Ringcentral/ telephony and cRM
Sometimes the telephony pop up box will not close. Yes i know use the end call button. We have it id not working on that call. Reload nope. Close Zoho and relog in. Nope. As you can imagine this pop up open across all the apps is a pain. I tried contacting last week but their chat system was not working. I guess COVID is decimating India. Sorry. Could i ask that instead of giving answers via email or online chat it would be nice to share the solutions back on this forum or what is the point.Attache email to potential
I would like to aatache an email to one of my potential deals. I have setup the mail add-on and the mail account I figured out how to attache the email to a lead or contact but I don't know how to attache it to an exsiting potential? how to attache it to a new potential? Is there any way the crm track the emails related to the potential and keep record about the correspondence automatically when I send/receive more emails related to this potential? I usually corresponde with the same customer onShare contacts from Zoho to all Exchange users with outlook
My goal is to make a global contact book with all of our customer's information that can be pulled up in outlook. Can this be done? --Chris Batchelor-- cbatchelor@cbctechnical.comSMS integration into ZohoCRM
I have been using SMS-Magic for the past year, but in the recent 6 weeks it has become unreliable. I am getting many SMSs that fail delivery. What SMS integration service are you using from within ZohoCRM?Adding Zoom Meeting capability for General Users and not only Administrators
We use Zoom for all our client meetings and it's very inconvenient to have to do multiple steps to create a meeting and create a Zoom link seperately. The Zoom integration is great and resolved that issue, however, it only works for administrators. CanZoho CRM and Vonage VOIP Click to Dial stopped working
I can see the phone icon next to numbers, but when I click it, nothing happens. I've tried uninstalling and re-installing the extension, clearing cache, restarting computer, restarting Zoho, restarting Vonage Business and it still isn't working.Whatsapp
Hi I have been using Ulgebra will discontinue WhatCetra for sending whatsapp messages and I think its been great until now as they are discontinuing it for whatsapp Business API, which is fine but you can't have whatsapp on your phone and can only useAdd multiple email messages with one click with Outlook plugin
Hello, I use the "Add email" feature in the Outlook plugin a lot and the current procedure is very time consuming. First you have to select the email, then click "Add email", then wait for several seconds while the plugin is thinking. Other CRMs haveCustom message notification alert
Hi ZOHO Team, I am looking for a way to send a notification/alert to ZOHO CRM from my ZOHO CRM extension. Can you please confirm/help if I can send a custom message notification/alert to ZOHO CRM. Please share if there is any document for this?Zoho CRM Unified Document Template Builder
Hello guy's i'm from CRM7 Brazil Premium Partner, and i have a customer use-case, they would like to have their Sign Fields recorded as templates, so each time the user clicks on send with zoho sign, the signature fields and others don't need to get draggedCRM does not close phone call when terminated on Ring Central soft phone
I have Ring Central enabled to work with my Zoho CRM. Whenever I place an outbound from the CRM, a little box pops up showing contact info along with a timer on the call. However, when I complete the call and click the End button on the Ring CentralPhoneBridge Integration Desktop Notifications (Browser, or Softphone)
Hi there, I try to implement a new Sales and Support process, which includes as well Zoho PhoneBridge using Twilio. Everything works fne so far, but there is one major problem. How will my support & sales representatives be notified, when they neitherSelecting an email address in the Zoho CRM GMail Gadget
With the Gmail Gadget, you can add a contact or lead or add opportunities associated with the SENDER'S email address. But sometimes, I want to add to my CRM people that are in the CC field in Gmail. So, I suggest that your Gmail Gadget to gather allYesware integration
Hello. Yesware is the missing link I've been looking for in email / crm / erp. It tracks opens and clicks - that is, for those who use Gmail or hosted Gmail. http://www.yesware.com/product-tour Yesware integration would be great. Yesware already hasZohoCRM and Microsoft Exchange
Hello, We use microsoft Exchange emails and would like to know whether a) it is possible to integrate exchange emails with Zoho CRM just like it is possible for POP emails. b) if (a) is possible, can there be full synchronisation of emails that willWorkdrive extension no longer loading
Not sure when it started (was out of office last week) however the Zoho Workdrive extension integration is no longer loading up Workdrive within CRM to create folders automatically nor manage files within CRM. Tried uninstalling and reinstalling the extensionZoho CRM Phonebridge: calling contacts with extensions
Is there a way to store phone extensions that will parse the phone number correctly and either dial (or at least ignore) the extension? I'm getting an error from Twilio trying to call a contact with an extension number. Using a comma (1-450-652-6200,245 )Free third-party service for sending sms
I've looked into a few ZOHO CRM extensions for sending SMS and voice messages so far for mobile version of my site https://sloboda-studio.com/ . However, these are paid services. I'm wondering if there is a free, native method built into Zoho CRM, orCRM & Workdrive - Automatically add folder to Workdrive related list module
Hi I have installed an extension which has linked the CRM with Workdrive and generally is working perfect, exactly what was needed. https://marketplace.zoho.com/app/crm/zoho-workdrive-for-zoho-crm#overview However there is just one thing I have been tryingWordpress Website Form - How to append multiple product enquiries from same lead
Hello, Can you tell me whether the following is possible? 1. To have all our product enquiries pushed from a form on our Wordpress website to Zoho CRM (we currently do this using Gravity Forms and Zoho CRM plugin) 2. MOST IMPORTANT - if a customer submitsDifficulties with Go Integrator
