Ninja forms and Zoho
We have integrated Ninja forms from WP and it populates leads in Zoho. All good. However, if you use the same email a few times, you receive a confirmation but the lead does not go through. Is there a limit set somewhere?
Zoho CRM Review Process?
Hi Team - I just noticed that there is a Review Process under Process Management. Do you have any documentation on this? There is no HELP on the page and I can't find any documentation on your knowledgebase. From what I can tell, we can create Review Process whenever a condition is met for modules. How is this different from Approval Process?
Domain already uses Gmail as email service
Hello, My business is a franchise and I don't have direct access to the domain. The company uses Gmail and I have my address IMAP'ed to sales inbox now, but I am told if I send an email from salesinbox its likely to go to spam VS sending from gmail directly. By sending directly from Gmail i'm loosing all the sales signals and analytics for open rates. Is there a way to authenticate the domain for my 2 email addresses without the entire franchise having to get off gmail? Thanks
Workflow Rules - Usage
Hey, Is there a way to see which/how Workflow Rules are being used? `Automation` -> `Worfkflow Rules` -> `Usage` does not shows anything! Thanks, M.
Meeting Scheduling feature
Hello, I came across the feature of meeting scheduling on HubSpot Sales and Agile CRM. http://www.hubspot.com/products/sales/schedule-meeting Is there a plan to have a similar feature rolled out , of maybe it is already somewhere but i could not find.. Many thanks Regards Victor MdS
My Zoho Story #1 - Zoho CRM for Real Estate businesses - Interview with a soloprenuer
Imagine being the one-man-show for your real-estate business. That would mean juggling several tasks such as gathering requirements from buyers, showing houses, following up for purchase, keeping track of sales, and much more. The number of activities associated with one buyer or seller by itself might be overwhelming. How then do you manage to keep advancing as an individual agent in the residential real estate business? Customer Relationship Management tools do your multi-tasking for you so you
Get Products
When I get the records from the Products module, 200 items come with the postman. But I have about 500 products. How do I draw all my products?
ERROR 407 HTTWebRequest C# WindowsForm
Hi. My problem on CMD during but trying found solution, bur i've got New problem When i Deploy My WindowsForm on new environement. On my computer, it's ok, but on this second no. 19-11-14 09:08:57 [ERROR]: Exception in Type: HttpWebRequest at Method: System.IO.Stream GetRequestStream(System.Net.TransportContext ByRef) in File: at Line: 0 Exception in Type: HttpWebRequest at Method: System.IO.Stream GetRequestStream() in File: at Line: 0 Exception in Type: ZohoHTTPConnector at Method: System.String
Birthday Reminders and Auto Emails
I have read a number of frustrated posts about trying to do a simple thing like send an email out to a customer on their birthday or anniversary etc. I have spent quite some time on this and am pleased to say it works perfectly. First issue is you must use Enterprise Edition to allow the triggers to send out the email on the birthday to your contact. The approach I took was as follows: use the Date of Birth field on the contact record of CRM created a new field called "Next Birthday" as an option,
Two Stage Probability Mappings?
Is there a feature that allows for multiple stage probability mappings? The company I work for has two distinct branches both of which have separate stages they would like to use in the deals module.
remove the tags
Hello, is it possible to remove the tags if we do not use it? I do not see where this option is possible and my boss is asking for it.
Custom made field in Quotes tamplates
I have some custom fields in my quotes, and I need to fetch those custom fields to put in the quote template. How can I do that? Thank you
API v2- Record Format
Call someone tell me what are the field format/requirement for EVERY FIELDS. Example: "Single Line" or "Phone" etc is not enough for error Handling ! - Does the 'Single Line' accept special character ? Is it Alphanumeric ? - What are the 'Phone' format ? Does it accept a string or just number ? The sample doesn't tell if '-' or '()' are accepted I can't find enough information on this. I already have found this, but like I said, this is not enough https://help.zoho.com/portal/kb/articles/standard-modules-fields#Leads
I can't create attachments of type link
The zoho sign add-on for zoho crm only allows the sending to sign from the main modules of the system (Leads, Contacts, Accounts, ...) We need to send for sign from custom modules. We have managed to create documents to sign with crm data. https://www.zoho.com/deluge/help/script/sign/create-document-based-on-template.html Now we need attach (in zoho crm module) resultant pdf file or link to view document in zoho sign. Please any suggestions, code example, comment or anything that helps us.
self client generated code duration
The code I have created from the self client is canceled after a while and I have to generate the acces token again. What do I have to do to make this code constantly active?
