Update order sale amount with the amount of the Deal
Hello, I would like that when I create a sales order, the amount would be automatically updated with the amount of the Deal. in order to do so, I would like to have a workflow rule in the sales order module: when sales order is created; when amount is empty or 0; then update the amount of the sales order with the amount of its linked Deal. Thank you
Follow up calls with CRM
Hello everyone, I'd like to know if we can follow up our calls with the CRM. I watched some videos on YouTube but in vain. What I mean by follow up, is to know: how many calls I passed today/this week/this month and throughout all the calls (of leads) I did, how many of them have I achieved to convert into "customers"? It would be nice for example to know this... Let's say I called today 25 leads and 5-6 of them wanted our services so they became customers. If anybody knows, thanks in advance for
Zoho form as a "Web Tab" in Zoho CRM
I was trying to use a zoho form as a "Web Tab" in zoho crm. I used the permalink from zoho forms > share It did make a tab and I could see my form but when i tried to fill it out, the dropdowns were not readable except for the very end of a longer choice. on one question what can i do to make this work right?
Step-by-step Setup and Best Practices for New Admin
I am going to echo something similar to what several others have posted. I'm trying to find a step-by-step guide for administrators to set up a new Zoho system, and associated best practices. There are several videos, and documentation of features, if I know what to look for. I am tech savvy, but short on time to prove this system to our President. A Quick Start walk-through of a sample company would make life a lot easier for many folks. I'm looking for something like: Step 1: Establish personal
How to Create a link or Reciprocal between Contacts/Leads etc
I'm just wanting to know if anyone has been able to create a setup within Zoho to create a reciprocal or link for contacts and or links. In my old CRM it had a section that allowed me to link people in my database. For example, I could link Husband/Wife, Uncle/Nephew, Uncle/Niece, Friend/Friend etc, When I set the link up on one persons file it would automatically set up the relationship in the other persons file without me having to go to the other file. This would allow me to see the circle
Workflow Triggered by Field Update
I'm trying to build a workflow that triggers only if certain fields are updated, which is a native function. The issue is that we are limited to 3 fields. I have more fields that could trigger this workflow, but don't want it to trigger on any edit to the account record. Is there any way that we can add more fields to the condition?
DKIM settings error with 123-Reg
Hi I am not quite sure what I am doing wrong. In CRM Plus Email Channel I have setup IMAP email (domain in 123-reg, email in Microsoft Office 365). But the Credentials have failed. I believe it's because I need to verify the email DNS settings. In Email Deliverability it ask that I need to Validate records. I have copied the SPF details into 123-reg DNS settings and this has been verified successfully. However, when I copy in the DKIM (as a TXT/SPF type), Zoho states DKIM record missing. Please
Web Form Automatic Approval
Thanks God For Every Second!! Is there a way (Using Custom Function) to automatically aprrove the duplicate records created via a web Form? maybe a way to authorize the form submission to activate workflows?
custom form when converting a lead (and creating a deal)
Hello, When I convert a deal to a contact and create a deal by clicking on checkbox, is it possible to customize fields in the conversion form ? For example I need to remove the field amount and replace it by another field. Thanks
How to auto populate the record into Zoho CRM from the Widget button
Initially, I added some custom fields in the deals module in Zoho CRM and then I created a widget as a "button" in the deals of the Zoho CRM. I tried to auto populate the record into Zoho CRM from the Widget button. But, I don't know how to do write a script for this. Can anyone help me to give a suggestion for this?
Extension Pointers #7: Build third-party integrations by incorporating Custom variables into Widgets
There are currently a number of third-party applications that can be integrated with Zoho CRM to help improve the existing functionality of the product. Amongst this diverse collection, there are certain applications that only support API key forms for
Free for 10 users
Hello, I just join as there was many great reviews online about Zoho. I work for a small company and will be the only user, so I choose Zoho which offers a free version. While joining it mention that I have access to a free version for 15 days only. Would you please let me know if a 1 user free version exists or I will have to pay after 15 days, otherwise I will pick another free CRM. Thanks Sabine
Unable to send email from account
error -> https://crm.zoho.com/crm/org697796341/tab/Potentials/4234456000000481412/send-mail?action=compose&entEmail= please advise ASAP!
Looking For Two Different Pipelines
We've already customized the stages of our Deals to reflect the process that our leads go through from start to closing. However, we have two types of leads that have very different timelines. Type B has at least five different stages that Type A doesn't go through, but we still need to keep track of them, and Zoho doesn't allow you to create multiple pipelines. I was wondering if anyone has ever had a similar issue, and how they resolved it?
