create an event automatically
Hi everybody i have an agency of guide tourist and i adapt zoho to my necessity, the lead compile a form after i call him and i convert it in a potential client i create a quotation with the products (tour proposition) and i wait for the answer when i receive the positive answer i convert it in a sales order and in this moment i need to create also an event in the calendar. How i can do this? there is the possibility to automatically create it from the data of the sales order? i need of a calendar
unable to connect imap
I'm trying to configure the new Sales IN Box feature in ZOHO CRM. I've gone thru all the steps. I've added the SPF and DKIM keys and tested. I've got the right connection info to my server and account. When I try to complete the connection the page will say "Authenticating" for quite some time then finally says "Server Disconnect". I'm lost as to what to do next. Any help appreciated. Kerry
Daily workflow trigger
Is there any way to trigger a workflow daily? Right now, I only see the option of "Every Month" or "Every year". Should I be using another tool to do this? Thanks
Marketing/Sales Pipeline for Job Shop Manufacturer
We are a job shop metal manufacturer that deals mostly in; identifying > qualifying Leads > receiving RFQ's > Follow Up RFQ's > Win or Loss of RFQ. There isn't much room for negotiation. I'd like to find out how to edit the chart for both marketing AND sales so that our sales & marketing team can see how much Unrealized Opportunity (not yet realized as RFQ's - but like estimated annual metal spend) exist from our marketing efforts and then how those opportunities travel through a sales funnel
Related Lists Update for Notes and Everything Else
I don't understand this related lists update API. So reading this part it looks like the related module updates are limited to only "Campaigns - to - Leads, Contacts AND Products - to - Leads, Accounts,Contacts, Potentials, Price Books" So what about Notes, tasks, etc. and everything else that's related? When I try to do a PUT on /v2/Contacts/123/Notes it says incorrect module name. What am I doing wrong? Is there a standard way to change associations to ALL existing modules even though they have
Webhooks - Word of the day #35
Webhooks facilitates communication with third-party applications by sending instant web notifications every time an event occurs in Zoho CRM. With Webhooks, you can configure HTTP URLs and associate them in workflow rules to automate the entire notification process. For general information about Webhooks, please refer to webhooks.org. Here's a knowledge-base article on Webhooks workflow. Check this video on Webhooks in Zoho CRM by Nuanced IT. Previous 'Word of the Day': Field Updates Next 'Word of
Power of a Birthday Wish as Client Nurturing
I don't think I'll make a revelation by saying how heartwarming and personal it would be for a client, whether existing or potential, to receive a birthday wish. Zoho seems to have the means but I cannot find info on taking the full advantage of them. In my vision, I'd set an annual template congratulating the client, along with cute graphics, warm wishes, and a little gift of a discount or a freebie. It would cycle throughout the year on auto-pilot bt at the end of the year I'd refresh the template
Create a REAL lookup field
Is there a way to bring other information from a lookup field into a new record? I have a form called Site where I record the information about a Site I service. I also have a form called Work Order, where I find the Site in a Lookup Field that the Work Order is for. When I use the lookup field in the Work Order it does me no good since it doesn't bring across any of the other information from the Site record. Is there an easy way to get Zoho to carry other fields into a child form when you use
What are the correct association set-ups between products campaigns and invoices?
Is there a guide that shows which associations affect which features in what way? My confusion comes from the following: In ZohoCRM we have the ability to take a product and associate it to a contact. We can also take a product and associate it to a deal. We can take a campaign and associate it to a deal… and we can also take a campaign and associate it to a contact. Furthermore we can take a product and associate it to a campaign… and countless other possibilities I couldn't find any tutorials to
Anyone found a way to include prefix and suffix in full name
Our client base has spent years earning their respective designations in their fields. We want to have that information included in the full name that is displayed when sending emails. Zoho says no go for full name to include prefix of suffix. Anyone have a work around? I would ideally like it to work in the campaigns module as well, but they just have a check box for full name.
Invoices without lineitems/products
Hi there, I've just started developing with the rest api and I am very confused. Based on the api documentation, "Invoices" should be useable module name. however it is not. response is always invalid module name. via Meta Data Api i figured out, that the invoice module uses the api name CustomModule5001. Which is very confusing, but if I need to guess, I'd think it is because of the zohoBooks integration. The real issue is, that I cant find any way to create an invoice with items/products. According
Field Updates - Word of the day #34
The Field Update option in Zoho CRM helps you to update certain field values in the records automatically, when the associated workflow rule is triggered. Here's a knowledge-base article on how to automatically update fields. Check this video where Mandy Cagle, from Zoho CRM on-boarding team, explains how to automatically perform activities when workflow rule is triggered. Previous 'Word of the Day': Tasks Next 'Word of the Day': Webhooks
Tasks - Word of the day #33
Workflow Tasks are among the actions associated to a workflow rule. A task is an activity that is assigned to a user. When you associate a workflow task to a workflow rule, it is automatically assigned to the user when the rule is triggered for the records that meet the rule's criteria. Here's a knowledge-base article on creating workflow tasks. Check this video from Lebertech Technology Solutions on Tasks in Zoho CRM. Previous 'Word of the Day': Email Notifications Next 'Word of the Day': Field
Custom Quotes Mail Merge
We have a requirement to create a custom mail merge with data from Quotes. This would require the quote relevant to the contact to be selected and line item data from that quote to be displayed. We will need to employ a person who has the skills to do this. Where do we go to source such a person?
