Passing the CRM
Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
Trigger a Workflow Function if an Attachment (Related List) has been added
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger
Zoho CRM calendar merge with outlook
Hi Zoho team! I did the steps for syncing the zoho CRM calendar with outlook. Everything works well as long as the user creates meetings inside the newly created Zoho CRM calendar in outlook, but I need a way to also display the meetings which are received
Introducing PRM: Build, manage, and scale your partner ecosystem
Growing a partner ecosystem is a good problem to have. What starts as a handful of partners can quickly turn into a maze of spreadsheets, emails, and disconnected processes. More partners mean more opportunities, greater reach, and new ways to grow
Set connection link name from variable in invokeurl
Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()
Is there a way to make Reason For Loss field mandatory at Closed Lost stage?
Hi guys, Reason For Loss system picklist appears on Verify Details page but it is not mandatory so as a result, AEs tend to omit it (leave at default value -None-). Is there a way to make it mandatory at Closed Lost? I tried layout rule but this field
How to resubscribe to email after using unsubscribe link in Zoho
I was testing the unsubscribe link feature from our contacts module in ZohoCRM and I sent my personal email a version of an email template with the default embedded unsubscribe link to see if it would utilize the "Email Opt Out" field to track un-subscription.
Outlook to Zoho sync
I am the admin for our company and I have (1) single user that is having difficulties with her emails syncing. I have found where the problem is, but I don't know 100% if what is happening is how the plug-in works or if it's a setup issue. My boss created
Cant' find the CRM plug in for outlook
I want to be able to tag emails that I have received into accounts. But I can't find the plug in for out look in the other apps section. Where can I download it from?
Problems with Zoho CRM Microsoft Outlook Plug-In (Add-On)
I am having problems with the Zoho CRM Microsoft Outlook Plug-In. I was able to install and setup the Plug-In correctly I believe in Microsoft Outlook, but contacts are now being created in Zoho CRM when an email is sent from MS Outlook. A contact is created and appears under Contacts in Zoho CRM but no other information is populated in the fields; for instance only the name is there (for instance "rfairley" ) which matches the beginning of their email address; but no phone numbers. Also, other
zoho for outlook
it would be woderfull to be able to add an email to a case, just as it is possible to add an email to a potential Vincent
Mail Addon issue
Hi, I am trying to make the mail add on feature work without clutter. The issues is that all emails from the contact are being listed in every opportunity that contact is involved in/ linked to. I want to filter out the emails that are not relevant to the opportunity. It is ok to have all the mails of a contact under in the contact module. But under the opportunity it shall show only the relevant emails. Is there a way i could do this? Atleast if I could manually assign or amend the listed emails
A way to report on all leads for a given month
Is there a way to report on ALL leads created in one month by source. I need to include both open, closed lost and converted leads. Right now I can only see source of non converted lead and cannot find a way to add the converted leads to the same report. I'm trying to do this to gain insight into my sources of leads, volume in and disposition of each lead.
Ability to translate Zoho CRM Kiosks
Hi team, Is support for translating kiosk text and screen names in the Zoho CRM translation tool planned on the roadmap? Thanks,
Automating CRM backup storage?
Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
Unable to integrate Whatsapp Messaging into Zoho CRM - Business Messaging
Hello, I want to set up Business Messaging in our Zoho CRM and am struggling to set it up. I have logged into the account and our facebook business page, our business shows in the dropdown for WhatsApp Business Account but does not for WhatsApp Business
Files in Teamspaces: keep your team's documents where the work happens
Release Note: This feature is available for all accounts across all DCs Hello Everyone, A Teamspace is built around a specific team and a shared objective, and it holds the modules and projects that team works with every day. The document that team depends
Script to access a CBPX file from zoho crm
Hello everyone, I'm planning to write a script in Python or Java in Zoho CRM functions, to access a CBPX file. Is it possible to write this script in the dev console of Zoho? What are the best practices to do this ? Would you have references in the Zoho
Mailchimp Integration
Hello, I am needing some help. Does anybody have a recommended source for information on the Zoho-Mailchimp integration. We are working on a system to import large amounts of records into Zoho that will sync into Mailchimp for us to run a mail campaign out of. Let me explain what the process we are trying to implement - any information or advice is appreciated. Import record data base into Zoho Leads module --> use Lead source to ID records that are part of this mail campaign Zoho Leads (specific
Field of Lookup - 5 Field Association Limit.
