Email response to update a date field located in the Deal module.
Hello All, Please help. Here's what I want to do. I want to send an email to one of my vendors and I would like if he can reply to the email with a date he can visit a customer's house. With the reply, is there a way that a date field located in the Deal module (or any module) be updated automatically per my vendor's response? Thank you,
CRM for 2 different companies in the app?
Hello there, I run 2 different companies and would like to know if I can have Zoho CRM on my phone opened simultaneously for both of them? I can't seem to "add account". I wouldn't like to have to log out and log in with my other account to see tasks, do calls etc. Thanks, Raphaela Mishali
Contacts
I accidentally imported everything into contacts. How do I take these contacts and put them into leads Thanks Jack
Insert vendor record is not working. its expecting to have an array passed but on the code it is checking for an object property
Hi, Using this one via php-sdk, I can do query using the php-sdk but not insert: https://www.zoho.com/crm/help/api/v2/#create-specify-records Please see attached file for more details Regards!
Imported Contacts of Deleted Users
When I have to remove someone from our organization, I do not want to lose any of their information, including contacts imported and correspondence sent via GMail. However, I would like to be able to delete their GMail account when I remove them. If I delete their GMail account while there is an existing integration with ZOHO, will I lose access from within ZOHO to all previous correspondence and imported contacts? Also, is there a process to remove a user from ZOHO while retaining all their information
using Zoho CRM for B2C
Hello, We're using Zoho CRM for B2C management, adding new potential customers via an API post. I'm concerned about the current setup we have using the Deals module as our transaction tracking mechanism. Currently Deals are only triggered by creating Products and having our API strings include a Product Code and a Deal stage. This scenario is not scalable for our lead generation/sales business model, as we'll have hundreds of campaign types and products that need to be tracked. Is there a more
Does accounts.zoho.{eu/com/com.cn}/oauth/user/info not exist? Or: How to obtain some basic information about the user with the provide access token?
Hi there. Implementing OAuth2 and wonder why the afore mentioned endpoint does not exist. I already complained that this endpoint is poorly documented, maybe the reason is that it does not exist anymore. However, it is being invoked by the Java SDK. Is the Java SDK outdated too? Long story short: What's the endpoint I should hit if I want to gather some basic information about myself (just unique ID would suffice)? Regards, Simon
Zoho CRM free account to Mailchimp
Good Evening, I am using for now the free edition of Zoho CRM. I would like to connect my leads with a specific Mailchimp list 'My Zoho Clients'. Using the Mailchimp extension from marketplace I saw that it creates a new list in Mailchimp 'Zoho CRMleads' and then it syncs the leads to this list. This is not exactly what I want. I think that this extension is not possible to send the leads from the Zoho CRM to a specific Mailchimp list. Do you know a free sync tool which can do the above?
Need more details in getfields API in V2
getfields API in v2 doesn't return info if the field is required or not Example: In v1 <FL req="false" type="Currency" maxlength="16" fval="$0.00" label="Amount" customfield="false" /> What is the equivalent field for "req" in V2
AuthToken for just one API
Is it possible to generate an AuthToken that is specific to a module or function of a module? When I do this using the browser method, I get a "Scope details incorrect." error. https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM.modules.leads.create?DISPLAY_NAME=LeadsOnlyAPI
About Zoho CRM API V2
I use Zoho CRM API V2 for first time. I have problem I don't use :getConfigValue() ,don't get value ex :getConfigValue(ZohoOAuthConstants::DATABASE_USERNAME) why
Mass Schedule Call
I'd like to create a call list for a user. Either by mass selecting the records or through a filtered search. Essentially I would like to be able to mass choose the contacts, schedule a call and assign those calls to a specific team member. Basically to run a phone bank. So once the user was done with the call for Contact A and entering the info, they would go back to the list and Contact A would be gone because the call is complete and they would move on to Contact B.
Renaming mail address from 'systemgenerated@zoho.eu
All, On a weekly base an email is sent to several employees in the company. This mail contains a report with valuable information regarding leads. When receiving the mail, the from mail address is systemgenerated@zoho.eu. Some of the employees do not recognize this mail address and delete the mail. Would it be possible to adjust the FROM mail address to a more common one? Best regards, Wesley
Intergration with Google Forms?
I'm trying to help a student of mine and this is what they're requesting. I tried to look through the website to see if it would do this but there's SO much that the software does that it's hard to find what I'm looking for. "It would be great if I had something that auto filled from my Google Form that people fill out with like a dashboard that showed me "you need to follow up with these people today!" and maybe a warning about the people I'll have to call the next day, perhaps you can change the
Change Role from CEO to VP Sales
Hello, I just signed up for a test account. My account was automatically assigned the role of CEO... I cant find a place to change it to VP Sales. Is this a bug??? Haim
How to send an email to a 2nd email address associated with Lead or Account
Within CRM, I have a primary contact, or Lead. There is a second person closely related to the Lead that I'd like to send an email to, who has a different email address.. Is there a way to do this? Perhaps connecting the Lead module to another module? As it relates to the Lead, I'd like to set up a task, or automated task even, to send an email to this second person. Recurring emails actually, once per month. Perhaps this can be set up outside of CRM?
