How do I get Address info to copy from Account into Contact?
I'm trying to figure out how to get all of my contacts to have the address info from the Account that they are related to populated into the their address fields. This seems to happen when creating a new contact thru the Account, but not any other way. Help!
How to turn off Outlook and open email hyperlinks in Zoho email editor
In CRM, Contacts view, I have a hyperlinked field for the email of the contact. I would like to be able to click on that hyperlink, and open a new email in CRM (prompt for template). Right now, Outlook assumes control when I click email hyperlinks, so 10 demerits to MS for bad behavior. I don't want or need Microsoft Outlook and will never regret the day I left. Anyway.... I want to go Zoho CRM - Centric and need to get this working in my browser (Chrome) ASAP. Thanks Everyone! Greg
API v2
Hi, I need to get some data from the API v2. With postman, it's OK. I want to have an automated process, developped in c#. But I couldn't find how to get the grant token or the refresh token from c# code. Can you tell me if it's possible? Thanks.
Announcement date for API V1 to V2
Random question but need an answer from Zoho. I'm wondering when API 2.0 was originally announced And when it launched for developers?
Google Calendar sync
I just set up Zoho CRM with Google calendar sync. It seems to only pick up brand new appointments I create moving forward. Is there anyway to have it sync over the existing appointments I have in my Zoho CRM calendar?
Can I Convert Events to Tasks?
Hello, One of our sales reps mistakenly entered several dozen tasks as events and I would like to convert those events to tasks so our data is consistent. Is this possible or do we have to manually re-enter them as new tasks? Thanks, Chris
Do I need to worry about Zoho CRM API 2.0 migration?
Hello, I understand that the Zoho CRM API 1.0 is going to be sunset soon. I'm trying to see if I need to upgrade anything on my end. Looking at the codebase, I only saw a few Zoho-related stuff: <form action="https://crm.zoho.com/crm/WebToLeadForm" ... ></form> Zoho Sales IQ widget script <script src="https://crm.zoho.com/crm/javascript/zcga.js" ... ></script> If I understand this correctly, none of them actually uses Zoho CRM API and doesn't need to be updated. Is that right?
Task Model - Need Option for Pick List Field
Currently the SUBJECT field in the Task module is SINGLE LINE only but has pick list option available. There should be an option to change the field to PICK LIST to prevent staff from avoiding the pick list values. This will enable cleaner reporting for activities.
API v2 C# SDK Null Reference Exception
Hi, I'm try to connect to Zoho API using C# Sdk. I was following the steps in official documentation and I'm getting Null Reference Exception. Here is a sample code: var config = new Dictionary<string, string> { {"client_id", "..."}, {"client_secret", "..."}, {"redirect_uri", "https://localhost"}, {"access_type", "offline"}, {"persistence_handler_class", "ZCRMSDK.OAuth.ClientApp.ZohoOAuthFilePersistence, ZCRMSDK"},
Report showing Leads/Accounts with no future events
Hi I have been able to create a report for Events Planned for the Future. The filters in Leads and Contacts allow me to look at records with no open Activity - is there a way to do this as a report? Ive tried a number of ways, I just can't seem to get it to work. On that point, it would be great to convert filtered views straight into a report Thanks
Non any results after getData() - PHP SDK
Hello, I'm using the PHP SDK on a symfony website. I have implemented all the persistence and the connection with access and refresh token. But I have a problem when I execute this code : $configuration = $this->getConfig(); ZCRMRestClient::initialize($configuration); $zcrmModuleIns = ZCRMModule::getInstance("Contacts"); $bulkAPIResponse=$zcrmModuleIns->getRecords(); $recordsArray = $bulkAPIResponse->getData(); print_r($recordsArray); It returns me : Array(). So there is no any results, Can you help
I get only empty responses on PHP-SDK
The problem is like in topic (https://help.zoho.com/portal/community/topic/non-any-results-after-getdata-php-sdk). My code: $ZohoCFG = parse_ini_file(__DIR__.'/resources/zoho_sdk.properties'); /* [client_id] => 1000.XXX [client_secret] => 50eeXXX [access_type] => offline [accounts_url] => https://accounts.zoho.eu [apiBaseUrl] => https://www.zohoapis.eu [apiVersion] => v2 [redirect_uri] => http://localhost/zoho [current_user_email] => XXX [currentUserEmail] => XXX
Multiple Emails per Lead and Contact Please (for Gmail integration)
Would be very helpful to have multiple emails per lead and contact built into the system. Our situation is that we are using the Gmail integration to be able to see emails within the Zoho record between our sales reps and leads and contacts. Unfortunately, our leads and contacts often have more than one email address and so only the communications that were exchanged between the main email listed in the record, flow into the Emails area. Anything that occurred between the rep and the lead or contact
Change to Terminology
Hi We have noticed today that the terminology for "Events" is now being changed to "Meetings" Is this going to affect any reports that filter by Event Type " Events " because that will be super frustrating if it does. Or is the wording just being replaced in the background for all areas of the CRM? I can see it has already changed in the mobile app version Are there any other changes? Thanks
Zoho CRM adapter for Asterisk 13
Hi! I saw on this forum, that once a Zoho admin posted a link that would give adapter for the Asterisk 13 version, but that link is now obsolete. Could you please provide it again? We can not use anything but Asterisk 13, as its integrated into Pascom's own PBX solution. Thanks in advance!
