How to open webpage on creation of lead record in zoho crm?
Hi, I need help in problem facing in opening new window or popup window with URL of (.php file) on creation of Lead record in zoho CRM. I want to open a new window or popup window with the link of my PHP file, when I create a lead in zoho CRM. I tried it using openURL() function in [Workflows->custom function], but not succeeded. Now please help me to sort out this problem. Thanks
Suddenly permissions denied for user adding an event
I have a user who was trying to add an event to a contact. She was able to open the dialogue box, enter info, but then received an error saying "Insufficient privileges to perform this operation". We have not changed anything in our account, and this user has entered events before without issue. Attached is an image with a screenshot of the error.
Can't get web form autoresponder to work
I have created a simple web form. I've defined an auto responder to send out a reply with an attachment. This autoresponder has only one criteria and that is the email address cannot be empty. I've tested it numerous times but no response gets sent to the submitter or the admin. I've tested the email form independently and it sends just fine. Can't see what I'm doing wrong. Any help appreciated Kerry
Adding user fails
Hi I have added two new users to CRM, both received their invites via mail, but the one can't get pass the page to set password from the link via the invite mail. The user forwarded me the invite and I have tried as well. Just prompt me the message... We are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com Hope you can assist? Regards Andre
CRM Workflow Not Working
I have created a workflow to generate an Instant Action based on creating a new lead with a "lead source" of "From Website" however it does not perform the action. I have attached a screenshot of the rule I created. Is there a setting or option that I'm missing to trigger the workflow?
Rule is not triggered on update of a record via API
Hello, Adding wfTrigger param on an api call for updating only one record, works as expected. However, same param on a multiple update is not triggering the rules set. Any idea? Thanks in advance!
Custom function to create a new record on custom module
Hi, I created a custom function to create a new record on custom module in zoho crm using zoho integration task. But that doesn't seem to work. Am I missing out anything? Is there any workaround? Here is my code void workflowspace.insertObject (string objectName ) Edit Arguments objectfields = map() ; objectfields .put("Object Name",input.objectName ); res = zoho.crm.create("CustomModule3" ,objectfields ,2 ) ; Looking for a help.
Leads captured - what next?
I have captured a number of leads from our website. I now want to be able to automate a sequence of emails to follow at certain intervals. Do I need to be on Enterprise level to do this? If so, on Professional' subscription level what's the best way to do this? (and manage the ever changing list). Thanks It would be awesome if I could talk to someone about this (+ other things) if there's anyone out there? Cheers Mark
ZOHO CRM INTEGRATION WITH ZOHO CRM
We work in Shipping Logistics. It would be great if our customers could upload their information into their own CRM and we could take the information from there. In the same way with our updates to the CRM of them. I imagine the integration of the entire
speed
I have been experiencing significantly slow speed on Zoho CRM. It seems to star with the search bar use. What can be done?
Report or Template?. I don't know what to choose
Hello all I've entered some data about the accounts, I've created a new module, called Gestion, linked to the account. It's working very well to enter data, seems it will be useful, but I would like to print this information. It's a very simple report, and it will be used only for internal purposes. It will be printed for each account when needed. I want a header with some of the fields of the account (name, area, type, language, country, prices conditions, ...) and after that I want to add the data
Web form setup
Hi Zoho team, We are using Zoho crm for our website. I created many webforms and used on multiple websites, but I want to know lead status by webforms with date and time. Is it possible here? because the leads which are having the name 590********c4 like this. Those leads are having email id's only. Not come up with mobile num, name, lead owner etc. I thought someone hacked my source. So, Can you help me to fix this issue?