Exclude Users from being added as Contacts
Users have enabled IMAP email sync. When e-mails are imported, other (internal) users are automatically added as Contacts in Zoho CRM. Is there a way to exclude my own domain users from being added to Contacts?
Work flow rule that need to set when field is changed and should apply only on single record.
Hello there, I need a Work flow rule that need to set when field is changed and should apply only on single record. i.e when field (status) is updated/changed in Lead, it should call webhook on only respective Lead that is changed, Right now condition is setup in zoho on "All Leads" or "Leads that is matching condition. i want the rule to apply on current lead which is changed and then call webhook but not on all leads or leads matching condition.(simply rule should apply only on "Lead"(singular)
Zoho CRM and Xero Integration
I have tried a number of 3rd party synchronisation options to sync Zoho CRM with Xero but none provide all the features that I need, the most important being transferring full sales history into Zoho CRM. We have been using Zoho Analytics for quite a while which syncs natively with Xero and transfers all this data across. Using Analytics we can view all sales information going back over 2 years. As we are now using Zoho CRM Plus, which includes Analytics, would it be possible to create a button on
Add more for "related to"
A lot of the time an activity, mostly events for us, need to be related to multiple different people. It would be extremely helpful if we could select multiple people in this field.
C# API REST
I need to make a C# API that gets data from the Zoho CRM. Is there a example project that I can use to make it work ? I made it all work with Postman, but even with the help of the docu I cant make it work in C#. Thx in advance.
Zoho CRM java SDK throws exception while create records
Hi there, I am getting the exception from Zoho CRM java sdk while creating records. Below is the code. and the exception. Excption image try { ZCRMRestClient.initialize(); // Initialize app with credentials } catch (Exception e) { e.printStackTrace(); } // Select Module type List<ZCRMRecord> records = new ArrayList<>(); ZCRMRecord record1 = new ZCRMRecord("Products"); //module api name ZCRMUser owner = ZCRMUser.getInstance(675035425l);//
I have a problem after update data in deals for all records
Hi, we are performing the put record method https://www.zoho.com/crm/help/api/v2/#ra-update-records it inserts data into the field №2 http://joxi.ru/RmzGjyWS048pQ2 from the screenshot we We see that the transaction has field No. 1 and No. 2 filled, but the problem is that field No. 3 is not being counted, but if you take field No. 2 for editing http://joxi.ru/BA0EqYzSJ3LBWr and click save, that field is recalculated and we see that field No. 1 remains the same, but fields No. 2 were recalculated http://joxi.ru/MAjOn5KS4l04Wr
Problem: New UI - Misaligned Fields
With the new UI rollout has anybody else noticed misaligned (custom) fields all over the place? I have issues in the following modules: - Quotes - Sales Orders - Accounts - Contacts - Leads - Tasks - Cases Screenshots attached. This was reported to Zoho at the beginning of the week but no resolution. It's not a huge deal but looks very unprofessional and just another chip away at the confidence level my users have in the system. It would be nice if you had the ability to switch over to the new UI
Restrictions in public view
Hi Zoho How to hide the public view referring to "All Opportunities" for each user? That allows that each user can only see their created opportunities, not the others
CRM PHP SDK RelatedList Records
Hi, I'm developer for a customer and it's the first time I'm using Zoho CRM PHP SDK API to fetch data. I have 2 custom modules : " Immbeubles" and "Unités locatives". Each record from "Immeubles" module can have records from "Unités locatives" module. I can fetch data from each record by ID of "Immeubles" module, no problem. But I want to get all the records of "Unités locatives" module from the "Immeubles" module's record. How can I do this ? Which function should I use ? Is it possible or should
Webform integration. Two different forms (panel) and pop-up. In the URL, it does not executes validation of required fields
Hi, I have been trying to integrate a webform to track leads directly from my wordpress site. For the past few days it did not worked because the send button was grayed out. Today, I noticed that when I don´t edit the form but click on "Embed options", the code shown is slightly different and does allow me to submit and I do receive it in my Leads view. BUT: It does not run the validation of required fields. I can submit a totally empty form. The form shown at the end of the creation process, has
Looking for integration between Zoho CRM and an online payment option...
