get file api is returning Junk data
I am working on extension development where at one point I need to retrieve attachments on records I found out I can use only invokeconnection and not invokeurl in extension development The invoke connection returns the image in raw binary format. When
Outlook 2013 Calendar Syncs but "Related To" Field in Zoho is blank
Outlook 2013 Calendar Syncs but Related To Field in Zoho is blank I expect the "Realted To" field to be populated with the calendar participants
Custom Field Mapping in Outlook
I have 10 custom fields in Zoho is there a way to create and map them to the outlook contact?
Import template from Zoho Writer
I am trying to import a mail merge template - tried to import direct from my .docx file on my hard drive and the formatting went all over the place. I then imported the .docx file in my Zoho Docs and then fixed up the formatting within Zoho Writer. Can
Introducing the Eventbrite extension for Zoho CRM
Hello Zoho CRM community, Are you struggling to keep your event registrations and attendance data organized across multiple platforms? Managing this information manually can be a frustrating and time-consuming task, and mistakes can easily occur, making
Introducing the Zoho CRM Lead Magnet plugin for Wordpress
In this digital era, websites are the most important source of leads. That means your CRM system should be well integrated with your website to contextually capture each and every visitor to turn them into a lead. Introducing the Zoho CRM Lead Magnet plugin for WordPress. The plugin lets you to: Create webforms using Zoho CRM forms/ Contact form 7 plugin Embed them in your website hosted using Wordpress Automatically capture leads into Zoho CRM with zero attenuation. Not only is the integration
Zoho CRM Outlook integration: no option showing up even after installation
I followed the instructions on this page to install the add-in: https://help.zoho.com/portal/en/kb/crm/integrations/microsoft/ms-outlook-add-in-for-zoho-crm/articles/outlook-add-in-for-zoho-crm#Understanding_the_add-in But I don't see the options in Outlook
Web-To-Quote form would be awesome
It would be awesome to be able to embed a quote form on a website and have that filter in to Zoho CRM. Account Number to match the Account in Zoho Email address could match the Contact. Product Code could be required to match the product. Not sure about quantity? I am sure this all could probably be done via the API and maybe some middleman interaction with Creator, but it would be nice if it was as easy as the Web-to-Case form. Something like this could lead to further integration with CMS and Shops
Zoho Voice & Zoho CRM
I was using Twillio to send automated messages to my clients when a new lead comes in Zoho CRM. The twillio integration was stopped by Zoho and hence I used Zoho Telephony which doesn't support SMS. Now someone from Zoho told me to use Zoho Voice. I bought
ACR Phone mobile app for logging phone calls into Zoho CRM
ACR Phone is an Android app recording voice calls with additional features such as blacklist, cloud upload, call log and more. Use the ACR Phone extension for Zoho CRM to generate Leads and Contacts with the voice recording attached right after your phone
Outlook to Zoho sync
I am the admin for our company and I have (1) single user that is having difficulties with her emails syncing. I have found where the problem is, but I don't know 100% if what is happening is how the plug-in works or if it's a setup issue. My boss created
Introducing the Egnyte extension for Zoho CRM
Hello Zoho CRM Community, How often do you find yourself switching between platforms just to find and share the right document? Is your team dealing with a lot of documents, making customer-related file management a constant hassle that slows down your
Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this
The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting
Google ads - zoho crm integration problem
dear zoho team we were starting to use google ads integration with zoho crm years ago. but till April there was an error. we can see GCLID in zoho crm but we couldn't get any information from google ads. (keywords campaign name etc) is there any problem
Gravity Forms plugin not passing some fields
I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. Everything was working file for about 6 months. Suddenly on Oct 1st, some of the fields are no longer getting passed to Zoho. The fields with the problem
Length of Call
Whenever we place a call from the CRM and we click to log it, the duration / length is not automatically populated. Can you set this up to occur? Thanks!
💌 Mailchimp for Zoho CRM by Yaali Extension - 🎊 New Extension Released 🎉
Hello Zoho Users, As a business, your customer relationships should always be top priority, and that includes how you engage with them through email. But let’s face it – juggling between Mailchimp for email campaigns and Zoho CRM for customer data can
Shopify and CRM products
Hi Do all Zoho Crm products sync to Shopify when using the ZOHO Shopify Extension Or is it only those products selected as 'Active' in CRM Thanks
Zoho CRM integration with Google Ads
For a few days, I've been looking at configuring Google Ads Integration in Zoho CRM. I've managed to: - Connect the plugin to my Google Ads account and setup shared conversion goal from Zoho - Implement the hidden field and the js code to populate the hidden field with the GCLID ID. This GCLID ID is properly collected by my backend. However, I struggle to send the GCLID ID to the CRM. I have a custom backend that handles my form request. My backend receives the GCLID ID and submits such type of API
LinkedIn Sales Navigator extension not showing info in CRM (Lead/ contact file)
Hi all, I got the LinkedIn Sales Navigator extension installed and activated in CRM (still version 1) and my sales reps who hold an Advanced Sales nav license can't see anything in the lead file section. Apparently we have to update a "app package", but
Streamline your sales process with the Kanban Board extension for Zoho CRM
Hello Zoho CRM Community, Are you looking for a streamlined way to manage your sales pipeline and enhance team collaboration? Introducing the Kanban Board for Zoho CRM extension! This powerful tool helps you visualize and manage your sales pipeline, tasks,
Clickup Integration with Zoho CRM?
