Integrating Zoho CRM API with HubSpot Leads API
I was looking at these pages and trying to find someone with a proven track record of integrating these 2 systems together. https://zohocrmapi.wiki.zoho.com/ http://docs.hubapi.com/wiki/Leads_API Any ideas?
Lead work flow
How can I use workflow to distribute lead to lead owner. What it i I have 50 to 200 lead owners how many lead flow rules do I need (I hope only 1) Anyone using Zoho in this capacity - as a lead distribution tools for an online lead generation website.
Conditional Workflow rules
My wife does personal sales / direct selling of products to people. When she gets a lead, we like the automated workflow that allows us to autmatically set up calls for the next day, three days later, five days later and a month later...this part appears to work well for us. However, what about the ability to "automatically" delete the "Leads" automated tasks when the lead is changed into an Account? For example, the initial follow up calls will no longer need to be done once a sale is made. It
Setting email reminders for tasks
If I check the box asking if i want an email reminder for a task I have set, once I have saved the new task i get emailed straight away, which is pointless. Haw can I set the email reminder to a future date and / or time?
Automatically archive emails of existing leads
I integrated our email into the CRM. I am creating leads from emails So far it is working well Once I converted an email to lead, I don't want to see his emails (same email address) in the inbox. View emails per lead in the leads manager. View only non leads and potential leads in my inbox. Is it possible?
seperate lead lists?
Hi There, Celtic Harmony is a non for profit providing education and events for schools and families at Celtic Harmony Camp, the Iron Age Settlement. I have created a lead list for schools but need to create a different leads list for families that visit. Can anyone explain how I do this please? Any help gratefully received Carlene
See other user's emails
I only see an option to see my emails sent to a given contact. Can I see emails from all users sent to a contact?
Newbie CRM questions
Hi I 'm Mark and I'm the guinepig for a sales force of 100 financial advisors. I've signed up for the free trail for three users which I hope to use for myself, my appontment maker and my secretary. Can all three of uss access, add and edit the same database from three different PC's or iPads/iPhones at the same time? Will I need extra user names and passwords? TIA Mark
Problem inviting a colleague
I have set up my free version of Zoho CRM and have also set up, activated and invited a colleague. Although the system tells me that an invitation has been sent to my colleague they never land with him. I have tried this on a number of occassions but as yet no luck. What other way might I provide my colleague with a username and password to enable him to login to my system? Thanks for your help Steve
Need Better Criteria Options
Certain options such as Last 30 Days, Last Week, Last Month, etc. are available only in the standard criteria filter. Since these are not available for some odd reason in the advanced filter, how do you get a second standard filter? It seems that you cannot stack standard filters, you may only stack up advanced filters. This seems obvious, the advanced filter has none of the many date options available in the standard filter. Why not make both available? The reporting module needs more flexibility
24 Hours format
When will 24 hours format be possible to select, we are missing it very much?
Display of sales data for account
We need to display (on the account detail page in CRM) the monthly sales figures for an account. Sales figures will be imported and linked to a customer identifier. The sales figures will be summary level -- not detailed transactions. Ideally, this is what we'd see for each customer. Any way to do this?
Time Zone issue
Hi there, I've just started using Zoho CRM and there is an issue with the time zone and Google calander. I've checked my time zone is set to New Zealand standard (NST) and my Google is set to NST, however the events are appearing in Google about 20hrs previous. How do I fix? This is very frustrating and I'm about to try another CRM if no answer or resolve as I can't afford the time to wait but I do like the look of ZOHO, so here's hoping.
Problem with events saved into Google....different event times show up
I am just starting with zoho. Creating meetings and saving them into Google seems great and straight forward, except the meetings are showing up in Google calendar 4 hours early!!... I have double checked my time zone settings in zoho, and they are correct for gmt -5 Detroit area....Any help??/
Splitting the CRM for two seperate business
Hi We have two business operating under ZOHO is there a cleaner way to seperate Zoho in two, to seperate the clients for the two different businesses? Rather than just assign a different lead source/account source
zoho for customer service and dispatching techs
We are a small business of approximate 10 full time employees plus a few vendors we sub work out to. We have a sales dept, install dept, customer svc dept, procurement, engineering, etc. I'm looking for a reasonably priced CRM application that will not only track customer contacts and sales and proposals but will also work well for customer service, allowing them to track customer issues and schedule techs to be dispatched to the customer. The techs would for the most part primarily work off a
Google Tasks Sync
I have a 15 day free trial going for a Paid account for Zoho / Google Docs edition, but do not see the Google Tasks sync option. I found some instructions that are hopelessly outdated (looks like a completely different website!) but that is not working for me. Also would like to know, once you set your tasks to sync with Gmail Tasks, does it send all tasks there automatically or does it require constant adding? I am trying to decide if Zoho is right for us. Thank you, Matt J.
