CRM accounts lost now?
Hi! I was testing this out a year or two ago (free version to start) and am now circling back on this project and jumped back into zoho to see the accounts again but all of them are now gone? I went to the CRM and Accounts section and I see it says "your Zoho CRM migration is in progress" which makes me feel like it is importing it, but been on that screen a long time and no accounts appear to be importing. Are all of my accounts and notes i put in previously (year or two ago) now lost forever? ORBigcommerce Order Syncing
Hello, We are an ecommerce brand that sells the Big Commerce platform, as well as users of ZohoCrm. Our current customers have been sync'd via Highrise How can we append customer BigCommerce orders to our Zoho CRM contacts? One idea i had is it making an invoice attached to the contact then having it marked as paid automatically? Please help!Question concerning Leads, Accounts and Contacts
We're a B2B COTS sales and support company, we've had one shot at setting up Zoho to meet our needs and now I'm looking at how we can make better use of the application. The questions are: Q1. I have situations where a Lead has multiple contacts when selling at various levels in the organisation. It seems that I need to setup a separate Lead for each individual. Is there a way of connecting multiple Leads in one organisation? Do I use Account? My interpretation of Account is what happens when a LeadXero Integration
CloudPerfect have created a Zoho CRM - Xero Integration sync tool that enables you to seamlessly sync your contacts / invoices into Xero. This eliminates companies needing to retype information into Xero and this has a huge time saving benefit. Also the sync tool comes with Webhooks for both the Zoho CRM and Xero side - this ensures that if a change is made to a contact, then the change is also reflected in the other program. In addition to this we sync across the Xero invoice status - paid / overdueFeature releases and enhancements in Zoho CRM - Continues
Hello everyone, We are here, with yet another exciting enhancement in today's post. The Zoho Desk's integration lets you sync data from Zoho Desk and Zoho CRM, into a single interface, thereby allowing the support teams to address the tickets right from their CRM accounts. This integration has got a bunch of upgrades. Let's take a quick look at them: Integrate Desk and CRM using portal details In the enhanced version, the integration can be facilitated not just by the administrator but also by theCan't import lookup field with csv
I've set up a new module ("Public Events"), and i'm trying to import a list of these events with a csv I have. All other fields work, but I'm trying to connect each event to an existing account using a lookup field. The problem is the field always comes back blank after the import. Am I missing something to do with lookup fields when mapping it with the csv?How to pass url parameters to crm webform hidden fields
Hello dears My landing page url is https://www.example.com/lp.php And I use url parameters for marketing, ads and sales related stuff jus like thumb, title, subid ... etc the link would be like this: https://www.example.com/lp.php?subid=21hh_ca3&thumb=123214&title=5secrets Then our sales would immediately identify what got the lead interest I use javascript which pass the url parameters values to exact same name fields with my form, but zoho have changed systematic names for the fields which won'tSales Signals: All eMails Signaling Bounced, Opened AND Clicked
I'm noticing as I send emails this morning, I'm receiving Bounced, Opened AND Clicked sales signals for each email within seconds. All three signals? The emails bounced, yet they somehow open it, and click a link within it as well? Within 3 seconds? What's happening?Downloading attachments from Gmail onto Zoho CRM
Is there a way to download attachments from our Gmail onto Zoho CRM (onto the documents module)? Are there any apps or anything that can facilitate this? We're a contract cleaning company and prospective cleaners will send documents to us (Passport / proof of address etc) in order to register with the company. They'll send their documents via email - the cleaners have profiles in a customer module called 'Cleaners' - we add their documents as attachments. At the moment we have to download the documentsTip#40: Make the most of your list view
Hey folks, Here we are, back with another tip on customizing your list view in Zoho CRM. Tip #40- Customize your list views You spend a lot of time everyday on the list view of your leads, contacts, accounts and deals modules. Here are some handy tips through which you can make the best use of your list views, by creating and modifying custom views, and sorting your records to see only the information you want. Keep your List views clutter-free When you're in the leads' list view, you can customizeHow can i integrate my API with ZOHO? Help.
