Mirror data from "contacts" to "deals" module.
Hello, I was wondering if there was a way to have data imputed into the "contacts" module be mirrored into the "data" module. maybe through a function? I know there's a way to do it in reverse by using a workflow, but my organization is most likely goingGrandstream Integration with ZOHO CRM
Can i be pointed into the direction of any resources/tutorial where i can Integrate ZOHO within a standalone PBX system i have ,Use case when a call comes to a extension it brings up the information from the ZOHO CRM database.User can't see emails in the deal/contact if another regular user sent them directly from gmail. Source is IMAP
Hello! Managers use gmail mailbox that connected to ZohoCRM. But regular manger can't see this emails if the user sent them directly via gmail interface. If they were sent from Zoho interface it's ok but letters sent directly are not visible in the deal/contactWhat is a best practice around creating custom unique identifiers?
We want to create our unique identifiers that are not numbers, however, before we start trying to think through the potential solutions and problems.Auto assign account owner
hi, i need to auto assign leads and accounts to an owner by rules. i have created all the territories i need, and all territories have their owner. but when i want to auto assign a new or an existing account to a user by the rules of territories, onlyMultiSelect Lookup Field is not available on Webform
I have 2 multiselect lookups in my leads module to select products and vendors that my client is interested in. These lookup fields are not available when I create a "Web to Lead" webform and i'm wondering why? I would like to avoid creating pick listsZoho CRM - Change owner of note
Hey! I just started out with Deluge and Zoho and I'm trying to migrate all purchase orders to sales orders. All worked fine until I got to the notes. I effectively duplicated the notes but assigned them to the newly created sales order. This also worksPopulate custom lookup fields from Sales Order item details
Hello! Hope you can help me out with this little issue. I would like to achieve this via workflow. Module: Sales Orders I have 2 custom fields ("Proyecto" API: Proyecto and "Separa Lote" API: Lote_Selecciona) I would like to populate these 2 custom fieldsEmails not being delivered to Gmail accounts
The emails I'm sending are constantly being sent to the spam folder in Gmail and Google Workspace accounts. I would appreciate some support.Custom Function in Zoho Flow to COMPLETE a Scheduled Call ?
Hello, I have setup a new 'Cadences' and I am looking to add a complimentary Zoho Flow I have setup, I would like to be able to add a custom function that automatically searches, finds, and Completes any current calls under 'Scheduled Calls' / OpenedBulk whatsapp messaging with integration to our platform
Hi Zoho team, Can Zoho facilitate bulking messaging with templates by also integrating messaging requests (phone number, template message) from our platform?Zoho CRM and Zoho Books : merge accounts
Hello to the community, Just to see if anyone can help me: when merging an account in Zoho CRM, from what I understand, you have to go to Zoho Books to manually merge the same accounts otherwise the account is recreated in Zoho CRM. I'm trying to automateAutomatically decline quotes if one of them is accepted
We have customers who can receive multiple quotes from us. Only 1 of the quotes can be accepted. I was curious whether we could automatically set all quotes that were not won to lost status if one was won?Associated Calls with Tasks
Within the leads module we've created a workflow such that whenever a new lead is created or pushed into the CRM a new task is automatically created: 'Phone Lead'. We plan to eventually integrate our phones into the CRM - so when the task 'Phone Lead'Kaizen #134 Manipulating Rich Text Field (RTF) using Zoho CRM APIs
Hello everyone! Last week, we discussed Deciding on the type of applications: Self-client or Server-based? This week, we will discuss the Rich Text Field (RTF) and how we can manipulate RTF using Zoho CRM APIs. In this post, What is a Rich Text FieldError 401 - Rest API
I have a problem when I try to pull record from CRM. I got token and see something is true (token is valid and data center is in US). Please help me to fix it!Move contact to new module
Hi, I am trying to setup the CRM to meet our business requirements. We're a business school, as well as we offer executive training, and consulting. Right now, I worked on setting up the CRM by renaming "leads" to "applicants", "contacts" to "students" and I created a new module called "alumni". However, I am not finding a way to move a contact from "students" to "alumni" now. I am under the impression it's not possible. Now, the reason I'm building the interface this way, is to provide a clear interfaceGetting the correct status of Books in Zoho Finance in CRM
Hi, we are trying to get the information of Books Estimates in the Zoho Finance Module in the CRM (thanks to the integration) However, as shown on the screenshot, the status seem different for the same estimates... This is an issue as We would like toPopulate "Related to" Account & Contacy field in meetings
Hello Zoho community! Pretty much what the title says. When syncing Google Calendar to Zoho CRM both ways, the meetings created from Zoho are much more detail oriented than the other way around. Is there a way to, when my sales team create a meeting fromZoho OpenAi
Hello, When using chatgpt with Zoho CRM, how do I ensure I am not violating any GDPR rules? ThanksDelete Field that is used in a Zoho Flow connection
I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the promptedGiving clients payment plan options
