Response does not include refresh token
I have created a "server-based application". I ran the code on terminals. `` ` $ curl -X POST https://accounts.zoho.com/oauth/v2/token \ -F "grant_type = authentication_code" \ -F "client_id = {client_id}" \ -F "client_secret = {client_secret}" \ -F "redirect_uri
zoho.crm.searchRecords Help
Hello I am trying to write a custom function to return an Account. I am using a workflow to pass in a field populated with a string. I then seatch for an Accounts Record which has a match to the passed in value in the IG Sitecode field. the below
Android Call
Olá prezados. Queria saber se é possivel acionar chamadas do Zoho CRM para o celular android. Por favor , alguém poderia sanar essa duvida minha? Hello dear I would like to know if it is possible to call Zoho CRM calls to the android phone. Could someone
CRM tabs bar
Hi, It seems with the most recent CRM UI changes that the tab bar at the top leaves a lot of blank space to the right of the three-dot menu (to view additional modules) - see attached image. I only see this whilst CRM is loaded on a smaller monitor screen
Using Contacts module for vendor details instead of Vendors Module
Hi all, Im working with a new install of Zoho CRM (a blank slate). I want a simple CRM which contains Vendors, Contacts, Quotes modules. I need Vendors to be able to update their details. However, its cost prohibitive for us to purchase the additional
Filter Deals list by 3 oldest Modified Date
I'm creating a custom view in "deals". I ONLY want to show the oldest 3 deals based by the "Modified date" field. Can this be done?
Chris Kiadii talks marketing technology and implementing automation with Zoho’s suite of apps
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Chris Kiadii is the Founder, Co-owner of Atlanta Freshstart providing home service
Can we integrate internal ERP with Zoho?
Can we integrate internal ERP with Zoho, which would help in syncing contacts between Zoho CRM and our ERP.
Ability to Preview Attachments on a contacts page with Mouse Hover.
In CRM Attachments, please create the ability to preview the document or image files during a mouse-over hover and pop up window. If this isn't possible how about simply opening the file in a new browser window?? Having to download attachments to a hard
Pagination and Date Filter is Not Working in Zoho CRM V2 API
We are trying to get leads from our Zoho CRM using API version 2. We only need to get the last modified leads from our system. According to your documentation we have passed the parameters to request as follows We have to get the records which are updated/created on or after 2019-11-04T00:00:00+00:00 means after 12 AM on 4th Nov to 5th Nov 12 am. In our CRM there is last records which are updated/created on 24th October. After that no data is modifed and created still the response is showing all
How to Post XML leads into CRM
Hello All My lead services is offering the following XML as the lead format type for delivery over HTTP Post Can this be done? How is it done? I would like the leads to be put into the que for approval so they are not written directly to the database I have read the ZCRM FAQ and it is not clear to be at all how this can be done Any thoughts or comments would be welcomed. Thanks in advance. If someone could volunteer that is fine if you are looking for compensation to develop this for us we
Pricelist integration between books and CRM
For some reason priceless are not working on our CRM / Book integration. Any ideas. Please
User can't view attachments
I have just found that a user can't view attachments on a Deal that he is listed as the owner of. 1. The Deal was created by someone else. The creator and I can both download the attachments. I am an admin, the creator is not. 2. The attachments show
Simple way to get Auth Token?
Hello, I am creating a PHP application where I first need to have a user login (verify they have a Zoho account so I should get their Auth Token) I am having trouble understanding in the PHP example how I am supposed to call this: https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=Zoho CRM Username or Email ID&PASSWORD=Your Zoho CRM Password I am guessing I will need to use CURL and I will need to have the variables Username, Password, and Zoho CRM(which i am not sure
One page with two forms
In my site i am using zoho code. I have a form in sidebar which is working fine.But I want another form which will use same code and coming in popup by clicking three links on the site. But when i click on the popup link the form is coming but on validation
Including Details from Related Items in Email Template
I'd like to trigger an email if an account status changes to cancelled. That's the super easy part. What i'd like to also do is include information from any related potentials so that we know who the last potential owner was and how much that potential
Kaizen #56 - Upsert Records #API
Hello everyone! Welcome back to another week of Kaizen. In this post, we will discuss the Upsert Records API. 1. The purpose of upsert records API Using the upsert records API, you can either insert or update records in a module. When you fire an upsert
OAuth POST to generate Access Tokens blocked by CORS
Hey all, As the title suggests, I'm trying to set up an application that makes GET requests to my CRM. But I'm having issues getting past the OAuth token generation. I have no issues navigating to the authentication URL to grab the grant token, but once I've got the token, my application cannot POST to the auth URL to get the Access Token. I get this error: Response to preflight request doesn't pass access control check: No 'Access-Control-Allow-Origin' header is present on the requested resource.
Edition Based Limitations for Mail Merge
Hello everyone, The number of merges that can be performed will now depend on the subscribed edition. These changes have been brought into effect owning to the changes made by the Zoho Writer team. The new limits will be effective from November 1st 2020.
SIP / VoIP Integration with ZOHO CRM
Our company uses a SIP provider for telephony, we have SIP clients on iPhones, Computers, Software Apps etc. Now I want to configure ZOHO CRM so that ZOHO will also act as SIP client: make and receive calls, make notes of when somebody called, etc. What
Selecting Zip Code ranges
I am looking to write a report that filters on zip code ranges. For example, I want a report for all Contacts in Southern California, and another for all contacts in Northern California. I know the start and end zip codes, but apparently "Billing Code"
Description field limits character
After typing about 100 characters in the Description field, the box will not accept any more characters. Even when I expand the box on the lower right corner, the Description field is still locked and will not allow me to type more than the limited number of characters. The Description field's maximum characters is 30,000+, right? How do I get the Description Field to allow me to enter more data....
