Calling Functions using REST APIs
Hi, I'm trying to create a new standalone function to integrate my external system and Zoho CRM. I want to use the function as an incoming webhook, I need to create new Lead into Zoho CRM and this approach may be works, but I'm facing an issue when running the function script. I'm following the same steps described in this article: https://www.zoho.com/crm/developer/docs/functions/set-up-functions.html#Function_REST-API The point is: When I run the script, I get the following error: Failed to save
Related Lookup Fields
Good day guys, Is it possible in Zoho CRM to relate lookup fields? Here is an example for what I mean. I have the following Accounts, which should be related to these Contacts; When creating a new deal, I want only the Contacts related to the chosen Account
CRM Buttons
I want to make a custom button in the CRM. I want the button to take me to that specific customers invoices in zoho books so I can then take a credit card payment (since CRM does not do that). So if I am in Sally Maes contact in CRM I want the custom
Using Javascript in Templates
Hello, I would like to use Javascript within the template to perform advanced display control. When I searched for it, it seems that there has been a similar request for 6 years, but are there any plans to add this feature?
Reply Emails to customers automatically uploaded to CRM via Outlook
Hello, I'm just wondering if there is such a function. I would like to continue using my Outlook in combination with ZohoOne. If I now reply to a customer via email, this email should be automatically archived in the corresponding customer data record.
Someone here developped a way to automate the backup task?
Hi, like many people here, every week I take the crm's backup, download it on my computer (ish... not good for security), upload it somewhere. All good. It's my monday routine. We want to have a daily backup. I don't want to do this daily. I'm thinking
Associate a contact to a contact
It's easy to understand concept a Contact associates with an Account. But in my business perspective, how can I associate a Contact to another Contact? The use case is: we know 2 contacts are the same person, but due to business requirement, we don't
Kaizen #112 - Signals in Zoho CRM
Hello everyone! Welcome back to another week in the Kaizen series! This week, we will discuss Signals in Zoho CRM. What are Signals in Zoho CRM? One of the most important aspects of any business is staying on top of customers' needs and understanding
365 Calendar doesn't sync properly with Zoho CRM calendar
Hi, Following the recent update, we assumed that all entries in our 365 calendars would be synced with Zoho, but they're not. We still can't see repeat entries. I thought it might be due to how long ago they were first added, so I added a new one and
Best/Cheap Telephony integration in ZohoCRM? (United States)
For customers who have telephony integrated into their ZohoCRM, can you recommend a telephony company to our small 3-person US-based company? Is there a company that ZohoCRM is designed to work best with? One that doesn't cost an arm and a leg to use
I have the requirement to have an editable list view. Anyone have any workarounds?
Seems impossible in standard view and Canvas. Not had a chance to see if new client script capabilities on stand list view would allow us to effectively craft editable views? Anyone have any suggestions?
Changing Columns displayed in the Accounts View
In the main Accounts view where all accounts are displayed. The default columns shown are Account Name Phone Website How do I modify this to add/remove additional columns to this main view. Can I have the main contact persons name also show up in this
Cannot access Zoho CRM encountered error
We've encountered an error. Please try again soon or report your issue in the feedback form. I, nor can any users login to Zoho CRM as it crashes with above error immediately. it occured after linking a custom app as a related list to the accounts module.
CRM Down?
Not able to login to CRM. Any idea if this is scheduled maintenance? And if it will be back up?
Is it possible to trigger a workflow/function if a specific field value changes in Zoho CRM?
Hello, I have a lot of Workflows that will trigger functions. They will run if a new record in one of the modules is created or changed. But I am looking for a way to check if certain field values have changed. I know there is an option to check if the
CRM is shut down
Hi, Seems CRM is shut down Update: We have reverted the update and it should be working now. Locking this post as the issue is now fixed.
ZOHO has completely crashed
We are unable to access any ZOHO products - please help urgently. Update: We have reverted the update and it should be working now. We are monitoring the services closely.
