Workflow automation - missing email field
Hello I opened a free account. I linked it to our Zoho mail and verified it. Now I would like to set up an automation so that emails arriving from our address generate a lead. However, in the automation section, when I try and create a new workflow rule, there is no module called EMAIL in the scroll down menu so I do not know how to set this up. Can you please help? Thanks
How to get the lead source in zoho crm
We have integrated the zoho crm in our system. Users came on our website and the inquire about a product and it come in to the crm deal Now we wan't to have the source of this lead where it has come from. Please resolve my problem.
Associate Mail Merge Template With Deal Record
I've switched a client over from the Zoho Sign CRM extension to the mail merge functionality from Zoho Writer. Everything works beautifully, but completed documents are added to WorkDrive but AREN'T added to any the corresponding CRM records (Accounts, Contacts, or Deals). Is there any way we can make that happen?
How to create AuthCode for thirdparties
Hi, I need to provide an AuthCode to a thirdparties. (look at attached pic) How and where I can take this code? Thank you
Zoho workflow not triggered by Zoho Forms
Hi everyone, I am using Zoho CRM Google Drive Extension to automatically create and link a google drive folder for each newly created record. When I manually create a lead in Zoho CRM, the Google Drive Extension (which installed a workflow rule in Zoho CRM) automattically triggers the workflow rule and creates the folders. When I create a record by filling my Zoho Forms, which is integrated with Zoho CRM, however, it does not trigger the Drive's extension workflow rule. I made sure to check the box
ZOHO CRM - Minutes Of Meetings
In ZOHO CRM - where can I record minutes of meetings (face to face) I have had with a client? What is the best method? Is it by attaching a file? Is there a form available that integrates with CRM?
How to set up unsubscribe link in a newsletter
Hello, I am working on behalf of the owner of this account to set up a newsletter for Zoho contacts through CRM. I do not understand how to set up the unsubscribe link. My knowledge of HTML coding is minimal, and our website does not have an unsubscribe form already. Is there some further instructions where a non-programmer might be able to figure out how this works? In the future, it would be nice to have an unsubscribe link already linked to contacts opt-out status within Zoho, especially since
Notes
We make extensive use of notes in Zoho CRM, however, they seem to be set to single column width which makes absolutely no sense as the space down the right hand side of notes is not used for anything else. Is there a way to make notes run across the full double column length of the page? Thanks
How to Share Event Information
I want to have multiple users be able to see scheduled events, I don't see where you can control permissions. The documentation seems to imply the setting should be in Data Sharing Settings, but there is no Events tab. Where do I change this.
"Power Dialer/Click-to-Dial" with Nextiva
Hi! We are looking for a click to call service that will integrate with nextiva and allow us to get screen pops on incoming/outgoing calls, and the ability to leave notes. We reviewed KIXIE but it is quite expensive. Any other recomendations?
Convert Lead to Applicant but not Customer
I'm trying to set up a Workflow Rule whereby a Deal becomes an Application. However, when I try to set up the rule, it insists the Deal become both an Application and a Customer. For our company, there is a very real distinction between Application and Customer, and we need them to be separate modules. Can anyone help me learn how to make a Deal Convert to just an Application? Screenshot attached of the dialog I am talking about.
2000 entries csv limit when downloading a 20k report
Hello, when trying to download a report which has over 20k entries I can download only 2k entries at a time. I can download a report containing 18k entries with no problems but when the report contains 20k or more entries it allows me to download only 2k at a time, How do I fix this please?
Bulk API
how can i push data from zoho crm through Bulk Api
Automatic amount in opportunity
Hi, In the opportunities, we fill in a rebate. As the opportunity is linked to a product, is it possible in the form editor to have basically opportunity.amount = product.price - opportunity.rebate. I found that I can add a formula custom filed but : 1. I cannot find how to fetch the product's price 2. I'm not sure that the resulting value can be written to opportunity.amount. Maybe I'm not using the right tool? On an unrelated note, we're looking for a freelancer proficient in Zoho (not only CRM,
how to bring inventory records from zoho inventory to a field in zoho crm
i have a module in which i need to select a product but i need to bring that information from zoho inventory into a field but i don´t know how to
Lookup Fields
We are a car dealership so we have a custom module "Inventory" where we added a checkboxfield "Sold". Is there a way to get a Lookup field to only look for contacts that are related to an account selected on the “Sold” inventory?
