saving the email of a mail merge document to a contact record
I've created a mail merge template and an email along with it. I have successfully created a Workflow to execute the mail merge and send the email. However, it doesn't save the email to the contact record. Does anyone know how o make this work? My client
Zoho Projects as a universal task engine for CRM
Zoho CRM has an internal task system, and has a very limited interface to Zoho Projects. You can connect to Projects, but the use case after that is very limited. Can't trigger them in workflows, track/manage/report by Account, etc. However, Zoho Projects
Dev edition: webhook related rules link is broken
- Using CRM Dev edition (doesn't happen on production trial). - Create a webhook - Use the webhook in a workflow rule. - Go to Automation -> Actions -> Webhooks - Click on the webhook (the url is https://developers.zoho.com/crm/settings/workflow-webhooks/4532304000000112978)
Exporting filtered views through Zoho CRM
I love Zoho CRM, but one thing that bothers me endlessly is the fact that you can't export a view. What you'd expect from a modern CRM is that you can: - Go to a module - Select a certain view - Enter some additional filters - And then click on a button
How to get failed Webhooks for CRM
Is there a way to find the failed Webhooks in CRM? Other products seem to have it, e.g. SalesIQ Thanks.
Is it possible to trigger a CRM field update based on a Zoho Mail Send?
Hi there, I'm working with a client who would like to have their Zoho mail email sends automatically update the last activity date for a lead/potential/contact record in CRM, and have had several individuals with Zoho Creator experience, along with Zoho
Trying to automate some logged calls association with the correct deals
Hello, I have a Deluge function set up that properly uses a deal's ID to search for calls related to an account and return the most recent call's ID. I'm able to update any field in this call with zoho.crm.updateRecord. The one field I'm having issues
Please share few Reactjs projects that you have been used zoho crm Api inside it
Hello dear developers, please if is possible can you share few Reactjs with me that you have been used ZOHO CRM Api inside it. thank you so much
Group your Zia Strategy Influencer's contributing factors into segments in Zoho CRM
Dear all, We're thrilled to introduce a couple of enhancements to Zia Strategy Influencer's Target Contributors and Anomaly Finder components—providing details in segments to help you prioritize your goals better. Read along to know the benefits of these
Update field based on roll up summary update
Hi there, I'm fairly new to Zoho and am hoping someone can point me in the right direction. I have created a roll up summary field on the Company module to summarize the total invoices on that account. I would like to update the account status once this
Client script: storing data between events
Hi everyone! I'd like to write a Client Script for a "Page onLoad" event that stores a value somewhere in the browser and then use that value from a "Page onSave" event. Is this possible? How could I store the value? I've tried using "window" and "document"
account migration to Canada DC
Hi, how can we request an account migration from US Datacentre to Canada, please?
Seeking recommendations for SMS / CRM Integration...cannot be app-based integration
Requirements: Ability to use physical cell phone for both voice and sms. I need to be able to tell my customer "you can call me or text me using this phone number which is my business cell phone". Unacceptable to use ONLY a stand-alone "sms app". SMS
how to change ownership for all accounts? crm
What will happen if person A own all account as a manager and this person will resign or will delete his account at Zoho. Will I loose all accounts created by this person (manager)? Is it possible to transfer all accounts (with one click instead of doing
There is some method for to catch a BluePrint Transition?
Hi People I've been trying to detect when a user clicks a transition on a details page. I am using this code in clientscript, but I just realized that it only serves to know the transitions that exist in the page details, but does not indicate which one
Zoho social & CRM leads not synchronise due to unwanted mandatory field.
Facebook leads not sync due to some unwanted mandatory field. Please help us to get these & new leads in CRM.
Add Products search failing
One of our users is trying to Add Products to a Deal. In the Deal's record view, he scrolls down to the Products section and clicks "Add Products". That brings up the search box for the Products. He pastes in the product name (a unique string), and ...
Update Text Field with Owner Id form a Record
I would like to obtain the number of UserId from the record owner into a text field with "OwnerId2" API name I'm trying with the following function. But can't get it work. // Fetch the main record from the custom module ActivityRecord = zoho.crm.getRecordById("Activities1",Activityid);
task reminder in deluge
Hello, please, give me a hint, how I can set a reminder for a task I create in script? I made the script which is used in workflow automation for creating a task. It looks like myFieldMap=map(); myFieldMap.put("Task Owner",input.AccountOwner); myFieldMap.put("Subject","Hello");
How to remove Task for closed Deal?
