App Spotlight: Zoho CRM 2 Google Drive
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. Zoho CRM 2 Google Drive Easily manage your company's Leads and Deals folders
Call Centre Advice - what setup are other companies using??
Hi. I am after some advice on setting up a call centre. We need a call centre app as a first line that captures all incoming and outbound calls, allowing for notes and categorisation of calls, reporting and analysis. We also require integration with
3CX integration
As ZOHO CRM has now become a serious contender it needs to have a serious phone dialler for 3CX. I've opened up an idea on the 3CX forum and would appreciate if you would take the time to vote for this integration. It's been long overdue. http://www.3cx.com/forums/zoho-integration-43490.html Many thanks in advance.
No 'Aswer' button visible with Twilio & Zoho
My calls from Twilio are directed into Zoho CRM and are intermittently working. Occasionally I get the pop up to say somebody is calling, but there is no 'Answer' button and sometimes the calling box shrinks to just display "Calling..." which remains
New 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-total
Introducing 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 help
Zoom CRM Extension
Is there any functionality in this extension that works with Zoom Phone? Or syncing contacts between CRM and Zoom phone?
Mailchimp Campaigns sync to Zoho
Good day, I have installed the Mailchimp Extension for our Zoho CRM Enterprise Edition. I have synced everything and I have added all the needed information. The one thing I am trying to figure out is how do I sync the campaigns reflecting in Mailchimp,
Announcement : Whatsapp - ZohoCRM Extension
New Year Greetings! At the beginning of this New Year, We are very much glad to introduce you to our new extension WhatsApp for ZohoCRM, especially for Twilio Users. In build, a Conversational view will surely give you a guaranteed awesome user experience.
Gravity Forms - ZOHO connection | cURL error 28: Connection timed out after 5001 milliseconds
Hi, Since this week we are experiencing issues with the Zoho CMR add-on for Gravity Forms with the connection to ZOHO. The connection with ZOHO is not stable, sometimes the connection is lost and forms are not submitting to ZOHO. I did add an attachment
Inbound Call notification no longer appears RingCentral
Since I set up RingCentral with Zoho whenever I would call into the Ring Central number we would get a notification in Zoho about the caller and if they had a record in Zoho. That no longer happens. RingCentral says it's Zoho's problem and a Zoho tech
Zoho inbuilt Telephony made a lot of issues!
Hi there, I am a user that I am working with zoho inbuilt telephony around 1 month. Non of my colleagues are happy with this app! most of the time customer cannot hear my customer service team, customers say our voice is breaking. whenever Telephony support
App Spotlight: Dialpad for Zoho CRM
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. Dialpad for Zoho CRM Sell smarter, better, and faster! Bring communications into
App Spotlight: Servetel for Zoho
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. Servetel for Zoho Servetel is a cloud telephony platform that helps businesses enrich
App Spotlight: MoceanAPI SMS for Zoho CRM
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. MoceanAPI SMS for Zoho CRM SMS is still one of the best mediums to use to reach
Introducing 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
How to update zoho CRM Variables?
I am working on Zoho CRM extension. I can get the CRM variables value with this ZOHO.CRM.API.getOrgVariable("variableNamespace").then(function(data){ console.log(data); }); But I want to update this CRM Variables value from the widget and how I will
Zoho 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?
How to add a button to an existing related list in sigma
There is an existing relationship between Deals and Quotes that is built into zoho crm. We have made a button in sigma that will create a sales order and launch the associated creator app with the id of the new sales order. This is visible from the Quote
Adding 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.
