Zoho CRM call custom function from another custom function
Hi, is it possible to call a custom function from within another custom function in Zoho CRM. This way you can have smaller and reusable functions. Thank you.
Integrate Google Chat with Zoho CRM for seamless collaboration
Hello everyone, Sales is a team sport and sales reps have to be in constant communication with people inside and outside their organization. While email remains the most effective channel for important conversations, sales reps often collaborate via chat.
Automatically set the default VAT percentage on a quote
Every time I create a quote, I have to manually adjust the VAT and activate the checkbox for 21%. But all of our quotes include 21% VAT. So now occasionally, it happens that the checkbox is forgotten, and the customer receives an incorrect quote (without
Bulk update date format
Hi, I'm trying to bulk upload data, including Date fields from csv file using php sdk. (v2) All the fields successfully update except all Date type fields. The field mapping code (taken from zoho examples) is $fieldMappings = ZCRMBulkWriteFieldMapping::getInstance('first_date',
Auto assign account owner
hi, i need to auto assign leads and accounts to an owner by rules. i have created all the territories i need, and all territories have their owner. but when i want to auto assign a new or an existing account to a user by the rules of territories, only
Field validation: prevent future dates
Hi, I'm trying to find a way to put a validation on my date fields in a custom module so that users cannot enter a future date. How can I accomplish this? Also, I created a custom "Event Status" field that I want to prevent from being set to "Closed"
MultiSelect Lookup Field is not available on Webform
I have 2 multiselect lookups in my leads module to select products and vendors that my client is interested in. These lookup fields are not available when I create a "Web to Lead" webform and i'm wondering why? I would like to avoid creating pick lists
Kaizen #136 - Zoho CRM Widgets using ReactJS
Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM
Task Permissions
Is there anyway to have some tasks restricted to view just by the owner or creator?
CRM feature request: required file upload
File upload field does not have the 'set as required' option: Other fields do, e. g. a pick list: In some cases I'd like to make a file upload mandatory when creating CRM module layout.
Zoho CRM - Change owner of note
Hey! I just started out with Deluge and Zoho and I'm trying to migrate all purchase orders to sales orders. All worked fine until I got to the notes. I effectively duplicated the notes but assigned them to the newly created sales order. This also works
Populate custom lookup fields from Sales Order item details
Hello! Hope you can help me out with this little issue. I would like to achieve this via workflow. Module: Sales Orders I have 2 custom fields ("Proyecto" API: Proyecto and "Separa Lote" API: Lote_Selecciona) I would like to populate these 2 custom fields
Emails not being delivered to Gmail accounts
The emails I'm sending are constantly being sent to the spam folder in Gmail and Google Workspace accounts. I would appreciate some support.
User can't see emails in the deal/contact if another regular user sent them directly from gmail. Source is IMAP
Hello! Managers use gmail mailbox that connected to ZohoCRM. But regular manger can't see this emails if the user sent them directly via gmail interface. If they were sent from Zoho interface it's ok but letters sent directly are not visible in the deal/contact
Custom Function in Zoho Flow to COMPLETE a Scheduled Call ?
Hello, I have setup a new 'Cadences' and I am looking to add a complimentary Zoho Flow I have setup, I would like to be able to add a custom function that automatically searches, finds, and Completes any current calls under 'Scheduled Calls' / Opened
Bulk whatsapp messaging with integration to our platform
Hi Zoho team, Can Zoho facilitate bulking messaging with templates by also integrating messaging requests (phone number, template message) from our platform?
Zoho CRM and Zoho Books : merge accounts
Hello to the community, Just to see if anyone can help me: when merging an account in Zoho CRM, from what I understand, you have to go to Zoho Books to manually merge the same accounts otherwise the account is recreated in Zoho CRM. I'm trying to automate
Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's
Automatically decline quotes if one of them is accepted
We have customers who can receive multiple quotes from us. Only 1 of the quotes can be accepted. I was curious whether we could automatically set all quotes that were not won to lost status if one was won?
Associated Calls with Tasks
Within the leads module we've created a workflow such that whenever a new lead is created or pushed into the CRM a new task is automatically created: 'Phone Lead'. We plan to eventually integrate our phones into the CRM - so when the task 'Phone Lead'
SSL Exception When Querying REST API
We use functions to query regional data from GIS REST APIs. We're having an issue with one REST API that appears to be a problem within ZOHO, as I'm not having an issue querying the API in Postman or via the built in query tool. // test coords lon = "-84.29118695502028";
Mirror data from "contacts" to "deals" module.
