Introducing Bybrand, Leaflet, Ship Station and 5 more extensions for Zoho CRM
Zoho Marketplace offers 500+ Zoho CRM plug-and-play extensions. We released Bybrand along with 7 other extensions for Zoho CRM in April 2021. Get more from your Zoho CRM with extensions from Zoho Marketplace. CallerDesk for Zoho (For Zoho CRM, Zoho Recruit,
API working on master server but the same Client ID not working on the test server
My problem is, that I am developing on test server, and I need to get Access token via API. My code working on the real server, but on the test server after OAuth login, when I call Acces Token API it returns: '{"error":"invalid_client"}' Why the same
SAVE TIME & AVOID HUMAN ERROR: AUTOMATING EMAIL FORM SUBMISSIONS WITH ZOHO CRM
Whether it’s saving your sales reps and customers time, avoiding human error to ensure accurate records, or guarding against deals falling through because of problems that emerge from a complicated process, automating email form submissions has major
Related list
Hi, I am looking to customize my contacts. I need to collect additional information and keep it under the contact. For example, I want to collect information about contact's children. So I was thinking to have a "related list" with field for children
Is there a way to create an email alias in Zoho CRM for an email to be sent out?
I have a workflow that sends out an email confirmation to a contact... is there anyway that a fake email alias can be used as the sending address for this email?
Zoho Finance Limitations 2.0 #10: No Access to Notes on Finance Records via Mobile App
We have always used the notes module to have contextual conversations around records especially Sales Orders which is really helpful. Our sales people are in the field so generally they are responding on their mobile app once they click the link within
Need to be able to set default font and size in CRM emails
How do you set the default font size and font for emails generated when you click on the blue "Send Email" button in the CRM->Contacts->[contact name] window?
I have 7 core clients but each has 100 branches with different requirements
Good day, I am in the processing of trailling ZOHO (CRM, Books, and Desk). Basically, i have around 7 core clients that own multiple retail stores. We provide service to +700 stores. We need to now add each store in the CRM as each will be managed individually
How to connect my google calender with CRM?
Hi guys, We serve more than 200 customers and engage with them periodically. Sometimes one of my colleagues may forget to interact with them so it would cause a disappointment in my customer. I would like to connect my Google Calendar and integrate it
Whatsapp integration
Hi All, Can anyone recommend a Zoho Approved Partner who can set up whatsapp to integrate with Zoho CRM ? We have 4 sales execs who i would like to be able to send whatsapp messages through the system to potential clients. I tried to set up before but
The requested resource doesn't exist
Hello Zoho, I'm trying to import csv to Zoho CRM using Bulk write API implemented in native Python. I'm getting the below error which I really don't understand. As you can see, I uploaded my file successfully and got the file_id as mentioned in Step 2
Customize task popup?
We have some custom fields in tasks, and would like them to appear in the main new task popup. It's there now, but hidden in "more fields". How can we get these custom fields moved over where they're useful?
Filter to Exclude a field value
Hi all, I new to Zoho CRM. We are a college. So to filter out the leads that are 'not interested', 'joined other college', 'wronly entered', i have created a picklist, named as CLOSED DUE TO; My logic is: All the leads AND does not contain (not interested
AWS Connect and Zoho CRM Call Quality Issues
AWS Connect and Zoho CRM are integrated and around 2 weeks our call quality became very poor. The calls were either extremely scratch, to the point the person on the other end couldn't hear us or there was a 5-6 second delay in the other person being
Tip #28 - Sync your Zoho Mail Calendar with Zoho CRM Calendar
Hey everyone! As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to look at a very quick and easy tip on managing calendars today. If you are using multiple Zoho products, you may be maintaining your calendar in each product. For example, you update your personal events in Zoho Mail, while you maintain your sales events in Zoho CRM. However, note that these two calendars are separate. You may be assuming that these calendars are in sync as they come from Zoho. But just
Updating/Creating Record in CRM updates/creates record in Zoho Creator app
I need to have a record in Creator created or updated whenever i create a new record in CRM or update a record in CRM. How would I do this?
relating an email to a lead/contact
I use g suite. How can I relate an e-mail to a lead/contact if that mail does not include their e-mail address
Is the a manual dialer (soft-phone) for VOIP integration
I have integrated Zoho CRM with Twilio, and it's brilliant. The click to call works great, but that assumes a customer record already exists. Is there a manual dial option from within the CRM application.....i.e a soft-phone.....where i can just dial
zoho.crm.getRecordById("Products", productId.toLong()); sending status failure message
Hi, I am using custom updateCommissions function to grab the Quote details using workflow when the deal is updated. This works successfully following code from Calculate commissions from quote where I am using getRecordById to fetch the Quote record.