I have been using Zoho for a while now (soon to subscribe). I can't say "it's terrific" enough number of times! We are an appliance service business. I know that I can create invoices in the CRM but it would be so much better if the field technician could process the customer's credit card from right within ZohoCRM and the response from the third party (merchant gateway etc.) would then update some fields within Zoho CRM (with approval code for example). How complex is this to implement? I have been
Zoho Api v2 Log a Call to Contact Error - Call_Type Invalid Direction
Hello, I'm trying to log a call for existing contact via API but I'm having this error. {"data":[{"code":"INVALID_DATA","details":{"api_name":"Call_Type"},"message":"Invalid direction","status":"error"}]} this is the sample json data I'm passing. { "Subject" : "Inbound Call", "Call_Type": "inbound", "Call_Duration" : "302", "Call_Start_Time" : "11/23/2018 4:05:00 AM", "se_module" : "Contacts", "Description" : "Call Description", "Who_Id": { "id" :"1234567890"} }
Invalid access token format
I send query https://accounts.zoho.com/oauth/v2/token?refresh_token={refresh_token}&client_id={client_id}&client_secret={client_secret}&grant_type=refresh_token like this described in https://www.zoho.com/crm/help/api/v2/#refreshing-tokens And get answer ( [access_token] => 1000.3e3ff587727bf933********689d55dd.5b5a3456********75cb22a32b5e783 [expires_in_sec] => 3600 [api_domain] => https://www.zohoapis.com [token_type] => Bearer [expires_in] => 3600000 ) *I replace some characters in access_token
Best Practices for Setting up Email Templates for many users?
My sales team wants to have a set of commonly used emails to be created as templates. How do I make this as easy as possible to use? We want each email to have the user's signature included in the message. Using templates, is there a way to automatically pull in the user's email signature? Otherwise, I can think of two options, neither seem like a good solution: 1. Create a template for each user, for each use case. EG -- if there are 4 sales people, there would be 4 versions of each template.
Organization Email Addresses Limit
Hi, I have been dealing with an issue as an agency that does marketing and sales for multiple businesses. Zoho has been great for us by using automation workflows to send out campaign emails. The problem is we have users that represent more than 10 seperate email addresses for those individual companies. Because of the organization email limit we are unable to add businesses to our workflow process unless we buy a license for each new email that we need emails sent from in those automatic workflows.
Searchable Fields
Hi, our company sells machines and they all have a unique serial number. In the account i want to add a field where i can store the serial numbers, sometimes there is one, sometimes there can be as many as 10. I need to be able to search the whole database by a single serial number - sometimes i know the serial number but do not know which customer purchased it. What type of field do i need to add? thanks!
Adding Leads
We want to import Accounts (Company Names) with basic details as leads. Once they are imported we would like to then attach contacts to those accounts post the import. I notice that you can't import leads without a contact. Is there a work around?
Handling Both zoho.eu and zoho.com clients with one app in crm integration
Can i make an integration with v2 version where both zoho.com and zoho.eu clients can login because if I create an app in zoho.com console the credentials of that ie client_id and client_secret are not working with zono.eu clients . is there any way to handle both with one app .
Lead Conversion - Phone field for contact cannot be mapped
Dear Zoho team, when I configure the lead conversion mapping I encounter the following issue. I would like to map the phone number of the lead to the phone fields of both the account and the contact records. But in the dropdown list of the contact the standard phone field is not shown. I can select all the other phone fields (mobile, home phone, other phone, fax, asst. phone), but not the "simple" phone. Is there a reason why this cannot be done? Best regards, Christiane
Push URL to Zoho CRM and decode it
Hello, I have a website where a user makes a form entry and selects some options after the form entry. Once selected, I want to pass the URL(where all the information is stored) to Zoho CRM and decode it. An example URL could be like that: https://mywebsite.com/?name=Hello&surname=World&email=test@mydomain.com&phone=012345678 I wanto to pass name -> Name field in CRM surname -> Surname field in CRM email -> E-Mail field in CRM phone -> Mobile field in CRM How do I pass the data to Zoho with a button
Unthrown errors using PHP SDK (API v2)
We've noticed that in some cases the new API will fail to insert a record (for example) but not throw an error (ZCRMException) when there is a problem with one part of the request. For example, if we try to set the Lead Owner to the user's name instead of their User ID, the entire insert fails silently: this snippet works ... $record->setFieldValue("First_Name","John"); $record->setFieldValue("Last_Name","Doe"); $record->setFieldValue("Email","john@doe.com"); $record->setFieldValue("Owner","1231231231231231231");
Print Quote PDF with editable fields
We are looking to generate PDF Quotes with "editable"/"fill in" fields where our customers can fill in information on the PDF. Is it possible to do this either directly through Zoho or an extension/add-on? Thanks.
Is it possible to use an external api within the zoho crm application?
Hello, I would like to use zoho crm a lot, but I did not find anything similar to solve my problem. I need to use an external api inside the zoho form page to get and record the data. With this Api I would like to fill in the data automatically, after having made an inquiry in the zoho field. I need to solve this problem as soon as possible. THANK YOU!
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