Integration from Salesforce to send contacts to Zoho CRM
How can I do the following WITHOUT using a tool (i.e. how can I use apex code to send to zoho crm?) I know how to do REST Callouts in Apex/Salesforce but not sure how to integrate with the Zoho CRM API? Create an integration in salesforce that will send contacts to Zoho CRM.
Zoho CRM: Mail with special characters
There is an issue with a lot of german mail adresses. You can't set an adress with special characters for a contact and a lot of german adresses use äüöß. Is there a way around that? Or are you plaing to fix it?
Inserting Notes and link to a call record using API
Hi, I need to add the audioURLl link and notes to a call record that I pushed to ZOHO CRM. But couldn't find any fields in the Call records to add the same Any help would be appreciable
How to prevent an old login appearing?
Around 1 year ago I changed my Zoho CRM login and password. However when I click www.zoho.com/crm/lp/login.html on my toolbar, the old login appears automatically as a prompt. This is irritating and time-consuming, as I have to look up my login and password and enter it manually, when the whole login process should be automatic. How to prevent the old login appearing?
Multiple Contacts
I have two contacts at a Lead but ZOHO only allows me to enter one person per lead. My lead is the company that has two contacts. I don't want to create a second lead. Any suggestions? I'd really like to make notes on the company lead with details on which contact I spoke with.
Nothing is appearing under "Customer" when I go to Activities or SalesInbox
When I click on "Activities", it shows a list of activities by categories of "customer", "Open Deals", "Leads/Contacts", and "Others". But when I create a task under an account with an Account Type of "Customer", the task appears under "Others" on my activities view instead of under "Customers" where I expect it to show up. What am I missing? The same issue is occurring with my "SalesInbox". Nothing is showing up under the "Customers" section there either. I would assume that the "Account
Reports with Data from Leads AND Accounts
I want to generate and export a list for direct mail so that I can send these contacts and/or companies a marketing piece. I attempt to do this in the REPORTS module but you cannot select Leads AND Accounts' data for the same report. The problem is that I need contacts or companies from both the LEADS module and ACCOUNTS module. I know I could generate two different reports but I don't want to. Is there a better way? Why can't you generate a report using both of those modules?
Side Panel - Phone number formatting
I'm in the United States. I know when I key in a string of 10 digits into a contact's phone field, Zoho nicely formats the phone number for me (xxx)xxx-xxxx. That's great. But unfortunately, wherever there is a side panel on the right displaying contact info, the digits are not using the nice display format. For example, when looking at an activity, or at an email in salesinbox, the contact info panel on the right shoes phone digits not formatted.
Auto Respond Email not sending from webform
Hi, I have a webform that is configuring into leads, however the auto respond email is not going out. Today I tried adding an auto respond rule but that hasn't worked either. I'm still waiting on Support to get back to me but it's holding me back from launching my business so I really need a solution! Thanks
Closed Won becomes Closed (Won) in Zoho -- and Zoho's response
We're relatively new to Zoho after being in Salesforce.com for *many* years. We love Zoho, but suddenly saw something that took us for a loop this morning. Zoho suddenly change the format of "Closed Won" to "Closed (Won)" in their Deal stage names without bothering to let anyone know. We had tons of scripts against the API break and surprising to us Zoho support doesn't think it's an issue to just change things like this. Is this norm for other folks who have more of a history using Zoho?
Prevent invoice drafts automatically generated
Hi everyone Is it possible to prevent invoice drafts from being automatically generated when the status of an opportunity changes to accepted? Thanks a lot for your help ;)
SalesInbox Reply to Email - cursor goes away
When I reply to an email from SalesInbox and click in the body of the email to start typing the content, the cursor is blinking and ready for typing, but it quickly shifts and disappears. Very frequently I type the first sentence or two and then realize nothing I typed is showing up on the screen. I have to click a second time in the body area to get the blinking cursor again. It looks like it happens when Zoho places the reply to message/quoted text, the cursor disappears.
Push to dial functionality
Good morning! I am a new administrator to Zoho and I have a question regarding the push to dial functionality. It seems to only allow Skype calls. Is there a way to change this to google voice or another VOIP? Also, I can't get the skype function to work either. Any tips or is anyone else having this issue as well? Thanks!
