Where to add a API into another Zoho CRM?
How to send data (leads) back and forth between 2 different Zoho CRM's. I have Multiple Zoho CRM accounts and I am trying to use the API to send data (leads) back and forth from them.
How do I get form data submitted through Zoho Sites into Zoho CRM?
Without going the long way through Creator? Is there an integration planned?
Reassigned leads lose activity history
We have reassigned some leads created by a sales person who has left to a new salesperson. When the new person looks at the leads they cannot see the closed activities (tasks) created by the previous user. How do we make sure these are visible to the new person?
2 Quick Questions
New user here...so a couple of quick questions: 1. On the home view I have it set to show Contacts, Leads and then the Tasks section takes up the entire bottom half of screen. I see a list of the tasks but not which Contact or Lead they are associated with, and since many of our tasks are repetitious it looks confusing to see the same thing listed over and over. Is there a way to show the Contact or Lead name as one of the headings? (right now those headings are Task, Activity Type, Start,
Lookup a custom field
Can I set-up a lookup field to find a custom filed in another module. For example in a Quote, I want to lookup a custom field called: "Customer Ref No" instead of the standard subject field? When setting up the lookup field I only get to select the other module, i.e 'Account' and it selects the standard field only. If not possible could I setup a look up statement to say if field = Account name then input the the Account Ref Instead?
Custom Fields Limit Per Field Type Not Allowed
I'm aware of the custom field limits per type; https://www.zoho.com/crm/help/customization/custom-fields.html#Custom_Field_Table Is the total limit cumulative or per field type? If I have 25 custom string fields and I want to add an additional integer custom field it doesn't allow me to and says that I reached my limit. Based on the chart I should be able to add an integer custom field since the limit is 15 and I haven't used any yet. Is this how it's supposed to work?
Zoho Maill Add-on with Zoho email account
I am a new user trying to configure my Zoho CRM account with my Zoho Mail account. I set these two accounts up independently, which may have been my mistake, but Zoho required a unique user name for each account. So now my Zoho CRM account has one user name, and my Zoho Mail account has a different user name. When I go to configure the Mail Add-On inside CRM, it displays a default mail address of <CRMusername>@zoho.com. This is not my actual Zoho mail address. When I click on the Add email account
Open Activities In Account
When I open the main account screen At the bottom is "Open Activities" Can I set this so it defaults to sorting by due date? Thanks.
Timezone will not change
the timezones are different (and wrong) on 2 of our user accounts. we try to change them but it doesn't save the amendment. any tips?
Custom Field Needed
I need a custom field that automatically calculates a percentage of another currency field we already have. For example, I already have a currency field called "Invoice Total". I need another field that automatically calculates 8.5% of whatever amount is entered into "invoice total" Field. If I enter $500 in invoice total field, I need the custom field to automatically calculate 8.5% of $500 which is $42.50. Is this possible?
Auto-calculate field?
I have a currency field where I enter an order's gross invoice total. Is it possible to create another field that automatically calculates a certain percentage of that gross amount? We have to pay an 8.5% royalty on our orders, so I would like this amount to auto calculate if possible. If the gross invoice total is entered as $500, I want the custom field to calculate of royalty amount owed, which would be $42.50. Thanks in advance!
Send SMS alerts using Webhooks
Imagine these scenarios: You have an important customer meeting in two hours. But accidentally, it slips out of your mind and you schedule a meeting with another customer. Oops! A payment from a customer is due today. You sent an email only to receive a vacation auto-response from the customer. The ordeal doesn’t end there as the payment cannot be processed without his consent! A customer calls your toll-free and requests for a product activation kit. A case is created in CRM and assigned to a field
Access website integration forms from api
I see in the crm api that I can getFields which get all fields, but can I getFields based on selected fields from web to lead form that I created in the website integration section? Thanks
How do I get emails which were sent to leads?
Hi, I'm trying to get the emails via the Zoho API which were sent to leads, but I'm stuck. I searched the documentation and the forums for a hint to how this could be accomplished and also tried to adjust the API call like https://crm.zoho.com/crm/private/json/Email/getRecords?authtoken=Auth Token&scope=crmapi... Does anybody know how to get the emails?
How to get response of web to lead form?
