Gantt chart solution for Zoho CRM?
Hi We manage events. We have Zoho CRM that holds details about our customers and events. But we need a solution where we can collaborate with customers on the events; setting times, tasks etc We're thinking a gannt interface is probably the way to go.
Web to Lead Form?
Web form to Lead CRM??how to do this? and email verification? Thanks!!!
Invoice insert adding line items aka product detailes
Can you give an example of zoho api invoice insert ? What fields are required for product details ? Invoice fields fetched from metadata api does not include fields for product details which are required for invoice creation. Please help on the issu
Books Purchase Orders in which related list or module ?
Hi, We have integration of Zoho Books / Finance in CRM. I have 2 questions about the purchase order entry in Books related list. - Zoho Books is correcty available fully in CRM in is own tab - Estimates, Sales Orders and Invoices are available in the
Remove Attachments but Keep Emails Entered Using BCC
Hello, I received an email stating that we were reaching our total Storage quota on our Zoho CRM account. A large majority of this usage is due to a user using BCC to enter emails that have attachments. I would prefer to keep the email histories, but could do without the attachments to free up space. Is there a way to bulk remove the attachments from a user's emails, but keep the context of the email chains? I would prefer to not have to do this record by record. I was unable to find a solution
Leads iPhone App and CRM
I am scanning business cards and QR codes in the iPhone app. Does this automatically sync with my Zoho CRM account?
Removal of Twilio Direct Connection + huge price increase?
Hi, I was just trying to add my Twilio number in through Phonebridge or Telephony, and I wasn't able to do this. I found articles that say I can do this, but Twilio just doesn't show up in the list of Telephony integrations anymore. It seems like Zoho
Issued refresh tokens overview
please accept this as feature request / suggestion: I'd like to have an overview of generated valid refresh tokens in my infrastructure. currently I am not aware of either an endpoint nor UI for such an overview and while I can revoke an individual (refresh)
Workflow on Record Owner Sending Email
I'd like to update a datetime field in the Leads module when the record owner initially reaches out to a lead via email. We have some automated emails being sent out from the organization email, so I can't trigger a workflow based on the first email sent.
Web Form Field Entry Verification
Need to improve zoho crm web form fields validations. Need java scripting help to verify correct data entry in fields. Any assistance will be appreciated. The form generated code need improvement! Fields needing verification are: 1. Correct phone number
Educational Consultancy Software
Hi I started customizing Zoho CRM for the Overseas educational consultancy business. But I got stuck in the middle and I thought that this is the right media to raise my question. I created two customer modules - University and Documents. I linked both
Kaizen #62 - Using field related functions in Client Script
Welcome to another week of Kaizen! This post is about the Field related functions in Client Script. Field related functions in Client Script You can use the ZDK functions to achieve desired actions for various events. ZDK function Description getField
auth_type=apikey for CRM REST
my external server app is connected to Zoho CRM via standard REST (happy to see v3 btw!) and the connection is secured / auth'd via OAuth as suggested by the docs. recently I learned that one could authorise external calls to CRM custom functions via
How to implement Pipeline substages
I inherited a 35 stage pipeline. I want to shorten it. Many of the stages do help any given person manage their task list, on a per-Deal basis. I need to retain that general idea. My colleagues love the Kanban. For them, it's all about the Kanban Blueprint
I'm getting this error: Object reference not set to an instance of an object
I have this code: The same code I have as an example. What should I add more to create a contact? All my fields are strings, so it's not a problem. What I am missing right now?
Changing Template Table Border Colour
Is it possible to change the border colour of tables when creating a template? I'm working on a quote template, and the default border colour is this terrible off-yellow. I just want the borders to be black. How can I change the border colour?
Minor enhancement in sending surveys via Zoho CRM
Dear All, Hope you are well! We are here with a quick update on Zoho Survey-CRM integration. Let's get into the details! Survey is a great channel to obtain information from your prospects and customers in one go. Business activities like lead qualification,
It ZOHO CRM does not open for me
أنا مسؤول صفحة CRM الخاصة بي ، ولا يمكنني فتح طلبي
Access Token generation
Hi, How many times in a day can we generate an access token from refresh token (ZOHO CRM APIs). Is there any limit for access token generation ? If I generate access token every 5 minutes will it be okay ? Thanks !