Telephony Recommendations
Hi all Does anyone have any recommendations for telephony providers that can integrate properly with custom modules in CRM? We are UK based and need both physical phones and soft phones. Help greatly appreciated. Kind regards Matt
Introducing Slidecast, Acefone SMS, LogixOne, ON24, and 12 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 9 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 help
Get your documents e-signed with the Zoho Sign extension for Zoho CRM
Sales frequently involves the salesperson carrying bundles of papers to get them signed, or the need for soft copies to be printed, signed, and scanned. In either case, it creates friction in business as it takes up time and effort to get the documents
refreshing access token automation
hello I am developing a backend using nodejs, I want to automate the process of refreshing access token, can anyone guide me please I tried a way using callback but for every api-call to crm I have to a do a callback to get a new refresh token(for example
App Spotlight: FunnelFLARE for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Explore Zoho Marketplace for all apps. FunnelFLARE for Zoho CRM FunnelFLARE natively integrates with Zoho CRM to streamline your sales processes and get rid of tedious tasks that slow you down. It brings you power dialer, appointment scheduling, email automation, and valuable prospect insights, all from within your Zoho CRM interface. Get the app here Business needs Sales professionals spend a lot of time in their CRM, and do
Can't login in Zoho CRM Outlook Plugin
I'm using Outlook 2010 32 bit, and in the last 2 days i haven't been able to login in the outlook plugin with my Zoho CRM Credentials. I haven't changed my password and was working before. Only recently changes in my system were 1 - installing a service pack for office 2010 and 2-installing windows 8.1 preview. Any help would be appreciated.
Add field to Product Details in Sigma
For the Quote, Sales Order, and Invoice, there is a section called Product Details in the API. I have successfully added a custom field to main product, but I am struggling with how to add a custom field to the product details section, as it doesn't appear
Introducing Fishbowl, Gravity Forms, DoorVaani and 6 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 9 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 help
Two way sync between ZOHO CRM and Outlook
I would be interested in being able to sync at least contacts, if not calendar and tasks as well, on a two way basis between Zoho CRM and Outlook. Any plans for that, or any way to do that now?
App Spotlight: VAT number verification for Zoho CRM
App Spotlight brings you handpicked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all our apps. VAT number verification for Zoho CRM Easily verify EU VAT identification numbers within Zoho CRM. Get VAT number verification for Zoho
Field Sales - Mobile Sales Order Taking App (New Extension)
Do you have a Sales Team going round taking sales orders? We are creating a product that lives as an extension to Zoho CRM and is also available as mobile app for both Android &iOS. Get customer data from Zoho CRM and product data from Zoho Inventory and
Introducing Twilio, Vonage, Ezeetel, Quickbooks and 15 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 19 more extensions for Zoho CRM in the month of August 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help
New Fields wont show up in woo commerce plugin
So i added new fields to the Lead-layout, but they just wont show up in the zoho-feed in WooCommerce Zoho plugin.
Custom caller ID for Twilio integration via Phonebridge in Zoho CRM
Hello, would it be possible to support of different caller id`s? I authorised number in twilio as a caller ID and would like to add it to purchased number. But there is no setting in the phone bridge. Thank you in advance, Ivan
Implementing Extension's Widget action for Workflow rules, But custom function is not called. Not worked
Hi, I cannot make our test Custom action widget in one of our CRM Extension (Sigma) to execute in workflow rules a widget to Zoho CRM. I followed your docs, guides on how to create a custom action with custom widget, custom function, current I am just
CRM CHROME ESTENSION FOR GMAIL
Hi, I would like to change the set up of the modules that are active in the extension immediately after creating a contact. Currently the modules that are activated in my extension are: info - activities - campaign. Does anyone know the procedure? Best
Outlook Add In - Re-associate an email
Hi If I associate an email with a Lead (for example) and then delete that email from the Lead within the CRM the Outlook Add In then refuses to let me re-associate the email with either the same or another record. Is there a way "un-associate" the email
Gravityforms 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 found
Delete Widget with custom fields is Zoho CRM
Hi, I recently added a widget to my Zoho CRM, however, I made a mistake. How can I delete it? I am unable to delete in in Settings > Developer > Widgets as it is "associated with [a] component" and I cannot find any way to remove this association Th
Introducing CallGear, EasyPost, Shippo, Linckr and 9 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 13 more extensions for Zoho CRM in the month of July 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help sales
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