Manufacturing control (Item level in Sales Orders)
We use Accounts, Quotes, Sales Orders and Invoices to control a manufacturing order-basis business. When a Sales Order is "Approved", the Manufacturing department starts to produce it. When Sales Order is "Delivered", we convert it to Invoice. We need to control the number of Items in the Sales Orders that are already Manufactured. So, the right way to this is create a Custom Field in the Product Details section of the Sales Orders indicating "Status of the Item" (Pending, Manufactured, etc.) but
web to lead - assigned lead to user - how can you set notifications to alert user they have a lead
web to lead - assigned lead to user - how can you set notifications to alert user they have a lead? Currently we have to login and check manually The user is verfied but nothing comes throught at all. please tell me you can notifiy the user? There must be a setting somewhere, no menu called Notifications anywhere in view. This is the free edition perhaps thats the issue?
Standard Report Filters
I need to create a report which uses more than one standard filter. Adding filters only adds advanced filters which do not have the wide choice of date options (such as Last 30 Days), only specific calendar dates. How can I chain more than one standard filter together?
Industry pick lists
I created a custom pick list for the "Industry" field in the setup area but it does not appear when I select edit the "Industry" field on an account. What am I doing wrong?
Converting leads to contact/accounts
I would like to convert leads to contacts only. Once the contact signup, I would then convert them to an account. Currently I only have the option to convert a lead to both contact and account at the same time. I am new to the software....what am i missing?
QuickBooks and Credit Memos -with they update in ZOHO?
If we enter a credit memo in QuickBooks, against an item number to an invoice that had been imported from ZOHO, will the credit be applied to the invoice in ZOHO? it says in ZOHO that through a ZOHO/QuickBooks integration the data will be synchronized two way. Does this mean a credit applied in QuickBooks will be carried over into ZOHO? Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
QuickBooks -- mapping ZOHO Invoices to Non-Inventory items in QuickBooks
Is it possible to choose the Class of Income from ZOHO to QuickBooks? We need to record Non-Inventory items for advertising revenue. Also can we create a custom field in ZOHO and then have that imported into a SubClass of Income into QuickBooks? We broker Tv advertising time -- which is a Non-Inventory Item - and need to sometimes associate whether it is "cable system or TV station" as a subclass of revenue. Is this possible to do in ZOHO? We have built a Purchase Order API to export media expense
Purchase Order API?
Does anyone have an API available for mapping ZOHO Purchase Order API to QuickBooks? Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Get Email Template via API
Is there a way to get email templates from ZohoCRM via Zoho API? Thanks
Latest in Zoho CRM: Links, Custom Apps
Building your own Links is the latest new feature in Zoho CRM. Using this feature, you can create some very useful links that would save you some extra clicks and fetch the required data. Where do I find it? You will find the Links feature under Setup > Customization. Find out more here. Apart from this, an important change is in the Zoho Creator Integration. This feature is now renamed as Custom Apps (powered by Zoho Creator). The feature is the same except for its name. Enterprise Edition users
Zoho CRM vs Nutshell CRM
I was curious to know if anyone has used Nutshell CRM and what they think of it compared to Zoho CRM? The three things that stood out most to me about Nutshell while briefly researching them is that 1) When creating a new lead in Nutshell CRM, Nutshell automatically searches and finds if that lead / company has been entered before so you do not have a duplicate record. 2) Allows you to de-dup very quickly and easily where as in Zoho, you need to be an Enterprise user, but i have read that it still doesn't work
Is possible send an auto-response email to proper email id when I create a new lead via API.
