Sending follow up email automatically after sending an email
Hello, As per sales process we send a custom proposal using an html email template to our leads or contacts, sometime this email goes to spam folder, so ideally we want to send a text email saying to check the proposal email that will be sent automatically after sending the proposal email. Using a button or workflow rule we can send the email but is there any way to send the email automatically based on sending first proposal email? Best Regards, Wasiur
Lead Module - Send Notification email to the selected Owner checkbox not available to some users
Hello, In the Lead module, when a user wants to change the Ownership of a lead, the Checkbox 'Send Notification email to the selected Owner" is only available to me (the admin). How can I turn on this features for all users? To be clear, the users can change the ownership, but it's only the notification checkbox that is missing. It is available in the admin mode however. Thanks, Benoit
Mautic integration with Zoho workflow
Hello! We've succesfully integrated our mautic installation with Zoho, and we are able to push new leads into our Zoho crm. Separately, we've created a workflow so our sales rep is notified via an email whenever a lead is ready to be contacted. When we manually create a new lead, the workflow works as expected. When mautic pushes a new lead, the lead is created succesfully, but no email is sent. Is there a way we can configure the workflow to work with leads coming from mautic?
Lead Module - Send Notification email to the selected Owner checkbox not available to some users
Hello, In the Lead module, when a user wants to change the Ownership of a lead, the Checkbox 'Send Notification email to the selected Owner" is only available to me (the admin). How can I turn on this features for all users? To be clear, the users can change the ownership, but it's only the notification checkbox that is missing. It is available in the admin mode however. Thanks, Benoit
Download templates for SalesOrders
Hi, i looked to download templates from this web page but it doesn't allow me to. https://www.zoho.com/templates/salesorders/ Can someone recommend me a page where i can download template or how to make my own, i know how to create one, the only thing i need is to add the products, prices, discounts, taxes etc... Regards.
Can I add values from Lead Status pick list like Cold, Hot, Warm and Success
Can I add values from Lead Status pick list like Cold, Hot, Warm and Success.
GPS AND GEOLOCATION
Hola, somos usuario de este CRM y estamos muy interesados en que la aplicación deje añadir localizaciones GPS, para las oportunidades y para las actividades con el fin de, ubicar en un mapa todas las oportunidade y actividades de cada agente. Sabes si esto es posible o si tardarán mucho en implementarlos, sé que otros CRM ya lo tienen pero no queremos migrar de CRM
Attach document and send email. Automation.
Hello friends. I need to attach a document to a record and that it is automatically sent by email using one of my templates. Is this possible? PVU
Map a field from custom module to Products module with specific layout
How do I make a field (column) appear from Custom Module 3 in Products where Layout is “car rental”. CustomModule3 represents vehicle details (vehicle name, number of seats, type etc.). I need to be able to show some of that information (number of seats, vehicle type) under Products with ‘Car Rent’ layout. I’ve read around the forums and it seems I cannot simply “add” columns from CustomModule3 to Products (which is really strange since they are related). It seems that the only solution is to create
zoho.crm.getrelatedrecords error "4401"
Hi! how are you? I have custommodule6 and there is a Related List to custommodule1 Im trying to get related records but it returns error. {"4401":"Unable to populate data, please check if mandatory value is entered correctly."} void Untitled_Function34 (int bk) getRelatedRecods = zoho.crm.getrelatedrecords("custommodule6","custommodule1",bk.toString(),1,200); info getRelatedRecods; PVU
Customer Lead Conversion - Re-Assigning Emails From Leads
Due to our complicated sales process, I'm developing a custom function to perform do Lead Conversions. It creates multiple Accounts, Contacts and one Potential. During this process, I had to figure out how to re-assign the Tasks, Calls and Events to the Potential. I'm having trouble re-assigning the 'Emails' section of the Lead to the Potential. So, for the Tasks, Calls and Events, I've use: zoho.crm.getRelatedRecords function. It returns a set of ACTIVITYID's, when then I'm updating the SEID
Create a custom function that stops workflow actions
Hi, I have set up a workflow and it's working great, however I'd like to stop it if a certain date/time has been reached. We have an event, however if people are late registering then they will miss out on a certain time-based offer and I'd like to stop the trigger that sends out a certain email. I was thinking if it was within an if statement like: if(zoho.currenttime > '17-Jul-2017 12:00' ) { //SOMEHOW STOP THE CURRENT WORKFLOW } Is this possible? Regards, Stephanie
How to open webpage on creation of lead record in zoho crm?