Adding Office 365 email details and MFA
Hi We are trying to set up access for integration from Zoho CRM to our Email account (office 365) When doing this from the ZohoCRM Portal we always get the credential error issue even though I know the password is correct. (we are setting it up per the guide and using IMAP) On some reading - I believe we have to use App Passwords from Azure \ Office 365? but App Passwords are to be retired and are extremely unsecure. So is there any other way to use this integration? Why doesn't ZoHo CRM Support
Workflow rule not triggering Custom Function when Lead is created via APIs
Hi, I'm setting up a CRM account for a client and am having problems with Workflow rules triggering a custom function when a Lead is created using the APIs. To explain, I've setup a Custom function, which accepts an ID of a lead, this function updates a field in the lead depending on the field in one of the fields in this new lead. I've tested the Custom Function and its working as expected. I've created a Workflow rule which triggers the Custom Function on Create/Edit of a Lead. I also have a update
Formula Fields - Word of the day #61
The Zoho CRM formula fields enable you to define fields that can populate dynamically calculated data based on the values returned from other standard or custom fields. For instance, an insurance company may need to determine if the provided date of birth (by policy holders), confirms their eligibility to own a policy based on their present age. Here are few examples of Formula Fields Here's a knowledge-base article on working with Formula field. Watch this video from Ethical Technology where he
CTI Integration with Alcatel
Hello, We are evaluating Zoho CRM but we want to know if there is any plan to integrate it with Alcatel PBX.
max upload images in Product Module
In Products, on upper left I can upload image,and create a second one also in the edit part. Is there an 3rd party app/prog which can handle upto 6 images ?? in Products ? Where is the upper left and edit images located in Zoho files? William
ZohoOAuthException, Can't generating Access token from Grant token
Hello, here my code : PHP SDK for Zoho API function __construct() { $configuration = [ 'client_id' => '***', 'client_secret' => '***', 'redirect_uri' => 'www.zohoapis.eu', 'currentUserEmail' => '***', 'token_persistence_path' => '***', 'applicationLogFilePath ' => '***', ]; $http = new Client(); $response = $http->post('https://accounts.zoho.eu/oauth/v2/token', [ 'code' => '***',
Using current timestamp in a function
I have a function that changes layout based on certain values, which works fine with a schedule. I added another field to be updated with a timestamp. Function is saved successfully but it's not working, but it also doesn't return any errors: This is the line I changed: {"Layout":"3253392000000154479","Automation_ran_at":zoho.currenttime}); zoho.currenttime seems not to work, I also tried using now(), or just now but no luck either
Please tell me the problem with this formula
If(${Sales Orders.SKU Name} == '5 Days',Adddate(${Sales Orders.Order Date},30,'DAY'),NOW())) Please tell me the issue with the formula and why it keeps giving multiple kind of errors like " Missing Braces" and Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make sure your fields are formatted like this: ${Module Name.Field Name}.
Issue with API File Upload
Hi, I'm having an issue with the File Upload request using the API. I'm able to create a contact and link that to a potential (Loan Application), but when uploading the file, it simply returns 'True' rather than the expected reponse in the API Documentation: https://www.zoho.com/crm/developer/docs/api/upload-attachment.html The true response implies the request was successful, however it is not linking to the Loan Application. The PHP code is shown below: $loan_application_ID = $data["data"][0]['details']["id"];
Customer Service within CRM
Dear community, You might agree that CRM should also have a component for Customer Service, which is the built in module "Cases". However, we need more option to implement an intuitive app for customer service within CRM. Part of that, does anyone has an idea or did create a checklist within the module for Agent troubleshooting process? I know we have Zoho Desk, but is not convenient to keep switching between 2 applications by users. Thanks!
Trigger Workflow based on start date for a certain number of days
Hi, I sell courses online which has a start date and end date. I want to trigger the workflow daily from the start date to the end date to send information about the meeting links. Please advise on how can i do this.
