Zoho CRM does not load
When I login to Zoho CRM account from my Mac, it shows message "Please Wait" indefinitely and does not load the CRM Dashboard..However, I can log into the CRM through my Iphone app. I have tried clearing my Mac Safari browser History and website data too. Still does not help. Pls help...
How can I create a New Lead using an existing Contact?
I have a current contact that I need to add as a New Lead, but I can't figure out how to do so without recreating the contact, which would then duplicate the contact. They had come to us for a piece of business, and we closed it as a Qualified Lost.
Cannot add employees with same email into a NEW organization
Hi, I have remove my staff from the old zoho organization and want to move them into the new zoho account that I created. I can send them invite, but they cant accept as it says they are still in the old organization. But we have deleted them. How do
Zoho CRM-Desk integration
We activated Zoho CRM-Desk integration with one way sync from CRM to Desk on 29th of June. 324 accounts were added on 29th of June and then 5 accounts were added to Desk on 02nd of July by scheduled imports according to sync history. We suppose still
Are there sync limits with free version?
Hello! I'm trying to sync with another CRM in order to merge 2 departments. We are using Zoho free version currently. However on the other side we only see 1000 contacts. Will upgrading Zoho's license let us synchronize all the rest of the leads/contacts?
Deliverability Rates and Opens
Hoping to get more insight on this. Our emails sent to clients from ZOHO CRM directly from inside the module have a shockingly poor open rate. When using Yesware for Gmail from our Gmail / company domain they seemed to be opened much more. What is
How to I auto assign a specific account name to CRM contact information generated from a zoho form?
I have a zoho form that is published online and is for a specific account. The form is integrated with the CRM module for contacts. When the form is completed a new contact is created in Zoho CRM. However, I can not assign the specific account name to the contact through the form integration. I need to assign the specific account name to the contact. I've tried creating a hidden field in the zoho form with the specific account name pre-populated. However, there is not a mapping option for the account
invalid_client_secret at the time of generating refresh token
{ "error": "invalid_client_secret" } i am getting this type error while requesting from postman client_secret is is correct still i am getting this type of response from server. thanks
Workflow for changing US state names to state postal abbreviations
Currently we have a workflow that automatically corrects the country fields any time anyone enters "US," "us", "USA", "usa" or "United States of America" to the standard "United States." This works great. However, in order to accomplish this I had to
Insert Lead ID into Custom Field When Converting
Hello, I am looking to create a workflow, with a field update, to insert the Lead ID into a custom field in the Potential when it is converted. Thanks
Inventory Template Builder How to Adjust Table "Cellpadding" ??
Is there a way to adjust the table cellpadding in the new Inventory Template builder when using a product table or "few" table? I am trying to use the builder, instead of digging through the brutal HTML code, but need a bit of padding around the table text/cells. See attachment. Appreciate any help. Thanks.
Can you stop Zoho CRM exporting silly characters?
Hi all, When trying to export to CSV, Zoho CRM annoying tries (badly) to include the currency symbol. Is there any way to stop this? If not. Zoho - PLEASE just export the values! Thanks.
How to add the stages to a blueprint and update for existing records ? #21
Hello everyone ! An optimal sales process helps improve the efficiency of your sales team. Won't it be great if your CRM system let's you tailor the sales process the way you want it? Blueprint in Zoho CRM helps you do just that. By setting stages and trigger workflows, Blueprint ensures your sales team follows a set process without deviating from the specifics. Let's assume you've set the required stages and triggers, and fine-tuned your sales process with Blueprint. Your team has been following
Community Digest - June 2021
Announcements Introducing multi-organisation support with single sign-on in Zoho CRM Find similar records during conversion using unique fields in Contacts and Accounts Zoho Marketplace houses more than 500 Zoho CRM plug-and-play extensions. Here is a
Attend a meetup in a different zug group
Hello Im at Montreal and i suscribed to the montreal zug but im interested to attend a virtual event in Dallas (CRM uses case) Im not able to register is there a reason ?
Adding unique codes to a mass mail
We are about to send out a survey request to our leads and contacts. Each lead/contact will be required to use a unique code to access the survey. In the introductory email what would be the most effective way of including the unique id into the individual
Copy values from one module to another
Hello, I am looking for a way to copy values from one module to the corresponding fields of another module. I know there are a few articles out there and I found this snippet (I am new to Delug). So the thing is… I do have a few custom fields (input
how export my date to google sheet?(REAL TIME)
how export my date to google sheet? well, i know that there is a way to export (to excel/csv) then upload the file to my gdrive and open it to gsheet but, I need this real time. When new data appear of my CRM the data will also automatically update to my google sheet. I know there is an ad-don already(googlesheet by jivrus tech.) but i prefer not to spend. any way to do it? thanks!
Workflow automation: every/other week Deal
Hello, I have a Standard subscription for Zoho CRM. I have a program that I deliver every other week. I want to set up a 'recurring deal' workflow automation that represents this scenario. Zoho support tells me only once a month or once a year is possible
Workflow rules not firing for second time in the past week
In CRM our workflow rules just stopped executing. This is causing all of our third party lead delivery to fail. Chat support is not responding. What is going on Zoho?
