Can Zoho do what MailChimp does?
Mailchimp.com: Email marketing service from MailChimp. Design, send, and track HTML email campaigns. I really want to use ZOHO as my one-stop shop for all my business needs - and email marketing will play an important role in this. I need to be able to send HTML newsletters for monthly subscribers as well as send those emails to leads. Is this possible right now? Does ZOHO Mail even sync with ZOHO CRM yet? If so, how do you do this? For now, I guess I can use Mailchimp to create the online forms
Duplicate entries in CRM Reports
I have Enterprise CRM. When creating a report based on fields from Potentials. However when we generate the report, we are getting duplicate entries, refer attached. Can anyone assist please?
Zoho CRM-Zoho Projects
Hello, I was wondering if custom fields in the lead module of Zoho CRM will integrate into the Zoho Reports table. My company is wanting to populate a custom field (products) that we track in our lead module, and I was wondering if this custom field would populate into the lead database in Zoho Reports. Please let me know! Thank you
Can't access Task via link
Hi All, I've been experiencing this issue for some time, in a lot of different area's of Zoho CRM. When trying to access a link from another area, I receive the following: The record(s) you are trying to access is not available. Following could be the reasons: You do not have permissions to access this record(s). The record(s) could have been deleted from Zoho CRM. For example. I have just created a new lead (of which I am the owner) I have then created a new follow up Task. When I click the title
Create consecutive rows in the Inventory Templates
Hi, I'm trying to create a quotation template in Zoho Inventory Templates but I'm not able to create consecutive rows when I add more than 1 item in the quotation form. In the template just appears the first item and not the next ones... What I have to do...??? I also don't know how to fill the row background... can you help me...?? See the attached image Thanks Carlo
My mass email uses an @zoho.crm account rather than the email account I have specified
Hi, This is a 1 user system. The user has an email address associated to the account. @myaccount,com I create a template and in the From field I select the @myaccount address although I have no idea where this comes from. When I send the emails they are received from @zoho.com I see that the emails are being sent through zoho mail. I have set up an account for @myaccount and made it the default account for the @zoho,com account. But still all the mass emails are received from @zoho.com. What is
Work flow rules
I am trying to set up a workflow rule that would alert a user if someone else creates a case for them. It would be nice to make the rule that says to send an alert when the case owner is not the person who created the case. Right now the only way I see to accomplish this alert is to make an alert for "User1" executed on creation with a rule that says "Case Owner is User1" and "Created by isn't User1". But then I have to make a new rule for every user. I have more than 10 users and only get 10
Linking one contact to another
Hi there, I'm sure people have asked this before, but I couldn't find an answer anywhere, even with the help of Mr Google. Is it possible to link one Contact to another? i.e. Contact A reports to Contact B? Any assistance greatly appreciated. Regards, Paul
Merge A MS Word Template Opens Three Documents
Hi, I have an odd problem that is a time consuming annoyance but am sure there will be a simple solution. I use MS Office 2016 with Word 2016 on an MS SurfacePro 4 running Windows 10.1 The Plug In for Office and Outlook is installed. The process is as follows: Open Word Got to Add-Ins Select Zoho CRM, then Merge Template First problem is it tries to open into 'Leads', but I want it to open into 'Contacts'. Would be nice to open into 'Contacts' Change to 'Contacts' Select Template, click Next Type
Zoho SMS and HIPAA
I have a couple of questions. Will SMS work with CRM? If not, what is required? Are Zoho SMS communications HIPAA compliant?
Contact/Account
Hello, Who can help me ? I don't understand, why when I create a new contact on the contact tab, the name of this contact appear in the account tab ? Thanks for your help. AMC
Zoho CRM stuck on "Please Wait" message right after login
Hello, Since this morning (France timezone), my Zoho CRM account is stuck immediately after login on a "Please Wait" message ("Veuillez patienter SVP...", since my language is set to French). We checked on Chrome, Internet Explorer and Firefox, the problem is the same. Nobody in the company can use the CRM. Is there an issue ongoing ? Do you know when the problem will be fixed ? Many Thanks,
NOTES: Save hardly ever works
I started using NOTES recently and was surprised to see that after saving my notes and reopening them later, most of the information had not been saved and I had to start over, trying to remember what I had written. I tried it again and again, only to find that most of the time, clicking 'Save' or 'Save and Close' doesn't do anything. Then I came to this forum and found that similar questions from 5 years ago had not been answered. By the way, it should save automatically. You shouldn't have to remember
Additionally
Additionally- How to define while converting 'lead' to becoming a 'Customer', rather than a 'Contact'?