Creating a link between modules
Hi! We need to create a link between a contact and a deal, and a link between a deal and an account (assuming an account is the correct type of module). Having read the documentation, Linking Module APIs, we would need to know what the actual endpoint is, but not guidance is provided. So, for example, I've tried: PUT https://www.zohoapis.eu/crm/v2/contacts/contact_id/deals/deal_id ... but got the error: { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message":
Is there a workaround to API limitation?
Hi - I'm looking to use the Inventory/Sales APIs of Zoho, and I learned that there is a 2500 (requests) x 100 (records per request) per day limitation on the system. Is this limitation for all modules (Inventory, sales, reporting, and so on) combined? Or per module? Thanks
How to ceate a deal from a contact?
Hello people.. I need to create a business automatically when a contact is created. How can I customize a script that does this and creates this business in a specific pipeline?
Zoho CRM App V3.4.1
Hi I noticed the new update for the app has come out. It is described as "...refined the backend code to improve app performance and carried out a few feature enhancements" - can you let us know what the feature enhancements are?
How to manage connection between IBM Watson Assistant and Zoho CRM
Hi, I'm a beginner and I created a bot threw IBM Watson Assitant. It is currently asking some basic questions and the data recorded is saved in values (part of the context variables) as $username $email etc. I now want to sent this data to Zoho CRM and create a new lead. But here is the problem : I don't know how to do it. I looked to the documentation here : https://www.zoho.com/salesiq/help/developer-section/ibm-watson-assistant-integration.html but it seem's it's not really what i want, because
Zoho Accounts the same as HubSpot Companies?
Hi! Does anyone know if Accounts in Zoho are the same as Companies in HubSpot? I'm doing a migration from HubSpot to Zoho.
How can i edit my lead source
Good afternoon ,, I would like to know how i can edit the lead source thanks
Exporting Email Analytics
Hi, I love the stats that the CRM gives us in reporting on email opens / clicks etc, but there's no functionality to export this as a spreadsheet? Can we have this as a feature please and does anyone have a workaround for this in the mean time?
Using workflows to update multiple associated records
Hello, I'm hoping for some help. We are using a third party app for barcode scanning and we are integrating updates from that into Zoho using Zapier. Right now, the barcodes are logged in a custom module that uses lookup fields to associate the client and the deal record (that we call jobs) to the barcode module. Those client and job modules that are already associated to one another are also associated to the barcode. Using zapier, when a barcode is scanned, it searches for the client record
Recent Enhancements in Zoho CRM
Hello everyone, In this post we will give a brief description about the list of enhancements that were recently released. Additional configurations in Assignment Rule Selecting users based on condition In addition to selecting users based on category, you can define conditions based on which records will be assigned to the users such as, profile, country etc. For instance, you can set criteria that all records from India and US should be assigned only to users from USA. Check user's availability
Matching Leads to Product when importing
I'm trying to set up my insurance agency, and have added the products that we typically sell to Zoho. I have a flat file of 2000+ customers that I want to import, but cannot figure out how to match them to the products I have set up. Product information is in the flat file as insurance company+product name. I have added a Multi-Select Lookup to my leads, which works fine when adding new customers, but the Multi-Select Lookup field does not appear when I try to map the field during the lead import.
Custom Views in Zoho CRM iPhone App?
Is there a way to create custom views in the Zoho CRM iPhone app, or either to access views I have created in the web interface? As my lists of leads and contacts grow, the ability to access them through the app becomes less and less useful without some meaningful way to sort them, especially when I've spent a lot of time creating custom fields to really help me sort them the way I want to see them.
