Has anyone successfully used blueprint in Zoho CRM?
Looking for examples other than the "Deals" blueprint example in Zoho guide. Blueprint obviously has the potential for being useful but the chat line help was unproductive. I want to create a relatively simple workflow that runs from first contact with customer through quote, build, and delivery of product. Does anyone have any experience they are willing to share?
activities tab going away
QUESTION: With the Activities Tab going away Dec 1st, 2023, What will show up on the "Deals" page where Open Activities and Closed Activities currently sit?
Workflow trigger only works if you open and edit a record and save how can we make this trigger by mass udpate
We have a nubmer of new workflows we would like to update 3000 historical records, however it appears we have to open, edit, save, close each of the 3000 records for the workflow to update the fields required. It would be good to be able to achieve this
Send as Reply to Mass Email. Sending follow up emails in the same thread for Campaigns. (FOR CRM, Campaigns, and Marketing Automation)
Send as replies: Make mass emails indistinguishable from individual emails for more effective campaigns This would be an awesome feature to have in the Zoho ecosystem. There shold be be an option when setting up campaigns to send a follow up email as
i want specific information in my deals module to got automatically into my tour module. how do i do this?
In my converted deals I have added a checkbox for create tours. I have gone to workflow and created the rules. Everything I have tried does not seem to work. I need specific information from the deals module to automatically go into the tours module.
Yeastar Integration
Hi Hope all is well. We have implemented the Yeastar integration with ZOHO CRM. Form within the calls module we have noticed something that somewhat negates the whole purpose of the integration. If I make a call from the calls module ( its a Scheduled
Updating an existing record through an email template link click
Hi, I want to start sending emails through Workflows that I have in Zoho CRM Now the emails are sent via email template And there is an option to create a click button that can transfer me to all kinds of systems within Zoho For example - 1. Zoho Survey
ZOHO User Usage Report?
Hello! Is there a simple way for an admin in ZOHO to pull a usage report by 'Active Users'? We are identifying users in the organization that do not utilize ZOHO as frequently, but I cannot seem to find a simple way to run any analytics on this at all.
Last Activity Time does not update when emails are sent via an email client outside Zoho CRM
Hey guys, I'm among many people that uses Office 365 as the working horse for the company, as much as my clients also do. CRM seems to ignore the emails sent to customers via Outlook for example and does not update the last activity time in CRM, which
Zoho CRM calls integration with the RingCentral plugin for MS Teams
Hello All -- We have integrated RingCentral with MS Teams via the RC plugin. Has anyone determined a way for Zoho CRM to use the plugin instead of using the RC app? Having both Teams w/ RC and RC app running causes multiple prompts when receiving calls.
A $15,000 Problem: Emojis.
So to some, this is not very major, to me, it's absolutely critical to my business and I am ending up paying $15,000+ per year for this. Emojis. I need to be able to use all Apple Emoji within the CRM Text fields. My business is an advertising agency
Automate unavailability in CRM calendar
Dear all, We've been focused on enhancing the Zoho CRM calendar synchronization to ensure you always remain in sync, regardless of where you schedule your meetings or events. After updating the Google and Microsoft calendars, we're now introducing synchronization
Exporting filtered views through Zoho CRM
I love Zoho CRM, but one thing that bothers me endlessly is the fact that you can't export a view. What you'd expect from a modern CRM is that you can: - Go to a module - Select a certain view - Enter some additional filters - And then click on a button
How to get failed Webhooks for CRM
Is there a way to find the failed Webhooks in CRM? Other products seem to have it, e.g. SalesIQ Thanks.
Is it possible to trigger a CRM field update based on a Zoho Mail Send?
Hi there, I'm working with a client who would like to have their Zoho mail email sends automatically update the last activity date for a lead/potential/contact record in CRM, and have had several individuals with Zoho Creator experience, along with Zoho
Please share few Reactjs projects that you have been used zoho crm Api inside it
Hello dear developers, please if is possible can you share few Reactjs with me that you have been used ZOHO CRM Api inside it. thank you so much
Group your Zia Strategy Influencer's contributing factors into segments in Zoho CRM
Dear all, We're thrilled to introduce a couple of enhancements to Zia Strategy Influencer's Target Contributors and Anomaly Finder components—providing details in segments to help you prioritize your goals better. Read along to know the benefits of these
account migration to Canada DC
Hi, how can we request an account migration from US Datacentre to Canada, please?
Seeking recommendations for SMS / CRM Integration...cannot be app-based integration
Requirements: Ability to use physical cell phone for both voice and sms. I need to be able to tell my customer "you can call me or text me using this phone number which is my business cell phone". Unacceptable to use ONLY a stand-alone "sms app". SMS
how to change ownership for all accounts? crm
What will happen if person A own all account as a manager and this person will resign or will delete his account at Zoho. Will I loose all accounts created by this person (manager)? Is it possible to transfer all accounts (with one click instead of doing
There is some method for to catch a BluePrint Transition?
