Move or sync my CRM tasks to Zoho Sprints
Hello, Currently my company works in different lines of business, which makes that different sectors of my company use Zoho sprints or CRM tasks to assign tasks. This creates a problem as my colleagues waste time creating the same task in 2 differentMaximize Your Document Management Potential: Discover the Power of Zoho CRM - SharePoint Integration
Dear Users, We are all aware that Microsoft SharePoint is widely recognized as one of the secure platforms for document management. Whether you own a small business or work for a large enterprise, all departments will deal with a variety of documents.Zoho CRM for Gmail Extension Not Working in Brave Browser?
Is anyone able to get the Zoho CRM Chrome Extension working in the Brave browser? They're both built on the Chromium platform and every other Chrome Extension works with the exception of Zoho CRM for Gmail so any ideas here?Sync custom Booking form in CRM
Hello, I try to sync custom form fields in zoho booking and integrate in zoho crm. I need to add company name and service. Any suggestion how to do?Sending document for Zoho Sign through CRM
Hi, when I click to send in Zoho CRM for Zoho Sign it says - Please enable the ZohoSign Documents, ZohoSign Recipients and ZohoSign Document Events modules and then send documents and then return to make use of Zoho Sign. I can't work out how to do this?How to embed a Zoho CRM webform into a Wordpress page?
I have created a webform in Zoho CRM. But when it comes to copying the code into my Wordpress page, I cannot find an option that Wordpress permits. I'm not sure if Wordpress has tightened up since all the current advice articles were written, but noneCRM 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 hesitantCRM Gmail extension does not work for Edge browser
Hi, I've installed the Chrome extension on Edge browser from the below link: Zoho CRM for Gmail - Chrome Web Store (google.com) as a result, the extension was installed, it asks to click the "Authenticate Google", but nothing happens when clicking theGravity 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:Does Zoho offer a map that plots all CRM accounts on it?
My boss wants a live map (think google maps) that plots all the accounts we have in our crm onto the map. Is this possible or available some how?WorkDrive Extension for Zoho CRM stopped working - Problem with Reinstall
Hi Everyone, For some unknown reason my WorkDrive Extension for integrating Zoho Crm stopped working. Basically I was unable to create any folders from within the CRM related list. This problem extended to even a new lead created, so effectively the linkApp Spotlight: LogixOne Operator for Zoho CRM
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho solutions. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. LogixOne LogixOne Operator is a fully featured field service management solution builtStreamline instant chat messages within Zoho CRM
If you're looking for an easier way to connect and use Telegram, WhatsApp and SMS (via Twilio) within Zoho CRM please check out: https://clearscope.solutions/zoho/zoho-market-place-plugin/logixone-chat-zoho-crmUsing Cliq
We are yet to use Cliq, but would like to understand how best to use it or other communication software by Zoho. I got here. There is only one thing: the button Enable. When I press it, you display an error message. What should we do to communicate usingMicrosoft365 / ZOHO CRM Sync - Can It Be Done?
Hi all, it seems that I can only sync ZOHO CRM with a new folder in Outlook Calendar, Contacts and Tasks, not with an existing calendar, contacts, or tasks already in Outlook/Microsoft365. Is this correct? If so, it is a pretty big limitation! Are thereZoho CRM integration with Constant Contact
Hi All, I am looking for integration between the zoho CRM and marketing automation tool "Constant Contact" but I am unable to find it in the marketplace. When I see the Zoho CRM's website -> marketing section, it displays the section where I can see theHow to Add button for Custom Module
Hi Team, We want to incorporate a customized button into the Custom modules of our Zoho CRM account. We've observed that it's feasible to create custom buttons for both default modules and custom modules created using extensions. However, it's not possibleZoom Voice/VOIP integration EU Release
Hello, I can see this was released a few weeks ago - however we were told the EU versions would release in a week or so. Do you have an ETA on this please?Facebook Ads Custom Audiences
I chose Zoho CRM over your competitors for many good, valid reasons. Those reasons remain good and valid. That said, I must admit, this feature of Salesforce is pretty awesome: http://www.buddymedia.com/newsroom/2012/09/salesforce-marketing-cloud-announces-facebook-custom-audience-targeting-integration/Create Task from Outlook Email
Is this possible?Not 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 gratefulEdit document before sending with "send with Zoho Sign" Button
I often need to make minor changes to a contract on a per-deal basis. I would like to start a "Send for Zoho Sign" process for a given deal by using a pre-populated mail merge template, but make changes before sending it. Is there a way to do as I'veCustomer Loyalty module in Zoho CRM