Add more options to customize columns in a Related List
"To customize columns in a Related List: Log in to Zoho CRM with Administrator privileges. Click Setup > Tab Settings > Related List Columns. In the Related List Columns page, select the module from the Modules List. Select the fields from the Available Columns that you want to be displayed in the Related List. Click (arrow icon) to move the selected fields to the Selected Columns list. Click Save." Please add the option to customize "notes, Stage & Open/Closed Activities" aswel.
Visits summary is locked
The "Visits Summary" section on my lead pages has a lock on all the fields. How can I remove those?
ZOHO CRM - Associate multiple contacts to one account
Hi. We love Zoho and have been using it for a couple months now. I am wondering if I can add multiple contacts under one account. We are a construction company that deal with multiple contacts within one company/Account. Please let me know at your earliest convenience... Brad
Documentation
The documentation online is always worst. We've been complaining about this a decade ago to improve with no actions. I had to spent hours with Chat support to fix issues with no solutions yet.
What happen if I dowgrade to free account with my CRM ?
Thanks for opening and following up this topic. I have a similar question : I have been on a paid account for 2 years. All my team was also on paid accounts. Down the company is dowgrading. There is only me left in the organisation. I am still paying
does anyone have the problem of using 1 whatsapp number for multiple agents?
1 part of the problem is that it costs a lot of money per agent. i'm trying to find a solution. i already made a code that unable user to send messages to contacts (i'm struggling in the receiving side) help
How to create contacts for all accounts in bulk
So, zohocrm campaigns only really works with leads and contacts. I need to do account based marketing and thus the only hacky option I see is to create dummy contacts for all accounts. How do I do this at once and not individually?
Blueprint Timeline from Another Field
Hello, we love the blueprints feature, however I would like to see the 'Progress Bar' (Not sure what you call it) even if we are not using the default stages field for transitions. For example, the below blueprint is built off of the default stages, and
How to estimate your revenue every quarter using Zoho CRM.
Let's see how to estimate your revenue every quarter using Zoho CRM. I'm sure you want to stay on top of things and keep a tab on revenue flow and also forecast future revenue. Most of the business decisions are based on this data. In recent times, we have been making constant upgrades to our Dashboards module. Today we would be using Dashboards to help us get this data. Click on the Dashboards module in Zoho CRM. You'll find this under ''Analytics''. Click on Add Component. Click on ''Comparator '
Account Created via CRM Not Found (for 20-40 seconds)
When I create an account object via the CRM, I receive the JSON object with the proper Zoho ID. However, this newly created object IS NOT in my zoho accounts (I have to keep hitting Search/Refresh) for about 20-40 seconds, and then the new object appears. More troubling is the following code (pseud code): record = crm.find(some_id) if (record == null) record = crm.create(...) console.log(record); /* some_id is shown here */ If I re-execute the code, the "crm.find(some_id)" will return null (again)
Email Notifications - Word of the day #32
Email Notifications are among the actions associated to a workflow rule. They are email alerts that are sent to leads/contacts and users in the organization. When you associate an email notification to a workflow rule, the selected email is automatically sent to the chosen recipients when the rule is triggered for records meeting the criteria specified in the rule. Here's a knowledge-base article on setting up email notifications. Check this video from Paul Nicholson to learn how to set up an automated
Issue with If, And statement "Incorrect type of data argument"
Can you take a look and tell me what I am doing wrong? I'd like to add additional conditions to the simple formula, but my attempt at adding "And" is causing the error "Incorrect type of data argument" Unsure of what I did wrong.... This formula works fine: Works If(Contains(${Potentials.Work Category},'Generator Installation'),Concat('Provide and Install a ',${Potentials.Generator Brand},' ',${Potentials.Generator Size},' ',${Potentials.Generator Fuel Type},' Powered ',${Potentials.Phase},'v generator.
Sending template email through scheduled functions
Hi all, I want to write a scheduled functions, which will run at 7pm, such that it goes through all contacts, and if the contact record is updated between 3pm and 6pm, and the contact status = x, then email template A will be triggered for the contact, and if the contact status = y, then email template B will be triggered. In either case, a notification will be sent to cliq on channel "crm-updates" stating that "email <A/B> was send to <ContactName> at 7pm" I know how to iterate through the contacts
Customizing Email Templates in CRM
Ive created an email in CRM templates and added a button to click but the button is green. I would like to change the color to coordinate with our branding but can not located anywhere to do this. As an alternative I tried uploading a image file to use but it will not format the image appropriately to use. Any suggestions on how to customize the button color?
