Free/cheapest way to sync MailChimp subscribers to Zoho leads?
Hey all, So I’ve been looking for a free or cheapest way to sync MailChimp subscribers to Zoho leads. Zapier seems to be in the middle with 20/25$ a month. Automate.io is the most expensive with 40/49$ a month. And I also found PieSync which is the cheapest at 10$ a month. Truth is, I don’t have a lot of subscribers so I’m not really into paying too much for this. Is there another way to do this? Maybe for free? Or cheaper than 10$ a month? Thank you!
Change date field when status changes
I would like to record the date upon which lead status changes. My understanding is the modified date field records the date of any change. Therefore, I have a custom date field and am writing a workflow rule. However, I do not see any kind of 'on change' function. How would I do this? My attempts thus far have changed _all_ date fields, not just that records so I assume it is an issue with when the action is triggered. Any help would be appreciated.
Zoho Invoices on Deals Page Layout
I have zoho invoices. On my deals module the invoice object is the default one that comes with zoho and not the enhanced one. I have already created all of my templates, but the only one that shows up is the standard template that comes with zoho plus
Exporting leads from campaign into spreadsheet
Some time ago, I set up a campaign and allocated several hundreds leads into this campaign. Now, I am wondering if there is a mechanism to export these leads back into a spreadsheet? I am only using the free version. Thanks in advance David
Can I add HTML code from a module field into a template
I would like to add html code into a module field and have this print like HTML on a template, for instance have some fields with unordered lists for example and have this print in the template, but I get the actual code displayed, and not formatted as HTML. Is this possible? thanks.
Exporting Report PDF that looks like print screen of report on report screen
When exporting a report the columns change drastically through PDF. I ultimately want a print screen of the report sent in PDF format. Not changing the paper size or columns. Anyway to do this?
Default Font for CRM Send Mail
Hi guys, Just wondering when you'll give the ability to set a default font for the CRM send mail. There's not much point in having email signatures that can be customised with font, if you don't then offer the option to set variable default fonts with new message from Send Mail. YES - I know that you can manually change the font type in each new message, but it defeats the purpose of being convenient. Effectively we're limited to set our CRM email signatures to Verdana if we want to have a professional
Import Contacts and Permission Denied
Hello everyone. Please could you help me, I have a problem. I have imported a list of Contacts from an excel documents to the CRM, however these are not shown in my contact list. I have tried to see the history of imported files and it tells me this. "Permission Denied You do not have sufficient permissions to perform this operation. Contact your administrator. " What could be the problem? Permission Denied photo
Importing about 2,700 accounts - 30 minutes and they still have not shown up
I just ran a successful import of a CSV file with about 10 import fields. This was done into an empty account database so nothing in the database. The import process said that it was successful and that it would "take a few minutes" too process. Is there some way to check on the progress? Is it possible that the import failed and was not reported to me.
New User: Cannot switch user plan trial
I was trying out the workflow automation rules and checking out which plan has the date/time so I'm switching out plans but when I tried to switch back to free version , this error popped out Permission Denied You do not have sufficient permissions to perform this operation. Contact your administrator. Can anyone help?
How to remove leads when 'Lost'
New to Zoho How do I ensure leads are removed from the 'pot' when there is bad data as an example?
How can I set up an order form within a Zoho module?
I would like to create a module that allows sales reps to select items and quantities that will be sent as a sample to customers. I have it working so a user can select items from a Multi Select list. But when a user selects an item, it is removed from the list. In other words, you can only select the item one time. How could I make it so the user can select an item and an associated quantity for that item?
