ENTERPRISE DOWN
The Zoho crm web page is not working. It seems to be a javascript problem as we could see in the console. The case is that we can't make any change in the leads nor call to our customers
Wordpress & Zoho CRM
Hello, I am looking for a simple and effective way to capture contact information from leads generated on my Wordpress website. I want to be able to make the form look how I want it, the form builder in Zoho CRM is a bit too simple, so I am looking for other options. What options do I have for creating Web Forms, having them on my Wordpress site, and pushing that information inputted to Zoho CRM? Is there a major Wordpress Plugin that people use? Does Wordpress simply require a link or a line of
Forms recommendation please - Zoho CRM Webform vs Zoho Form vs Contact Form 7 vs Unbounce
We're just getting up and running with Zoho CRM. Our initial aim is to setup and start monitoring our lead generation, in particualr PPC adwords from conversion through to paid work so we can monitor our ROI on individual keywords. After this we can slowly add on other CRM aspects into our business. - Our current website 'Wordpress' forms are created using the free Contact Form 7 plugin (They look good and work well). Though won't natively talk to Zoho. The Zoho CRM web forms - Dont look great and
Is "web to lead" forms and "opt out" compatible with Wordpress website platform?
I am moving my website to a wordpress platform. I want to be able to use the above features but I first want to make sure Zoho CRM and wordpress are compatible here. When I did some digging in the archives here it seems that back in 2007, worpress did NOT support <iframe> so web to lead forms did not work. Does it work now? Thanks much
Updates in Email and Inventory templates: Cloning across modules, setting default font, and more
Hello everyone, We have introduced the following enhancements in email templates: Cloning templates across modules Email templates can now be cloned across modules. For example, a template present in the Leads module can be cloned to the Contacts module. The unsupported merge fields in a template will be marked in red. You can select and replace them with a suitable field or remove them from your template. Set default font You can specify a font of your choice as default for all the email templates.
Unable to Import Shipping Fields in Feeds
Currently creating a series of Zoho Feeds for my company to pull information from a WooCommerce form. Seems that no matter what I do it is not importing the information from the WooCommerce form into any of my Zoho CRM objects. Please let me know what I am doing wrong.
Mark Quote Stage As Sent After Emailing Quote
Hi, Getting consultants to keep the quote stage / potential stage updated is quite a challenge. I would like to automate marking the stage from "Draft" to "Sent" after a quote has been emailed through the CRM. Has anyone come up with a solution on this? In my opinion, these are absolute key features that should exist: 1. Macros should also be available in the quote module. The macro could then handle the emailing of quote and marking the stage as "Sent". 2. Macros should include the ability to attach
Add encryption function to module Formula field
Sometimes we want to use a field value in a url or form and not show its actual value to the user. For example: https://myzohoform.myzohoorganization.com/?&subscriber=joeblow@me.com&provider=suzie@experts.com What if I dont want to expose "suzie@experts.com"?
Using Zoho CRM's Python SDK to fetch all records on a module, including lookup fields and related fields.
Hi everyone. So I've been having a tonne of fun using Zoho's APIs to fetch and update records to make any necessary changes to records, saving me a lot of manual effort. However, some limitations I seem to notice with the Python sdk's "get_records" function is that: - A field value only appears if it's actually populated, - Related fields to that module do not show up. - Lookup fields do not show up. I'm wondering if there's any way to force all of the above to show. Basically, I want to input
C# MVC: UriFormatException: Invalid URI: The format of the URI could not be determined
Hi there, im getting the error "UriFormatException: Invalid URI: The format of the URI could not be determined". This is happening on line 55 of code below, which is "APIResponse response = restClient.GetOrganizationDetails();" This is my code: Can anyone see what might be going wrong? I've been trying to find what the URI is that its breaking on but can't find any mention of it in the stack trace. Much appreciated, Sarah.
