Gmail integration Attaching internal emails - no summary of communication
We have configured the email Gmail integration. Couple of issues: We have excluded our internal domain so that internal emails are not attached as it is explained. Everyone's internal emails are connecting to the individuals contact record. If the exclusion domain is set, why is this happening?? Not being able to see a summary view of the email communication is a waste. I have 5 users, I need to use the drop down to maneuver through every choice and keep track - to see the actual communicationCan't remove Lead/Potential/Contact fields created by deactivated extensions (Google Ads, SalesIQ)
Hi, I've been experimenting with Zoho CRM's extensions like Google Ads and SalesIQ to see if they suit my business. Unfortunately, I've found that they don't meet my requirements, so I've had to remove them. Even after deactivating or removing these extensionsCan't get past Privacy Policy update announcement on Outlook Plugin
Hi, I got a message to update my Zoho CRM plugin for Outlook. After doing this, I can't get past the 'Privacy Policy Update announcement. I clicked on the 'short summary' and the 'longer legally binding version' and can't get this point.Zoho Projects not activating
I opened the developer ZSC key section in one window opened the projects Add-on section in another. Clicked Activate Copied the key and made sure no spaces in front or back... copied my email address, again made sure no spaces Clicked Next and it just closed and took me back to the 'Activate' button again. I click it and do it all over. Just keeps happening. I tried this in Firefox, IE (with and without compatability turned on), and Chrome. Any ideas why this is not working? I have the ProfessionalAdding user field to Sigma extension or allowing access in Creator
In Zoho CRM it is possible to change the owner of a sales order, however outside of the CRM it's not possible at the moment. To work around this we have been trying to put together a sales person form in the CRM that will allow for an intermediary table.Permanently disable Zoho pane in Outlook
Outlook 2013 on Windows 7 64-bit with latest CRM plug-in installed. Is it possible to permanently disable the right-hand Zoho pane in Outlook? You can close it but it comes back as soon as you select another message.Problems with Sent Mail
I have been using Google Apps mail and Zoho for months without problems. Recently however, with no change, I notice that not all my Sent emails are showing up in Zoho contacts/Leads. It is hard to tell what is different between the ones that do show and the ones that don't. It MIGHT be that ones I delete in Google Mail are not showing up, even though I have the IMAP setting to not delete the Zoho email. Any ideas where I should look?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", butZoho CRm Plugin for Outlook 2011 MAC
I am using Zoho CRM plugin for Outlook 2011 for MAC V1.1.0 and Outlook:max 2011 Version 14.3.8 (130913) with Update 14.4.7 I can sign the plugin into my account with username and password. But when I want to selcted in the settings a folder or try to sync any iteam. I am getting an error message "Applescript returned an error" and that was it. Does anybody else has seen such a behavior and knows what to do? Thank you for any help, it's very much appreciated best regards AlexZoho Outlook 2010 32 bit installed, but remains in the Inactive section
In Outlook, I go the Add-ins and can clearly see the Zoho plugin there. I open the dialogue, check the box to activate, but that does not take effect. In the attached error message, there is a runtime error loading the plugin. Urgent that I get this resolveEmail conversation with many leads showing in one particular lead
Dear Concerned We're facing a peculiar problem. Email conversations with many leads is showing in the email trail of one particular lead. we're worried whether all our emails are going a copy to this person or it is a zoho bug. when we open that email it nowhere shows the email address of that particular lead in which all other emails are showing. Please treat it most urgent. Thanks KapilJive Integration
I have telephony integration with Jive. The system worked very well together. However all of a sudden there started being a delay from when a call would come in to when it would actually show up on Zoho so I could log it. I havent found an exact amount of time. It varies. Has anyone had this happen to them? Jive says it is a Zoho problem and vice versa Thank youNew Aggregate formula fields not calculating when a Sales Order is created via API
I have connected WooCommerce to Zoho via a plugin which uses Zoho API to sync Orders in WooCommerce to create/update a Sales Order in Zoho. The problem with the default layout of a Sales Orders, is that you can modify the Discount and Tax in the sub-totalProblem with linking mail conversation together, mail magnet, CRM
Hi, I have started looking into integrating mail into out CRM but I have noticed that when I have a mail conversation with a lead our mails are not grouped as one conversation. I believe that it because the heading of the mail is changed a "Re:" is aded to the heading and sometimes "Sv:". Can this be fixed? It is very hard to follow a mail conversation as it it today. ( Or is my setup wrong? RogerZoho CRM Lead Magnet Wordpress Plugin Not Working As Expected
Hello, The Wordpress Plugin "Zoho CRM Lead Magnet" isn't showing the proper picklist options for our "Lead Source" field. And in the "Product Interest" field, the pre-selected option keeps clearing out when I exit the form setup page. Any insight?Anybody here using functional PHONEBRIDGE?