What we want to achieve is that when a user from the ZoHo CRM interface opens a new Company Record and starts typing in the company name field for example... "Mobile" The all companies will be visible in a menu that starts with the word "Mobile" (Retrieved from an external API). The user can then select the right company and the automatically all data should be pulled up from that database and filled into the right field in the ZoHo CRM record. This data will be for example, address, registrationWorkflow triggering emails on visit
I'm working on setting up automated emails (workflow) sent to clients when they visit a certain page. The challenge is how only to send 1 email even if they have multiple visit records. I'd like to limit the amount of automated emails to 1 per day per contact, no matter how many visits. Any ideas?Community Digest - March 2017
Hello everyone, The digest for the month of March comprises the highlights of activities in the Zoho Community. It includes interesting conversations from your peers, product announcements, and important tips, hacks, and other resources from the community learning series. Zoho Community User Groups: We've our next leg of meetups finalized and we're coming to meet you in several cities, worldwide. Find the registration links for the meetups here, and pick the user group closest to you. MeetTip #39 - On Email Scheduling
Hello folks, We are back again with a quick tip on scheduling emails in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here. Tip #39 - On Email Scheduling Sending and following up on emails is an important part of all our jobs, however each one of us prefers to do it at a different time of the day. While some people check and respond to emails as soon as they get to work, some keep it for after lunch or some do it even when they commute to work. If you areTip #37 - Leave no stone unturned
Hi folks, We are back with a quick tip about executing Workflow rules based on lead scores. If you think you missed any of our previous weeks' tips, you can read them here. Tip #37 - Leave no stone unturned. If you are already using scoring rules to score leads and prioritize them, chaces are more that you give top priority to the leads with good scores. Leads with less scores get the least attention. But what if some of these leads that you thought were less valuable are slowly picking up? WhatWhere is the Record ID field to add to reports?
I don't see where the Record ID field is located. Need to add it to reports. For example in Accounts, no Record ID is exposed. Where is the field?What does the "continous" option mean in a blueprint?
What does the "continous" option mean in a blueprint?Duplicate Invites
Our users integrate their Zoho and Office 365 calendars/events. When they create a New Event (either from the Contacts page side in Zoho or through a calendar invite in Office 365), the system(s) will send at least TWO invitations out. So our customers will get 2 emails with 2 invites, each formatted slightly different but with the same general information. Obviously no one would want to send MULTIPLE DUPLICATE invites to a customer so something must be setup wrong somewhere. Is there a setting inBest practices around email
Hi there. Prior to Zoho CRM I used a program that allowed me to be notified if an email was NOT responded to. I could set it between 2 and 7 days. If the recipient did not open the email, then a reminder was put on my dashboard. This saved me a lot of time, more importantly, I was able to stay on top of following up on emails sent out and very little fell through the cracks. I don't see the feature in ZohoCRM, but I am curious what others are managing this. ICustomize your Kanban view
Hello folks, Last week we saw how a Kanban view could help you get a clear picture of your records' status at a glance, along with some time-saving hacks! Continuing from there, I'm going to give you another tip on Kanban view that is sure to benefit you. Customizing your Kanban View You will mostly be using the Kanban view to see all your records according to their stages in the sales pipeline, and this happens by default. But did you know that you can also create your own view for any module basedreports
How to create the report "leads per day"? I can't choose the right parameters for this report. ThanksWorkflow Automation
Dear all, please do not use Zoho CRM software its not user friendly I have been using since last 2 months and its very complicated you have to be expert to understand its functions and manage it. There is no support from Zoho team to help you to manage and configure it as per your requirement. I have created clients records and wanted to schedule email notification to some specific client on their license expiry date but it doesn't work. I tried to reach the support team but no response I am loosingWorkflow Rule for Tasks
