Need information about Zoho CRM Web form integration
Hello, I'm using the free version of Zoho CRM and i would like to buy a pro version but i have an important question for my company. I understand and i've just generated a first web form from Zoho CRM for my website (Wordpress 4.5). My question is : When i have a new lead in zoho CRM by my web form, can i automacly generated an email to said "thank you, ..." plus a login/password code to give him an access at his personnal informations, in zohoCRM, to modify them if it necessary ? Our goal is that
Calendar Invites
Can users send calendar invites from zohocrm?
Import table of current subscriptions from Zoho Subscriptions to Zoho CRM
Would it be possible to show a list/table in Zoho CRM of all current subscriptions active in our Zoho Subscriptions? I guess we would have to use some of the API functionality or similar. Anyone which have an example of similar issues (listing info from other Zoho's) ? Thanks.
How do you make changes simultaneously on multiple accounts?
For example, changing the closing dates on prospects low in the funnel from one month to another. Thanks!
Does Zoho have any plans to upgrade the Potential (opportunity) module?
There are a lot of new CRM solutions on the market that are much more advanced in handling the opportunity processing, using a template of tasks to support the sales process , lead nurturing techniques, the switch to Kanban view etc., drag the opportunity from one stage to the next stage. It think it is time to put some more modern features into it. Does Zoho have any plans?
Receive email alert when note added to Potential
Is it possible to receive an email alert when a note is added to a Potential (or other modules)?
How do I reallocate the Super Admininstrator to another user?
I am currently the Super Administrator and would like to allocate the function to another one of our collaborators. How do I do this?
Zoho Email integration with Zoho CRM
Hello, Today I upgraded from the free Zoho CRM to the paid subscription to take advantage of the e-mail integration with Zoho e-mail. I've watched some YouTube videos on how to do this but the tabs/commands they reference don't seem to match up with tabs/commands I have. Two questions: 1. I'm still using the free Zoho e-mail. Do I have to use paid Zoho e-mail to integrate with Zoho CRM? 2. The videos I saw explained about adding POP3 and SMTP accounts to do the integration. However those video
Option to disable "Book Hotel" and option to enable "Book OpenTable".
Our entire business is local. We NEVER need to book a hotel. But, we do need to make dining reservations. Why not make the "book hotel" and option to be turned on and off, and ADD "Book OpenTable" as another business meeting service.
Importing Tasks from another CRM.
Hi! I am using the import wizard to import tasks from a different CRM using a .CSV file. In the test import I am running, the contact name is not being passed. Also, the Task Owner ID is not working properly because it is assigning all of the tasks to my user instead of the zoho user that I am mapping. Here is an example of the formats I am using in my CSV file to map: Task Owner Id: zcrm_1846966000000176021 Contact Name: Doe John (Last Name First Name) Is this the proper data that should be passed
Modifier modèle de facture
Je désire avoir de l'aide en français pour modifier le modèle de facture Merci
Creating a Web Hook using callback URL into Woobox
Has anyone had any success having Woobox creating realtime exports using a callback URL. I have no clue, can you give me an idea what i would need to do?
Email clients BCC Dropbox
Howdy Is there a list out there of email clients that support default BCC (so BCC dropbox works) for Mac, Windows, Android and iOS? Cheers
CRM visual update
Hello, I heard several months ago that Zoho was working on a significant project to update the appearance of it's CRM. Kindly provide an update on when this will be released. Thanks
Automatically Update Field in All Contacts with Same Account Name
Hi I was wondering does anybody know if I can do the following, and if so, how?.. I would like to be able to update a contact's custom field "Interested in -Product-" so that once a contact within a company (Account) has definitively been closed as an opportunity - or filtered out as not interested - all other contact names within that Account are updated automatically. So one colleague's "not interested" automatically updates the custom field to show "not interested" for all other contacts in that
Zoho CRM Note Tagging Notifications are not Properly Notifying the Tagged User via Email
Since mid/late last week, all of our notes that have a tagged user are not properly notifying that user via their email address. These notifications are showing up in our feeds, but not being pushed to the proper user's email. Is anyone else having this issue or is it isolated to my account alone? In regards to our workflow, this almost puts us at a complete standstill. I have spoken with four different people in support chat and they all say the same thing: Ishu We are having an issue with the notifications
Importing leads - limit?