Zapier / Zoho CRM new version is bad - can't update accounts
Hi I am writing to inform the zapier integration team that the new integration is much worse than the old integration. There is no possibility to update anything except leads and contacts. Where once we had the ability to Create/Update Module Entry - it is now just CREATE without option to update. For example it is no longer possible to UPDATE Accounts. Also if you wanted to either update or create lead, then you would need to write a complex Zap integration with branching (which btw is more
Checklists
I really need to be able to create a checklist under a deal. This checklist needs to be unique to each deal, so from my understanding creating one in Blueprint doesn't help. We handmake all of the products we sell and I would like to be able to create a quick checklist of what products are in the deal, so that we can check them off when they are completed. The product related list is close, but doesn't allow us to track when the product has been made. We do not have the enterprise addition, so
How to create a scheduled custom function
Hi Team - I am aware there is a Schedules in CRM so we can run daily custom functions. I tried writing a custom function but I am not successful in running a Schedule. I need to run a Schedule so that my Ageing in Days field for Deals gets updated on a daily basis. Can someone point me to the correct syntax for running Schedules? I tried running a workflow that triggers a custom function during modified time but it only runs once. I need that Ageing in Days to be updated on a daily basis. Any help
BUG: Custom Function failing with basic getRecordById function
Anyone else out there getting an internal error when they run a getDetailsById? Found issue this morning and it's crippling us. Code: details = zoho.crm.getRecordById("Products",id); info details;
Mass email function not working
Hello We have ZOHO Professional and plan on using this CRM to organise large volumes of students, we need to be able to send mass communications to groups of different students based on their qualification and company etc. From the Deals tab (we have customised this to contain students instead of deals) we have tried to send mass emails based on specific company criteria but every time it doesnt work- I get the below message sent to my email. Could someone please help? We set up the criteria, attach
SalesInBox when SENT through ZOHO CRM
So, my small company works with other small companies and recommends CRM systems. We are testing out ZOHO which APPEARS to have wonderful features YET I run into some issues which cause some of us to start MISTRUSTING the system. An example for the community's comments and ideas are: I was told that SalesInBox and its SENT folder will NOT contain SENT items from ZOHO CRM. I find that odd - such as whats the point of it then? HOW DO YOU USE SAlesInBox AND do you feel it delivers the emails with
Custom ZOHO modules access
How can I access (read, insert data) non-standard (custom) modules? I try to insert data to custom module and get an error response: {"code":"INVALID_MODULE","details":{},"message":"the module name given seems to be invalid","status":"error"} I guess it's because I don't know how to set the scope to acces the module. Module, which I want to acces is called CustomModule2, but when I try to set is in the scope on generating a grant token I get an error When I set scope as ZohoCRM.modules.ALL or ZohoCRM.modules.Custom.ALL
Zoho for Mortgage Consultants
Hi there, I found a link on line suggesting that Zoho could be used for Mortgage Consultants. Does anyone know if there is a specific template for this? Many thanks, Carolyn
Conditional Default Fields
Hi there, I'd like to define default values for a number of fields (let's say 10) based on 2 other fields (Opportunity Type and a custom field). There are 4 different values in our custom field that drive the change in default values of the other 10 - but because every opportunity is different, I need to be able to change the field. Example. If Type = "Standard" then Fields 1-5 are "Yes" but I need to be able to change Field 3 to "No" and Field 4 to "Yes - Red".
Receiving 500 Server Error when fetching certain deals
Hi Guys, We are encountering strange behaviour with the Zoho SDK. Everything has been working so far but now I just created a new Deal to test our code with and we are now encountering a 500 server error when attempting to fetch that Deal. (simple getRecord) We have two applications (deals) that are pretty much the same. One works and returns the ZCRMRecord while the other returns a 500 Internal Server Error. The first application that is working is 4111341000006299048 The second application that
Add Product to Account and Contact on lead converstion
Hi, Currently, when I add a product using the related list to a lead and I then convert the lead, the product only maps/carries over to the deal, is there a way where it can also copy over to the account and maybe even the contact.
Contacts permission set up for different users
Hi Everybody, I would like to set up like standard users to be able to enter their contacts or other information, which will not be shared with other users of different team since we have users from different team on CRM. I wouldn't want the contact lists of our team to be seen by different users of other team. Thanks
Multi-Currency is here!
Hello! Are you using the Enterprise Edition in Zoho CRM? Yes? Then you have a new reason to rejoice and make the most of your CRM account by activating the latest new feature in Zoho CRM - The Multi-Currency functionality. Many of you have been looking forward to this feature. It has been quite some time since the whole multi-currency story started. We had a lot of iterations, testing and finally the wait is over now! You can activate the multi-currency functionality and use the CRM account to manage
Forward Emails for Gmail API users
Hello, We recently switched to using Gmail and the API connection with ZOHO. This is working great but one thing I have noticed is that I am no longer able to forward and email when selecting an email under the record in ZOHO CRM. Thank you for considering this for future updates.
Setting a discount to the sales order using the API.
I have encountered a problem while implementing Sales Order creation via the API. When I try to set the discount field for a Sales Order record and declare the overall discount - it is not applied to the record: http://prntscr.com/qn1md0. In the v1 API the "Discount" and "Adjustment" fields were set the same way: ... <FL val="Adjustment">123</FL> <FL val="Discount">123</FL> ... Now when I try to do a simmilar thing in the v2 API, it no longer works: $record = ZCRMRestClient::getInstance()->getRecordInstance("Sales_Orders",
No automatic call log using integrated VoIP provider
Hi, We added Placetel as VoIP provider with Zoho. Our sales people are calling contacts by clicking the phone number in the Contacts detail in CRM. Zoho pops in a modal window at the bottom right of the browser. Colleagues are making the call, but call activity are never added in the contact open or closed activity list. When the call ends, the pop in window disappears. They have to fill manually a new call using the + call link. Am I missing something so call are automatically logged in the contact
Auto-completing task when an entry is made into a Custom Module.