Mass Import Company Logos
I have an excel file that contains URL's to company logos. Is there a way to import this list into Zoho CRM so that the URL to the company logo updates the image on the account ?
Selecting an email address in the Zoho CRM GMail Gadget
With the Gmail Gadget, you can add a contact or lead or add opportunities associated with the SENDER'S email address. But sometimes, I want to add to my CRM people that are in the CC field in Gmail. So, I suggest that your Gmail Gadget to gather all
A working GMail integration
Hi @Zoho team, is there any plan to build a proper Gmail integration with Zoho CRM? To be honest we feel a little mislead by your website that you integrate with Gmail, since the integration is limited to say the least: 1. The Chrome extension allows
Email Signature Images Not Displayed Correctly In Outlook Clients
Hello, I already have an open support request, however curious if others have experienced this issue: Regardless of how the image is inserted into an email signature through the CRM, upon opening the sent email in an outlook client (desktop or mobile)
How to make web tabs available to non-admins?
Hi, I'm trying to make a web tab, Mailchimp, accessible to a non-admin. I see from this article: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-modules/modules-an-introduction/articles/web-tabs#Activate_Web_Tabs that by default,
Migrating From HubSpot
I am setting up ZOHO CRM and running into something I don't understand. I have multiple users is HubSpot and want to set up ZOHO CRM to recognize that certain contacts are already have assigned contact owners. I assumed I'd create a pick list and add
Sale Order Email Alerts inclusion of Product Details to Customer
Dear All, we like to send Sale order email alerts inclusion of Product details to the Sale order owner and Customer. Please guide us for the same. we cannot use html custom function as email alert should be dynamic as per sale order customer email id.
Change field to read only based on another fields value
Hi I need to make fields read-only to standard users once the field has been populated and saved. Cannot seem to do this via a workflow or layout rule. Can this be done via a custom function? Can you set field properties using functions? following is
Email not showing up in CRM
My email finished syncing yesterday, but they are still not showing up on the CRM. What can I do?
What format is expected by the API when working with `datetime` fields?
Hi there - I'm trying to update records via the API (v2) and am getting errors when trying to send a datetime field. I've tried a regular Javascript date object, an ISO string, a UTC string, and a 'd/m/y' formatted date string. I've looked at the documentation
checklist?
I'm setting up zoho crm. I have seen a couple of places talking about "checklists" but I don't know what its talking about?
A connection attempt failed because the connected party did not properly respond after a period of time, or established connection failed
zcrmsdk.src.com.zoho.crm.api.exception.sdk_exception.SDKException: Caused By: None - HTTPSConnectionPool(host='developer.zohoapis.in', port=443): Max retries exceeded with url: /crm/v2.1/settings/modules (Caused by NewConnectionError('<urllib3.connection.HTTPSConnection
Email Verification Tool & Zoho CRM
Has anyone had good results by adding an email verification tool to zoho CRM, via API? I currently use quickemailverification.com and myemailverifier.com on separate websites to clean up bad emails in my lists. They both work quite well in maintaining
Iphone closing application when clicking on potentials.
Been using contacts to create notes because the application closes when I click on potentials from the meetings screen on my iphone 14 pro. NEED A FIX!!!!!
automatic number order
Hi everybody i try to order my products and i insert an ID field with automatic number but when i arrive to the number 10 the sistem put this record between 1 and 2. Someone can help me? thank you all! Simone
Referencing all Potentials linked to a Contact using merge fields in a template.
I've been trying to automate a monthly email notification, but when creating the template, i can only use one merge field per contact (referencing only one potential for each email). So i end up needing to send a individual email per potential, essentially
CRM Forms not Mobile Friendly - How Can I Fix This?
The forms as they appear on a standard web browser are not at all responsive and need to be appear differently on a mobile device (larger font, data entry fields nearer field names). Is there a way to fix this?
CRM and Mail and Vcards
will there be a way to import Vcards direct into CRM through Mail ?
Function #50: Schedule Calls to records
Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
Barcoding in CRM
Is there any way to add a field in CRM contacts or deals that would allow us to scan a barcode to populate data for that field? I would like to track checked out samples with customers and would like it where staff can simply scan a barcode on the sample
Update contact fields based on account fields
When I do my contact segmentation, I want to select contacts that work at companies that meet certain criteria. To do that, I have created a new "Contact field" for "Account Type". In Zoho, our Accounts have "Account Type" on them, and all contacts are
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