I am attempting a very small number of leads (less than 50) and I am continually getting a message "SORRY YOU CANNOT CREATE MORE THAN 100000 RECORDS IN THE STANDARD EDITION". I am not trying to create more than 100,000 records...I'm trying to create 50. I don't know if there is a max or a way to find it, but over the past few days I have deleted literally HUNDREDS of duplicates (there was an import that had gone wrong a long time ago and we have a LARGE number of leads people who are duplicated
How do I add leads in a custom module (or the main Leads tab) to an automation list or an eMail campaign list?
How do I add leads on a custom module (or the main Leads tab) to an automation list or an eMail campaign list?
How do I convert leads that I have on custom modules to Contacts?
Hi there! Thanks so much for all of your support. I am really appreciating you and the ZOHO system more and more. QUESTION: How do I convert leads that I have on custom modules, EG, "SLI LEADS", to Contacts? Thank you.
EMAIL INTEGRATION OUTLOOK / OFFICE365 / EXCHANGE SERVER
We have setup a ZOHO CRM system for 2 users with outlook 365 integration thought the plugin. All works fine only i have one question. On the page of a lead you have the email section. Here you have following option : 1)sent Emails from CRM 2)All 3)IMAP SHARED USERS. ( and both users are shown ) How come i cannot see ALL email ( sent from within ZOHO + sent from OUTLOOK ) when i select ALL ? Thanks in advance Andrew
Content was blocked
When I created a lead generator page on my website all seems to work but I am getting this message back on my webpage, How can I change this Content was blocked because it was not signed by a valid security certificate. For more information, see “About Certificate Errors” in Internet Explorer Help.
Push list subscribers from Zoho Campaign to Zoho CRM as Lead Config
Hi there, I set up ZOHO campaign to push list subscribers to Zoho CRM as Lead when the subscriber CLICKS on an automation eMail. I'm sure I set it up incorrectly... because its not working. ;) I want subscribers to various ZOHO Campaign lists to be added to my ZOHO CRM Leads module after they click on eMails. Ideally, we could set up a rule to add them as a LEAD only after they click X number of times. I want some CUSTOM FIELDS included in the PUSH from ZOHO Campaign to ZOHO CRM Leads. I won't always
OUTLOOK WITH ZOHO COLLABORATION
CONFIGURATION : ZOHO 2 USERS , OFFICE 365 EXCHNAGE SERVER , OUTLOOK 2016 DESKTOP , ZOHO OUTLOOK ADD IN . When we send email from outlook it nicely shows up in our ZOHO system under emails. When we send email from ZOHO it doesnt show up in our OUTLOOK sent mail . What could be wrong ? Andrew
GETTING SENT EMAIL FROM CRM IN TO OUTLOOK
CONFIGURATION : ZOHO 2 USERS , OFFICE 365 EXCHNAGE SERVER , OUTLOOK 2016 DESKTOP , ZOHO OUTLOOK ADD IN . When we send email from outlook it nicely shows up in our ZOHO system under emails. When we send email from ZOHO it doesnt show up in our OUTLOOK sent mail . What could be wrong ? Andrew
Line Items in HTML Email Template Not Displaying.
When we send our customers a copy of the sales order, the line items are not showing up in the HTML template. However, they ARE showing up in the PDF that is attached. I've tried searching but have been unable to find anything to fix this, any insight?
Manual conversion of lead to contact and multiple email addresses
When someone emails with a different email address than what is listed in their contact, it is logged as a lead. It's very difficult to match it up and merge it with an existing contact. There needs to be a manual process to tell it which one to merge it with. Also need to be able to have multiple active email addresses for a contact by which emails can be associated automatically. Many people have a business and personal email address. Some have 3 or 4.