Hi, In the option Web to Lead, in Website Integration, you can select an Email Template and to send an auto-response email to the prospect whenever end user submits the form with proper email id. Is this possible when I create a new lead via api with insertRecords?
Event times change after sync
I can't find a pattern with this but when I sync my Outlook Calender with Zoho Events in my CRM the times sometimes gets moved up an hour, my all day events also get changed to 1am-1am so now it appears over 2 days instead of one. This is not happen all the time but it happens regularly. I'll go back and fix it and sometimes it sticks and some times it does not. I have already missed 1 meeting because I didn't noticed that it changed the time. Is anyone else experiencing this the same issues?
Direct URL to Lead/user
IS there a way to copy the URL which directly points to a lead or a user so that I can quickly reference it later? When I currently do this, it seems to take me to the Pulse page, which is undesirable.
Zoho free account- the server is not responding
I have a free account on Zoho CRM. Right now is useless, not responding, not loading pages. I wonder if this will happen with paid editions?
Email + time-based actions
Hey guys! I'm new to Zoho / CRM and I've been working with it (specifically, Zoho CRM Enterprise) for a couple days so far. I've combed the forum / FAQ for clues on the following question, but for some reason I'm just not "getting it." In short, I'm trying to figure out how to get the application to send an email X days after the date value I've entered in a custom field. I've created the field (in "contacts," in this case), entered the date value (3/1/2011 in this case), set up a 'time-based
Adding "Products" not available in Free Ediition ?
Not sure whether it has been raised before ..... Looks like "Working with Products" is not part of Free edition. https://zohocrm.wiki.zoho.com/Working-with-Products.html Any chance of including it in the free edition ? Thanks and regards, Sivakumar
How can I get the detail information of the sample custom apps mentioned in the Zoho CRM website
Some sample custom apps developed by Zoho Creator have mentioned in the page:http://www.zoho.com/crm/extend/custom-applications.html. Sample Custom Apps Travel Expenses Sales Commissions Insurance Mortgage Calculator Real-estate RFQs How can I get their detail information? Thanks & Regards. Gio Lee
Getting Around the mass email limitation of 250 per day
I have a list of 364 names in Zoho and want to send a Mass Email to all of them. When I used an Mass email with a template, ZOHO responded that they sent 250 emails only. What method can I use to separate my email lists into chunks of 250, so that I can be sure that I emailed everyone on the list. I tried creating views that would do the first letters of their last name, but I was not able to create a view of last names that are greater than "A" and less than "F". This was the only method I could
status column in views
I have created a view within activities that uses status within the view. However when you look at the view the status column remains blank and dosent show me the status of the task. any help would be appreciated
Links in contacts and accounts
I'm new at this - perhaps this is a rookie move... I just saw the links option in the setup/customization page. I have just set it so that I have a link on every contact page to see a list of my emails to this contact from my Gmail account. I first searched in gmail for an email address. I copied the URL that resulted. Pasted the URL it into a new link setup using the field "email" from my Zoho CRM. Now anytime I am looking at a contact I can instantly see all the emails from that person. A huge
Mapping Multiple Dependencies
What I am trying to do is somehow have a field that calculates the product price based on some criteria that the user enters in our web-to-leads form. Let me explain exactly what I am trying to do: our company sells flash drives based on quantity and capacity. So what I mean is that We sell flash drives in quantities of 25-50,51-100,101-250,etc.... and capacities are along the lines of 64 mg, 128 mb, 256 mb, etc.... the prices are like for a 64 mb capacity with quantity of 25-50 around $10 or
[SOLVED] BUG: related module lookup fields working in CRM, but not in API
Hi there, I have added a custom field to the Cases module. It is a lookup to the Solutions module. In CRM interface I am able to link a Solution successfully inside a Case. (I have renamed Cases to Profiles. And Solutions to Projects.) https://crm.zoho.com/crm/private/xml/Cases/updateRecords?newFormat=1&version=2&apikey=mmmmmm&ticket=nnnnnnn&id=446244000000000001&xmlData=<Cases><row no="1"><FL val="Project"><![CDATA[Tools IDIs (2400)]]></FL></row></Cases> Yes, it is url encoded when actually used
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