Enhancements in Zoho Finance Suite Integration with Zoho CRM
The Zoho Finance Suite for Zoho CRM just got better with these latest enhancements! Generate Zoho Expense Reports in the Sales Context Zoho Expense reports for Zoho CRM give you great insight into your sales related expenses. Consider the example of a sales rep who travels to meet a prospect and close a deal. This incurs travel and boarding expenses - so the actual profit is the deal amount minus the expenses incurred to close the deal. To know if what you are spending is really worth it, you
QUESTION CUSTOM FUNCTIONS
HI, i have a question, ¿Is it possible to get the last record under the get related record method? fin = zoho.crm.getRelatedRecords("Events","Contacts",ID.toString(),1,200); for each ele in fin { user=ele.get("Event Owner"); idx=(ele.get("ACTIVITYID")).toLong(); sd=ele.get("Start DateTime"); resp4 = zoho.crm.getRecordById("Events",idx); info resp4; info sd; info user; } A contact has multiple events. I need to get the user that generated the last event to a contact Thank you, bye and regards.
Auto complete telephone in contact
Hi, When I create a new contact in a company, it automatically complete the adress information fields (city, adress, country,...). I also would like to automatically complete other fields like fax or telephone. Is there a way ? Thanks
Analyst revenue tracking
We would like to track the time each analyst takes to perform a task and how much of the revenue each spent on the task. This is easy to track by task, however, how would we chart this for an over-all revenue, by person, by an allotted time. (i.e. - monthly, quarterly, annually?) Is this even possible or would a LIM system be better?
Get Zia out of my browser window
Why is there no option to remove this useless blinking light from my zohocrm session? Super annoying.
Updating contact phone numbers from accounts
I am trying to build a custom function which will inherit the phone number for a contact from the account. I have copied the following script but get errors. Can anyone explain where I'm going wrong? void workflowspace.UpdateContatPhone(int contactId,string Phone) { contactIdStr=input.contactId.toString(); mp=map(); mp.put("Phone",input.Phone); updateresponse = zoho.crm.updateRecord(("Contacts"),contactIdStr,mp); }
Clear Lookup field in Zoho CRM using Custom Function/Deluge
Hi there, Can you please advise how I can clear a Lookup Field in Zoho CRM using a Custom Function/Deluge? I've tried the following without any luck (in this example, I'm trying to clear the "Account" field of a Contact record): zoho.crm.updateRecord("Contacts",input.contactID.toString(),{ ("Account_ID") : null, ("Account") : null }); zoho.crm.updateRecord("Contacts",input.contactID.toString(),{ ("Account_ID") : 0, ("Account") : 0 }); zoho.crm.updateRecord("Contacts",input.contactID.toString(),{
Check field checkbox based on update of another field.
In my budget layout I have a checklist field and several checkbox fields indicating the stage of my budget (like a timeline). I need a code that when changing the field of list and save, the system marks the respective field (checkbox). I tried something with this code but without result: acctDetails = zoho.crm.getRecordById("Quotes",input.acctId); acctId2=input.acctId.toString(); mp=map(); if(input.produto == "Julgamento TRT RO") { mp.put("Julgamento TRT RO",true); Resp = zoho.crm.updateRecord("Quotes",acctDetails,mp);
Enabling 2 buttons to be selected sequentially
Is it possible to force a user to select 2 buttons in sequence? One before the other If so, can we add a hover msg., for the second button stating click the first button to continue?
Map Dependency function is not available for records generated via import, webforms, Quick Create/Lookup Create and APIs."