Please automate mail merging of document via workflow
I have several documents that use information from a subform in a Deal or Custom module. That information needs to be sent to clients and staff at certain times or on a field update. I can create a workflow in CRM, but cannot access subform info in the email templates associated with workflow emails. I can create a mail merge document in Zoho Writer, but cannot automate the process of sending this document. HOW do I combine both of these functions in one process???? This is so vital to our business,
Sencond product area in Print-Template
Hi all together, I've made a template for our quotes and it is working fine. In the quote I have the product area included with <tbody id="lineItem" >. The table shows the Name, Code, Picture, Description, Price, Quantity e.g. Because of long product-descriptions this table could be more than one page long. Now I want to have on the last page of the offer a summary like this: S.Nr. | Code | Name | Price | Quantitiy | Sub Total The problem is, that is not possible to include a second <tbody id="lineItem">.
Synch only future CRM Events with Outlook Calendar
We have a team of 'Pre-Sales' Users who setup Event meetings for the Sales team. We use Office 365 and Outlook Calendar and have installed the CRM / Outlook plug-in to synch the Event meetings. Is it possible to restrict the CRM / Outlook synch to work with CURRENT / FUTURE Events only ? and to ignore the HISTORIC Events ?? Each time our Pre-Sales team setup a new Event meeting, they use the CRM / Outlook synch to add the Event to Outlook Calendar. Because they have now setup 100+ Event meetings,
Is there a way to color code or bold certain contacts?
Within a category of contacts, I wish I could color code, bold or somehow highlight certain ones on the list so I could see at a glance the status of different ones. Is there some way to do that or another solution people use? thanks Dan
Multi-Line Field Size in a CRM Report
Is it possible to truncate the contents of a multi-line field in a zoho report, similar to the "clip" settings you can invoke in Excel?
When changing lead owners.
Is their a way to have this option checked by default. Send Notification email to the selected Owner Or is that not possible? Thanks, Thomas Pursifull
Two Way Account & Contact Sync With External Application
I'm look at using Zoho CRM. We have a custom built Project Management System. I know it's not rocket science to use the Zoho API to add or update Accounts and Contacts from a 3rd party application. But what about if a Zoho CRM User updates Account or Contact information within Zoho CRM. Is there a method to sync the updates back to the 3rd Party system? Can Zoho trigger a 3rd Party API to update a record any time an Account or Contact is updated (highly unlikely.) Would the 3rd Party System
EXPORT DATA
Hi Can I check 2 things please. As an individual user if I export contacts from the CRM 1. is it just "my" contacts which are exported ? 2. Is it a "copy" which is exported leaving the original records in the CRM ? Thanks
Can CRM pull a value from other modules
In the CRM I'd like to open a Contact and see the date that a task was completed. Is it possible to use Zoho Projects to do a project somehow connect the completed date to the contact record?
Categories
How can I group my leads in categories?
Client Portal - ZOHO Invoice and ZOHO CRM
I am running a training business with membership subscription. I am using Zoho Invoice, Zoho Subscription and Zoho CRM. I would like to allow my clients (individual) to view what training they had attended before, what invoice they have and when their subscription expired. The Zoho Subscription Client Portal works perfectly with Zoho Invoice. However, Zoho CRM Client Portal does not integrate with the abovementioned two. Which mean client has to log in 2 different portals to view partial information.
Address Finder Integration to Zoho CRM in New Zealand
Hi Wondering if it's possible to use address finder for NZ addresses in Zoho CRM? Has anyone found or used anything to integrate to Zoho for this?? Thanks
Adding static content to a 'Deal' record
In Salesforce you can use 'visualforce' pages to add static content to a Opportunity page layout? Does Zoho have something similar or another option? TIA, Roger
Need to Fetch Data from Zoho and Updated in My local DB using C# Console / Windows Application
Hi, I am new comer to zoho world. I got a chance to work on zoho platform and i need to fetch all invoices data from ZOHO and put it into my local MSSQL. Can any one help me on this as i am not able to fetch data. If possible please provide me sample code.
notice to development team wrong field title on CRM
https://crm.zoho.com/crm/xxxxxxxxxxxx/settings/email-deliverability/email-auth at above link in CRM Form title is Add domain button in Add domain but field title email address:
ID Verification
Has anyone found a way to log caller verification in CRM. If an agent asks the caller to verify their identity i am looking for a way to log that in the system that we can audit. Basically we need a way to show we checked the callers identity before we discussed details
Workflow rule updates fields value after delay
Hello. I have a workflow rule which is triggered after record create/update. Workflow rule calls a function which is doing some calculations and then updates fields value. The problem is that after I edit a record the fields value is updated after a small delay. So I have to wait a little and then refresh a record to see changes. Is there any way to avoid that waiting/refreshing?