I am not able to Import leads from my excel sheet,
I am not able to Import leads from my excel sheet, I have downloaded the sample lead upload sheet from ZOHO, Fields in the sample excel sheet of zoho and actual fields in the Leads page are not matching, Can anyone please help me
Email Open / Click Tracking from Zoho CRM
I use several mass email marketing system to track clicks/opens for my Zoho clients. What kind of email tracking features do you have or plan to have or is it better to rely on ConstantContact for that. Are you planning to interface with email marketing systems to exchange open/clicks opt out data? George YourBizzWizz
Additional configurations in Zia Anomaly detector
Dear all, We have recently made a few enhancements and UI related changes to the Anomaly detector feature. In this post we will discuss what you can achieve with the help of these additional configurations. Using related metric to draw comparison between metric In addition to finding an anomaly of a single metric like deal closure, leads created etc., you can compare this metric with a related metric to get a ratio of the two and make more meaningful insight. For example, you can view the ratio between
Do I need Zoho?
Hi, there. I am new here. First of all, let me describe my situation. I am a freelancer and I offer website testing services. Every month I testing my client's websites, reporting them the bugs, enhancements and so on, so they pay me every month for those tests. I also have lots of potential clients (leads), whom I offer my services. So, what I need from Zoho. 1. Register new leads and track the statuses (the new one, who on negotiation stage, ready to buy and so on) 2. Register the payments from
CRM Activities Kanban View Question
Customer Activities are: "Lists the tasks/events/calls associated to the customers (deals that are won and closed)." What do you do if you've imported a thousand customers? How do I get them to show up in the "Customer Activities" section instead of the "Other Activities" section? Thanks
Launch Stuck "On your way to Zoho CRM ..."
After installing ZoHo CRM and clicking the Launch button the screen continues to display "On your way to Zoho CRM" never moves past this point.
Hide discontinued Products and what is the use of Product Sales end date and Support Expiry Date for?
Hi We have recently stopped selling a version of a Product line and we started selling the new version So the Photos, Descriptions and Prices are now different but the Names of these products are basically the same. Our problem is that we don't want to delete the "old" version of the product in Zoho CRM but we also don't want these old products to show up while creating Quotes/Orders/Invoices... as to not get them confused with the new ones. We have changed their Product Sales end date and Support
There is no way for a Contact or Lead to update any portion of their own record without requiring mandatory fields
If I want to send an email to contacts asking them to update their birthday and their address there is currently NO WAY TO DO THAT without requiring that they also view and submit any fields that you have made mandatory. You know some mandatory fields are not intended to be seen, much less updated, by our Contacts. Also, and for whatever reason, Zoho CRM does not allow us to pass Contact ID as a field/value to Zoho Forms, Zoho Surveys, or the Contact Portal. That means there is no way to prompt any
Create a "Tag" field type to standardize values for fields that may have significant variations in their value
How would I send a message to all Contacts in "profession" X "specialized" in Y who are members of the "group" Z? Lets say I want to send a message all Contacts who are Financial Advisers and also Veterans. How should the records be managed and how could we take action on those records? Here is the problem: I want to be able to pre-define all categories of professions, specializations, and groups so that there are no inconsistencies in naming them As new ones are encountered I want to be able to
Standard Layouts into ZCRM
I did some updates in Standard Layouts on ZCRM into modules: Accounts, Leads, Contacts and Vendors. But I don't clone before. I need know if is possible, get Standard Layouts again, like when I started use ZCRM.
