Zia for Zoho CRM
From watching Zoholics videos, I though Zia would intelligently answer chat questions based on keywords. I chatted with support and they mentioned that for Zia to answer questions, we need to pre configure it with questions from the setup page. If that is the case, it would be better to run reports that pre configure Zia with tons of questions. I really thought that Zia was an intelligent AI that can answer chat questions based on keywords without any need for configuration.
Workaround for discount issues in Quotes?
Like every business imaginable, we offer discounts to our customers. The Quote form enables you to add a line item discount using either a flat discount or a % discount (which then automatically calculates the discount amount). Wonderful. However, Quotes does not automatically calculate the total discount under Sub Total by adding all of the line item discounts. In addition, when exporting the Quote to PDF, there is no way to show the line item discounts (either by their dollar amount or %). Quotes
Zoho CRM to Zoho Campaigns filter using Contact and Account fields
I'm new to Zoho CRM and Zoho Campaigns, headed over from the Mailchimp world. Question for you experts .. Is there a way to use both Contact & Account fields in Zoho CRM to create a mailing list in Zoho Campaigns? The Contact Sync feature only seem to allow for Contact fields to be used as filter criteria. I'm trying to pull together a mailing list of all Contacts belonging to Accounts with a certain Status (Status is a custom field against each Account - example values are Fit, Repeat Customer,
Leads are not showing up.
Leads that are created when a new user fills out our registrations are no longer showing up in today's leads, lead lists, or even when we search for them by email address or name. The only place we can see them is in the audit trail. all leads view- still not there Please advise
Adding the Sales Notes field to the layout
When I edit the fields to shwo on my Leads tab I can see all the other fields e.g Lead Source etc but the one I really need to see - the Notes field does not show in the 'edit Tabular View' so I can't see it at a glance on the client Tab View - I'm very new to this so please excuse my very rough terminology! If you see the image I show then that hopefully will explain the question I am asking - I am sure I'm missing a trick here! Manyt hanks all who may pay attention to this in advance.
Update Quote stage when email are send
Hi Just finished some Custom Functions for updating various records in CRM but stuck on this last one. We are using the built in button to send a PDF of Quotes based on a template I can however not find a way to update the Quote Stage automatically to
Formula
Hello Im trying to use a formule in a module from zoho CRM to calculate the profit from a trip. The trip profit is the client cost - hotel cost - transfer cost. The formula I am using is the following: Tonumber(${Itineraries.Cost to Client}-${Itineraries.Lodge Cost}-${Itineraries.Travel Costs}-${Itineraries.Additional Costs}) This doesn't seems to work as nothing is being calculated and the field just remains empty even after I have added all the number for this calculation. any help as to the correct
Using RingCentral with the zohoCRM iPhone & iPad app
I have moved my business over to using RingCentral as our main phone service strictly because of it's "Premier" Integration with ZohoCRM. After buying my team LTE enabled iPads to use in the field (figure its cheaper than adding new phones and cellphone lines) I have found that the app doesn't seem to integrate at all with RingCentral. I was hoping we would be able to call out of zoho and see who is calling if they are calling in. I am now stuck with 2 stand alone apps that won't even share contacts
Bcc in Templates
Is there a way to include a Bcc on different templates? (each template would be bcc'ing a different colleague).
API version 1 Fail from 21th may
Hello, I have a problem with the operation of the API, since May 21 I can not make queries or update users. By making a POST to get a user by email, the response obtained is an HTML page instead of the XML. The strange thing is that by copying the URL and executing it in the browser, it returns an attach with the XML file ok. My programming code was working for two years, and here is: WebRequest request = WebRequest.Create(url); request.Method = "POST"; byte[] byteArray =
Zoho CRM using click to call with Vonage
We currently use Zoho CRM with Vonage Web based PBX and the click to call function is no longer working properly using Vonages Vocalocity product. Can Zoho Phonebrdge help us?
Click to call action not working
Hi, We are using zoho since one week. We have a major issue : all the click to call boutons are not working. We are using "Skype for Business" (the executable is lync.exe and not skype.exe). And I cannot understand why you are using this protocol in Zoho : "skype:0000000000?call" ?? Why are you NOT using the worldwide used terms "call:000000" or "dial:0000000" ? It's crazy, even with skype for business (again skype for business using lync not skype) we cannot use this basic fonctionnaly ? Why not
PBX Mexico CRM Integration
Hi, Do you know any PBX service on Mexico that can be easily integrated with Zoho CRM? Thanks.