This query relates to the post at: https://help.zoho.com/portal/en/community/topic/introducing-the-field-of-lookup-in-crm-public-early-access-2023 My simple (and common) scenario: I select an account / customer lookup and want their address pulled into
Task status - completed - other options
I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -
Launch agents from more custom button locations and attach files in Ask Zia
Hello all, Your agents now meet your team where the work happens. You can add agents to custom buttons in list views, create and edit pages, and related lists, so users launch them without leaving the page they’re on. What’s new Agents in more custom
Phone system to integrate with Zoho CRM
I am looking for phone software that would allow my agency to do the following within Zoho CRM: Make calls from zoho Track calls and notes Leave pre-recorded messages after reaching voicemail of lead Only 2 members, so need company who will allow just
Zoho Projects connector with Zoho CRM (Related List module) features
Hi community, I use Zoho Projects connected to Zoho CRM, where we associate Projects with Deals, clients, etc.. I am looking to change/edit the fields that are available in the integration. Currently it shows Project Status, Project Completion, Milestones,
time tracking on zoho crm cases
Is there a time tracking feature in zoho crm cases? I need calculate time spent in calls, tasks and events Thanks in Advance
Deal Activity Tracking - By Time
Hello, I am trying to figure out a way to implement a time tracking ability within the CRP that will provide a line item on the final invoice in books. Would the Cases module be of good to use in this scenario? Want to integrate into Books as well. I
Enhancement Request: Preserve Canceled Zoho Bookings Meetings in CRM
I recently worked with Zoho Support on ticket 170383788 regarding what happens in Zoho CRM when an appointment is canceled in Zoho Bookings. Support confirmed that the current behavior is intentional: when a Bookings appointment is canceled, the corresponding
Staff Tracking in
Hi , I would like to see what activity my staff does over Zoho CRM and over Zoho Mail . I need to know which deals in CRM haven't been touched or had an activity on by a particular staff member . Basically need to establish what work.gets done by WFH
Report: avg time to visit each lead
We are on zoho one. our sales team visits leads using the ZohoCRM app. They track their hours using the zoho books timer. So the results in zoho books look like this: -total hours worked: 8 In ZohoCRM we have a custom date/time field in each lead record
Creating a Stop Start Timer for Custom Moduel
Hello, I am trying to track Maintenance of internal Assets through Zoho CRM (I have tried the FSM, Projects, Inventory apps nothing is working the way I need it to). I have it all built in the CRM where I have internal work orders where i can keep track
Time taken on a task
I notice that you can record the length of a call, but not an event or a task. When a potential progresses from beginning to end it is just a series of tasks/calls/events in a process. I have most of it automated depending on the type of sale and triggered by updating the sales cycle field. It follows that you should be able monitor the time of each of them so that you actually know how much time you spend on each potential. This gives an idea of profitability of each potential. I would think this
Timesheets from Deals
Hi Guys, new Zoho One customer here with only a few employees. I run a small software company and currently our small number of employees are creating manual timesheets in excel. There is a column for a job number (that relates to a Zoho Deal) and they just put in the time taken to perform the work. As an example, they might spend 1 hour running some barcodes for a particular client (and deal). Then they may do a support all for another client and that takes 2 hours (This client would have a yearly
Timesheet option in zoho crm
Recording a timesheet against a job is very crucial for every business because it will help them in billing the client accordingly and also it keeps a track on how much time a user is exactly taking in marking the job as cloed. Currently in crm there
Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
Improved Filtering and Tagging options for Notes
We rely on the notes section across several modules and would love to have some more options in filtering, grouping, and tagging notes. We would like to be able to filter notes differently on a contact or deal and have that choice stay on that record
Decoupling Email Sending from Storage in CRM & Email Storage Add-on Purchases
Hello everyone, We are excited to announce the rollout of the second phase of our email storage management, designed around a simple principle: your business communication should never be disrupted by storage limits. We've decoupled email sending from
"Else / If" Statement in Zoho CRM Inventory Template
Hello, I would like to use the below "Else If" in my Inventory Templates, but it's not working correctly. Essentially, if the field "Quote Payment Terms" is filled in, display that. If "Quote Payment Terms" is blank, display "Account Payment Terms" instead.
Kaizen #267: Four Developer Tools, One Prompt: Cracking Custom Cases with the Zoho CRM Skill
Hello everyone! Welcome back to another Kaizen post. In this Kaizen, we’ll see how the Zoho CRM Skill solves a custom use case that requires multiple Zoho CRM developer tools. You describe the requirement in plain language, and the skill identifies the
Is it possible to report on Task Duration in minutes/hours rather than by start and due date?
I'm currently evaluating the free version of CRM and I like lots of things about it, it will definitely help my business with sales automation and I will upgrade to a paid version once the evaluation is finished. However, I also want to use CRM for existing clients (accounts) where I can track how much time is being spent on tasks for these clients. I can see clearly that both calls and events for each account have time tracking in minutes / hours but tasks do not have this. Is it possible in one
ChatGPT Plugin / MCP Server auth error
Hi all I'm trying to connect the ChatGPT plugin for Zoho CRM but after username stage of the auth process, I get this error from the URL https://mcp.zoho.eu/mcp-client/ {"error_description":"Invalid request url, Request is not as per defined in oauth
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