No Events and Task Sync in Android App
We use both IOS and Android CRM apps. The new design is great. I mean it! But... the only problem, but very very very frustrating, is that CRM Events and Tasks are not being sync to the android app. It works with no problems in Iphones. Are you guys aware of this problem? We need a fast fix for this since our business is pretty much operated through cellphones. Thanks!
Card Scanner App vs Card Scanning Feature in Leads?
I had purchased the Zoho Card Scanner App to use with the Zoho app. It works? Not real great, but it's better than nothing at the moment. Then I found the Leads App as well. In the Leads App, you have to purchase the Card Scanning Feature. So, I bought the Card Scanner App and now I have to purchase the Card Scanning Feature? Seems like a scam to get my $0.99. Can the Card Scanner not be used for the Card Scanning Feature in the Leads app?
Greatly Improved Online SQL Query Tool in Skyvia 4.0
Devart company is glad to invite you to start using Skyvia 4.0 with updated Query! The new version offers visual query builder for designing SQL queries without typing a code, tools to visualize data as charts, and a collection of predefined queries for common use cases. You can access and visualize your Zoho CRM data directly from web browser. Besides Skyvia offers cloud data integration and backup services, which are still totally free! You can get more information about Skyvia's Zoho CRM connector
Custom Functions and hidden updating hidden fields
I have written a couple of custom functions that I use to update various summary fields in different modules. However it appears that if a user doesn't have read/write access to the fields then the custom function cannot update and re-calculate the fields. Is this correct? I have been searching through the online help and this forum but can't seem to find any reference to this being the case. Ideally I want to be able to update the fields without users being able to modify them manually.
Field Definitions at data entry
Wouldn't it be great if you could hover over a field and it pops up with a definition of its purpose (as set up by the Administrator/Company)? This would save an enormous amount of training time and the data that is entered might more accurately fit the field. If it was extended to items in a pick list too... Just thinking...
Zoho CRM & Mailchimp Integration
Hi all, If you are looking for a Zoho CRM & Mailchimp integration, then please take a free trial here: https://www.pipemonk.com/integrate/zoho/mailchimp PS.: Pipemonk also integrates Zoho with other apps, e.g. QuickBooks, Xero, Zendesk, Shopify, Marketo etc. Thanks, Rakesh | Pipemonk
Trying to integrate Zoho CRM, Zoho Campaigns and Mailchimp
I am truly frustrated. I want to integrate Zoho CRM and Mailchimp. I have 500+ contacts in Mailchimp and I use their app so that people can sign up on my facebook page. I'm trying to sync Zoho with Mailchimp so I can move all of the contacts over to Zoho. Unfortunately, I can't tell if the contacts moved from Mailchimp to Zoho and none of my contacts from Mailchimp are showing up in Zoho Campaigns. I am scratching my head and getting pissed! help!
Zoho CRM Integration and Mail Chimp
I've recently been using Zoho CRM to Manage my existing and new leads, I have imported a list of Leads I've purchased and I'm now wanting to email all of these via Mail Chimp. The only problem I have is that Mail Chimp will only email existing contacts and now leads. My questions is how do you mail leads created in Zoho CRM via Mailchimp, do I need to do the following: - 1. Convert the Leads to Contacts 2. Add an attribute within leads 3. Select a different setting within MailChimp Any advise on
Pull Data from Accounts to Cases
When creating a case we will have a user select an account from an account lookup field. After they select the account there are four fields in the account module, Owning CSR, Practice Advisor, FPC Doctor Number & Software Version, that I would like to auto-populate into Owning CSR, Practice Advisor, Doctor Number and Software Version fields in the cases module. Since this info will already be entered into the account module it would be a nice time saver to just have it auto pull into the case that's
Updating Stage Probability (potential form)
I´m trying to modify the stages in potential (add /delete or update the field name), and an error appear when I click on submit button. The error is "Error occurred while updating Stage-Probability-Mapping".
Unable to input more than one character in fields under Account section
Does anyone know why we can only type one character in various fields when in the Account section. We can input data fine under all the other sections such as Leads and Contacts, so it seems really strange.