Hello, I was wondering if there was a way to have data imputed into the "contacts" module be mirrored into the "data" module. maybe through a function? I know there's a way to do it in reverse by using a workflow, but my organization is most likely going
Is Zoom Phone for Zoho no longer an extension?
We have it installed but it's not working.
Possible to send Zoom AI Companion transcripts and summaries to contacts in CRM?
Title says it all. Is it possible to send Zoom AI Companion transcripts and summaries to contacts in Zoho CRM?
Grandstream Integration with ZOHO CRM
Can i be pointed into the direction of any resources/tutorial where i can Integrate ZOHO within a standalone PBX system i have ,Use case when a call comes to a extension it brings up the information from the ZOHO CRM database.
Kaizen #134 Manipulating Rich Text Field (RTF) using Zoho CRM APIs
Hello everyone! Last week, we discussed Deciding on the type of applications: Self-client or Server-based? This week, we will discuss the Rich Text Field (RTF) and how we can manipulate RTF using Zoho CRM APIs. In this post, What is a Rich Text Field
Renaming of custom fields not visible to all users
Hello, I've got a problem and I don't know if this is a bug. We are using Zoho CRM within Zoho One with different users. We noticed an issue with Zoho CRM. When I rename custom fields fields the old name will still be visible to other users, even when
Custom Multi-Line Field Email Checker ?
I see there is on the Marketplace great extensions for both the phone checker and email. Unfortunately neither are a good use-case for how we operate. I am looking to create a custom function (whether this be through Button or Kiosk) where once clicked,
Working with Contacts, Leads and Potentials
I have proposed this before but I want to make sure that Zoho is working on this functionality because there is no master list of work in process for the users to review. Currently Zoho does not let you create a lead for an existing contact. If you try to do that then when you then qualify the lead and convert it to a Potential Zoho automatically creates a duplicate account and a duplicate contact. This makes it almost impossible ensure that the relational database works the way it is supposed to
Add/Clone Multiple Opportunities for an account
We have a MRR partner model, so when we sign up a new partner I would like to create 12 cloned opportunities for each month without having to create 1 then close it individually 11 more times. Ideally I can label each and autofill the end of each month
What is a best practice around creating custom unique identifiers?
We want to create our unique identifiers that are not numbers, however, before we start trying to think through the potential solutions and problems.
Can't find a way to filter for active accounts (which is business crucial)!!
Hi there, i couldn't find a proper way to filter for "active accounts". an active account is on that placed an order for a certain product or brand within a certain timeframe. This is a crucial search functionality for sales. I've been experimenting with
Send an email template from Contact Module when a stage deal is closed won from the Deal Module
I have the following scenario: I need to send an email template from the Contacts Module when the stage of the Deal/Potential Module is Closed Won. I tried the following approach: 1. I created a workflow in the Deal/Potential Module that updates a checkbox
Block user profiles from being record owner for Leads and Contacts
Hi, We would like to prevent some user profiles from being the owner of a Lead or a Contact. This is mainly to prevent human-error but also to make sure some custom processes are working properly. For example, there's no need for myself (as part of the
Generate automatically Sales Orders when deal changes status
Hello, I need a function to automatically generate sales orders when I change the stage of the deals/potentials. I have to create a workflow rule: When deal/potential stage changes to "Pedido", then activates a function to automatically generate a new sales order record mapped to that potential/deal. In the new Sales Order record, I have some mandatory fields I need to update as follows: Fecha (date field)--> needs to be updated with current date Fecha de validez(date field) --> needs to be updated
Error 401 - Rest API
I have a problem when I try to pull record from CRM. I got token and see something is true (token is valid and data center is in US). Please help me to fix it!
Edit Functions via API
Hello, I am unsure if there is a way to already do this but based on what I have been able to find there is no way to edit a function through any API. I would like to be able to manage my Zoho CRM functions in GitHub but currently I have to manually update
WhatsApp Business Integration a CRM
hello, good afternoon I request help to solve this problem, we have not been able to connect whatApps to crm because I get an error that appears on the screenshot. I would like to know what else to do or if I can request a call with an assistant. Thank
Zoho CRM Client Script
Hi Nithya Shree, I have attached the screen recording of the client Script execution. In the recording I have obtained the API name of that field through calling the CRM API. Please refer to that attachment and guide me through it. Thank you. Regards,
Move contact to new module
Hi, I am trying to setup the CRM to meet our business requirements. We're a business school, as well as we offer executive training, and consulting. Right now, I worked on setting up the CRM by renaming "leads" to "applicants", "contacts" to "students" and I created a new module called "alumni". However, I am not finding a way to move a contact from "students" to "alumni" now. I am under the impression it's not possible. Now, the reason I'm building the interface this way, is to provide a clear interface
Next Page