How can I show the Profit Margin on a quote
I want to be able to see the profit margin on the quotes. I created a field on the product so I can enter the cost of the item, but I'm stuck from here. I want the quote to calculate the total quote amount - cost - discounts. I would like the gross
Default value in custom multi line field
No option to add default value in custom multi line field??
Default value for multi-line field
It would be very nice, if ZOHO CRM would allow to set a default text in a multi-line field. There is no technical reason why this should not be possible. Please implement this!
Passing Lead from one CRM Instance to another
Hi there, another company linked to ours has got CRM setup - obviously we do too. I'd like to figure out the best way for them, when relevant / when they want, to 'transfer' the Lead they receive on their instance to our own CRM as Lead too. At the moment,
Working with ZoHo with subscription based business model
Hi, We have been happily using ZoHo for some time now. The only problem is that due to our subscription based business model, we cannot configure ZoHo to work optimally, since it is build around traditional business selling products. Ideally, we would
CRM api - Sales Order get_relatedlist_products
The docs appear to have conflicting information on related records: This https://www.zoho.com/crm/developer/docs/api/getrelatedrecords.html#Request_URL claims that all modules and lists are supported. But this https://www.zoho.com/crm/developer/docs/api/v2/get-related-records.html
Focus Group Webinars - Zoho CRM 2020 feature edition to build long-lasting customer relationships - Part 2
Hey everyone, Over the last month we covered half of Zoho CRM's 2020 feature edition release in a series of webinars. In these webinars, we covered new features that develop customer experience and insight. This month and next, we'll focus on features under the categories of CRM foundation and experience. All these features aim to collectively enhance and drive long-lasting customer relationships. We'll discuss use cases for each feature and how it fits into common business scenarios, and the challenges
Two Businesses / One CRM
I was wondering if anyone has had any experience running 2 complementary businesses / 2 different products... using the same database. Let me explain. 2 different products, 2 different brands.... targeting the same prospect companies and the same decision-makers. Option 1: Each lead/account would need to have one owner for each product, but the company details and contact details would be common to each. The task and event records could be separate or joined... really doesn't matter. Opportunities
Conditional field value selection
Is there any how I can make a pick list of a field dependent of the picked value in other field. Let's say I have multiple brands and I have to chose the product name and different brands have different products. I actually have 30+ brands and 20+ products
Is Empty Function Not Working Properly
39 relatedMetric = list(); 40 relatedMetric = zoho.crm.getRelatedRecords("Metrics","Deals",dealId); 41 if(relatedMetric.isEmpty() == false) { Value is empty and 'isEmpty' function cannot be appliedat lineNumber 41 Not sure why this is happening? it's
Show Meeting Notes in Deal
Hi, I want to show meeting notes from Client Meeting module to on Deal page under deal module. Below is the code - but i am getting error: Failed to execute function Argument type mismatch - Found 'TEXT' but Expected '[BIGINT]' for the function '756'
Delete User Attachments to free up space
Hello, I'm trying to figure out how to manage user data. Our reps are sending email with an attachment and it's creating a data storage issue that it not easily manageable from an admin level. The past week we've hit our limit twice and I've had to add
How to display how many paid invoices this current month?
Hi, As part of an analytics dashboard, I'm asked to display the amount of invoices that have been paid during the current month. I'm struggling already at the Invoice sub module level to have the relevant invoices. You can select Paid invoices view. Then I like to restrict to only invoice which payment date is the current month. I can't see a filter for that. I can't use Modified time or Activity time date filter because old invoices are modified after payment. In the Analytics dashboard / components,
How to Search Email and Attachments in Zoho CRM?
How do I search emails that are tracked to Zoho CRM (via Outlook Plugin) and documents that are attached to CRM? When I use the search function I do not seem to be able to get these as results. I apologize if this is something fairly obvious, but I
Workflow Question - Creating New Task from Closed Task
Hello, I'm working at setting up workflows in Zoho crm. Is there a way to create a new task after another one is closed? In this scenario no record is created or edited. The scenario would be that when Task A is closed Task B is automatically created. Is this possible? -Michael Pierce michael.pierce@constructionei.com
Send data from Wordpress Forms to Zoho CRM with webhooks
Hi, Do you know how to send data from Wordpress forms to Zoho CRM modules using the webhook on Wordpress? Creating webforms on Zoho CRM is not an option because the wordpress are already active and it is not desired to change them. Do I need to be generating AuthTokens with the V2 (https://www.zoho.com/crm/developer/docs/api/oauth-overview.html) or how it can be done? Thanks.
Mass remove contacts from campaigns
Is there any way, within Zoho CRM, of mass removing contacts or leads from a campaign? It's possible to bulk add contacts to a campaign, either from a contact view or from the contact related list in the campaign. But the only way to remove them is one
Zoho CRM for Facebook - Connect with your Customers!
After the release of the LinkedIn Integration, we now bring to you Zoho CRM for Facebook. Facebook, a social networking tool has its presence in the corporate world also. It is another great way to connect to customers and build business relationships. Keeping that in mind, with Zoho CRM for Facebook, we've brought the Facebook profiles of leads' and contacts' inside your Zoho CRM account. All you need to do is, associate Facebook profiles to your leads and contacts to connect socially with the customers
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