Hi Team, We have customer loyal programs in my client business process, Is there any modules on customer loyalty or we need to customize that module, if we need to customize that means what is the prerequisites for that? Thanks in advance. Please seeZoom Voice/VOIP integration
Hi- what are the chances of integrating Zoom voice service with Zoho CRM? As we already have their meetings integrated would it be possible to integrate their VOIP service as well? I know first hand their voice service since the pandemic has grown quiteUsing dynamic parameters at a request body of connector API
I am trying to connect ZOHO CRM with a 3rd party app. I created the connector and authorized it. I want to add any new ZOHO CRM accounts to my app directly. Request Body of API is as below: { "data": { "id": "string", "type": "contacts", "attributes":Setting an extension field as mandatory
How do you set a field added to the CRM by an extension as mandatory?Connect Lemlist to Zoho Crm
Hi, I want to connect lemlist to Zoho crm How can i do that? any documentation about that is appreciated ThanksMail Merge & Zoho Sign
Hello, is it possible to use a mail merge template to send the prefilled document with Zoho Sign? If yes, how? My mail merge document does not show up in the "Add Document" button after clicking on "Send with Zoho Sign" as described here by "Anu": hAdd multiple email messages with one click with Zoho CRM Addin for Outlook
Hi All, I saw a similar post from 6+ years ago with the same concern but that post has been locked without a helpful response. The original post was for the Outlook plugin but the concern is still the same. We use Zoho CRM Addin for Microsoft Outlook.The number of Multi Line (Small) field has exceeded the limits
I encountered a weird problem when trying to install an app from marketplace (below). My "Shoots" module (corresponding to native "Potentials") has about 15 of those custom fields — not something I'd think as excessive. I emailed the address noted butEmail Gadget needs to recognize multiple emails per lead or contact
I think the headline says it all. Although Zoho CRM can be made to store multiple emails per client and lead, the gadget can not scan more than the primary email address. This means we either have to manually change the email address, (a never endingLinkedIn Messages from Sales Navigator
Hello. Is it possible to track the touching points made with LinkedIn Sales Navigator (once integrated in the CRM)? The same way Zoho CRM tracks emails/calls and other activities, I'd like to track my sales team activity in LinkedIn Sales Navigator (inmail,Wildix 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 marketplaceZoho CRM integration with Grandstream UCM 6108 Telephony
We've subscribed Zoho CRM and would like to attach it with Grandstream telephony system. Can you help out on this? Thank you JobCRM for Gmail issue
Recently the "hover" function - Search for email in CRM - stopped appearing. I use Chrome 106.0.5249.119 and have uninstalled and re-installed the extension with no luck. Without this functionality, it's lost of a lot of its benefit, especially sinceConvert Downloaded API Backup to readable .zip file
Hello, has somebody an idea how to convert the result of an API request for an backup into the readable .zip file? I work with PowerShell and I got the API working so that I get a response from /crm/bulk/v4/backup/urls and from the corresponding URLsZoho CRM e Zoho Desk (Integração profunda)
Nossa organização trabalha com o ZohoCRM e também com o ZohoDesk, não utilizamos o e-mail o ZohoMail, porém todos os e-mail são hospedados no Zoho, porém temos situações distintas: 01. Os e-mails iniciais enviados para os clientes e leads são por meioApp Spotlight: Zuper for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Zuper for Zoho CRM Zuper is an intelligent field service and customer engagement platform built for use with Zoho CRM. It enables organizationsDeleting unused webhook
Hello, I am trying to delete a webhook with in our CRM. The webhook is between CRM and Flow. I have removed all CRM connections within Flow, but when I try to delete the webhook I get this message: "Sorry! You cannot delete this Webhook as it has beenAny call+SMS (as all-in-one) extension for Zoho CRM?
I've been researching this for a few days now and still have a question: is there a single plugin that integrates both calling and SMS? I see dedicated SMS extensions with no calling and I see lots of VoIP services which people use for calling via ZohoNext Page
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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 integrationIntroducing VoxPro, Tellephant, Magento, and 7 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 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 helpIntroducing Dialpad, Xoxoday, Elevate, 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 September 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to helpIntroducing Exotel, Integrately, Aloware, SanIPPBX and 12 more extensions for Zoho CRM
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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, makingIntroducing 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 yourStreamline 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,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. ThisUnlocking 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
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