Kaizen #39 - Deals #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss retrieving, adding, updating, and deleting Deals via API. Deals in Zoho CRM A Deal is a revenue opportunity that is associated with a Contact or Account. OAuth Scope The scope to access the Deals module via API is: ZohoCRM.modules.deals.{operation_type} The operation type can be ALL, READ, WRITE, CREATE, or DELETE based on the operation you are trying to perform. Click here to know more about scopes. RetrievingBad request 404 / ZDK.Apps.CRM.Functions.execute
Hello team, I have a question, I have created a function to be able to copy information from one field to another. This is invoked as client script, in: Page Details Category: module Page: Detail Page(Standard) Module: Leads Layout: Standard event detailsHome Page - My Calls Today
Please help! In our users home page there is a box for "My Calls Today" however it tells us that we do not have permission. When you hover over the info it gives the info in the picture I attached here but I cannot find the selection for this anywhereIntegrate ZOHO with Contact form 7
I have seen a thread where this is discussed, but no solution is clearly posted. I am presently using the Contact Form 7 plugin on my Wordpress website. My client has just started using ZOHO. I need a way to populate my contact form 7 data to Zoho leads. Can someone please provide a solution to doing this? Thank you in advance.The new Reports are a mess (AGAIN)
Posting here so others can be aware, and just in case others aren't experiencing similar issues. Zoho rolled out a similar reporting update over a year ago and pulled it after many complaints. It's been forced on us again and I'm seeing many of the sameWorkflow rule condition in case module
I can set criteria to include Accounts by Tag when creating a workflow rule using the Accounts module. But I'm looking to do the same thing when setting criteria on the Cases module. It allows me to select the Account as a field option but the only criteriaJourney Builder "Save and Associate" always glitches and doesn't work
Video attached. No matter how many times I exit and relaunch the journey builder the "Save and Associate" button works 1 out of 10 times. This Is beyond frustrating because I spend more time trying to get an action to save than I do build my flow. I haveMailmerge with button in CRM
I'd like to have a button on a record that initiates a mail merge for that record, and then automatically sends the mail merge to a recipient. Is this possible with Deluge? Than you, KevinSynchronizing Zoho Books Estimates to Zoho CRM Quotes
Hello, I use the Zoho Finance Suite integration between Books/CRM. I want to use the CRM's Quotes module to house the same information that is on the Books Estimate. The reason I'd like to do this is mainly for reporting/dashboards. I don't love usingZoho CRM Shopify Extension
We want to connect Zoho CRM to our Shopify store (so that we can sync customers) .. I installed the extension. When i want tot 'Authorize" .. i get a 403 Forbidden error?Zoho CRM Shopify extension
Hi, We're looking for 3 specific functionalities of the Shopify extension: 1. can we also import 'Notes' entered with each Shopify Order into Zoho CRM? 2. the app only creates a Contact in Zoho CRM. Is there a way to also create the Account and associate the order automatically? 3. it seems the Shopify Sales Order status does not update when the order is fulfilled in Shopify; any way to automate this? Thanks, ChrisZoho CRM + Shopify
Good morning. I would like to use Zoho CRM with Shopify. I would like when I receive an order on shopify, it is also visible on Zoho CRM. I would like to do all of this using Zoho Flow. I created a Flow where, once the order arrives on Shopify, a contactLead Blueprint transition in custom Canvas list view
Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed view. Thanks in advance for your help and keep on the good work! The new interface for detailed view is really awesome. Best,Require approval before sending any quote
Hi there! I'm integrated with Zoho Sign and I want to REQUIRE approval from a sales manager before sending being able to send a quote from the quote page (or a sales order) to the client via the "Send with Zoho Sign" button. What is the best solutionReplace special character in webhook xml body
I have defined a webhook in ZohoCrm .I have defined my webhook body like this <data> <id>${Sales Orders.Sales Order Id}</id> <SO_Number>${Sales Orders.SO Number}</SO_Number> <SO_Owner>${Sales Orders.Sales Order Owner}</SO_Owner> <SO_Subject>${Sales Orders.Subject}</SO_Subject>Unique ID in CRM
Hello, I am an inexperienced user of the Zoho CRM and I have two questions. For any and every entry made into the CRM (in terms of customers/accounts), there must be a unique ID that zoho assigns to it. Is there a way I can access this unique ID? Furthermore,Link Leads to matching Account records
My organization has a complex sales process that almost always involves outreach to multiple Contacts within an Account. Our sales cycle is also long and often new Leads are generated from Accounts that our sales team is actively engaged with (Leads inCustomize assignment from related list
Hi ! I've been looking for a way to personalize the display of one of my "related lists" for some time now. Let me explain. In my contact page, I have a module called "Sessions", when I assign a session to my contact it appears there. In this relatedZoho CRM Notes button Share to Customer
hello all, we started seeing a new button called "Share to customer" in Notes. When we click it nothing happens. Does anyone know what this button does?How to workaround the 100 limit on scheduled reports
I work with 600+ partners that I would like to send a weekly report to, but there is a 100 limit on scheduled reports. Does anyone know of a workaround (outside extension) that could do this?Is it possible to map a multi-level dependency?