Hide empty field in a contact record
Same as the Smart view on the cellphone view, we should be able to hide the fields that are empty in a contact record or other records as well, to have a more efficient visualization of the important information.
Triggered Invoice generated but I need it to list each product and the price, right now it only shows the name of the deal.
Hi, I am really hoping someone can help me figure out where I am going wrong. I have zoho crm and books integrated. I have multiple products which are visible in both crm and books. I have the triggered process set so that when my deal moves to closed won it generates the invoice. The problem is that the item/product data is not showing up correctly on the invoice. The following invoice is an example of a deal which had two products attached, test two is the name of the deal: How do I change this
Filter Accounts by activities
Hi, Is there any possibility to filter accounts by activity data? For example, get a list or report of Accounts which have closed tasks? /Camilla
Zoho CRM for registration management
Hi folks, I'd like to know if is there a Zoho CRM for property and real estate agent registration management with integration with RD Station. I would like to deploy to the website http://lotesecia.com.br/ If anyone can answer me, I'd be very grateful!
Condense all account notes in a report?
Hi Folks, I am running reports for accounts and when there is multiple notes, the report creates a new line for each note under the same account name. If I have XYZ account with 7 notes, then I get 7 rows named XYZ. I'd really just like to condense all the notes under the same account into a single row. Is there a way to do so? I know I can just have a single note under account and keep adding to it, but that defeats the purpose of new notes with date stamps. Thank you, Derek
How do I stop someone from spamming my web to lead form?
I have an email address from this marketing company that overloads my CRM with spam on a daily basis. Can I block that email and if so... How?
Spam in Webforms
Hi guys, I'm getting started here and have set up a web capture form on my site. It's identically to the one I used to have except that it's a zoho form now. Instantly I started getting spam leads rolling in - all kinds of crap- porn, blackjack, you name it. Took less than 24 hours to have dozens. I *never* got spam in my forms before. What kind of junky form code is this? How can I code this in a way to stop the spam? Please don't ask me to install a captcha, that's a ridiculous nuisance
Lookup filed match other field value
Hi there, I'm stuck with what I thought was a very simple task. I've a string field (Field1) which is populated with a product code by an API. In the same form I've a lookup to an Inventory form, where I've a list of products, with code, name, pic, exc. I want that when a record is created or edited by the api, the value of Field1 is matched with the lookup field, which is set to display the product code, so that i can display all the product's data. I've tried with the simple lookup = input.Field1;
ring central pop up
Hi we seem to have lost the pop ups in ring central when we use a mac with chrome. I have uninstalled etc made sure no block pop ups have changed. Working great on safari but that browser brings other troubles with the fact that top day it will not open mail merge docs. I just want a stable browser that zoho likes. Please
How do I add a custom button to map fields
In my CRM we have created a custom module 'Delegates', I want the ability to convert a contact to a delegate and it pull across some of the relevant information such as Company, Title, Name, Email, Phone Number. I have inputted the Deluge code I thought would work but it doesn't seem to work. This resource seems to be a similar scenario: https://www.zoho.com/crm/resources/tips/functions-po-from-so.html Any Help would be appreciated"
Layout on Quick Create
Hello , I am having issues trying to organize the layout on this menu , I have tried editing the module and moving things around but the fields keep coming up like below. I would like if i can get the fields in this order : - Physician Name - Physician Street - Physician City - Physician State - Physician Zip - Physician Tel - Physician Fax - NPI Rather than the order I seem to be stuck with now
Finding fields that contain only a space with workflow rules
Hi, We are attempting to send automated emails to leads which are created by a form on our website, only if there is NOT any information added in the description field. Unfortunately, the form Zoho creates inserts the non-breaking space in the Description input, so we cannot use the ${isempty} check to see if a lead has not entered any data in that field. How can we check for the space character using the workflow conditions? Entering just the space character errors out with the message "Please enter
Vendors vs Accounts fields
Hi, I try to have consistent information structure between Leads, Contacts, Accounts and Vendors. However I see some odd things which aren't helping. May be you could help me with Vendors and Accounts. So, there is an email field in Vendors, but not in Accounts? There is Company Site (I don't know exactly what is it for), but no "Vendors Company Site". I'm not talking about websites... In the business card area, not the same fields are available for Vendors and Accounts. We can select for vendors:
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