Use Custom Formula Field to get Weekday from a Date but as a String
Can someone please help: I need to Create a Custom Formula Field to get the Weekday from a DateTime Custom Field: AppoitmentDate BUT as a String, in ex: 'Sunday' not as a number '1.0' as the 'Weekday' function already returns it https://www.zoho.com/crm/help/customization/create-formula-fields.html I've tried with nested IFs as in this formula but i a get a 'Syntax error for the given formula' if(Weekday(${Leads.ApointmentDate})=1,'Sunday',if(Weekday(${Leads.ApointmentDate})=2,'Monday',if(Weekday(${Leads.ApointmentDate})=3,'Tuesday',
Gmail contact addon
Hi there Is there any way I can see relevant CRM contact details in Gmail? (Like hubspot Sidekick, etc)? Are there plans to make a gmail extension so I can easily create contacts without a bunch of back-and-forth from gmail to CRM? thanks!
Rebuilding the Web-to-lead forms
I've been having issue with web-to-lead forms for some time now. It appears bots are targeting the forms directly, now and then we will have a surge of junk leads come through, mostly from russian descent , if i check out analytics, we do not have the same surge in web traffic that the forms had. Some days the leads dont work at all, I have tested this by filling in the forms at random intervals over a month. half the time it does not work. I was advised to append a capthca to the webform but
Rule to Create Task EVERY TIME field is updated
We send samples to prospects and customers so I want to create a rule that creates a task to follow-up in 7 days time with every customer or prospect and every time they have a sample (customers can receive multiple samples over time). Can I use a pick list or multiple choice check box and EVERY TIME it is updated the rule is triggered? The options could be 'Sample 1, 'Sample 2', 'Sample 3' etc. Cheers.
Need help customizing Campaign.Contacts.MemberStatus
When I am in the campaign module, and I use the list, the values are: Planned, Invited, Sent, Received, Opened, Responded, Bounced, Opted Out Help says the Campaign Member Status defaults are: Invited, Attended, Not Attended, etc. However, when I go to edit the existing values via Settings, the values are: Planning, Active, Inactive & Complete. Any changes that I make to the list within settings do not appear within the campaign.contacts.editMemberStatus How can I customize the values for campaign.contacts.EditMemberStatus????
Template error in zoho crm
Hi to everyone, i created a html temp in html5. but when i upload it to crm inventory temp. it does not look as i created. so how can i find the problem and fix it? does anyone on Zoho Team can help me on this issue?
Template error in zoho crm
Hi to everyone, 04:26 PM i created a html temp in html5. but when i upload it to crm inventory temp. it does not look as i created. so how can i find the problem and fix it? does anyone on Zoho Team can help me on this issue?
Mass Email from Zoho CRM "From" display
Is there a way to avoid the "From" name in mass emails sent from Zoho CRM showing in the following formats (actual names/domains I have substituted for privacy)?: Received in Outlook: name=domain.com@mailer2.zohocrm.com; on behalf of; First Last <name@domain.com> Received in Gmail: First Last <name@domain> via mailer2.zohocrm.com These changes are a dead giveaway the recipient is part of a mass mailing, even when sending very small batches. Can I instead use our own mail server to send from ZCRM?
How can I see if a workflow is active for a lead or contact?
I've set up workflows and triggers but I can't see any notes on the leads or contacts saying whether the workflow has been activated for them or not. Is there something I am missing? Cheers Rosie
CTI click to dial through hosted IP
Hi, i really like the like and feel of Zoho but it's important to me to be able to do click to dial from the crm. Is it possible to have CTI with a hosted IP telecom setup? I understand you can use PhoneBridge but only with a physical PBX system which is old news now considering more and more businesses are using Hosted IP any information would be really helpful Thanks Antony
Click To Call
Click to call options really need to be improved. Based on my understanding I need to add a 1 in front of every number in our database to get Skype click to call working. I don't really want to do this. Beside it being a hassel to add a 1, if we did do this, numbers will show like this 1234567890 as apposed to this (123) 456-789, not a big deal but still annoying. Two, I don't wanna use Skype. I personally am using Gizmo5 right now and would prefer to stick with them for multiple reasons. I
viop click to call
i am trying to use a voip phone, but the only choice when clicking on the phone number in Zoho, I just get skype?
Click to Call
Found this link. Click to call product https://www.evs7.com/zoho-click-to-call-cricket-voip-dialer
Click to call
I am looking for some information about how to make click to call on a phone number that is in the text of my template.