Hi People I've been trying to detect when a user clicks a transition on a details page. I am using this code in clientscript, but I just realized that it only serves to know the transitions that exist in the page details, but does not indicate which one
Zoho social & CRM leads not synchronise due to unwanted mandatory field.
Facebook leads not sync due to some unwanted mandatory field. Please help us to get these & new leads in CRM.
Add Products search failing
One of our users is trying to Add Products to a Deal. In the Deal's record view, he scrolls down to the Products section and clicks "Add Products". That brings up the search box for the Products. He pastes in the product name (a unique string), and ...
task reminder in deluge
Hello, please, give me a hint, how I can set a reminder for a task I create in script? I made the script which is used in workflow automation for creating a task. It looks like myFieldMap=map(); myFieldMap.put("Task Owner",input.AccountOwner); myFieldMap.put("Subject","Hello");
How to remove Task for closed Deal?
Hi, I found an interesting script in your KB which can close all tasks assigned to a Deal. https://www.zoho.com/crm/resources/tips/auto-close-tasks-based-on-deal-stages.html I changed it to remove the tasks instead of close them but it doesn't work. There
Oportunidades Filhas (vinculadas)
Boa tarde! Gostaria de saber se existe como vincular ou criar oportunidades filhas dentro do das oportunidades no CRM.
How to see the number of emails sent to each lead?
How do I create a report (or a view) that shows the number of emails sent to each lead?
south florida zoho users!
Anyone Zoho users here based in south Florida? We are looking to start some free local meetups to answer any specific Zoho questions and help support Zoho users in our community Comment below soflo! Would love to connect
Auto-fill / Auto populate company details
In other CRMs like freshsales and hubspot, when I add an account/organization the name, address, phone number and logo is automatically filled in once I provide their domain name. Does Zoho CRM offer this feature?
International Phone Field
Hello everyone 👋🏻 There is an urgent need for Zoho to improve the phone field UI/UX with native support for country codes without having to create a script. A phone field with the country flag and country code on the model of what has been done in Zoho
How can I set Email field in custom module after saving details thru Field of Lookup
To my dismay I discovered that whilst the new Field of Lookup feture does allow me to retrieve the Contact (Lookup field in my custom module) email address, it does not at this stage permit me to save it to a System field being Email. As such I can't
Canvas not in Sandbox
We're trying to implement Canvas views into an existing implementation but seem unable to do so from Sandbox, so we can't test. Does anyone have a workaround, as we can't deploy direct to production. Please help. Moderation update on 27th Oct 2023: The
New task button in Zoho CRM Canvas
According to the Canvas FAQ: By default, the actions New Task, New Meeting, and New Call are found under the ellipsis (the three dot menu) that is available in the right corner of the Activities related list. If you want to place these actions separately
Creating several contacts and associating with an account when converting a lead
Is there some way to still tie in to the Convert Lead button in the CRM UI? It seems once the Lead is converted that I can no longer access the secondary contacts information that only lives there and putting that on the account or the other contact to
Zoho charges for storage that cannot be cleared, simply a Scam
Storage keeps increasing in your CRM with no possible way of cleaning it. I had a chat with support today and this was their answer "We are sorry for that, as we have mentioned the user might have attached attachment to any record or he might have files
Non-Profit Needing Help Sharing Data
We are a small non-profit and don't have a budget (or need) for multiple users or portals or paying developers for customization. I am the only user, but I want to share a subset of the data with one other person. I've created a report and I'd like them
Automated Workflow Emails to Meeting Participants
I have a custom template for my email reminders for Meetings. I do not use the default template. I am trying to set up an automated workflow to send out my custom email template to Meeting Participants, but when I choose "Instant Actions/Email Notification/Create
How do I get a Workflow to trigger entry into a Blueprint?
I'm trying to get a Lead to enter a Blueprint when they change Status. If I change the status manually then the Lead correctly enters the Blueprint, but when the status is changed via a Workflow the lead doesnt enter the Blueprint, but the Status is correctly
Linking to a local file from CRM
I have found a workaround (sort of) to be able to open files stored on a local drive from within Zoho CRM. For my use, I want to be able to access my recorded calls from within a contact record. By creating a field called "Document Path" as a text area,
Unable to sync Account Owner between Zoho Desk and CRM
Hi there, We use Zoho Desk and Zoho CRM as our two primary business systems. Within CRM, each account is assigned an Account Manager for day to day queries, and we use the 'Account Owner' field in CRM to achieve this. We receive a significant number of
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