Forms - Using Forms the comes with CRM+ vs. paying for Forms and integrating with CRM+
Hello, I'm new to Zoho CRM+. We are moving over from a different CRM where I had a lot of forms created and imbedded in my website and I'm looking to do the same with Zoho. The forms included in the CRM+ seem very limited as far as customization in comparison
Create an automation for Web Whatsapp in webhook
Hi all, may i know how to create a proper working webhook / worklfow to send a whatsapp using https://api.whatsapp.com/send/?phone&text ? I mange to create with button without problem. But not in Webhook. Thanks
Recovering from data loss / Backups
Does Zoho's support team maintain their own backups of customer data? Lets say tomorrow that a disgruntled employee of mine decides to delete a large amount of data and vandalize my Zoho CRM account - they insert junk data / nasty comments into random account records, they wipe out notes that we made, they edit records and put junk into the text boxes, they delete records etc. Or... lets say that me or somebody I hire to administer the CRM mis-clicks and accidentally deletes an entire custom module
Exception in Monitoring Server? Outage?
Hello, It looks like some of our Canvas features and our Calendly extension directly communicates with https://tipengine.zoho.com/. This component isn't listed on the Status page for all the other Zoho operations. Do we have an ETA of when it will be
AUTOMATICALLY add the photos
" Is there any way to AUTOMATICALLY add the photos to the leads? It would be OK even if we had to import them and update the records. This one-at-a-time system is archaic. " Hi, is there anything new on this topic?
Relay configuration issue
We are receiving the attached message. Please help us resolve this issue. I noted the text in the sceenshot here as well in case you can't open in. Hello, The Relay Configuration for the domain staffleasing-peo.com and feature Mass_Email has failed
Internal exception when using postUrl.
Hi, we are triying to make a POST request using a custom function. We have the url, encoded with encodeUrl() and a map with the header parameters (including the access token). Our function takes some information about a lead as parameters. So, we have something like: hdr=map(); hdr.put("key1","parameter1"); hdr.put("key2","parameter2"); url = "https://something.com"; url = encodeUrl(url); response=postUrl(url,hdr); text = response.get("responseText").toJSONList(); info text; We Error at line number:
Including {"trigger" : ["workflow"]}) into your function
Hello. I want a field which is updated by a custom function to trigger a workflow. I've read that I should include {"trigger" : ["workflow"]}) into the function. Where should I put this line the following function? Should it be placed at the last line?
Best way to have contact update their own info AND control the update.
Best way contacts can update their own information? I understand I can email them a link to a form. I'm really asking about the approval process after. Once they've updated, how should we set up checking the updated info before it goes into the system?
.ics inviation via Deluge
Hi Zoho Community. I would like to be able to trigger a calendar invitation to from the Leads module using the information within the Lead (Email, Date/Time etc). I've already created a workflow so that it sends an email to the Lead and pulls the Date,
Can someone please explain why this function is not working?
This worked previously, but suddenly stopped. i can't figure out why it is the exact same script that we use on two other fields. but for some reason it won't work on this field What it does is grab the total money owed for a certain product type and
Count the Number of Emails in an Account and store in a field.
Hello. I have a function that updates the account record with the number of calls, tasks, notes and activities. Emails are also a activity but are not tracked as a getrelated records or I just dont know how to do this. Does anyone know how to get the number of emails sent or received and store them in a field in CRM? I know there is a Email Analytics Report but there is no way to get any of this information into CRM as far as I can tell. Thanks!
Updating cloned Quote
Is there a way to perform a task when a Quote is cloned? I added a picklist containing two values "Original" and "Clone" to the Standard layout of the Quote. I want whenever I clone a quote (using the clone quote button), the picklist on the clone gets
In-line editing
When working in any of the CRM modules list view (eg My Contacts) it would be useful to be able to edit and save any of the fields displayed in the list: lookups, text or drop down selections for example. This would be different from Mass Update, in that it would allow users to quickly update individual fields rather than selecting and updating one field with the same information
Attachments don’t convert to deal from lead.
I am having an issue where our agents are not able to see attachments when they convert a lead to a deal. When we convert a lead to a deal. It’s assigned to another team member. I have a blue print auto convert transition and it only works for me.
Hide description of event invitation via Deluge
Hi, I have a Workflow to create an event and email the Lead based, however I would like to avoid sending the Description of the event in the email as this is meant for our reps. Is anyone able to direct me as to how I can do this with Deluge? Current
Not able to find Account Name name which has special characters using api.
https://www.zohoapis.com/crm/v2/Accounts/search?criteria=Account_Name:equals:three&*() "Account_Name is three&*()".
Zoho CRM imap mail integration - we need the CRM to see not only the imap inbox but also a specific imap folder not to loose archived emails
Hi, We are evaluating Zoho CRM and email integration is very important for us. I have tried the IMAP integration to Zoho CRM and would like to know if the system could be configured in such way that when an email is received to our inbox on the imap server
How can I search Users by email?
I'm trying to use this to make Users search: https://www.zohoapis.com/crm/v2/users/search?criteria=(email:equals:my@email) OR https://www.zohoapis.com/crm/v2/users/search?email=my@email But it's doesn't work~ How can I search Users by email? Please help me~
Is it possible to run workflow *while* Zoho CRM Task is being populated (instead of only after creation)?