Skype / Soft Phone Integration - Click To Call - A Solution (work around)
I have spent a few hours trying to configure Zoho CRM to call a variety of softphones. In the end I am going to use Skype and so I can use the inbuilt feature where you click the phone icon that Zoho displays next to phone numbers on some (but not all) pages. But whilst I was doing some trial and error of different options I found a way that may work for a lot of people and is a) very easy and b) free and c) needs no other software / plugins etc So i thought i would post here what I discovered -
Rgardign Phone Bridge
Do we have any function of Auto calling for tele-operator in CRM. Can a tele-operator be connected to calls automatically one after another for a given pre defined calling list?
Lots of spam getting through in Enterprise Edition
Hi, I am getting lots of spam entries in Zoho recently with lead source "Web x20 form" -not sure what that is. I have captcha activated on some forms & on some of my websites - google invisible recaptcha, but spam is still getting through. Need a solution asap.......
How to remove the IP restriction
I blocked IP address in ZOHO CRM and allowed only 1 IP. But anyhow, my ip address was changed and now I am not able to sign in into my ZOHO CRM account.. Please suggest what to do here..
How do I connect my Zoho CRM account to AdWords?
Hello, Where can I find FAQs, tips for integrating my Zoho CRM with other platforms like AdWords?
How do you link an email to a potential?
Hi, I want to link some emails sent from a contact to a Potential ( I hate the email add-on) , the problem is that it is grabbing all the emails sent by this contact. This contact makes a lot of orders, so sometimes we have 3 Potentials with him and it is getting hard to track emails sent by us to him in order. How can I chose what emails to link for each Potential? SR,
Could not initiate the mass update. Please try after some time.
Hi, I added a new field to Contacts module. It is multi select field. I created a view for contacts. I wan't to mass update newly created field but I get "Could not initiate the mass update. Please try after some time." error. It's been a couple of days and the error is still there. Regards, Nikola.
What happens to custom fields after trial period is over
Dear Zoho team, We have customized few fields during the trial version of zoho crm and had integrated the website form with the Zoho. I would like to know what will happen to the custom fields when the trial period is over. Also would like to know what will happen to the data that is stored in zoho with these custom fields. Do we have to reverse the process to reset the feilds. Regards Rahul
"Enter Correct Code" when Entering the Wrong Captcha
Why not put something more intuitive, like "Captcha Code Incorrect, please Enter Correct Captcha Code". Otherwise "Enter Correct Code" could mean anything, e.g., "Postal Code".
How do I ask contacts to update their contact information?
I'm hoping there must be an automated method to ask contacts to update their own contact details. Is this possible? If so, please advise how to do this in CRM. And if there is no automated method, is it possible to create a custom email template to show contacts their current data and ask them to perhaps fill in a webform with any changes? Plaxo and SalesForce.com have this feature. In SalesForce.com, the user clicks on "Request Update" and this sends an email to the contact with the contact's current
How can you remove mailer1.zohocrm.com
How can I remove or hide the "mailer1.zohocrm.com" when sending an email from zoho CRM?
Count deals for a day
Hello all I need to add a custom calculated field to the Deals section. Each Deal has an input date (Fecha entrada). After entering this date I need to compose a new field, called EntradaNumero as: Fecha entrada = Day(Fecha entrada) & Month(Fecha entrada) & Year(Fecha entrada) & "/" & Count(Deals where Fecha entrada = given date)+1 That is, it has to compose the date as DayMonthYear, ad a slash (/) and count the deals entered for thre same date plus one, and assign this result to the field NumeroEntrada.
Remove ALL DEALS option from invited user
I wan't to remove the option of ALL DEALS from the user i 've invited. Actually he can see all the deals which i wan't him to see all the deals. So tell me how would i remove that option from my invited user.
Is it possible to send auto email to online leads?
I had developed a landing page using Unbounce and directed the leads directly to Zoho CRM. I would like to move the lead to a separate folder and lead should receive an auto email. Please let me know if it possible, if yes, how?
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