Hi, I am using following code for Web To Leads Zoho form, it saves lead and form works perfectly & I am using this form in a jquery lightbox. now i want show success message into same same jquery light box on its response, means after saving that lead. any one guide me how to receive response of zoho form? and help , idea or tutorial would help me alot as i am new to this CRM.
Email Confirmation of Sales Appt with a Lead
I have an inside sales rep who calls leads and tries to create face-to-face sales meetings for me. When a lead agrees to a meeting I'd like the inside sales rep to use a mail merge template for sending confirmation of the face-toface meeting. I looked at the Email Templates function. But it appears to be focused on sending out mass mails. What is the simplest way to send a mail merged email to ONE lead from that person's lead record. AND: ** is there a way to review and modify this email
Help us create Standardized Client and Company pages.
Hi I need someone to do the following for us... Copy our "Leads" page and label it "Clients" + add a few custom fields to it Create a standard "Company or Vendor" page with all the standard information a "Vendor" would have. Nothing product specific at all. Very simple Make our "Leads" page have the capability to convert to "Agents" Make our "Agents" page the same as our "Leads" page (the same data) Also, we need ongoing support from you at a flat rate per time, month, etc. Whatever works out
Help getting Zoho Mail | Mail Addon working properly
Hi I'm a recent Zoho CRM customer and just purchased the add-on to integrate my Mac Mail IMAP account. Performed set-up (for my name@owndomain.co.nz) and can now see my Mac inbox appearing in my Zoho mail account. Cannot however send from my @owndomain.co.nz when in a module; contacts etc. When emailing from soho mail cannot see my contacts within address book. Something not working - have been trawling set-up etc. Don't know what's going wrong? Help please. Brett
Emailing from zoho - where do rejected emails go
Hi When sending emails from Zoho, what happens to mails that are not able to be delivered due to an invalid email address? Is there any method of finding out if the delivery was successfuly or not, or being able to identify which are rejected? Any help or assistance would be greatly appreciated. Thanks
Leads being "automatically" re-assigned to other owners
Hi It seems as if the system is automatically changing the lead owner. You can see in the snapshot below that Nicole was working on the lead. There is no history showing that the lead was manually changed to Bronwyn but as below shows, Bronwyn was suddenly the lead owner and we had to change it back to Nicole. Please could someone troubleshoot this problem for me - it is going to cause many issues if it persists. Thank you.
Problem with the new crm-analytic app in zoho crm
Hi, i can't connect my zoho crm-analytic app with zoho reports. i know the way how to conncet under "apis and add ons" but, it dosent connect with zoho reports ...i just see "loading" for ages... any ideas? cheers Amir
Problem in sync Google calendar to zoho crm please please help me
here is my big problem, i want to sync a new email for the google calendar but my problem is where can i put the email so that it will be sync, there is a list but it doesn't have the email i want to sync? how can i create a google calendar list like on the picture, i want to add a new email on the list of calendar but how can i do it? te
Duplicate entries when using Campaign or Notes as Related Module
I have created showing a Report which shows lead entries belonging to a certain campaign. The filter I used: Campaign Name is Fax01 Some columns shown: First Name, Last Name, Address and Member Status At first, the report works perfectly well.. but then I later on noticed that when I update the Member Status of a lead (for example, named Dianne Valenzuela) from Planning to Send Fax into Fax Sent.. the entry for Dianne Valenzuela the appears in the report becomes duplicated (one with Member Status
Drip Emailing
It would be great if in addition to creating template emails you could create a series of emails you can send out to a lead or contact with specified time intervals to send out each email. I understand that getting creative with the email market capabilities of the enterprise version you can accomplish something some what similar to what I am asking for but it is not a viable solution to what I am looking for. I currently have to use a third party company to do our drip emailing and its not efficient
Zoho CRM categories and Travel Business
I would like some ideas on how to use this system more effectively. I want to keep it simple, but effective. I have a business where people who are looking for accommodations on the island visit my website, look at the properties, use my web form to give me information about what they are looking for. I then contact them with either more questions or just give them options that fit the criteria they are looking for. I communicate with hotels and vacation rental home owners to confirm the details.