Hi, I need help in problem facing in opening new window or popup window with URL of (.php file) on creation of Lead record in zoho CRM. I want to open a new window or popup window with the link of my PHP file, when I create a lead in zoho CRM. I tried it using openURL() function in [Workflows->custom function], but not succeeded. Now please help me to sort out this problem. Thanks
Suddenly permissions denied for user adding an event
I have a user who was trying to add an event to a contact. She was able to open the dialogue box, enter info, but then received an error saying "Insufficient privileges to perform this operation". We have not changed anything in our account, and this user has entered events before without issue. Attached is an image with a screenshot of the error.
Export data to excel via xml
Hi, We have setup a connection in excel to request live data but as there is no schema file, excel then creates a default map which is not formatted in the correct way. Is there a way to specify the schema file so this is formatted correctly or another way to extract the data into excel so it can then be used for normal lookups? Thanks Lee
Adding Billable Staff as Products
Hello, I run a company whereby my staff, who I bill out per hour, are my products. Much like a consultancy or law firm. I need to add these staff in as products so that I can create quote for my potential customers. The interface is not very friendly towards people adding hourly-rates and appears to be more geared towards physical inventory. Does anyone have any tips for adding billable staff as products in the CRM?
Access page visits at Account level in Zoho CRM
Right now Zoho SalesIQ visits are shown at the contact level in Zoho CRM. I need to see this at the account level for all contacts at a company. If there was a way to get access to page visits data then I could at least save all visits to a new module and relate it to the account. Regards, Glenn
Can't get web form autoresponder to work
I have created a simple web form. I've defined an auto responder to send out a reply with an attachment. This autoresponder has only one criteria and that is the email address cannot be empty. I've tested it numerous times but no response gets sent to the submitter or the admin. I've tested the email form independently and it sends just fine. Can't see what I'm doing wrong. Any help appreciated Kerry
Adding user fails
Hi I have added two new users to CRM, both received their invites via mail, but the one can't get pass the page to set password from the link via the invite mail. The user forwarded me the invite and I have tried as well. Just prompt me the message... We are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com Hope you can assist? Regards Andre
CRM Workflow Not Working
I have created a workflow to generate an Instant Action based on creating a new lead with a "lead source" of "From Website" however it does not perform the action. I have attached a screenshot of the rule I created. Is there a setting or option that I'm missing to trigger the workflow?
Workflow rule works when tested but does not when automated
Hi..I just created a basic workflow rule for every new lead in the CRM fetched from our website's contact us page. The contacts are getting fetched all right but the workflow is not getting triggered for them! Any idea why this is happening?
Rule is not triggered on update of a record via API
Hello, Adding wfTrigger param on an api call for updating only one record, works as expected. However, same param on a multiple update is not triggering the rules set. Any idea? Thanks in advance!
Web to Lead not Triggering Workflow Automations
I have a few forms on my website that I set up as web to lead forms manually (I did not use the website integration tools). All are working fine. This morning, I set up a workflow rule that if a lead comes in with certain criteria in a field, it automatically sends an email and updates the lead status. It is not doing either if the lead comes from my website, but if I manually enter the lead with the exact same information, it is working fine. It is set to execute on create. Is there a reason that
ZOHO /RULES
We configurate an API for charge the leads from the web quotation to our CRM. The application charges all the information in our CRM but don't assign as the rules. What is the problem?
Custom function to create a new record on custom module
Hi, I created a custom function to create a new record on custom module in zoho crm using zoho integration task. But that doesn't seem to work. Am I missing out anything? Is there any workaround? Here is my code void workflowspace.insertObject (string objectName ) Edit Arguments objectfields = map() ; objectfields .put("Object Name",input.objectName ); res = zoho.crm.create("CustomModule3" ,objectfields ,2 ) ; Looking for a help.
Google Calendar: participant RSVP problems
The majority of our users don't directly interact with Zoho CRM, nor do we want them to, as their primary tools are Gmail and Google Calendar. As such, we want to sync their calendars with the CRM to capture meeting activity ("Events"). The built-in Google Calendar API does everything right except: 1) the RSVP status of participants, and 2) the handling of multiple Participants. For example: An internal CRM user schedules a meeting via Google Calendar with an external invitee, who already exists
Leads captured - what next?