Link an email message to a Potential
Zoho Is there any way possible that you can add a feature that will allow me to link an email to a Potential when the email is to or from someone who is not a Contact of the Account associated with the Potential. The inability to do this is killing me timewise and making Zoho CRM nearly impossible for me to stay in. I am a Professional subscriber to Zoho CRM. I use gmail as my primary email and I have installed the apps/extensions that integrate my gmail messages to and from Zoho CRM Contacts so
Creating an event in CRM with several guests
When I create an event in CRM (say an online meeting) I can add people one by one but once it is done it tells me how many people I invited, but not who they are. It would be useful to be able to check this before sending. Also, it wouldbe really useful to be able to create an event to a list view, so i goes to several people (just the same as sending emails)... Thank you!
Fatal error with search record by an email
Hi guys I need a function to check if the email is already added in Contacts module. It works OK if the email exists. It gives a fatal error if the email does not exists. Here is the code: public function searchRecordsByEmail() { $moduleIns = ZCRMRestClient::getInstance()->getModuleInstance("Contacts"); // To get module instance $email="email@domain.com";//email id to search for $page=1;//page number $perPage=200;//records per page $response = $moduleIns->searchRecordsByEmail($email,
CRM Quote PDF Export - Is it possible to hide products fields that are not populated?
Hello! I hope I can explain this clearly, I am still learning a lot and have a question. I am working on a Quote Module PDF export template and have added some fields that are getting added to manage parts of certain products -- but in some of those products the fields are not populated and have no relevant info to populate. The end result I am getting is that when I generate that PDF, the products that have those empty fields end up having empty fields in the quote. I am wondering if it is possible
Matrix report issue
Please help me I am trying to do a matrix report like the image below. I have used this report before but now when i go in to customise it differently on the "specify your column heading" And i want to select product it doesn't appear there anymore?? I have tried a range of different selections when i try to create report. Product does appear under Specify your row heading (but i want the row selection to be account name) I hope you can help with with this issue thank you Jeremy - +61 (0) 420 818
Creating a recurring task through workflows
Under the leads module we have a field called 'Quote Live?' - this is a mandatory field and upon creation the user will select 'Yes' (given it's a new lead); I want to create a workflow whereby an automatic, recurring task is created that'll prompt the user to contact the lead every 7 days but I'm at a loss at how to do this. There doesn't seem to be any obvious option when I'm trying to create the workflow rule - last modified time / activity etc doesn't seem relevant as the relevant data ('Yes')
Work Flow Rule To Change Layout?
Hello All! Can one create a workflow rule so when a user creates a new Account, Contact or Opportunity (Deal) it will 'default' to a custom layout? Thanks! Bobby
ZOHO COQL: Order By Picklist type field
Hello. I am extremely confused about the "ORDER BY" implementation in the Zoho COQL. Can you please help me to sort the results? I am using Zoho REST API: https://www.zohoapis.com/crm/v2/coql Here is my query: { "select_query": "select Amount,Stage,Type FROM Deals WHERE Owner is null OR Owner is not null ORDER BY Amount ASC" } And the result is: { "data": [ { "Type": "Existing Business", "Amount": 25000, "Stage": "Proposal/Price Quote", "id": "4197230000000241287"
Invalid oauth token
I am trying to add user in crm using API. but it shows {"message": "invalid oauth token"}. how can I solve this issue?
Workflow - Word of the day #31
A workflow is a series of steps (tasks, events, interactions, activities) necessary to complete a business work process. In a sequential workflow, each step is necessary to be completed before the next step can be started; in a parallel workflow, two or more steps can occur simultaneously. Here's a knowledge-base article on how to set up the Workflow rules in Zoho CRM. Check this quick video on Workflow rules. Previous 'Word of the Day': Blueprint Next 'Word of the Day': Email Notifications
Why don't I have Zoho Blueprints?
Every piece of Zoho official documentation I can find just shows the blueprints option in the setup screen. However, even after purchasing a month of Zoho CRM I'm unable to find blueprints from these options. What do I need to do to get blueprints and why is this so difficult? It should just be there. If it's a paid extra, have me click to pay upon clicking the option from setup. Who's in charge of this? Why isn't this the present workflow?
Migration to Zoho CRM API version 2 is a BIG PAIN!!!
I have been working on it for 2 days with a zoho support engineer and it's still not done!!! Zoho engineers are useless and have no ready made answers!!! I see no benefits in this new API, only PAIN, PAIN PAIN!!! Zoho - are you interested in making customer's lives easier or Harder????
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