Custom View Error on home Screen
I've created a Custome View for Potentials. It looks fine when in the Potential Module. however, adding this view in the home module, the contact first name is dropped, leaving only the last name and no link. Any ideas?
Event Scheduling & Resource Management
Hi, 1. When scheduling for an event, is there a way to get notified of a time conflict. So far, I am able to schedule events at the same time, without the system telling me something is already scheduled. On a further note, anyway that a) the date can be surpressed in a report or dashboard view and only the time shows and b) anyway to change the time selection to a 24 hr clock, instead of the am/pm selector 2. In my company with have a number of rooms for training purposes. Is there any resource
Activity List
In the Activity List screen you should add two columns - one for the Name and another for the Company As it stands now unless I put this information into the subject line when creating a Task or an Event I just see whatever I've entered from the drop down and Have no way of knowing who it is I am supposed to Call Email or whatever. This would likely be an easy addition and make a lot of sense from an ease of use standpoint tholmes
New plugin update does not save login information
I'm using the new beta Outlook Zoho plugin with Outlook 2003. My login information is not being saved from session to session even though I have the remember me box checked. I'm really not sure why a separate sign in is necessary at all, if I have Outlook open I want to be signed into the Zoho plugin.
logins and usage
is there any way to see how much my team is logging in and using Zoho? Kevin St Clergy
Email Template Footer
Hello, Recently I have been noticing that I cannot view or modify the information that I have in my Email Template footer. In some cases when I click on the email template link I can see the footer, but then when I click to edit the email template, the footer text is not visible in the footer area. This occurs whether I click View HTML or not. I am using Mozilla browser, but this is what I have used all the while. It should also be noted that when I send an email using the template, that I do
Google Calendar Sync
To whom it may concern, We had just bought acces to the Zoho CRM, and we are experiencing an issue. We had realized (after paying) that the calendar in syncing every 6 hour. IT IS VITAL FOR US TO SYNC FASTER. This is a good reason for us, stop being a client. Thanks. Juan
Pulling data from one form to another if basic CRM account? Is it possible?
I have some custom fields I have setup that have been attached to all the forms (Leads, Accounts, and Potentials). I don't use leads but do you Accounts. I fill out the Account, which has several custom fields I have created. What I am trying to accomplish is when I fill out a Potential, is to have it pull the custom fields data from the Account. As an example: Account - I populate the following -Name -City -State Potential - HERE IS WHAT I NEED HELP WITH -Upon selecting Account -I would like the
importing task and events/ association with contacts
I'm trying to import some tasks and events to finalise the conversion to Zoho Professional. However, the association with my contacts is not imported. In the CSV file a field has been made with the exact (mandatory) Contact Name. This is the field with which I associate the event. However, after finalising the import (with no errors reported) the association is not made. Any idea what I'm doing wrong? Thanks for your support
Mass email not respecting custom smtp settings from Mail Addon.
I have the Zoho Mail addon set to use my custom smtp for tracking and auditing purposes. When I send an individual email through the CRM interface, it respects my Mail custom SMTP setting. But when I send a mass email using an email template, it is sent from Zoho's email server. Can you please change this? Thanks, David
Activities status additional columns
although the open 'contact' (ie led company name or person) is available in the column edit options, when added it comes up as partner contact. Can this be fixed please? this is the kind of support from Zoho that will define whether I upgrade for the rest of the company. looking forward to a response
Contcts on Activites List
Hi, I created a custom view for activities and would like to be able to see the column for the contact and company for which the event is created. Is there a way to do this? Thanks,Leo
Converting multiple leads from same company
If I have multiple leads from the same company, how can I convert them all to the same account/company, showing each lead from as a contact for that company?
API and carriage return
Hello I would like to create a lead with a description containing Carriage Return I have tried usual substition code : \n or \r or #x000d; or #x000a; or <br> (last one work on display but not on edit) Can you please help me ? Regards
Customize Product Name Lookup Window
Hello, Is it possible to change the product lookup window in Quotes, sales order etc..? I prefer to use the product views and select our Sales products View. Now we have 200 products (170 parts and 30 sales products) It is quite difficult to find the sales products... Is this possible? If yes, how? It also would be nice when you can change the records per page... Kind regards, Allen Simon
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