In Zoho Creator, I understand there’s a concept of running a workflow *while* a form is being populated. So you could execute code as the user populares fields, before submission. In Zoho CRM Task creation, I want to do something similar. I have exhausted
Auto change deal when meeting owner changes
Hi all, I have a function I need help with. We have a business path that will automatically assign meetings based on meeting dates and other criteria, to prevent extra manual effort I want to change the deal owner automatically when the meeting host
Bulk Update Error
Hello everyone, I'm having a problem using the bulk update feature. I am trying to update the properties of some contacts which is done in a for each loop which I have a map containing a list of items to update e.g Nb: Numbers have been edited for privacy
Anrufe aus Telefon-Fenster der Chance zuordnen
Warum ist es nicht möglich, eingehende oder ausgehende Anrufe direkt aus dem Telefon-Fenster (PhoneBridge) einer Chance zu zuordnen? Derzeit müssen total aufwendig die Anrufe im Nachhinein bearbeitet und der Chance zugeordnet werden.
Creating BOM Estimates in Zoho CRM
Every business is unique and we are always challenged by clients on how to overcome some of the most complex processes. Our Bill of Quantities estimating is used by other Zoho Partners, Professional Service Industries, Builders and businesses in High
One customer database for two companies
We currently have two organisations in our group, one uses Zoho and one uses Pipedrive. The wish is for everyone to use Zoho - but do we have two separate accounts (therefore core customer data being in twice and needing to be maintained in 2 places),
Why is CRM the only app without rich text notes?
It's funny that we can use rich text here in this post, but we can't use rich text to make organized and formatted notes in the CRM. Zoho Desk features Rich Text for ticket descriptions Zoho Qntrl features Rich Text for cards Zoho creator allows Rich
Writing a Zoho CRM variable into a standalone function.
I've saved some Oauth token information from other services into Zoho CRM variables. Usually, I have no problem accessing these when making functions, so long as my function is associated to a module. In this case, I simply edit the function, add a variable, and select any variable from the linked modules. However, it seems like there's no way of doing this for a standalone function. When I try to add an argument, it only lets me enter a text string. It doesn't let me call upon the CRM variables.
Quote - larger products' images
Hi! Is there a way to product's image on quote get larger? It seems it's around 100x100px, we think it's só small.... I inserted it with selecting the image field from products' module. Tks Paulo Moderation Update (February 2026): We have a separate post
How to map Contact billing and shipping address fields to a new Quote
We would like to add a new quote without having to type in the billing and shipping address manually. How can this be set up?
Update a field in Contacts from a custom module
Every time a new entry is recorded in a special module, I would like a specific field in the associated contact (through the email) to be updated. The field in the costum module "Vingo Rides" is "RideStartTime" The field to update in Contacts is "Last
Button Invoke url to Zoho forms and prepopulated answer
Hi, I have a button in CRM Deals module to invoke a Form in Zoho Forms. When I click this button, I go to the form, but what I would like to do is that this form automatically prepopulate the answers from the Deal. How should I edit the url to get this?
Custom function to delete imported leads by title
Hi, I'm importing leads from Zoominfo and despite my efforts, Zoominfo is including some titles that I would not count as leads. I can easily delete these records manually by filtering by title, but there are a few titles that come up consistently and
Autodial via Campaign Automation
Is there an app where I can create a Workflow Automation and have one of the Actions be a phone call to the customer AND the business to connect via phone? I know there's an SMS action, but I'm looking for a way to essentially schedule an automatic phone
Designate a custom field in CONTACT or ACCOUNT Modules as the Zoho CRM Field for Forms?
I am trying to build a form that will create new accounts with a unique client number that we can append for each service engagement with that client. Example: We engage John Smith as a new client. We create his account with unique client number 19999.
Duplicate Emails appearing in CRM
I have a problem where we have multiple people sharing a common account in Microsoft Exchange in the Cloud so they all see the same inbox, sent items, etc. We are using IMAP integration. So far we have we have 2 people connected with Office 365 and 1
how can I chang the primary contact for a deal?
I have associated multiple contacts with my deals. When I look at the "deals kanban" view I can only see the first contact associated with that deal. In my deals pipeline I frequently get in contact with someone from a company, but later someone else
Automated Follow Up Emails to Contacts
I need to set up automated emails to contacts within an account (which I changed the label to Prospects). The need is to send a general email template to any contact within an account (Prospect) if their hasn't been any new tasks modified in xx days.
Email follow-up, automated task
What's the best way to create a follow-up task when an email is sent to a contact? I want to make sure that our sales team remember to follow up on every email. Can a workflow with create a task based on "last Activity" be used? And what does "last activity"
Automatic email follow-up workflow
I have an email that is sent to all clients every month to book a meeting. We have a field option that is called "Client" and if it is set to "Yes" then we will mass email them through the Contacts module. We then 24 hours later review the "Sent Email Status" Report to see who didn't open it. If they didn't open it we then mass email those people with a 24hr email template. We repeat the above steps for 48hrs and 72 hrs. This is always done at the first of every month. How do I automate it? All
Can you do NTLM Authentication in a deluge function?
I have a connection to a NTLM Authenticated server, and we are attempting to do the NTLM authentication viaa function. Our efforts have not been successful. Any insight or advice? Maurice Simpkins
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