I need to update the child Contacts when paren Account changed
Hello, what i need i have a picklist of the Accounts called "Contact Status" , i need when i change the "Contact status" into "in Contact status" , a pop up with all contacts appear to check who in contact with us now and the way of contacting like email, Phone, etc. please help waiting for your response,
Use same picklist for standard Rating field in my 2 layouts
Hi, I want to use the same pick-list values for the standard Rating field in my two accounts layouts. I have a "duplicate entry" error when I try to add a value which is present in one layout and not in the other one. Can you please tell me how to proceed? Thank you, Richard
How to trigger Workflow when an Email is added to a Deal?
We're using the Outlook plugin to add relevant emails to Deals. I'd like to write a Workflow that triggers when an email is added to the Deal, allowing me to update a specific Deal field as a result. But there's no Field Update trigger for Emails within Deal workflow. Neither can I trigger based on Email workflow as that only allows me to trigger based on the email message itself (and so I can't update the Deal record that it's attached too). Plus, I'd guess that it only triggers if Zoho is actually
datetime issue
I getting issue with datetime field (v2) Now I am passing datetime value like below 2019-08-06T10:05:00+00:00 And showing value on CRM like below 08/06/2019 03:45 PM There are no issue with date. just issue with time field. I want same that I send with curl api
call a function when new product is created
hey! i am new to zoho and i just dont know how to call a function when new product is added to the existing. Actually i want to senn an api response to my laravel application and i dont know how to make it possible plz help
Account_Name via API error
Hello guys, i tried to send a json via api to my account but i have a unexpected error. Json: { "data": [ { "Closing_Date": "29-03-2019", "Deal_Name": "TESTANDO ENVIO DE DEAL", "Stage": "Ganho Fechado", "Account_Name": { "Name": "TESTE CAMPO PERSONALIZADO", "id": "3872711000000236015" } } ] } someone can help me ? the following error: {"data":[{"code":"INVALID_DATA","details":{"expected_data_type":"text","api_name":"Account_Name"},"message":"invalid
BCC improvements
Here are some ideas of new features for the BCC Dropbox: - Give the option to automatically tag / classify these new leads without having to go through hoops - Give the option not to copy the mail to Zoho together with the creation of a new lead - Give the option to use not only the to:field, but also the CC field for the emails to be added to Zoho. Just my 2 cents.
Zoho CRM & Zoho Books integration - barely useful?
we are looking to switch to zoho crm & zoho books but the integration seems really awkward and barely useful. I can only sync Contacts OR Accounts OR Accounts and their contacts? I have some contacts without an account and some that need to be associated with an account and I'm not sure why we can't have both sync? Also I think we should be able to sync other modules - at least the deals if nothing else. I should be able to associate expenses and invoices with a specific deal. (EDIT TO ADD: Ok
Zoho CRM integration with QB Online FOR MAC
It appears that the instructions for CRM-Quickbooks Online integration are for Windows only. Since the QB Online version is obviously web-based, that doesn't make sense. Is there a web-based integration that works on Mac?
can we get account id and all other ids in portal
actually we are trying to get account id and all other ids in portal?can it be possible
ZOHO CRM API returns 204 for request then after a period of time it returns 200
As the title says, we have an application in which we need to save data to ZOHO, then edit it but it sometimes it takes 1 - 2 minutes for it to return the object in question, until then we get 204 response for every query. Has anyone encountered this before?
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