So right now this is what happens: When a Sales Rep enters the info of a client into the "Clients" module, a blueprint is run that automatically assigns that sales rep a task to visit that client. Our sales reps log their meetings in a module called "Client Meetings". What we want to do is make it so that once a Sales Rep logs a meeting into the "Client Meetings" module, the task assigned from the blueprint (that relates to that client) is automatically completed too. This is to keep the list of
Introducing Serverless Functions!!
Serverless architecture, also known as "Function-as-a-service"(Faas), provides a platform for developers to write functions to integrate the CRM and any third-party application. These codes, written in Deluge, can be triggered from any other third party services or it can be triggered directly from any web or mobile app. Most applications require a server that lets them host their applications, parsing, sharing and computing data. However, having to set up a server just for the sake of providing
fetching data from two different zoho crm account using one client id and one access token
Hi all, I am facing an issue while getting data from https://crm.zoho.in/ . I am using the clientid and client secret, generated for zoho crm account assigned to amritatest**@gmail.com. The client ID is 1000.0JLDYGYRZMS9CXU7F3H8ZX839P****. Using our Application(.Net supported) we hit the https://accounts.zoho.in/oauth/v2/token url and generated access token then using that we fetched the correct data. After one hour I tried to fetch data again using that access token (generated for amritatest**@gmail.com)
Email IMAP integration
When using Zoho CRM to send send emails to contacts etc. is it possible to have the sent emails integrated into Outlook via IMAP or some other solution. I need to have the emails sent with Zoho in my sent items of my email server as well (similar to how hubspot does it).
Importing data
Hi, I would like to know whether I can import contacts, accounts, and deals data in one sheet ? If yes, please give me a hand? If not, am I going to import contacts, accounts, and deals separately?
Lead imports
Hello, I'm having trouble importing leads into the crm, the import button turned gray and it says i dont have the needed permission and to contact my administrator. Im using the admin user.
Zoho Creator showing outdated module template?
Hello, I have edited the default template for Leads in Zoho CRM. However, when I try to create an app with Creator's CRM intergration, it shows the original, default template that does not even exist anymore. I'm a little confused, because when I use Zoho Forms to create the integration, it shows me the correct template with the correct required fields.
Twitter integration not appearing
Twitter integration not appearing anymore on my CRM after it was for almost two years. I did down grade to the free edition however it still was appearing until some months ago. Why?
What can trigger a function
I know that that (1) Forms or (2) Field changes can trigger Workflows I know that Workflows can trigger Functions What else can directly trigger Workflows? API? Webhook? Button? Some other thing? What else can directly trigger Functions? API? Webhook? Button? Some other thing?
Request for Quote?
I need to be able to send a Request for Quote out to several suppliers to obtain pricing info. Then I need to log the unit pricing by supplier for the same list of items. Does anyone know how to do this? Kim
See a User's Last Login Date/ Time
Hi there, How do I see when a user last logged in to Zoho? Sorry if this is obvious/ easily found!
Using the Analytics features to track blank vs non-blank fields.
So a very quick and easy use-case to give some context: Let's say you have a team of Sales Reps. Whenever they speak to another company on your business' behalf, they are supposed to log it in a module called "Client Meetings" and track stuff like "No. of Employees", "Age", "Net Revenue", etc of that company. For convenience, this is not a mandatory field because the info is not always available. Now let's say you're interested in gauging your sales reps by how frequently they leave each field blank.
User's last login report
Hi, This question has been "answered" before, but given the answer did not really resolve the question, I thought it was worth raising again: https://help.zoho.com/portal/en/community/topic/users-last-login-report Zoho's "audit log" feature is great - but it does not store user "login" events. A user may be logging into an account regularly (for read access), but not updating any records. Currently there is no way to determine this. Is there any plan to either: - Add a "date of last login" field
C# SearchByCriteria with datetime
Hi. I try to create query using CreatedTime and ModifiedTime with operator "greater than or equal to" on account module. Can You help Me ? Module is "Account" or "contact". ZCRMSDK_CRUD.ZCRMModule ModuleSel = ZCRMSDK_CRUD.ZCRMModule.GetInstance(module); string crit = "((CreatedTime>=2019-01-01T00:00:00) or (ModifiedTime>=2019-01-01T00:00:00))"; ZCRMSDK_RESPONSE.BulkAPIResponse<ZCRMSDK_CRUD.ZCRMRecord> response = ModuleSel.SearchByCriteria(crit); Have you got example searching by criteria, using date
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