Import Calls - Zoho CRM - Does not import Account and Contact information
Can anyone help? I want to use Zoho for my business and have migrated some sample Accounts and sample Contacts related to those Accounts using the import tools, without any problems. I have then tried to migrate the Calls related to those Accounts and Contacts and keep hitting a problem: I am able to import the Calls but the related Account and Contact information does not import so I am left with Calls that are not related. The Account (Related To) and Contact fields remain blank! To check that
Omnichannel Communication - Word of the day #60
Zoho CRM allows you to converse in real-time with customers and prospects through any channel of communication. You'll get notified when someone interacts with your brand—whether they're browsing your website, reading an email, or talking about your brand on social media. Learn more. Check this video on performing omnichannel communication with Zoho CRM. Previous 'Word of the Day': GDPR Next 'Word of the Day': Formula Fields
Multi-select lookup field in professional edition
Hello, I am trying to create a Multi-select lookup field but I cannot find the field type. I am using professional edition so I wonder if there are any restrictions to Multi-select lookup field for the different editions. Otherwise, why can't I see the Multi-select lookup field in the list of available custom fields? Thank you in advance, Karl
Portal - Custom View & Search Options
Hello All: I want to post an idea or more of a feature request with regard to Portal. Currently, there is no option to set a Custom View nor is there an option to perform a search. When you start to accumulate records this becomes very challenging to scroll through hundreds of records to find the operative one. Please provide these additional functionalities to the Portal. One of the two would be helpful but both options would be preferred. Thanks Zoho! Lysandra Owen Project1Done
Zoho CRM 2020 Feature Edition - Post Four
Zoho CRM 2020 Feature Edition - Post Three Improve work environment for your employees Your employees may spend a considerable amount of time skimming data, like customer interactions, emails, events, campaigns, and calls to accomplish their daily activities. Their work can be made easier if your CRM can provide active assistance. Our new set of features are directed to empower your workforce. Zoho CRM Analytics App: Dashboards can be viewed in the CRM mobile app. Teams can have a better control
Zoho CRM 2020 Feature Edition - Post Three
Continued from Zoho CRM 2020 Feature Release - Post Two Evaluate how your business processes are performing Most organizations use different processes to accomplish important activities, such as prospecting, following up on potential opportunities, customer
Zoho CRM 2020 Feature Edition - Post Two
Continued from Zoho CRM 2020 Feature Release Post one Offer a personalized selling experience The basis of personalized selling is in understanding your customers' behavior and choices, so you can pitch them the right products. Depending on your customer base and the size of your organization, it can take months or even years of monitoring to learn about their likes and dislikes. Parameters like business growth, client base expansion, and other factors will play a major role in reshaping your existing
Zoho CRM 2020 Feature Edition - Post One
The much awaited Zoho CRM 2020 feature edition is here! Our exciting new set of features will help you to: Understand customers' expectations Offer a personalized selling experience Evaluate how your business processes are performing Improve work environment of your employees Download the help documents and read more about the 2020 features here. Understand customers' expectations Businesses are now more focused on understanding customers' behavior and putting their interests first in order to
Webform auto-response rules not working
Hi All, I have a webform on my website that automatically generate leads from the inquiries. I want to set up an auto-response rule to send every new lead from this form an email receipt. My auto-reponse rule sets the criteria as "none” and contains an email template. However, after activating the rule no receipt email has been sent out yet to the new leads. Any idea how to get it working? Thank you!
Arithmetic on Fields in Custom Inventory Templates (e.g. Quote Template)
What is required is to do conditional calculations & simple arithmetic on product prices inside the quote template itself: 1. Already have all the data I need inside Zoho fields including formula fields as needed. 2. Constructed a Quote Template (from Inventory template) 3. Works fine if I simply take existing values. Except, I may wish to do some basic arithmetic for display purposes only on the quote. 4. For example, split the amounts shown by dividing the line item price or totals. We collect
Update field name with same value as auto-number field
Hello, Thanks in advanced for your help. In DEALS module, I have two fields. Nº Oportunidad (autonumber field) --> generates a number when deal is created Nombre de Oportunidad (single line mandatory field) --> is actually the name of the deal. I need a function that updates automatically "Nombre de Oportunidad" with the same autonumber Nº Oportunidad once is created. Thank you
Why can't I get all the data from Sendinblue to my Zoho CRM?
Hi, I tried to integrate Sendinblue and Zoho CRM and when I sync the data, I just get the e-mail and not all of the fields I have in Sendinblue. How can I personalize the fields or what can I do to get all the data?
Mapping fields from Accounts to Contacts
Hey, I have the same fields - company name in accounts and contacts. So whenever I create a new account I can also quickly create a new contact to this specific account. Unfortunately, company name doesn't travel to my account. Is there any possibility to quickly map them so whenever I create a new account and add a contact, company name is associated to this one contact and appear in this contact. It seems to be an easy thing but I can't find any option to link them together. Any help would be much
GDPR - Word of the day #59
General Data Protection Regulation (GDPR) is a new set of rules designed to provide EU residents control over how their personal data can be used by companies across the globe. At its core, these rules aim to protect the data of its EU residents. This means that organizations need to be well aware of the impact that this will have on individuals and businesses who deal with EU residents' personal data. One also needs to be well-prepared to follow consistent data protection compliance requirements.
Are we able to edit each of the quick create to capture different data.
Hi I've been searching the wiki and forums, and now need to place this question. Are we able to edit each of the "quick create" to capture different data than the ones listed created by Zoho. At the moment the minimum "quick create" is not necessarily relevant for us to capture. Our company requires different information to capture for a certain number of the "quick create" entries. Any help from other users greatly appreciated. thanks in advance to the Zoho team.
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