Custom Module and Dropbox
Does anyone know how to integrate Dropbox with a custom module. I have a module called "Buildings" and I'd like to have Zoho create a folder in Dropbox for those buildings just like it would for Accounts and Contacts. Can't figure out how to get that
Calendly/Zoho CRM Sync
Hi Everyone, We currently use Calendly for our customers to schedule appointments with our sales team. The Calendly events are set up in an event where the appointment owner is chosen in a round robin basis to make it fair. When we turned on teh Zoho sync, I see that the events are passing throughto the CRM, however, the appointments that are being set are not with the contact owner. Is there any way to fix this?
Automatically add emails sent through zoho mail to zoho crm
For contacts that are already in Zoho CRM, is there a way to make zoho mail automatically push the emails into Zoho CRM so I can see all emails to a contact. Further, if that contact is part of an account, I could see all emails relating to that account.
App Spotlight: JustCall Phone System for Zoho CRM
App Spotlight brings you handpicked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. JustCall Phone System for Zoho CRM Make and receive phone calls directly from your CRM dashboard with just a click. Get the extension Business
Introducing HoduPBX, Rivet SMS, n8n, Intercom and 13 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 17 more extensions for Zoho CRM in the month of June 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help sales
Call Results do not show up after the call
How can I input the call results after a call ends? I am currently using Twilio for my Telephony and was able to do this previously by simply clicking a link after each call. Is this feature available? if not when will it be coming? as it is very important
Phonebridge transfer call to colleague
Hi Zoho, The phonebridge connector works wonderfully within Zoho CRM. There is only one reason why I can't use it in our company. And that beacuse it isn't possible to transfer a call to another person within our company. This is a basic feature with
Zoho CRM printing date in wrong format when passing data from WordPress Gravity Form
Hi there, I currently have a WordPress Gravity Form with the Zoho CRM add-on enabled. I have a hidden field on the Gravity Form set to print the {dd/mm/yy} date format at the time of the form submission. I have mapped this form entry to create a lead profile and print this data in Zoho CRM. The integration is working fine, however, the date is registered in the {mm/dd/yy} format inside Zoho CRM, even though the Gravity Form is registering the form submission in the {dd/mm/yy} format. I've checked
App Spotlight: WhatsApp Web for Zoho CRM
App Spotlight brings you handpicked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. WhatsApp Web for Zoho CRM The extension integrates WhatsApp with Zoho CRM to allow you to send and receive WhatsApp messages right from
I can't connect to the plug-in Zoho CRM for Outlook
The plug-in installed, i try to connect with my login Zoho CRM but the pop-up "Please specify a valid Email and password" while the Email and the password are valid. Can you help me pls.
CRM Modal boxes
I'm trying create modal boxes from my custom extension that's built for CRM. I can't seem to find any documentation specifically for CRM. Thanks
Introducing Vonage, Lusha, Google Maps, Leady.com and 10 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 14 more extensions for Zoho CRM in the month of May 2021. Get more from your Zoho CRM with extensions from Zoho Marketplace. Telebroad for Zoho (for Zoho CRM, Zoho Recruit, Zoho Desk and
call automation using third party software
Hi! is there any possibility to have a call automation using any third party calling software?
App Spotlight: Rafiki.ai for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Rafiki.ai for Zoho CRM Enrich your Zoho CRM with the best customer insights across deals, opportunities, meetings, competitors, and notes.
Twilio-Zoho CRM SMS Intregration
Is it still possible to integrate the Twilio SMS function with Zoho CRM? The directions provided on the Zoho on the help site have me stuck at the marketplace in CRM because there is no Twilio extension there ( https://www.zoho.com/crm/help/extensions/twilio.html).
Any reliable SMS app that leverages Twilio
we are now using Zoho one with 3 team members and hoping to add a couple more to the team soon. IS there a reliable sms tool we can use as a team to. send appointment reminders on workflow and appointments and secondly to do bulk messaging. we have a
Twilio-Zoho CRM SMS Integration
Is it still possible to integrate the Twilio SMS function with Zoho CRM? The directions provided on the Zoho on the help site have me stuck at the marketplace in CRM because there is no Twilio extension there (https://www.zoho.com/crm/help/extensions/twilio.html). I also looked on Zoho's marketplace but the option is only available for Zoho Recruit.
Twilio-Zoho CRM SMS Integration
Is it still possible to integrate the Twilio SMS function with Zoho CRM? The directions provided on the Zoho on the help site have me stuck at the marketplace in CRM because there is no Twilio extension there (https://www.zoho.com/crm/help/extensions/twilio.html). I also looked on Zoho's marketplace but the option is only available for Zoho Recruit.