Find API Names Using a Function or Client Script
Hello, Probably odd request, but we are wondering if is possible to find the API name of a field from a function or client script running on a different module? That could probably be worded better, but here's an example.. In Module A, we have users give
How would i add a Books Estimate to a email send within CRM
Im currently calling a function in CRM that creates a estimate. I want to retrieve that estimate and send it via email additionally to my email template. How would I do that? Best case would be to implement the estimate as HTML in front or after the email
Update quantities in Products
Hello everyone. Apart from Zoho CRM, I have a previous management system, where, among other things, the stock of the products was managed. Also, I have an API where I bring the current quantities. Has anyone already had success connecting with a function,
Workflow Report
Is there a way to generate a Workflow report that shows - Alerts that have been triggered and details of who it was sent to - Tasks that have been triggered and details of the task - Next workflow step that is due and for who? Thanks, Ryan
Export my contacts & deals
I cannot find anywhere how I export my crm data. Please advise
Decimal Places
I would like to request that when a quote, sales order or invoice is entered that if the list price is set to 4,5 or 6 decimal places to the right that when the quote, sales order or invoice reflects this in the list amount. The calculation for total is correct, but the system rounds-up the value in list price and it is confusing to our clients. If they perform a quick calculation on the qty X list price ( once rounded up), it does not match the total for that line item. I guess a better question
Zoho Forms as a Popup Widget in Zoho CRM
Hello, is there not a way to connect a Zoho form on a widget in Zoho CRM? I have everything connected correctly. But when I click the button in View page to invoke the url it works and shows the form, but now I cannot click the integrated lookup field
Using date fields data from subforms
Hello, I'm working on setting reminders or sending emails based on date fields within a subform in a Zoho CRM module. Unfortunately, standard workflow rules don't support this feature. I've written a Deluge script for this purpose, but I'm encountering
User Profile Cannot Delete Contact
I want my "Contract Review" profile to be able to delete contacts as necessary from the contacts module. Currently I have the Contacts Module set to Private I have my Contract Review profile set to View, Read, Edit, Delete for the Contacts Permissions
CRM Portal Self-Registration
Currently, portal users for the CRM need to exist as contacts in the CRM, who must then be manually invited to use the portal. A problem arises where there is a requirement for these contacts to start using the portal at their own discretion (i.e. not
Email configuration issue - Can't send emails via CRM any more
Hi All I had to change my Outlook 365 password and when later that day I tried to use templates in Zoho CRM to send an email I found that this feature had stopped working, giving me an error message. Via settings/channels/email, IMAP is set up and it
Checklist for Zoho extension - Canvas Support?
1) Is there Canvas support for Checklist for Zoho CRM extension yet? I know we can add them to the regular layouts, but have yet to hear if Canvas support was implemented yet. 2) Besides Checklist for Zoho CRM extension, are there now other ways to add
Dynamic dropdown list based on values from another module
Hi, I can't find how to prepopulate a dropdown list with existing values from another module. I have a field on Potentials named "Salle" and it's a lookup field fetching information from Products module. The 3 products fiels are: Assis (number field)
Scheduling a workflow
Hi Is it possible to schedule a workflow to trigger if a field isn't updated within a certain time? eg If Account Status is set to Pending can I get Zho to assign a task if the Status hasn't changed for, say, a week? Cheers Simon
what is integration task credit in Zoho CRM?
Hi, currently we are in Zoho enterprise paid version for 3 user licenses. as you can see in the attachment, in the developer space, there is something called integration task credits. as for now, we are using 39 credits out of 49. my questions are: 1.
Automatically add a deal to a contact/account
When our account managers convert a lead to a Contact/Account they must manually tick a box to create a deal. Sometimes they forget to do this so they have to manually add all the information after. Could there not be a way that we could set it up so
Deal details display at conversion
Hi, I have created a Pipeline in my CRM. This is displayed when I choose to create a Deal at the time of converting a Lead which is great, however the order of the fields don't seem to make sense. I should be able to select my desired pipeline, then choose
BCC-Dropbox tracking source
Is it possible to assign tracking codes to leads generated using BCC Dropbox based on the email address the BCC was sent from? I'm trying to parse leads generated in this method. I can see the email in the Lead once it was generated, and it shows the
Campaign -> CRM Sync
Hello - We recently obtained a business that uses Zoho in conjunction with Wordpress/WooCommerce. Leads are captured via a form on Wordpress. Starting Thursday 11/9 around 4pm these leads stopped syncing with CRM though I am able to view the submissions
How to add hours of operation for an account.
Trying to find the best way to document a business's hours of operation so I know when I can or cannot call.
E-mail as mandatory field instead of last name
Is it possible to change the mandatory fields for leads? Making additional fields mandatory is not a problem, but I would like to have the last name as a non-mandatory field. I use the email instead
Retrieve Zoho Mail using Zoho CRM API
We have connected our Zoho Mail with Zoho CRM using IMAP configuration. Now we are able to see the emails on Contact's Email section. Is there a way to get these emails via Zoho CRM API? Similar to how we get Notes/Events for a contact.
Extending API token expiration time
I am trying to get API calls set up with a customer that plans on creating an automated process on their end to get/post records. Seeing as the token expires every hour this creates a little road block. Is there a way to extend that token to a longer
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