Can anyone help with importing .xls files to CRM? It has worked previously
I am using the free version of CRM with 9 users. About 8 weeks ago I managed to import successfully 250 records from an Excel file. Today I cannot get the import feature to work and there are no error messages. I have tried .xls and .xlsx Both files have less than 1000 rows and are less than 5MB.
Create a Contact view based on Campaign Member Status
Hi, I'm looking to create a view that shows all contacts that have opened an email from a campaign which is indicated by the Member Status field under the Campaign section of the contact. This field is not able to be selected as the criteria for a view, is there a workaround for this? Thanks
"File Should Not Contain More Than (x) Rows" -Help
Hi. No matter what I do, no matter what I am uploading, regardless of how many rows there actually are, all I ever get when trying to upload new contacts into the CRM system, it tells me that the "File Should Not Contain More Than (x) Rows." Can anyone help? I am trying to upload (maximum) 30 contacts at this time. I have uploaded more and less before, but now something is not working. It could be me that is not working properly and I have overlooked something, but I could do with a bit a help. Thanks.
email groups
I have just signed up and cannot find anyway of creating groups of email addresses for contacts who I regularly email. In my gmail account, I have one group of 11 I email once a month. Some contacts are in more than one group. I'm in the professional crm trial. How do I set this up in my Zoho mail? I've spent hours trying to figure this simple task out, help! David Jones
Need to sum up a few potential fields into Amount
I want to break down a Potential's total amount into a few different components upon entry/editing, then have this automatically sum up to the "amount" field and make it non-editable. Do I create a new "amount" field and have to rewrite all the opportunity reports that use current amount field, or is there a better way via a custom function to do this?
Request for change in Menu Tab - Change COMPLAINT to TICKET
The complaint seems to be too offensive even for a small info and now-a-days many companies are now calling the same as ticket. For example: Ticket with Subject: xxx is raised by yyy to zzz department.
Move from lead to account
It makes sense that a lead or prospect would become an account or customer but I cannot see how to transition the information without re-creating the file. Any answers?
Help getting the landing page URL on webform to work
My website is built in Business Catalyst. I have created a webform to lead and placed it successfully onto a page. It is delivering data into Zoho. The problems is with the landing page URL I have created a page on my website and used that URL But when I test it, I get a browser (firefox and chrome) error saying that the connection is not secure. Firefox then says that the error is "about an invalid security certificate. The certificate is only valid for the following names: *.worldsecuresystems.com,
Call that lasted 64 minutes only marked as 04 minutes
Phone call that was recorded via the Zoho Phone Bridge for Ring central that lasted 64 minutes marked it as 04 minute call and cannot edit it.
Filter and Pagination Properties
Hi Team, Is there any API calls or any other methods are available to achieve the filter and pagination property on the Zoho objects??? In Zoho API Developer Guide i couldn't find any API calls to achieve this.Please let me know if anything is available.
I can't see the Live Chat Option
I used to be able to see the Live Chat option within Zoho CRM, however, I can't see this any more. Please assist.
Lead coming in from Zoho Survey not following lead assignment rule
I just wanted to confirm that a form that is submitted via Zoho Survey "qualifies" to trigger a Lead Assignment rule in the CRM? ...it does not seem to be so....a Survey is submitted with a hidden custom variable that populates the "Company Name" with something like: CHANGE ME I then set up a lead assignment rule that says: if a lead has "CHANGE ME" as company name, assign to UserX. The problem, it is not being assigned to UserX, it is being assigned to the person who created the Survey. I <could>
Is it possible to create a DateTime field that has validation?
I.E. We need a DateTime to schedule future events for our staff members. Currently, the DateTime fields are all setup and functioning however, They would like the DateTime to not allow for a day prior to one week in advanced. Is there a way to not allow or to auto update to 1 week from today for the value of the DateTime field? Please, let me know if this is possible.
Customised Send Email Quick Action
Hi, I was wondering if anyone knew if it is possible to create a custom link that uses the "Send Email" quick action link but adds multiple addresses. The quick link is basically https://crm.zoho.com/crm/EntReply.do?action=compose&entId=[contactid]&module=Contacts&entEmail=[contact-email-address]. I have tried various ways to add multiple addresses and they have all failed. Probably not possible but thought I would ask anyway. Thanks, Michael
Setting up Emailing from Zoho
I'm able to email from a contact in Zoho but when a Colleague tried it he was not able to. What do we need to do to get his computer configured properly? He's using Google Chrome as his browser and gmail for the email.
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