Connecting Ninja forms in WordPress to Zoho
Forgive me because I'm not a web developer and I'm new to Zoho, but our web developer doesn't understand why our pre-existing Ninja forms (on WordPress) aren't synching to Zoho. Does anyone have a step-by-step guide to how to do it? I've been searching
Unable to Retrieve line items from a CRM invoice
Hello, I am trying to setup an integration between Zoho CRM invoices (not finance module) and Xero, which basically updates in realtime on invoice creation or invoice changes. I have setup a webhook from Zoho CRM that fires to Integromat which then sends
App Spotlight: Leaflet for Zoho CRM
App Spotlight brings you handpicked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Leaflet for Zoho CRM Leaflet empowers users to draft documents faster, more efficiently, and with greater compliance. Users can use pre-automated
Can'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 extensions
Meeting with zoho staff
If we have a big problem zoho team is setting up a meeting. But then it starts. You have to email a couple off times to get a moment. And if the moment is there we don't receive a link of we then we receive a meeting link but the staff isn't showing up.
Introducing Bybrand, Leaflet, Ship Station and 5 more extensions for Zoho CRM
Zoho Marketplace offers 500+ Zoho CRM plug-and-play extensions. We released Bybrand along with 7 other extensions for Zoho CRM in April 2021. Get more from your Zoho CRM with extensions from Zoho Marketplace. CallerDesk for Zoho (For Zoho CRM, Zoho Recruit,
App Spotlight: Squaretalk Axiom
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Squaretalk Axiom The ultimate in flexibility and ease of integration, Axiom's cloud contact center gives agents the tools they need to
Need to set value in the gender dropdown.
Hello, I have created the gender dropdown using the "Pickup List" option and set the value "Men" and "Women" but when I customer sync Magento2 to ZOHO CRM then the gender dropdown value set is 1 and 2. Please help me how to set the value when received
Searching in Zoho CRM for email Outlook plugin
There does not appear to be an ability to search in the Zoho CRM for email Outlook plugin. We have thousands of Accounts and Contacts, scrolling to find them is basically impossible, rendering the plugin useless. I hope I am missing something?
Zoho and Grandstream UCM
Aloha: When can we expect Phone Bridge integration with Grandstream UCM systems? Mahalo!
Can't Authenticate Google Calendar
Inside the option Google on Marketplace, the whole organization can't authenticate their Google Calendar. After selecting "Authenticate Google Calendar" and selecting "Allow". (with the same email address that we have on Zoho CRM). It goes back to the
App Spotlight: LinkPort for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. LinkPort for Zoho CRM 4 out of 5 LinkedIn members drive business decisions. It’s the perfect platform for prospecting, and LinkPort makes
Eventbrite & Zoho CRM Integration
Can someone please assist me with the following query: I have created an event in Eventbrite and am looking to have the registrants' details pull through to our Zoho CRM as leads, however I have added the Eventbrite extension and set up the syncing details
Voxloud, ShipEngine, Stripe, Rafiki.ai and 25 more extensions for Zoho CRM
We’re thrilled to announce 29 new extensions for Zoho CRM in the first quarter of 2021. Zoho Marketplace offers 500+ Zoho CRM plug-and-play extensions. These no-code, ready-to-use extensions don’t just integrate other apps with Zoho CRM, but also add
App Spotlight: Commercient SYNC™ for Sage 100 and Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Commercient SYNC™ for Sage 100 and Zoho CRM Integrate data between your Sage 100 and Zoho Enterprise CRM systems using Commercient's integration
Twilio SMS do not show me at related list
all SMS that the system sends from Zoho Books or another way I can not see on the Zoho CRM all SMS that the system sent to the clients. example: when the system sends an SMS to the client in the Booking or Zoho Books then i do not see this message at
Zoho Gmail - remove add to Zoho option fro gmail
How do I get rid of that Zoho option at the bottom of my Gmail?
Zoho CRM Extension - Intellizence - Account Intelligence
We are planning to build a Zoho CRM Extension for our product, Intellizence. Would like to get the community's interest and feedback. We are currently working with Zoho on this. Intellizence is an AI platform focused on sales intelligence & customer
App Spotlight: Xtend for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all available apps. Xtend for Zoho CRM Save time by showing the caller’s up-to-date information on the agent’s screen for efficient problem-solving.
Auto Gender and Salutation Detection for Zoho CRM (Data Enrichment)
Reduce the amount of effort put into contact maintenance and improve your data quality. Based on the first name and country of origin, the gender and form of address can be determined automatically in most cases by this integration. Select contacts and
Soft Phone Integration - Smart office App
Hi, Is it possible to integrate the smart office soft phone to Zoho CRM? We want the ability to have the call made from ZOHO, but the Smart office APP POPS on the screen and then the call is registered as an activity in ZOHO Kind Regards,
App Spotlight: Leadinfo for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Leadinfo for Zoho CRM 98% of your website visitors do not convert! With Leadinfo for Zoho CRM, you can recognize your B2B website visitors
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