In other words, can a custom field map as both a parent and a child for dependencies? Like so: Parent Child-Parent ChildZoho CRM Circuits in Sandbox
Is it possible for Zoho CRM Circuits to be available in Sandbox?Triggering a workflow based on the field update performed by function using zoho.crm.updateRecord()
Ran into something pretty perplexing that I haven't been able to find solutions for online. I set up a workflow that triggers when a field is updated to a certain value. After futile hours of trying to debug this, I realized this inexplicable thing. The workflow actually does trigger properly when I manually update the field to the required value. When the field is updated to the exact same value by the custom function I wrote (using zoho.crm.updateRecord()), the workflow doesn't trigger! I'm wonderingNew Enhancements in Wizards
Dear All, Wizards help you break a long form into a series of smaller forms on different screens, making it less overwhelming. We are thrilled to introduce a couple of enhancements to wizards in Zoho CRM: Enhancements for conditional rules in WizardsThinking about switching our company from Salesforce to Zoho CRM
I am a sales manager and have 7 reps on my teams. We are looking at new CRMs to use and I had a few questions. 1. How can I sync my company gmail account with my Zoho account so I don't have to manually add all my contacts into Zoho? 2. Is it possibleFinal date extension for Activities module deprecation
Dear Customers, Happy New Year to all of you! We'd like to inform you that the deprecation of the Activities module has been extended until March 15, 2024. This serves as the final call to action considering the three previous extensions granted on Decemberauthorize response "Cookie is disabled in your browser"
hi , i'm trying to use your api v2 to insert contact in zoho crm using your api requests now at my first step to authorize my app with zoho client , so i had sent HTTP request to the following : https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.modules.contacts.ALL&client_id=xxxxxxx&response_type=code&access_type=offline&redirect_uri=http://www.xyz.com/oauth2callback"); i'm getting an html in response mentions : Cookie is disabled in your browser. Please enable the cookie to continue. althoughNull & Non-user Account Owner
Hi, We're currently testing Zoho CRM as a management tool for a company database. Due to the way we gather new information, detailed company information is required when adding an entry to the database. Thus I add new companies/leads as Accounts, notProfit on Sales order
Hi, would it be possible to implement a column at the Sales order overview of Purchase amount? So a field with the amount of all purchase related to this Sales order? This is very usefull so you will see the profit you made on this deal. I tried to getQuotes Module - import data
Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?Specify what fields get cloned?
Specifically, when cloning a Sales Order can we turn off some fields from pulling into the new cloned record?Custom Module missing SDK function fetchRelatedRecords(...) in a Client Script
Good day, We have added a new module with a Multi-Lookup relation to Contacts. When we tried to use the fetchRelatedRecords(id, related_list_api_name) function to get Related Records it is missing for our new custom module. https://js.zohocdn.com/crm/5124797/documentation/DotSDK/Modules.htmlCRM API: NO_PERMISSION Error for some modules in developer environment
Hi, I have an access-token with the following scopes: ZohoCRM.org.ALL ZohoCRM.modules.ALL ZohoCRM.settings.ALL with this I can get a response for the deals (/crm/v6/Deals) but for other modules like Quotes, Products, Pricebooks I get an NO_PERMISSIONDisplay Company Address if Contact Address is empty
Hi team, any change to display the billing address of a company in a contact which is related to the company if the mailing address within the contact is empty? I tried to solve it with a workflow an And with a custom function to update the fields inEmail replies dashboard?
We are just about to start calling aged contacts from our Zoho list and the calls will be followed up with an email. What happens when that contact replies to our email? Is there a way to view a list or dashboard on email replies from any of these contacts?Lookup Fields are not updated
Hi team, created Lookup Fields in the contacts layout. The major lookup-field is fetching this name of the related contact. Based on that lookup-field I added fields to fetch the billing address information. These fields are showing up, but are emptyMake field required based on value of another field
I want to make a field required if another field is set to a specific value. Specifically, for our Opportunities, when a deal is lost, I want to require users to fill in a Reason for Loss text field. Is that possible? If yes, how?Woocommerce Zoho CRM Connection Problem
I want to automatically send an order when I enter woocommerce to zoho crm but it is not possible. Currently I get the following error. [{"code":"MANDATORY_NOT_FOUND","details": {"api_name":"Pipeline","json_path":"$.data[0].Pipeline"},"message":"requiredAssistance with copying date value from Account Record
Hello: Last year I requested assistance in copying a date value from the Deal record to the Account record and this group was super helpful in giving me a function to use. Now, as I'm trying to copy a date from the Account record to the Deal using thetransfer tags from deals to accounts
Hello, We are trying to transfer tags from deals to accounts. Example- We create a deal and link it to an account. In the DEALS module, we tag it "specific". We want that "specific" tag to move over to ACCOUNTS also. That way we don't have to re-tag thingsNext Page
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