Add Custom Button with Call activity to Leads view
Hi! We use Zoho One. I want to optimize time spend per sales rep when registring an activity on a lead. Today the process for a call (no phone system integrated with Zoho), that the sales rep opens the leads and clicks on +call. I want to make a custom button with the same action (opening the window) direct in the leads view page. How do I do this? The idea is, that the same popup comes and you fill it out directly and save one pageload to the specific lead and scroll/click to the activity section.
Is it possible filtering of candidate of products on Invoice?
Hi, If someone knows about this, please help me. When editing invoice, able to add products at "Product Detail" section with "Add Line Items". At this point, there are list of products are listed, and also able to search. When this list is displayed, is it possible filtering? For example, only products are listed if "Product Active" have been checked. If possible, please tell me how can I set the filter. Or any other workaround to realize filtering, please let me know. Thanks in advance, Kunio
Filtering options need improved - need AND / OR / IS / IS NOT style 'boolean' options eg tag IS xyz AND NOT abc
Currently filter options are very limited / basic and it makes it extremely difficult to filter to display the target group of people (leads/contacts) Example (tags): I need to be able to search for leads who contain; tags x OR y OR z....but NOT tags,
Calender Bookings
Hi Guys, you have a very cool feature in your ZOHO CRM Calender: Bookings But this feature is very hide. I think many users didnt know that this feature is available :-( We use at this moment calendly, but your feature is much better, because you have the direct connection to ZOHO CRM and ZOHO Meeting! Here my Feedback: 1. If a prospect schedule a meeting about this link, he receive a email and a calender invite BUT in the calender invite isnt the meeting Link. The meeting link is only in the invite
Territory Management, automatic assignment B2C
Hello! We are a B2C business undergoing a restructure of our database where we will restrict user access to contact records based on territory. We offer 3 activity streams, where clients booking info is added to the CRM via API from Checkfront. When they place a booking, it creates a contact for them, and adds a deal to their record with the appropriate info. We want some sort of automatic rule/workflow in place so that when a contact record is created by the API, the appropriate territory is assigned
API for records expects wrong type for territories field
Hi, When I try to update a record with an array as the value for the territories field I get an "invalid data" response saying that the Territories field should be of type "text". This is a sample of the request data I'm sending: { "data": [ { "First_Name": "John", "Territories": ["New York", "National"] } ] } This is the response: { "data": [ { "code": "INVALID_DATA", "details": { "expected_data_type": "text",
Currency Conversion in Potential
I have an issue with the currency conversion rate. In the Potential it is converting USD to GBP different to what is set in the system. For example, the potential is converting at 1.3, yet the sales order is converting at 1.32 which is what is set in the system. This is causing issues for reporting. Can anyone help? Thanks
Identify Sanbox in Webhooks
Hi everybody ! I use the Sanbox environment and Webhooks. I want to identify if webhooks are called from Sanbox or not. The User-Agent is always "crm.zoho.eu" even on the Sandbox. Is there a parameter like ${SANBOX} or something else that would do that? Thanks !
Can a Workflow Condition evaluate based on a blank/null/missing/empty date
Within a Workflow Rule I want to trigger and email X number of days after a start_date field, but only if the expiration_date field is blank/null/empty.
How can I collect in Zoho CRM email enquiries from different emails?
How can I collect in Zoho CRM email enquiries from different emails? I will explain. We have 3 different email addresses to which the appeal comes. I want to import these enquiries automatically into Zoho CRM. Tell me please is it possible to do this.
Access_token not obtained
I get the token according to the operation flow of the help document, but an error is reported during initialization.Here are some screenshots of my operations in eclipse.