Within our tasks module we have three different categories for 'Status', one of which is 'deferred'. I'm trying to create a workflow rule so that when the user selects 'deferred' it will automatically push the due date back by 5 days or so. I've set it up so the execution of the workflow occurs when the user inputs 'deferred' into 'status' - I've put an instant action in as a field update - tasks >>>>> update >>>>> Due Date = execution + 5 days, however it isn't have the desired effect - any help?Update
Hi. One thing I want to say is I would appreciate something going out when there has been an update of some sort. Today I have noticed a couple of new additions in CRM, one being new filter options (Touched & Untouched) but there is also a new option in the module builder called "User 1" - what is this exactly? Is this so another user can be related to other accounts/contacts/leads so in effect so you have multiple owners? And is there going to ever be an update where a contact can be related toContact, lead, deal
We are a small company B2C that conciders Zoho CRM. It needs to be scaled down to be useful. We are intending to import the customer data we have into contacts, i.e from old customers, we have a high level of repeat business. A couple of questions: 1. If we recevie a call we dont know if it's a new or an existing customer (we would look into integrate the phone sysetm at one point). The obvious is to start entering the call into a lead but I find no way how to recognize the customer if it existsCommunity Digest - February 2018
Hey folks! We're back with a recap of all that's been happening in the Zoho Community for the past month. Check out last month's activities, product updates, and important tips, ticks, and hacks. Zoho CRM Meetups: Our first leg of meetups in the US has taken off to a great start. We successfully pulled off meetups in the US and Europe with a good number of our users participating and getting to know their CRM better. More meetups are heading your way across, US, Europe, Asia, and the Middle[Zoho crm. Custom function]
My custom function uses postUrl() function for integration with another service. Whenever retrieved responseStatus of the call is 500 ( ( response.get("responseStatus") == 500 ) ) the custom function execution should be marked as failure - so later I can track 'failed' calls. Is there any way to explicitly throw errors/exceptions in custom functions? Or any other suggested solutions, please? Thanks. AntonI can not see any contacts
All "Contacts" records have disappeared from my account. Please, I need help very urgently in order to reverse this situation. I have no idea what will have happened!!! Thanks in advance,Workflow rule not executing on imported records
I imported a list of Accounts and found out that workflow rules do not run on imported records. I need this workflow to run in order to assign these accounts to the territory rules that are defined. Does anyone know of a way to force a workflow rule to run or a workaround to this problem?Update Record (Potential) give an error
Hi all! On my production environment, I've got an error when I try to update a record. 1. $idPotential = ["97538000000158003"]; 2. $insPotentials=\ZCRMModule::getInstance("Potentials"); 3. $bulkAPIResponse=$insPotentials->updateRecords($idPotential,"Description","Test Description"); 4. $entityResponses = $bulkAPIResponse->getEntityResponses(); On 3rd line, the error is: Call to a member function getData() on string I don't know why this line got an error, on my local environment it works fine. ThanksCopying a value from one module to another automatically
Scenario: Invoice module has an "Implementation Engineer" value with a list of names. When one is selected, a number of tasks and emails go out. What I'd like is to also take that value and apply it into the Account module associated with the invoice, which will then fire off a number of actions I have configured there. I'm pretty sure I can do this with a custom function, but no idea where to begin.Range of Numbers
Hello, Is there a field, that I can enter something like 421-429 or 421,424,429 and have Zoho understand that I am interested in the range of numbers? Thank youAdd Account Name to Available Columns When Creating Summary Report
I don't understand why account name would not be one of the available column names when creating or editing a summary report. Is there a way to change?GoToWebinar Integration
Has anyone else tried the new GoToWebinar Integration (not GoToMeeting)? It seems to me pulling information in correctly but categorizing it incorrectly. For example, it's putting an attendee from last weeks demo into last months Webinar campaign instead of the demo, same thing is happening with questions.CRM Hacks #30: How to send a personalized email from a Sales order and store them under it?