Have you guys wrote any code to override this Zoho CRM condition?: "Map Dependency function is not available for records generated via import, webforms, Quick Create/Lookup Create and APIs." We use Unbounce webforms API (wfTrigger=true) so, whenever a new record is created manually on Zoho CRM, "lead source" field updates another 4 fields according to map dependency rules previously created, however this doesn't happens if we create the record via this API. If we can mention it here: we can pay for
Update a single Sales Order field
Hi. I'm trying to update a single field in SalesOrders module using API. When I execute the code I got success messages, however the field does not change its original value. Following the code: import urllib import urllib2 import csv #You should have the price book id and product id, for using this API. authtoken = 'be00fd0cdd8b1566c4a2d2cdbe24ad34' xmlData = '' final_URL = "https://crm.zoho.com/crm/private/xml/SalesOrders/updateRecords" with open('/home/carlos/Documents/Embarques_Consecutivo.csv')
Is it possible to use zoho crm Web Forms with div tag insted of table
I am Integrating zoho crm with wordpress.
Price from products not importing to Sales Order
When I add products to a Sales Order the price is not importing from the associated product.
Twitter Social Settings
Hello, I am unable to connect my Twitter account in the Social module. It keeps disappearing. Facebook & Google+ are connected. Cheers, Rudy
Proyects dont be shown at Accounts
Hi, Lately the recent proyects we have created dont be shown at CRM (Accounts page). Regards
How to keep the account name when converting leads to deals?
My leads come from accounts which i chose from a look up field. When i convert a lead to contact and create a deal, the deal account lookup field doesn't get filled and lead conversion mapping doesn't allow me to select account on either form to map them. Can anyone help? What am i doing wrong?
complex criteria in workflow automation
I need to set workflow automation such as owners of all opportunities in which lead score is A or B and stage is no response for either 3 or 6 or 12 or 18 or 24 or 30 days should get tasks to call/FUP the client. Here's screenshot of how I organized criteria pattern https://prnt.sc/fdd5vh Is it correct?
how we can integrate zoho crm with getresponse?
I did according to standard integration available; http://connect.getresponse.com/integration/zoho-integration After adding a new contact, it has nowhere to be displayed. what could be the problem?
Monthly / Annual income from a "Service" Product
We sell a large list of physical products with item numbers. We also sell our maintenance and service as a monthly reoccurring item. How can I add a monthly service to the products section?
Error when importing deals
Hi, am new to Zoho and in the middle of trying it out. I am trying to import deals from a xlsx file (tried csv as well with same results) and everything works fine except for the Amount field. For no reason that I can understand in some rows the Amount field is not populated even if the value is there in the xlsx file. In fact, out of 400 rows only a few dozen import correctly while in the rest it is blank. what am I doing wrong? I checked for weird characters and all seems to be ok. I tried to
How to eliminate suscriptions?
hi, I want to eliminate 3 suscriptions/users of the CRM but i cant find where i have to do it.
Custom Function to add product related to Potential Module - Update
Hi all, I am setting up a few custom modules, I have been able to do everything I need to, however what I am having trouble with is when a Potential is updated (A custom Pick list field) it should then add the product from the product module to the related item in potentials... Any ideas?
Look up fields to link modules
Team, I have created lots of modules addressing each part of our construction process. I want each modules to look up different fields from my main Opportunity module. I'm limited to 5 look up fields. I want more or an alternative to how Im setting up my process. Audrey
Auto Number field behavior upon import
Will my Auto-Number field on the Leads layout generate numbers on an import? Or just on Create or Edit from within the CRM?
Zoho Sheets
I currently have an excel document I would like to use with a lead. Information from a custom field automatically populate into an excel spreadsheet. For now, I have set up a Google Sheets URL link to the spreadsheet and the CRM user will have to go back and forth putting information into the spreadsheet. Is there a way to use Zoho Docs / Sheets to have it get information from a lead and put into a spreadsheet? If so, how do you do that? Thanks in advance. AL
Creating a data table for lookup
Hello, I need some help. Just updated to ZoHo CRM Enterprise and have 2 accounts. One admin, and one sales. All 5 of my sales staff use the sales login. I want to be able to send them an email if a new call is added. Right now I have a drop down for the sales rep. I want to be able to populate a lookup field for the email based on the Sales Rep name. This is all on a customer module. I can't figure out how to make the data table mapping the Sales Rep to the correct email? Seems basic enough.
How to create 20 users without sending them an invite
I don't want the new users to use the CRM yet. I have a lot of data to import and customization to do. How do I set up the users so that I can finish Territory and Assignment rules but not have them log on until I go "live"?
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