I have captured a number of leads from our website. I now want to be able to automate a sequence of emails to follow at certain intervals. Do I need to be on Enterprise level to do this? If so, on Professional' subscription level what's the best way to do this? (and manage the ever changing list). Thanks It would be awesome if I could talk to someone about this (+ other things) if there's anyone out there? Cheers Mark
CRM Accounts there is no information about Customer sync?
I have a issue where i want use the same customer in Zoho Subscription after create in CRM. Sync mode is on and at the moment when a account is created I have a new customer in books (the same id in subscription). If i retrieve customer in books i’m able to see the link and ids but my workflow start in CRM where i want to get information across books or subscription but there is no ID related in CRM. There is way to get or use the same customer and prevent duplication if the first read is in CRM.
ZOHO CRM INTEGRATION WITH ZOHO CRM
We work in Shipping Logistics. It would be great if our customers could upload their information into their own CRM and we could take the information from there. In the same way with our updates to the CRM of them. I imagine the integration of the entire
speed
I have been experiencing significantly slow speed on Zoho CRM. It seems to star with the search bar use. What can be done?
Report or Template?. I don't know what to choose
Hello all I've entered some data about the accounts, I've created a new module, called Gestion, linked to the account. It's working very well to enter data, seems it will be useful, but I would like to print this information. It's a very simple report, and it will be used only for internal purposes. It will be printed for each account when needed. I want a header with some of the fields of the account (name, area, type, language, country, prices conditions, ...) and after that I want to add the data
Add Custom Field Label and Value into Email Template
Hi all, someone can help me to solve this problem? I'm starting a new Campaign and I need to insert some Custom Field's Value into template email. See attachments please
Web form setup
Hi Zoho team, We are using Zoho crm for our website. I created many webforms and used on multiple websites, but I want to know lead status by webforms with date and time. Is it possible here? because the leads which are having the name 590********c4 like this. Those leads are having email id's only. Not come up with mobile num, name, lead owner etc. I thought someone hacked my source. So, Can you help me to fix this issue?
Use Custom Formula Field to get Weekday from a Date but as a String
Can someone please help: I need to Create a Custom Formula Field to get the Weekday from a DateTime Custom Field: AppoitmentDate BUT as a String, in ex: 'Sunday' not as a number '1.0' as the 'Weekday' function already returns it https://www.zoho.com/crm/help/customization/create-formula-fields.html I've tried with nested IFs as in this formula but i a get a 'Syntax error for the given formula' if(Weekday(${Leads.ApointmentDate})=1,'Sunday',if(Weekday(${Leads.ApointmentDate})=2,'Monday',if(Weekday(${Leads.ApointmentDate})=3,'Tuesday',
Gmail contact addon
Hi there Is there any way I can see relevant CRM contact details in Gmail? (Like hubspot Sidekick, etc)? Are there plans to make a gmail extension so I can easily create contacts without a bunch of back-and-forth from gmail to CRM? thanks!
Rebuilding the Web-to-lead forms
I've been having issue with web-to-lead forms for some time now. It appears bots are targeting the forms directly, now and then we will have a surge of junk leads come through, mostly from russian descent , if i check out analytics, we do not have the same surge in web traffic that the forms had. Some days the leads dont work at all, I have tested this by filling in the forms at random intervals over a month. half the time it does not work. I was advised to append a capthca to the webform but
Rule to Create Task EVERY TIME field is updated
We send samples to prospects and customers so I want to create a rule that creates a task to follow-up in 7 days time with every customer or prospect and every time they have a sample (customers can receive multiple samples over time). Can I use a pick list or multiple choice check box and EVERY TIME it is updated the rule is triggered? The options could be 'Sample 1, 'Sample 2', 'Sample 3' etc. Cheers.
Need help customizing Campaign.Contacts.MemberStatus
When I am in the campaign module, and I use the list, the values are: Planned, Invited, Sent, Received, Opened, Responded, Bounced, Opted Out Help says the Campaign Member Status defaults are: Invited, Attended, Not Attended, etc. However, when I go to edit the existing values via Settings, the values are: Planning, Active, Inactive & Complete. Any changes that I make to the list within settings do not appear within the campaign.contacts.editMemberStatus How can I customize the values for campaign.contacts.EditMemberStatus????
Get groups that user belongs to via API
Hello, I am able to pull users via the Users/getUsers endpoint. I was wondering if it is possible to also get the groups that the user belongs to? Thanks,
Template error in zoho crm
Hi to everyone, i created a html temp in html5. but when i upload it to crm inventory temp. it does not look as i created. so how can i find the problem and fix it? does anyone on Zoho Team can help me on this issue?
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