So I host seminars and I want to give clients the option to pay in full or setup a payment plan of 3 installments. How Can I auto Generate an invoice that would do this?Lead Conversion Mapping
I have had Lead Conversion Mapping working (almost) perfectly for years. Suddenly, it stopped working, and field mapping had the wrong fields for the contact to the Job "Deal." So when I convert a lead to a job, most of the fields are empty. The LeadCRM - Workflow Rules to be applied and work across modules
Hello, It seems that you can't use workflow rules in CRM to work across modules, is this correct? I need a customer account status to be changed IF there have been no new deals or new quotes in the last 6 months. I can't see this is possible? I can createCRM integration with website
I need some help in setting up the integration of a website to our CRM. How to find or generate the ZOHO API Key & URL, we want the lead informations from the website to be directly saved to our CRM. Thanks, ReynaldRemoving or dissociating contacts from deals
Hi all, I am working on creating an intuitive system within the CRM to deal with old contacts who have since left the company. We still want to keep them in the system, but do not want them attached to their old accounts or deals. What I've done thusAccess to files uploaded in CRM as attachments
Is it possible to view in one place all the files uploaded as attachments in the CRM? Sorted alphabetically or in one or another way in catalogs? In the integrated Documents function or in the separate Documents application. It would be very convenientKaizen#135 : Third Party Integration using Client Script
Hello everyone ! Welcome back to another enlightening Kaizen post! In this Kaizen post, we'll explore how to invoke a Third-Party API through Client Script. This enables you to seamlessly connect to external services and fetch dynamic data. Stay tunedWhen converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory
In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save theEarly Access for GraphQL APIs
Update 25th Sep 2024: GraphQL APIs are now open across all DCs including IN DC for Enterprise, Zoho One Enterprise, CRM Plus and Ultimate edition orgs. Please note that GraphQL APIs are not available for Trial Edition of these editions. Update 27th AugCustom fields for a user
Is there an ability to add a custom field to a user object and update it via the API?CRM Connector for GMail
Is there a way to reset the time in CRM Connector? The time in mine seems to be 6 hours ahead of the actual time where I am.How to control phone format display
Hi , Just wondering why different login user can see different phone format. May I know how can I unify the phone format in CRM?Recurring email weekly - Zoho CRM Workflow
Hi, I would like to ask how can I configure my workflow, I would like to send a weekly email reminder to all my branches work email. I tried the CRM workflow by using the date/time field to based on - this only gives me monthly and yearly option. So ICapture Contact Name using email address
We use GMass to send multiple emails. Using Zapier, I am able to create new entries into a custom Module in Zoho CRM - Email Captures. What I need to do now is send the date and campaign ID from the new Module entries from Email Captures to the ContactKaizen #133 - Deciding on the type of applications: Self-client or Server-based?
Welcome back to the Kaizen series! In this week's post in the Kaizen series, we will discuss self client and server-based clients in Zoho CRM. We will explain these two client types in separate videos, along with their practical application using JavaRodger's helpful scripting tips #1 - Variable naming convention
Hi everyone. I see many posts about scripting (deluge) issues and automation issues. At our business, we have developed many simple code snippets which I would like to share with you in the hopes that it helps you automate your businesses more to saveFunction to dynamically amend Opportunity Name
Good afternoon, We are a property management company and when a prospective tenant (lead) makes an offer on a property, the system will convert the lead to a Contact and an Opportunity. By default the opportunity is named "<TBC> - (First Name Last Name)"Under a contact emails I would like the "Sent emails from CRM" or an ALL emails option to be the default
Attached is a photo of what im talking about.Classical View problem for SuperAdmin using Zoho CRM
Suddenly in home tab, selecting classical view shows "Without Permission to see this compenent" . I´m the Super Admin user. Could you help to solve this?Next Page
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Zoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more
Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions HelloUI Enhancements in list view for Zoho CRM
Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early AccessRebrand your CRM with the all-new custom domain mapping setup
UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elatedIntroducing 'Queries' In Zoho CRM
Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.
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Home Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesIntroducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience forConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredSearch in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
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Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherClient Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! CommandsKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
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