"Locate stores near me" integration
Our goal is to be able to input a delivery address into Zoho CRM and pass the address to the store locator for looking up the delivery distances. We want the locator to indicate the delivery cost and container pricing for the location. We want the ability to pass the information back from the store locator to the CRM. Example: Customer calls and gives us a delivery address. 123 Suzie Lane, Los Angeles, CA This address gets input into the CRM. We click the webtab and the store locator pops up with
PhoneBridge API for 3rd party integrators
Hello, I called support and they stated that the PhoneBridge API used by 3rd party integrators for other phone systems is in development and is not currently available. Is that true and when is it expected to be available?
The Ruby SDK for Zoho CRM is released!
Hello everyone! Have you been waiting to integrate your Ruby application with Zoho CRM and use our APIs? Well, here's good news! We are pleased to inform you that we have added a new gem to our collection of SDKs—the Ruby SDK! The Ruby SDK comes bundled with all the necessary classes and methods to make API calls to Zoho CRM easily. All you have to do is install the gem using the below command and use the necessary methods to make API calls from your application. gem install ZCRMSDK Refer to our
Lead Management Best Practices
We are a small publishing company specializing in agriculture and healthcare publications in Central Florida. We are looking for a better way to manage are lead process. Current Practice: Sales staff enter a prospect as a lead. If they close the deal it is converted to an account. Problem: Sales staff spend most of their day arguing who should retain ownership of the lead. Dilemma: We are wrestling with how to manage leads. Our sales staff has no assigned territories or product/service lines.
Country codes in Zoho
Hi Team, I am integrating shipstation with zoho flow and it is working fine with custom functions. I am running into a concern where the country codes in shipstation is required to show the coutry information. It looks zoho does not save or have the country code information. So it looks I have to put 190+ if-endif conditions to check country name coming in invoice and add country code self in the custom function ? Thanks
PHP SDK token expires
Hi, My application has been integrated with Zoho CRM with the API. I created the client, and used the self client option to generate a grant token. Token persistence is set to file. I generate the access and refresh tokens within the time limit selected from the grant token. They are persisted to the set file. Requests all work fine. However after hour or so they no longer work. And I have to get a new grant token to generate new access / refresh tokens to get it to work again. From the documentation,
Just upgraded and Cannot Find 'SalesInbox'
Hi All, I'm new here but I just upgraded to the paying version of Zoho CRM, especificially because I really find the SalesInbox useful, but now I can't find the module. Can you please help? Thank you! RJ Jacquez
Reports are not tracking emails properly
Lately my sales team is unable to show accurate numbers for emails sent and received in Zoho reports. I was told by Zoho that we have to physically respond to every email in Zoho CRM. Dashboards, Email Analytics, Emails and calls analytics report all shows different numbers. I just need to know how many emails my sales team is sending and receiving on a daily, weekly basis. We use Outlook. Is anyone else having this issue? Does anyone know how to combat this issue?
Set default field value when adding new records
Hi, we need to set default values to some standard fields when adding new records within a custom module, because of these fields are marked as mandatory, we must fill in whatever value but in our case, anything is valid. In order to automate the process, is there any chance to set a default value?
Is there a way I can delete/hide POTENTIALID from the reports?
Hi, As the question states, is there a way for me to hide or delete POTENTIALID BEFORE exporting or emailing my weekly reports? This takes too much space in my sheet and useless in the report.
ZOHO API contacts
Hallo community, this is my first topic here and my question is, we have some Contacts with more than 3 E-Mails or 3 phone-numbers, how cann we add them to our zoho crm using "ZOHO API , phpSDk" , all E-mails and Tel-Numbers should be added? thank you and regards
Auto-search & Populate address fields
Hi, more and more websites with forms have the ability to have suggested addresses pop up in a drop down box when you start to enter an address in the address field. In Zoho you have to type in the whole address. It would be great if you could start to type the address and then select the address that pops up that is the one you are after. It would save a lot of time and ensure the address is accurate.
Adding A User
I sent the email invitation to a person that I want to be a user (my partner), and when she gets to the site she is required to enter an email address and password. Does she need to sign up to ZOHO to gain access or should she be able to login to my account and be assigned a password?
Email Views in Accounts Module
Hi In my Accounts module, under emails, I can sort to see by the name of each individual contact, or by "Accounts - Sent mail from Zoho CRM", but there is no option to see all "Accounts - Received by Zoho CRM"? Am I missing something obvious? Any help would be much appreciated. Thank you :)
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