Hi, I found an interesting script in your KB which can close all tasks assigned to a Deal. https://www.zoho.com/crm/resources/tips/auto-close-tasks-based-on-deal-stages.html I changed it to remove the tasks instead of close them but it doesn't work. There
OAUTH_SCOPE_MISMATCH, invalid oauth scope to access this URL
I have read similar topics, but still didn't succeed. - A java client using com.zoho.crm, zohocrmsdk-2-1, 2.0.0 dependency - A self client is used with scope of "ZohoCRM.modules.ALL" - Grant token from var token = new OAuthToken.Builder() .clientID(clientId
crm-creator integration fields
hi all i have a project combining crm and creator with several integration/lookup fields. it was very simple to add this fields on creator but i didn't find a way to do it on crm (that means to point from a crm module field to creator form records). from
Oportunidades Filhas (vinculadas)
Boa tarde! Gostaria de saber se existe como vincular ou criar oportunidades filhas dentro do das oportunidades no CRM.
How to see the number of emails sent to each lead?
How do I create a report (or a view) that shows the number of emails sent to each lead?
south florida zoho users!
Anyone Zoho users here based in south Florida? We are looking to start some free local meetups to answer any specific Zoho questions and help support Zoho users in our community Comment below soflo! Would love to connect
Function Get File Name From Upload
Hi everyone, I created a custom field in the Quotes module to upload file attachments. (Name Field is Allegati), and I created a custom field (in quotes module) with name NAllegati. I would need a function that populates the "NAllegati" field with the
Auto-fill / Auto populate company details
In other CRMs like freshsales and hubspot, when I add an account/organization the name, address, phone number and logo is automatically filled in once I provide their domain name. Does Zoho CRM offer this feature?
CRM Gmail extension does not work for Edge browser
Hi, I've installed the Chrome extension on Edge browser from the below link: Zoho CRM for Gmail - Chrome Web Store (google.com) as a result, the extension was installed, it asks to click the "Authenticate Google", but nothing happens when clicking the
Standardise Deal Name with Naming Convention
Please could you let me know the code to use in custom functions so that the Deal Name on a Deal is automatically standardised as follows: Deal Name: [First Name Last Name of Contact Role 1] + [First Name Last Name of Contact Role 2], [current Month]
Upload image to 'Image Upload' field via API
I am trying to upload an image file to a custom Image Upload field via Zapier, but the destination field isn't available in Zapier (I guess it's not supported). How can I upload an image file to a Image Upload field via API?
Free Chrome Extension for Developers!
Hi Zoho CRM Developers! We're excited to announce our new, free Chrome extension designed specifically for Zoho CRM. Feel free to download our Zoho CRM DevTool from the Chrome Web Store. It enhances the Zoho CRM functions development experience by providing
Create automation Function with WorkFlow
Hi everyone, I'm new to Zoho CRM. Scenario: I created a custom field in Accounts with the payment method. I would like that when I select the account in a Quote, the payment method is also set (which is a drop-down menu) and that I can change it for the
International Phone Field
Hello everyone 👋🏻 There is an urgent need for Zoho to improve the phone field UI/UX with native support for country codes without having to create a script. A phone field with the country flag and country code on the model of what has been done in Zoho
Is it possible to insert a subform of a subform?
This might only apply to the CRM integration but is there a way to access subform fields within a subform? As an example let's say I have a merge template for Accounts and want to insert a subform from a related Contact, is that possible?
Forms: control what prepopulated data a client sees when we share a form that updates crm
I have an Client Onboarding form that i've created for the client to share certain information about their business with us as part of the onboarding. This form updates custom fields in their Accounts Module in Zoho CRM. I'm using the Account Name field
Kaizen #109 Record Locking Configuration APIs in Zoho CRM
Hello everyone! Welcome to Kaizen! In this post, we will discuss Record Locking Configuration APIs in Zoho CRM. What is Record Locking? Record Locking refers to the restrictions that you can apply to records of a module to prevent further changes to the
createBulkWriteJob-method not working in Node.js SDK V5.0
Hi, I am trying to create a bulk write job using the new version of the SDK. I am getting an error that says: unable to process your request. please verify whether you have entered proper method name, parameter and parameter values. I have been using
Data Factory - can’t fetch Zoho tables despite the Zoho connector working
I’m able to successfully create a Zoho connector but when I try to use it I get an unknown error trying to fetch Zoho tables: error details: I've tried different combinations of Zoho API scopes but without any luck. The same issue was reported in March
How can I set Email field in custom module after saving details thru Field of Lookup
To my dismay I discovered that whilst the new Field of Lookup feture does allow me to retrieve the Contact (Lookup field in my custom module) email address, it does not at this stage permit me to save it to a System field being Email. As such I can't
Load Zoho CRM custom module to Azure SQL database using Azure Data Factory
Hi everyone, I managed to connect Zoho CRM to Azure SQL database through API using Azure Data Factory and I'm able to load most main modules and see them when preview the data I'm receiving from Zoho. I described how I managed to do that here at the end
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