Extension pointers -JS SDK series#9: A look at multiple JS SDK API methods and their potential uses in different scenarios for widgets
Throughout the "Extension Pointers - JS SDK" series, we've demonstrated a wide range of APIs, their usage, and how they can be implemented in a widget, along with working examples. Let's look at a consolidation of all the APIs in this post, to get a quick
Wizards: Recent enhancements
Hello Everyone! Following enhancements have been made in Wizards. These are now available for all users. Wizards flow update: We have introduced two new flow level changes in Wizards. 1. Navigate between screens Before, there were two ways by which
Call Results do not show up after the call
How can I input the call results after a call ends? I am currently using Twilio for my Telephony and was able to do this previously by simply clicking a link after each call. Is this feature available? if not when will it be coming? as it is very important
Responsive webforms
Are Zoho Webforms in CRM responsive? or do you need to purchase a 3rd party subscription or product for a word press site?
Pre populate discount in the quote module
Hi I need to pre populate a discount based on an amount in the quote module of the CRM. I appreciate that i could have used price books however the discount is an exact amount not a percentage and not necessarily a rounded number so this doesn’t work.
Voicemail Notification
I am testing a few different IVR and Phone services. Currently I am testing Twilio. I have a 2 part question regarding incoming calls and voicemail Question 1. Can you just have an incoming call directly to the user without entering a prompt? Question 2 I see that you have a missed call it will show an alert in the top right bell icon. Is there a way you can send an email notification to the user when they have a voicemail from a lead and or contact? I would assume it would be some workflow based
Whatsapp - Zoho CRM integration
Hi, I was told today by Goutham at CRM support that Zoho CRM didnt plan to support whatsapp and we should use a this marketplace app. The marketplace app that was suggested to us had about 25% 1 star reviews. a choice selection of reviews; "Newest update
Sync ZohoCRM to GPS? (Not mobile)
We want to use standalone GPS units (Not cell phones) for our field reps. For example, Garmin or Tomtom? I am fully aware how amazon the ZohoCRM mapping capabilities are. However, just know that for our use, cell phones aren't an option for navigation.
change permissions for fields at certain stage
hello all, I want to be able to change permissions for fields at certain stage using functions or workflow rules, to make them read only for some users. is that possible? if not is there any plans to add this feature?
Is it possible to automatically create lead from missed call?
I am using the Phone Bridge integration in CRM Plus. I find it difficult to call back a missed call unless it relates to a Lead/Contact. Is it possible to automatically create lead from missed call?
Default 'All Contacts' view not showing all contacts
I can only see a few contacts in the view "All Contacts" even though we have hundreds in our database. These few contacts all have their 'status' (a user-defined field) set to 'inactive' or none selected. I have tried to see if editing the "All Contacts"
Emails going to Spam sent from Zoho applications
Hi all We have had cases with clients as well as in our own business where emails sent from Zoho applications and being caught in spam or even quarantined in the receivers email system. As an example we were having issues with all invoice emails sent from Zoho Books going to spam. As you can imagine this was causing huge issue because we weren't receiving payments for invoices which was effecting cashflow. Estimates also weren't being received so we even lost potential sales! We couldn't figure
CRM email Templates: Email text look too small on mobile
When creating templates for CRM, the emails look fine on desktop but are too small on mobile screens. The font is set as 14pt Arial but on iPhone mail the text is super small. How does one fix this? Having an "HTML" view would really help.
Sending Email based on products
I am adding prodcuts to companies profile by using the lookup field, and trying to find a way to send emails automatically to companies with certain products included in their profile, especially for product updates etc. Is there a way to achieve t
CRM/Desk sync
All, Much to my disappointment, after much effort, support emails and remote logins and promises "if is now fixed" - accounts between CRM and Desk still do not sync. It seems completely random - sometimes it works, sometimes it doesn't. Right now, I have
Add a custom module trough Zoho Forms
Hello, I want that a custom module automatically is being created though the submission of a Zoho Forms. Is that possible? Thank You Steffen L.
Recurring calls/ tasks
My company has to call people weekly, I would like to have the repeat option enabled for calls as well just like it is already possible with tasks. HOWEVER With repeating tasks my "all tasks" view gets filled with the same tasks. Isn't it possible to
Task status customization - How to assign "Closed Status" for
2 different types of closed tasks?
I've defined 2 different status types for completed tasks: The first is "Completed - Acknowledged & Reviewed" The second is "Closed - No Response" Can Zoho CRM support different status types for closed tasks? I see that in the "Status" pick-list - when
How to track Samples, Catalogs, Direct Mail and other things sent via Postal (Snail) Mail or UPS/FedEx?
Hello Everyone! As a company making industrial products, sending samples is an important part of our business. We often engage in sending catalogs, samples, and other direct mail campaigns via USPS (aka snail mail or postal mail) or via UPS/FedEx/DHL (etc.). What is the best way to track these items in Zoho CRM? A customer could potentially be the recipient of multiple direct mailings - so a single checkbox will not work. We would like to automate some follow-up... so I would like to trigger an
Get option list using the API
Hi, My team wants to display in the frontend the list of possible options for a specific field in Zoho. Unfortunately I don't see a way with the API to get this list. In the edit fields function you can access this list using the edit properties over
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