Unwanted ownership assignment emails being sent (they weren't before)
I work at a small company (just me and my boss), and in the last few days my boss has reported that he has started getting ownership assignment emails related to new leads I am entering. I thought perhaps I made a data entry mistake at first. However,
uploading CSV for multi-select field
Hi. I have a multi select field in my leads. How do I format this in the corresponding column in CSV file when I want to upload large list of leads?
Image field in Zoho CRM products
Is there any way I can put or link an image to Zoho Crm products???
HIPPA Compliance
Hello, our company is very interested in switching from SalesForce to Zoho CRM. However, a major requirement is data security and Zoho CRM needs to be in compliance with the US Health Insurance Portability and Accountability Act. Can you help me learn
Zoho CRM template editor deletes part of the code
Hi, Since a few weeks I have a problem with template editor for Zoho CRM, for all the modules. While uploading a template with HTML code, the editor deletes constantly one part of the code, which is <map name="image-map">, so the template doesn't work
Introducing Business Holidays and other enhancements in holidays
Hello everyone, In Holidays, you can create holiday lists for the org or for individual shifts. Shift holidays are helpful when you have multiple teams working at different time zones (For example: UK, Europe, US shifts) and thus require to follow the
After the sale is Closed-Won what's next? How best to manage the project?
I'm working with a small construction company and have implemented Zoho CRM for their sales process. This is working well so far and the office staff like it. Most Leads come in over the phone and the office receptionist fills out the Zoho Lead form, which has been customized with lots of extra fields. If an appointment/consultation is requested she also sets up the Activity on the proper sales rep's Calendar and then converts the Lead to a Contact/Potential with the Activity attached. The sales
Can Zoho CRM API retrieve data from Custom Fields?
We have added numerous custom fields to the Account Record. How can we retrieve information from these custom fields through the API?
Billing addresses on member accounts
Is is possible to make all member accounts have the same billing address as their parent accounts? The billing details do not appear when generating quotes unless they are retyped into each member account (and there are lots!) Or can you add fields to
related lists in reports
i need to creat a report that filters out which deal has a related record in another custom module. but the look up field I use to connect them is in the other module, not the deals module. is this possible?
Best way to integrate Zoho Suite (CRM, DESK, ANALYTICS, Meeting etc.) with data from ERP/USER/Install base data system (App)
Hi All Zoho Fans, I been trying to understand the data structure of Zoho CRM in order to import data properly from our Application and USER/INSTALLED base system. All our users (customers) log into an application, and from this system we maintain their
Pushing Values to Picklists & Multi-Select Picklists through CSV Uploads or API
My question is in regards to pushing values to either Picklist fields or Multi-select Picklist fields through a CSV upload or API. Do the values you push need to match exactly the selectable values you've setup within these fields, or can you push other
Zoho CRM Sub-Form Add a line using Custom Function
I want to use a sub-form as a way for my team to track progress and leave notes. My goal is to use the sub-form for most transitions in the blueprint so each transition with have a during note and then an after action with a custom function. So the custom
Product Churn in CRM
Hi guys, We're using products, deals and Quotes for accounts in CRM. Here's our workflow: Account Manager creates a deal And then, create a quote including products and their list prices inside Deal When deal is closed won, products are inserted to
Matching exported attachments with accounts?
I have a need to export all the attachments from my CRM and then match them to accounts. Is this possible? The attachments have a string appended to the file name, so they look like this: 2xzfz6925f0c086d74118bda59a23dab14671_FileName.JPG Does that string
Why is the desk/crm integration so weak?
Hi Why is the ZOHO DESK integration with CRM so weak? It's hardly an integration except for the fact that clients are synced between both. Let's assume this scenario, I run a company that provides web hosting services. I have the services I provide to
Potentials/Opportunities/Deals
I am fairly new to Zoho CRM and am confused by the Potentials tab. First of all, the terminology seems to use three different words to reference this tab - Potentials, Opportunities and Deals. Are they all the same? I saw a help feature that says Potentials
Creating validation rules for user input fields and calculations
Hello all! I hope this message finds you well and that someone has come to a solution for this. In one of our custom modules, there is a section in which the user needs to input the payment plan for a service. I need to create a workflow/validation rule
App Spotlight: Squaretalk Axiom
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Squaretalk Axiom The ultimate in flexibility and ease of integration, Axiom's cloud contact center gives agents the tools they need to
Microsoft Word Mail Merge Issue
Hello everyone! For the past two weeks, our mail merge templates saved on Zoho CRM are not working with the Microsoft Word CRM Plugin. Every time we try to do a merge, it pulls the wrong data fields. Instead of account_name, it pulls title. Instead of
User confirmation URL in leads email notification
Hi, I would like to include a url in the email notification to a lead to avoid that our emails go to SPAM Is there an easy way to do so in ZOHO CRM? Thanks ina dvance
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