Hey! Looking for feedback from anyone that has used the "Clickup AppiWorks for Zoho CRM" integration via Zoho marketplace? Specifically I am trying to validate that we can create tasks in Zoho that then pass to Clickup, AND once the task is marked complete
Microsoft Outlook add-in for Zoho CRM
Is there a reason why attachments cannot be directly added to a lead/contact? I can add a note even a whole email, but no attachments. This would be a useful feature. And we would also need to get access to custom modules directly from within outloo
Xero Integration for Zoho CRM Extension- Latest release in 2024
🎊 Exciting news, Zoho Users 🤗 We're thrilled to announce the launch of the brand-new Xero Integration for Zoho CRM Extension, developed to seamlessly integrate your financial data with your customer relationship management (CRM) system-Zoho CRM. Our
Gravity forms to Zoho CRM plugin issues
I am having trouble getting gravity form entries to show up in Zoho. Form entries are being captured by gravity forms, but is not showing up in Zoho CRM. We are not sure why we are having this problem because one of our gravity forms goes to Zoho properly,
Error with Microsoft Outlook add-in for Zoho CRM
We have been using this plug-in in Outlook for 2 years. It has stopped functioning for COMPANY searches. Even though the company exists in CRM it is not showing up in the search. Example below doesn't show up when you type the Company name of "Halton
App Spotlight: SMS-Magic for Zoho CRM
App Spotlight brings you handpicked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. SMS-Magic for Zoho CRM Better engage with your audience using multichannel messaging. Install SMS-Magic to communicate with your customers
Looking for Reliable SMS add-on to Zoho CRM
Hi there - I have been using SMS-Magic but find it to be quite unreliable. Has anyone had a good experience with any other SMS add-ons for Zoho CRM? Thanks!!
Whatsapp extension for zoho crm custom modules
Hi community , i am looking for recommendation on some good whatsapp extension which we can use with zoho crm standard modules and custom modules both . The main objective is to send and receive whatsapp messages from clients. We just looking for a button
ZOHO Extension
Dear Team, I would like to create the custom ZOHO extension/plugin to show our page as iframe when click the some icon. Here, how can we create the own extension for ZOHO CRM. could you please share the tutorial? Thank you!
Enhance Your Marketing Strategy: Unlock Zoho CRM and Mailchimp's Full Marketing Potential with Mailchimp for Zoho CRM Extension
Hello Zoho CRM enthusiasts, Effective customer relationship management (CRM) and email marketing are essential to any successful marketing strategy. However, handling these components independently can be a time-consuming and ineffective process. This
ZohoFlow search Workdrive Folder by keyword
Good afternoon, I have a flow set up where the trigger in CRM is a creation of a property in our Properties custom module. When a new property is created, the flow creates a folder in Workdrive and a series of sub-folders using data from the CRM record.
Is Zoom Phone for Zoho no longer an extension?
We have it installed but it's not working.
Issues with Zoho Insights and email template web links
Is anyone else out there having the same issue we're experiencing? When we send out an email template, Zoho insights is converting the URLs from the URL we insert in to the template in to one of the form https://mailer1.zohoinsights.com/ocgeturl/2d6f.327230a?l=0ed7f050-5b31-11eb-a1a...
Zoho CRM Shopify Extension
We want to connect Zoho CRM to our Shopify store (so that we can sync customers) .. I installed the extension. When i want tot 'Authorize" .. i get a 403 Forbidden error?
Zoho CRM Shopify extension
Hi, We're looking for 3 specific functionalities of the Shopify extension: 1. can we also import 'Notes' entered with each Shopify Order into Zoho CRM? 2. the app only creates a Contact in Zoho CRM. Is there a way to also create the Account and associate the order automatically? 3. it seems the Shopify Sales Order status does not update when the order is fulfilled in Shopify; any way to automate this? Thanks, Chris
Syncing scheduled calls to Outlook
Synchronization from Zoho CRM to Outlook (2007) using the plugin seems to work for events but not scheduled calls. Is this functionality possible? If not, is it planned for the future?
Are RingCentral call recordings stored directly in Zoho CRM? If so, for how long?
The information surrounding the RIngCentral integration is sparse and sketchy. Call recordings are placed on the activity record rather haphazardly and are not accessible unless you are logged in as the calling user and to Ring Central as the telephony
Unlocking the power of feedback surveys for business growth with the Qualtrics for Zoho CRM extension
Dear Users, In today's dynamic and customer-centric market, feedback surveys are an essential tool for businesses and organizations seeking to understand, adapt, and succeed. They allow organizations to understand customer needs, identify potential areas
vCard implementation
In SugarCRM one can create a vCard which you can save in outlook. Is there any way of creating a vCard in ZohoCRM and if not is it on the drawing board.
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