Card Scanner consistently unusuable
Hello Team ! We are migrating our ERP to Zoho One. Our marketing and sales team gets a lot of business card from events. The obvious way is to use Card scanner to upload our leads to the CRM. However, there is a big downside we just found out. We tried Card Scanner on the following devices: - iPhone 6, iOS 8 (2016) (version 3.2.4) - iPhone 7, iOS 10.3.3 (2017) (version 3.2.4) - Honor 5c, EMUI 5.0.1 (2016) (version 3.2.9) On the iPhones, Card scanner need about 30 to 60 seconds to recognize the card,
CRM Web Form Question
Newbie question here.... Created splash page on website tonight. Built web form in zoho and loaded html into website tonight. Had to create several custom fields. However, cannot figure out how to make some fields (like name) required on the web form. Also cannot figure out how to add captcha. Then I stumbled across zoho creator and was able to quickly build the form I wanted. But now I don't know what to do with it - how to get the code onto my splash page or how to deliver the entries
A heads-up on duplicate invitation issue in Office 365 and what it means for Zoho CRM users
We'd like all our users using Office 365 integration to know that there is a duplicate invitation issue. How the integration works: We use Microsoft Graph APIs for our integration. There is no option to ignore the invitation in the Graph API at the time of syncing the events. On further probing, we found that their Exchange Client SDK has this option, but apparently Microsoft is likely to deprecate this SDK in the near future. We have now reached out to Microsoft for a clarification on how they
Use layouts to edit fields of accounts ?
Hi, Impossible to find help to "use layouts for Editing an account"... Layouts seems to be used for a lot of things, views also, but not to show only the usefull field to be modified for a specific action or population of users. The only "trick" I found was to use the "datasheet view" after creating a specific filter that use the layout I created. but difficult to use (as I cannot show only the account to edit, and also multiple pick items are hard to handle in this view… ) I took a look at webforms
Notes - Share to Customer
Hi Team I have a function that creates notes upon change of a value in Zoho CRM Does anyone now how to set the Share to Customer automatically through a function? cheers
Do call logs get deleted after some time? Is there a log limit?
Hi We are using ZOHO CRM Enterprise plan. We do like to know if the call activity have a limit and if they get automatically deleted after some time. This is very important since our business model relies on all the calls activities we do. Regards
Integrate ZOHO with wialon
Hi, I am going to integrate wialon with zoho. Like total mileage of a device and total engine hours etc. How to connect with wialon? Please help
CRM Webform with Captcha does not work with the Edge browser
Hello, We are using a webform to track RGA's for customers and when we try to use the form with the Edge browser it doesn't work if the captcha is enabled. We get a 'Code is not correct' message. It works fine in other browsers and the form works in the Edge browser if we remove the captcha. Can you let us know what we are doing wrong or if there is a setting to fix this problem? Also, are there any settings to prevent someone from spamming the form if we remove the captcha. Thank you!
Tags
I am trying to edit tags, however in the drop down menu next to import I do not have the manage tags option, nor do I have a tags module in the module menu. Is there any way to edit and manage tags?
VA needs to connect to more than one ZOHO account
Hello everyone, I have a VA that works in Zoho with other clients. I have invited her to my account. How can she access my account with an email that has already been registered with Zoho? Thanks
Turn off autocomplete in Sheets
I'm not sure if it's b/c of the keyboard I'm using or if it's just that autocomplete is too sensitive, but I am CONSTANTLY misspelling words, specifically in Zoho Sheets, as I'm typing in data where autocomplete will finish my word while I'm still typing and ultimately cause what I'm typing to lose a letter and then what I'm typing to come out incorrect. Is there any way to turn that feature off or tweak it so that it stops cutting off letters?
CRM Report - Notes Module
I'm trying to get a daily report of the notes entered by my sales team. There are a few ways notes get entered - 1. There are a number of Events created for meetings with Contacts associated with Accounts or Deals. The Event will linked with the Contact + Account or Contact + Deal 2. We may just receive info via other means for a Deal. In this case, the sale rep will add a note to the Deal.. The Deal is usually linked with an Account and Contact. 3. In the case of a regular visit to a customer or
Meeting minutes in Zoho
Dear all, I want to create an event for account including meeting minutes. The problem though is that the opened window is so small that it is impossible to use field description for meeting minutes. Dou you have any idea how to sort this out? Regards Pavel
Zapier Issue
Hello, We are attempting to use Zapier to have our registration site (Regfox) connect to a custom module in Zoho CRM. The issue I'm having is that Zapier doesn't work with lookup or formula fields. I'm trying to have the Contact Name and Account fields from the registration site to link to our contact name and account lookup fields within the custom module in Zoho CRM. Is this something that can be done?
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