Hello everyone, There is an out-of-the-box email option in Sales Order module of Zoho CRM. This lets you send a copy of Sales Order to your client directly from the Sales Order record. Emails sent using this option gets listed as a related record under the Emails section. A need to send a different email to the client regarding the same sales order cannot be ruled out. What if there is a delay from the client's side in accepting the sales order and you want to follow-up on the same? At this stage,Product Categories and Discounts
I'm a new test user with Zoho and am a bit shocked at how bad the quoting module is. You need to provide an easy way for a sales person making quotes for customers to be able to set discounts in multiple ways within the quoting system. I think most companies have at least two categories of things that they sell and that they want to discount differently on every quote. For example, products and pro services. At the quote level, I need a field for the discount to use for category 1, categoryCRM - IMAP Solution for Outlook 365
it would be great if Zoho can make an improvement to their IMAP Outlook 365 solution whereby, when a user's outlook account is deleted, the emails that were synced from that account to CRM, are stored in the CRM system and not deleted. Thank youHow to retrieve records based on CONTACTID?
To get calls records I'm using below api: https://crm.zoho.com/crm/private/json/Calls/getRecords?authtoken=mytoken&scope=crmapi&fromIndex=1&toIndex=200&version=4 To get records of particular contact, how should i construct the query? I did like below and its not working. https://crm.zoho.com/crm/private/json/Calls/getRecords?authtoken=mytoken&scope=crmapi&fromIndex=1&toIndex=200&version=4&CONTACTID=2847269000000474021&RELATEDTOID=2847269000000474021 1. Is there any parameters to query by CONTACTID?Function-30: Keep track of your business details with a Company or a Contact.
Welcome back everyone! Recently we had made an announcement regarding the renaming of Custom Functions to Functions. Check this link to know the implications regarding the change. Last week, we learnt how to create Purchase Orders for Individual Products instead of a Contact or Account, from a Sales Order. This week, let's look at a custom function that lets you update your Account and Contact records on the products involved in the transaction, for each related Invoice generated. Business scenario:Tagging accounts, contacts, and leads in notes
Hello hello - When a contact moves to a different company I write down where they previously were in the notes. If I could tag other contacts or companies in the notes then that contact would show up in notes on that company or contact's notes. E.g. Amy previously worked at [@Amazon] from 2010 - 2016 This way this note would show up in Amazon's account and if we were looking for Amy in Amazon's account we could see that she moved to a different company. I know we can already do this for users butNext Page
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Zoho CRM Community Digest - February 2026 | Part 2
In this edition, we’re highlighting a few more product enhancements, along with some helpful community discussions that explore everyday CRM scenarios from automating reminders and managing lead outreach to making the most of APIs and client scripts.Zoho CRM Community Digest - February 2026 | Part 1
Hello Everyone! February has been off to a productive start in the Zoho CRM Community, with several thoughtful product enhancements and helpful technical discussions making their way into the forums. To help you stay up to speed, we’ve rounded up theZoho CRM Community Digest - January 2026 | Part 2
Hello Everyone! Here’s the second part of January’s Zoho CRM Community Digest, rounding up the remaining highlights from the month. From newly rolled out updates to thoughtful implementation questions and practical solutions, the community once againZoho CRM Community Digest - January 2026 | Part 1
The new year is already in motion, and the Zoho CRM Community has been buzzing with steady updates and thoughtful conversations. In this edition, we’ve pulled together the key product enhancements, Kaizen learnings, and helpful discussions from the firstZoho CRM Community Digest - December 2025 | Part 2
Hello Everyone! During the final weeks of December, Zoho CRM introduced updates that not only enhanced product capabilities but also offered deeper guidance through Kaizen posts. This section highlights what was released and shared in the last two weeks
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Zoho CRM Community Digest - February 2026 | Part 2
In this edition, we’re highlighting a few more product enhancements, along with some helpful community discussions that explore everyday CRM scenarios from automating reminders and managing lead outreach to making the most of APIs and client scripts.How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical
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