CRM API V2 REST API - Product_Details fields insert documentation
Hi, I am having a hard time to guess the fields that are editable in the Product_Details section of Invoices Modules via REST API (https://www.zohoapis.com/crm/v2/invoices/upsert). I want to update those fields in the picture below. Do you have any sort of documentation or an example in json ? Thanks for the help.
CRM App only usage
Has anyone had success in using the CRM App only for all activities. The question is basically can a Sales person on the road do with a Mobile Phone only using the App and NO Laptop \ Computer. Thanks,
Zoho Phone Bridge
Why is this feature only available to Enterprise customers? Phone Bridge would be so handy to all Zoho users - I have a Twilio number but cannot use it with Zoho - which is a shame because I will never need some of the Enterprise features - except the Phone Bridge. Come on Zoho - make this available to all users!
Email Templates Not Flyer
I would like to create email templates for prospecting and follow ups. I have several emails i send regularly asking for introduction, then follow ups and so on. The email template options i see are for marketing and flyers. Is there an email template option that lets me send a regular email. I see the plain test option as well but that doesn't allow me to insert a signature that looks nice. Bottom line, i would like to create templates to look like regular emails. Please help.
Note Management
I need a help about note management For example; As we know, all the notes related to a record are displayed in the Contacts Module and all notes of this record are mixed in this Modlule(Deal notes, Contact notes, Payment notes, etc.). What I want, When I view the contact in Contact Module ,İs it possible to view only the notes related to the deal from the notes section. is it possible with any extension or function.
separate Notes
hi all, I need an aidea, Example, I can wiev one customer's Deals note in Deal module,Contac notes in Contact modüle...Etc and this customer has 3 deal. For example ;Deals name are A B C . I can wiev A's note in A deal,B's Note in B deal C,s note in C deal and we can wiev all notes in Contact module.User want to in contact module's notes ,wieving notes like" select and wiev just deal notes, just contact notes etc..." İs it Possible with extantation or script?
How do I manage contacts who change companies or quit?
Hi, In the industry I work, we often see people changing employers. Company A and Company B are both our clients. Mr John Smith was a client of us when he was with company A. But since a couple days, he now works at Company B and he is still our main contact in the new company. How should I manage him? I thought of those options but none satisfies me: 1- Create a new contact and keep the ''old'' one with ''OLD'' written in his name. 2- (I actually did that and I'm not sure if thats good) i just
Report that summarises email bounces and opens with both contact name and account name
Is it possible to create a report that includes email template name, bounces and opens with both contact name and account name?
Add Tasks to the calendar
Can you add tasks to the calendar rather than only showing events. For example, when we are calling prospects and set up a time to call someone specifically, we would like to see that in the calendar view. We hardly use Events, especially to categorize
IF THEN syntax error
Hi Guys - I'm getting the Syntax error below on this IF formula: IF( ${Leads.No. of Employees} > 2999,${Leads.No. of Employees}*(4.90/0.7)*12, IF( ${Leads.No. of Employees} > 1499,${Leads.No. of Employees}*(5.90/0.7)*12, ${Leads.No. of Employees}*(6.90/0.7)*12 )) SYNTAX error message: Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make sure your fields are formatted like this: ${Module Name.Field Name}. Grateful for any tips on solving please.