Parsing XML only returns first record
Hi, I've got the following piece of PHP, which queries our CRM for any business who has a business listing and I want to retrieve their lats and longs to populate a Google Map However, when the script runs and the simple_xml function is run, the foreach loop only outputs one record, it seems to not go through the xml file to pull out the rest of the entries in the XML file. I'm seeing data so the API call is working, it's what's happening on the loop stage, which isn't working as expected if(!function_exists('processGetCRMDetails')){
Is there a way to attach a contact to a specific opportunity?
When I add a contact, I want to be able to associate that contact to a specific task or opportunity that I'm working on as opposed to having a long list of contacts with no associations. Help!
Country list instead of txt field
Hello, ZOHO gave free text field to enter country names, this creates huge issue due to different people write country in different ways. While ZOHO is giving list of countries in pre-defined list as a custom field, but there is NO way I can see where a workflow can set the default country txt field value based on the country name in selection. Please advise solution.
Zoho CRM PLUS: calculation of maximum numbers leads/contacts
Hello, in the new package of Zoho CRM PLUS is included also Zoho Campaigns. The actual plans of Campaigns are based on the numbers of leads/contacts. For example we use that up to 25.000 ($ 125,00 dollars for month). Now in the list of features in CRM PLUS I read the follow sentence: "5000 leads or contacts per user license with unlimited emails*" Note: Email send limit per month for more than 20 user licenses: 10 * Number of leads/contacts. The note is totally unclear for my point of view. What
How to integrate signable as an automate button in Zoho CRM
This is what I would like to do. I have an account with signable.co.uk I would like to be able implement some kind of button into crm where I should be able to click that button for mail merge with signable sign box option and when customer signs it the documents then will be saved as pdf in the contacts/accounts attachement and also will be automatically added to Zoho docs. Any suggestions on this please?
Frustrations after convertion trail to free
I was testing Zoho CRM just to compare with the Salesforce that I use now. When I was on the trial version was possible to create many extra fields that was necessary and when expire the trial I was unable to create. I read a lot about it and in any place that a read was specifying that after the expiration of the trial version this will happen. It's very frustrating because I was very close to show Zoho to my Diretory and now all my work is gone becasue I can not complete the all the fields that
CRM Activities Time Zone Issue
I schedule meetings across the US, is there a way to select the time zone of where a meeting will be held? For example, I am located in CST and need to schedule a meeting that is 8:30-11:30 PST. I invite the participant but it shows as 6:30-9:30 on the receivers calendar. How do I correct this, it's very confusing to our customers.
Lead Module- add email notification
Is there a way to add an email notification under the Lead module like you can if was an assigned Task?
HOW CAN I SEE ALL OF MY CONTACTS
HOW CAN I SEE ALL OF MY CONTACTS
Deleted Users Still Show when I go to sign On
Why must I scroll thru a pick list of all who have been deleted or type email address in because it is hidden somewhere in the long list o deleted users? Same thing goes for other fields. I once had a word on a pick list - later deleted it but when you are in the edit application the picklist is full of the stuff I deleted.
Adding user to Zoho CRM with no edit ability
Hello All, I want to add a user to my company's ZOHO crm but I only want this person to have the ability to view the content. I don't want them to be able to add, delete or edit anything in anyway. Is that doable? Thank you, Jack
email notification for phone calls
We have them for tasks are they available for phone calls?
Lost customs modules
Hi, I created some custom modules on the trial version and when I upgraded I thought the standard edition will included this feature. But, it's only the professional and know I lost all the custom modules I created. So, I just want to make sure, if I upgrade to the professional version, they will reappear? Thanks,
workflow criteria for quotes with product category
I'd like to build a workflow task that only starts if a new quote is created for a product with a particular product category. I can't seem to get the product category to link to quotes. Any suggestions?
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