Has anyone else had any trouble with Go Integrator? I have set it up in line with the instructions but there are a few things that don't seem to work properly with Zoho... 1) Click2Dial just doesn't work. The green phone symbol is there, but it doesn'tCookies are not accepting in telephony extension
A telephony extension has been created in zoho crm for our cloud pbx web application.When logging in telephony extension using login credentials of our cloud pbx,if third party cookies are blocked in chrome browser incognito tab we are not able to loginOrganization Hierarchy Chart for Zoho CRM
Problem: An important part of any sales process is to ensure you’re speaking with the right person in an organization when working on an opportunity. However, when there are multiple contacts for each account, keeping track and reaching out to them seemsEmail sent from CRM Sales Order screen not showing in Email tab
When I choose a Sales Order, click on the Send Mail button and send an email, the targeted recipient gets the email with attachment as expected. I also see the email in the Emails section of the Sales Order. However, when I click on the Emails tab in Zoho and take a look at my Sent mail folder, I don't see this email. Is this as expected? I would hope not since I'd want to be able to pull up the email from either the Sales Order screen or my Zoho mailbox. Note that the mail account I am using isCRM Cases Create Button
Hi I gave a question for CRM Cases. We use the Zoho One and our product supplier uses Sales force. The specification is From CRM create a case If the case needs to be escalated to our supplier id like to be able to forward the case information automaticallyHas anyone integrated with Five9
The title says it all - has anyone integrated with Five9 virtual call centre?Activity report that shows email data sent from IMAP linked accounts
Is it possible to produce a report of IMAP email activity? Since moving across to this method of tracking from the outlook plugins I've seemed to have lost the ability to monitor email activity by report. Rather than drilling down into the contact/lead.Enable Mass SMS for any Custom Module
Connect with your customers around the world using RingCentral SMS for Zoho CRM. Instantly send SMS messages using both Templated and customized SMS. Write workflows with webhooks to send automated SMS messages to clients. Get notified in Zoho CRM whenGoogle Ads and Offline Conversion Tracking
Hi, Has anyone got any experience of using Google's Enhanced Conversion tracking with the CRM, we are looking at using this feature to ensure that our offline conversions are tracked, and have started to move forms, would enabling Google Ads within theIntegrate Google Drive with Zoho CRM Custom Module
The Zoho CRM and Google Drive Integration are developed with collaboration in mind. When you integrate Zoho CRM with GoogleDrive, you can access all the files stored in your Google Drive account from Zoho CRM and vice versa, attach files right from theZoho CRM Extension Publication
Hi Team, Need clarification on the ZohoCRM extension marketplace publication. In Sigma, we got the option of submitting to Marketplace. Once we click that, the status automatically changes to Incomplete but we didn't update the required description,Live Dashboard for Zoho CRM (& other Apps)
I'm looking for a live dashboard to display in our office for the Sales team that analyses data from Zoho CRM and other programs that we've syncronised with Zoho CRM (so all the data is in one place so it should be pretty simple). Analytics in Zoho CRM:Google Ads GCLID field mapping
Hello, I have integrated my Google Ads and Zoho CRM account. I have a form created with Contact Form 7 in Wordpress. The issue is that I can't pass the GCLID information to Zoho CRM. To map the fields I use the Zoho CRM Lead Magnet but among the fieldsIntroducing 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 helpIs it possible to lead score from an email sent in Zoho CRM
Currently we are tracking our email campaign 'click throughs' from Mailchimp via Zoho CRM and the fantastic lead scoring. So far so good... What I'd like to be able to do is to send a single contact an email from Zoho CRM, and use that email to trackRingcentral and Zoho - Calls logged multiple times
Hello, We're in the process of migrating to Zoho and have migrated over to Ringcentral as part of that process. We require some assistance regarding the setup and call logging for a multi user office environment. What we tried: We first tried setting up Ringcentral with a Call Queue. The main number would call the other extensions in the queue What the problem is: 1. The problem with this configuration is the Zoho logs the incoming call as a call to each extension. Since only 1 person answers theDuplicate Emails appearing in CRM
I have a problem where we have multiple people sharing a common account in Microsoft Exchange in the Cloud so they all see the same inbox, sent items, etc. We are using IMAP integration. So far we have we have 2 people connected with Office 365 and 1Account Name Not Showing On Label
Hi All, I rather urgently need a solution to this bizarre problem. I have selected all the fields I need for a label but when I got to Print Mailing Labels, it does not show the Account Name. Done this in the past with no problem, so at a loss to understandIntroducing 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 helpLinkedIn Sales Navigator now requires Team subscription change?
I have been using the free add-in for a month now and suddenly it says I have to upgrade to the team edition. Can someone tell me why? This was a useful tool for me but I will not be spending an extra $40 a month to them.Next Page
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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 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
Telephony extensions We recently released four new telephony extensions. Start making calls from your Zoho products, and receive incoming call pop-ups to get contextual details even before you answer the call. Enable click-to-call and log call recordings
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