Hi When we click thru/ drill down on the dashboard sections, the resulting table dates are not sorting per the settings in the report. Is there any way to do this? I can manually sort the drill down table on the desktop to fix the sorting issue, but onHow to add ( show ) the "Send Email" button for Deals module ?
Hello, I need the send Email button to be shown in Deal Module. any idea how to do this ? thanksAutomatically save quote in PDF to the Account WorkDrive
Hello, To streamline our quote process, we would like to have the quotation we do in the module to be automatically saved as a PDF when the sales team is doing one of the following: -Export the quote as PDF -Send by Email to the contact For our quotesRicher search experience in CRM with precise results, followup actions, and AskZia
[Updated on 25 July 2024] This enhancement was in early access. Now, we've started enabling it in a phased manner for customers. It is now available for customers in AU, JP, and CN DCs who are using Enterprise edition or below. Planned Availability GlobalZoho Form submissions overwriting rather than appending Multi-Select
Hi team – I'm hoping someone might have a solution to an issue relating to Zoho Form submissions overwriting rather than appending Multi-Select properties in Zoho CRM. Basically, I’m trying to use a Multi-Select property to 'tag' contacts based on theirThe Email could not be fetched, as the mail size has exceeded the maximum limit of 20MB.
What good is the email section in crm if it can't upload an entire email for us to keep record of? Is there a way around this? Moderation Update: IMAP sync is supported for this case. As the issue may be account-specific, please reach out to our supportFile Upload field not showing in workflow
Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?How to change margins in templates
Hi, I'm new to Zoho Campaigns, and am trying to figure out how to adjust the margins within an email template. The default margins make the text go all the way to the edges of the page. Please advise.Newbie!! SOAP API Responses???
So I am a newbie to ZOHO but I've learned alot. I am working on a API request using functions to a third party to create an account on their system by pressing a button in the contacts section of the CRM. It works. But I want to see the responses. HowCreate a rule that alert about lead / deal without pending activity
Hi all, Im trying to create rule that will notify to the lead or deal owner about lead/deal that the user didnt schedule an activity (thats the working flow..). I created rule that will notify the relevant users and i miss the criteria of "no activityTerminal display of portal site
When I try to log into Portal from my phone for testing, the design doesn't show up for the size of my phone and is hard to see. Is the design designed for PC size? How can I make sure it is displayed to fit a cell phone screen?Send Email Wizard - Any Plans to refresh the UI?
Hi, Is there any plans to upgrade the UI and UX of the email pop-up window? Moderation Update: I'm locking this post as the feature has been implemented. Please refer to the post below for more details. https://help.zoho.com/portal/en/community/topiRequest for Increased Login Limits or Alternative Solutions for Automation Testing
We are currently working on an automation project that integrates with Zoho through our custom plugin. Our automated tests involve logging into Zoho, interacting with the interface, and performing actions such as creating tasks or logging data withinGoogle Number
I would like to use my google number to call my leads on ZOHO. Is this possible? If so, how?Webhooks Not Firing from Zoho CRM Properly
We are observing Webhooks not firing properly from Zoho CRM due to technical issues in Zoho's platform. The problem is that Zoho timeline reports the related workflow is running and that the Webhook call associated with it is also running, but our 3rdCRM Kiosk Get Record Override
I'm having an issue where i'm trying to create a record in a crm module, and then with the information i have, try and match to fields in sales orders to match back to the new record. The match will not be exact, so i'm using several 'contains' argumentsTransferring CRM Attachments to Workdrive
relatedrecords = zoho.crm.getRelatedRecords("Attachments","Conditions",conId); attachid = List(); for each ele in relatedrecords { attachementId = ele.get("id"); attachid.add(attachementId); } for each ele in attachid { counter = 1; downloadFile = invokeurl [ url: "https://www.zohoapis.com/crm/v2/Conditions/" + conId + "/Attachments/" + ele type: GET connection : "work_drive" ]; resp2 = zoho.crm.attachFile("Deals",dealId,downloadFile); resp3 = zoho.workdrive.uploadFile(downloadFile, dealWD, "PlaceHolder"+counter+"",Zoho CRM + Facebook Messenger
Hi! Planning to run one of these Messenger chatbots for my business https://botmakers.net/chatbot-templates/explore/manychat Looking to integrate my Zoho CRM with Manychat. Is it possible? Thanks in advance!Zoho 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 thisCRM Hack #1: Advanced filters in CRM.
Hello Everyone! If you loved the Tips and Tricks and Automate over custom functions, you're going to love this one! As part of the Zoho community learning series, we're now launching the ''Hacks from the Support Desk'', where every once in a while, you'llFeedback for Meetings in CRM
Hello, We've been using the Zoho CRM calendar for 5 years now. There have been updates, but there are still some basic enhancements that need to be made to make the calendar work well for us: Remove the 50 participant max Add the ability to quick addCustomizable Predefined Fields language in Zoho CRM Webforms
Dear Zoho CRM Support Team, We are writing to request an enhancement to the webform builder functionality within Zoho CRM. Currently, certain predefined fields within webforms, such as captcha prompts, reset buttons, and some other fields messages, areHow to get zoho to stop automatically emailing me every time I change something?
It's REALLY ANNOYING!Formula Field "Email" Output or Allow Email Notifications to go To value from formula field
We have a formula field that will always output an email address from one of two other existing email address fields: However, when try to put use the output of this formula field in Email Notifications, it is not showing up: There needs either be a FormulaZoho campaign integrated in CRM
Hi I am using the Campaign module in Zoho CRM but i am wondering if its possible to print out the list of leads for the specifice campaign print out the list of contacts for the specific campaign have more than 10 leads or contacts visible change theIF 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 = destinationUsing nested IF AND statement in a formula field
I am trying to create a string formula to try and gauge how accurate our sales team are when they are estimating how long it will take to close a deal. If they are within the 14 day period from the closing date it should show "On Time". If they are outsideNext Page
Access your files securely from anywhere
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
UI Enhancements in list view for Zoho CRM
Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early AccessRebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elatedIntroducing 'Queries' In Zoho CRM
Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.Translation in Zoho CRM now supports various regional languages
Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, Imagine
Most Discussed Topics
Home Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
Zoho Developer Community
Zoho DataPrep 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
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
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
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherClient Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! CommandsKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
Top Contributors
Ishwarya SG
Sunderjan Siddharth
Pheranda Nongpiur
Subhash Kumar
Zohoboy