Zoho CRM API - Insert and update in one call
There is Zoho CRM API method: "insertRecords" that takes parameter: "duplicateCheck": duplicateCheck Integer Set value as "1" to check the duplicate records and throw an error response or "2" to check the duplicate records, if exists, update the same. But I want to update and (at the same time) insert my data. When I'm calling this method with "duplicateCheck=2" - only duplicated rows are updated and not existing rows (in ZohoCRM) aren't inserted. Result of this call is - ids of rows updated. Can
Updating Value of New Custom Function Added to Layout
Hello: I initially created a field in the Opportunity Standard Layout that is calculated based on the contents of other fields. I have been asked to break this field into two different fields (calculating each field based on specific fields). I reused the initial field and created a second field. However, records created before the change do not have the new format -- or calculated value. Is there a way to force the previous records to update to the new format? Or, do we need to re-enter the
Convert AUTOMATICALLY a lead into a deal
Hi I am using Zoho CRM. Could someone guide me to the process of AUTOMATICALLY converting a lead into a deal through an automation feature? Thanks a lot, Dan
Send SMS notifications based on a record action on our Deals module
Hello all, I just finished a phone call with Zoho support team rep that helped me with several topics, but there is one in particular that we weren't able to solve. After thinking a little bit, I believe that maybe by sharing my case we will be able to find a solution. Our company manages high-end residential properties for clients to rent them for productions, events and meetings. Every time a client books one of our spaces for, let's say, a production, there are a lot of logistics involved with
smtp FROM mail not working
Hi, When we setup our system for the first time we configured an email from address with my domain "support@mydomain.com". then we approved the address by link. Now we want the emails to be sent with smtp server settings. I entered all the details (user,server etc.) but i can see emails are still sent from zoho servers. Any help will be appreciated.
Zoho CRM Success Stories
Stories of success need telling and sharing. Stories inspire and help peers learn invaluable lessons. We believe that good stories have the power to change lives! And that is why we have created a space on this community where you, our customers and partners, can share your stories here with your fellow members, inspire them, and learn from each other. Tell us how you implemented Zoho for your business, the challenges you faced, the ones you overcame, the ones you worked around, the processes you
how change incoming e-mail data
hi, I want to ask a question. Incoming data from customer comes as trial-member@mail.com , only change the e-mail address of the customer from this customer source. for example: Customer supply: whatclinic Lead email: trial-member@hotmail.com or trial-member@gmail.com The data comes this way, and I want to change it. Change your mail addresses in incoming data from whatclinic. trial-member@mail-whatclinic.com if the sender is only whatclinic. Is this possible?
we wanna integrate whatsapp on zoho crm
we wanna integrate whatsapp on zoho crm
WhatsApp Intergration with CRM
When will the whatsapp text and call integration with CRM planned?
Zoho CRM Whatsapp Integration
We are glad to announce the integration between Whatsapp Business and Zoho CRM. Our Solution can allow you launch webhooks, run workflows, manage Whatsapp In/Out and all tracking in just on place in a friendly way. If you would like more info please contact us info@tivenos.com
WhatsApp Messenger : Have anyone has done the integration with CRM
Hello All, I need you're assistance here, if anyone had done the integration with WhatsApp Messenger,If yes please let me know..
Adding 100 or 200 accounts / contacts in single API Call
Hi I would like to know is there a way bulk insert (100/200) accounts or contacts via api calls. Thanks
Zoho refuses to improve their security over their web forms
Has anyone else experienced the following problem? We have integrated Zoho webforms into our website so that all leads are collected directly into the Zoho CRM database. The forms have the Zoho captcha on them however it does not seem to work against spam bots that run over the internet. We are receiving between 10 & 20 spam web leads coming into our CRM database a day and it is a real problem. Zoho support suggested two possible solutions: 1. Set an approval process for all web leads (which completely
"Call NOW"' button doesn't show up for one user
Hi, I've on-boarded a new user by giving him the same role and same profile as other sales rep in our org but only for him he cannot see the button "Call now" in the lead module. Testing with other users for the same leads, he is the only one who can't access this button. Can you please help me to resolve this issue and tell me how to control if the button should appear or not? Looking from his profile: Looking from my profile (admin) or an other profile (sales rep)
Scheduled reports not sending
I've set all the parameters for this report, should have received it today, 6/18, at 3pm but no one on my team received it. Thoughts?
Zoho CRM Tips and Tricks for Real Estate #02
Templates: Part 1 Use pre-existing templates for creating invoices with the relevant information. Use the templates to create mailers for lead nurturing, follow up emails, confirmation emails. Once you set up templates for different mailers, you just have to automate the mails to trigger at certain points in the sales pipeline saving time and hassle of repeating the task. Lead nurturing: Sending out offers and keeping in touch with the leads generated from website, social media and cold calling
Adding Products with Custom Price?
So while in a deal I would like to add a products from my products list. Basically our products would be considered services and each deal would be different, as well as quote. Is there any way I can add products to deals and just edit the price? Or am I going to have to create a new product with a new price every time?? SalesForce did this easily... Once we figure this out its on to creating quotes out of deals. Fun.
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