Hi Guys, sind more tham one Week we are trying to call in ZCRM via the Phonebridge... doesn´t work anyway... Anyone here, who is using Phonebridge and Asterisk? Support from the Guys from Zoho is - pardon Zoho - horrible. I pay for 7 Accounts, 8 Mailextensions, 3 MobileLizences, 1 OutlookApp and a "Test"-Phonebridge - and such a terrible Support for me as a paying custumer. We NEED a Solution - but Zoho lets us alone in the rain... :( Anyone got a solution? bR from Vienna MarcoMy colleague who is also the Admin on the ZOHO CRM is unable to view my emails to leads or accounts
Hello! I and the CEO both are admin on the CRM. We both can see emails of other colleagues who are not admins. But he cannot see my emails even though I have set them as "Public" in the ZOHO Mail Add-on settings (just like other colleagues whose emails we both can view). We require that this colleague (the admin) is able to view my emails associated to my contacts/leads/accounts. We use our company's domain emails and not the ZOHO domain email addresses for anything. Kindly inform if there is a solutionNo way to install/uninstall word plugin
No way to test this module, still have error message whaen connecting word. An error has occured in the script on this page line 25 char 904 Error expected ')' code 0 url www.zoho.com AND no way to uninstall the module either. an installation support fil _IsUser.dll could not be installed acces is deniedNot able to debug the issue that happens in the workflow function.
Hi Team, I am trying to connect an application to send an Whatsapp message, it is working fine in the other modules, but it is not working in the workflow function. I am not able to see the payload details also to debug the issue, so It would be gratefulinstallation of outlook plugin does not work
Hi, I am trying to install the plugin for outlook in order to sync my calendar with the one from the CRM. The installation seems to finish properly, however I cannot see zoho plugin anywhere in outlook and I also cannot select it in the list of add ins. I am using Outlook 2013 32 bits, I have already restarted it. I have installed the plugin twice already. Thanks, StanislasGravity Forms multiple checkbox field to Zoho CRM Multi-line Field.
When I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. The data from the Multi-Select Checkbox Field to Zoho CRM Multiple Line Field is shown as below. [“MON 3pm-6pm”, “MON 6pm-10pm”] I would like it to be:Cannot login to outlook plugin.
Hi, I have downloaded the Outlook plugin on a trial account, and installed. When I enter the password I recieve an error asking for the correct username and password. They are correct (I use them for the web based system with no issues) are there any likely causes? Thanks, WillNot receiving emails from signup form
I created a zoho form for my website and have it here: http://lisalamagna.com/sign-up-newsletter/ However I have tested it and I do not receive any signup notification. Please help me understand the problem. Thank you.PhoneBridge RingCentral - call start time
Hi, We just got PhoneBridge set up last thursday and I have a problem - my call start times are all an hour off. The phone rang a minute ago which was just before 5pm Eastern. RingCentral's call log is showing 4:57pm and zoho is showing 3:57pm. I've double checked everywhere I know to check time zones and they are all set to Eastern. Why is it saving them with a different time?HELP REQUIRED - lost contact data following outlook sync - that went wrong.
Dear zoho, Can you urgently help? THE QUESTION Is it possible to create a remote sandbox of our database or a spreadsheet containing all the contact detail data from the previous backup (that we need to download) or any dataset you have that is as near to 8th Feb 2015. So I could try to recover my lost info - without affecting all my colleagues. Then re-import the sorted info again - safely - at a later date. If you could please let me know what options I have, I would be very grateful. THE BACKGROUNDTagging a person in Notes of CRM - Permission Denied to view
A few days ago we started having an error. When a person is tagged in the notes section of the CRM an email is generated. The person receiving the email (who was tagged) is unable to click the VIEW MESSAGE and actually view the message. They get a Permission Denied Notification. What changed, and how is this fixed? Thank you, Kim See screen ShotMail Addon issue
Hi, I am trying to make the mail add on feature work without clutter. The issues is that all emails from the contact are being listed in every opportunity that contact is involved in/ linked to. I want to filter out the emails that are not relevant to the opportunity. It is ok to have all the mails of a contact under in the contact module. But under the opportunity it shall show only the relevant emails. Is there a way i could do this? Atleast if I could manually assign or amend the listed emailsCall that lasted 64 minutes only marked as 04 minutes
Phone call that was recorded via the Zoho Phone Bridge for Ring central that lasted 64 minutes marked it as 04 minute call and cannot edit it.iPhone's dictation doesn't work with Description field
Hello, We've found that the iPhone's dictation function doesn't work with the Description field, but does work with the Subject field. Two questions: 1) Is this a bug, or by design? 2) Is there a character limitation in the Subject field? We've tested this on two separate iPhone 4Ss, using Zoho CRM version 2.1 with the most recent iOS software (6.1.3) Thank you.Permission Denied on Mail Merge (Microsoft)
Hi, we recently migrated our users to stand alone PC’s. The users have administrator rights but during the Mail Merge process (we are using Microsoft Office 2007) and it comes out “permission denied” (see print sceen). I ensure the following: 1. Plug-in was downloaded & installed: https://crm.zoho.com/crm/MailMerge.do?action=OfficePlugin 2. Web browser was configured as instructed in link: https://zohocrm.wiki.zoho.com/Zoho-CRM-Office-Plugin-Installation-Procedure.html#Configure_Web_browser_to_install_ActiveX_ControlGravityforms error "The field cannot be found"
I am using GravityForms with the official Zoho CRM Add-On. I have set up a feed to create a new contact on form submission. However, the contact is not created, and my debug log shows: ERROR --> GFZohoCRM::create_contact(): The field cannot be foundAdding (syncing) new contacts from Outlook to "Leads" module (why only to Contacts)
Why is there not an option to add Outlook contacts to Zoho Leads (why only to Contacts). If you can add contacts to Leads with the iPhone app, why not with Outlook plug-in? When adding a new contact to Zoho it woud be easier to add it to Leads and then use Zoho to convert it to Contacts & Accounts. That way all the business info (phone, addresss, etc.) would be added to the Accounts module also (instead of being blank??). When syncing from Outlook only the business name is added to Accounts, andcontacts not transfering using outlook addin
I am using outlook addin with outlook 2013. After review I noticed only some of the contacts are transferring. Seems the new ones are ok but some of the older ones are not transferring. How do i get all contacts to sync with outlook?Outlook 2013 32-Bit / Win 8.1 64-Bit - inactive Add-In
Hi Everybody! I have a very annoying issue with the Zoho-CRM PlugIn for MS Outlook - I cannot seem to get it to work at all... My configuration is: Outlook 2013 (32-Bit) under Win 8.1 (64-Bit) I tried to follow the instructions for the installation very carefully - downloading the proper plugin: "MS Outlook 2010 & 2013 32 Bit", running it as Administrator; In the installation dialogue I tried "for everyone" and also - after deinstalling it and reinstalling again I tried "for just me". I repeatedCant add permission for using Office plug in
Succesfully installed the office plug in Attempting to sign in from MS-Word - add-in does not accept the user+password Attempting to add app permissions, followed the instructions here https://www.zoho.com/crm/help/office/install-plug-in-for-microsoft-office.html. The instructions say: 2. In the Profiles page, click Edit for the user's profile. 3. Under Apps Permissions, select the Zoho CRM Plug-in for Microsoft Office check box. However, when editing the 'Administrator' profile, there isn't anUnable to authorize third party app from Zoho Developer Console
Hi Expert, I want to integrate a third party app with Zoho CRM. I am getting “Authorization Failed” message. Please find the attachment with error details. Thanks AvijitCRM EMail not updating
This was working a few days ago after I configured it, was getting my GMAIL email in the CRM and the little mail icon would update, but now it is not working anymore...Please let me know how to fix this...I did not change any settings, and am hesitantSECURITY Loophole - ZohoCRM Outlook Plugin - Contacts Syncs
There are 2 ways to sync contacts with ZohoCRM, which we use: 1. Office365 integration and 2. Outlook Plugin for Zoho CRM Outlook Plugin offers many additional features for Outlook users (which Office365 integration doesn't) and therefore is very much needed. THE PROBLEM IS WITH THE CONTACTS SYNC OPTION. INFACT A MAJOR SECURITY LOOPHOLE. WITH Outlook Plugin, the end user has the option to sync ALL CONTACTS that he has access to and NOT just the ones owned by him. And there is NO WAY for the adminWildix Integration problem - clicking on the green phone icon doesn't run the call
Hello, I'm trying to integrate Wildix to Zoho CRM using Telephony's Marketplace Wildix app. I followed this guidelines (Zoho Products integration with Wildix PBX - Documentation - Confluence | Wildix (atlassian.net)) and I was able to: connect the marketplace"Cannot download the Microsoft Word mail merge template" ----- Tried everything, no solution that fixes permanently!!
Hello, I keep getting the message: "Cannot download the Microsoft Word mail merge template. It is being used by another application or program. Close the template and try again" I get this message when I try to do a mail merge. I tried everything to solve the issue listed on your page that details 'common error messages' and the only solution is when I delete mmtemplate.docx, but once I delete this, it only works once, then the second time it stops working immediately. I have checked task manager,Next Page
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In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 16 more extensions for Zoho CRM in the month of January 2022. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to helpIntroducing 3CX, CallHippo, Pipechat, BulkSMS, Stripe, and 11 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 16 more extensions for Zoho CRM in the month of January 2022. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help
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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.
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