sync two zoho crm
Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.How to add Zoho Workdrive as a Related List in a Custom Module in Zoho CRM?
How to add Zoho Workdrive as a Related List in a Custom Module in Zoho CRM?Hidding/excluding specific picklist options from filter
Hi. Is it possible to hide/exclude specific picklist options from this filter? I don't want them to be shown when someone tries to filter in the leads moduleHELP!!How to create a zoho sign template then mail merge
Hello, Zoho team. I have a conundrum. I'm trying to create a contract template with the zoho signs places prefilled (so I dont have to fill out 5 fields each time for each form), then mail merge it to customize it with proposal details. Then i want to send that off with an email template tht is attached to a workflow or blueprint. I have this BEAUTIFUL contract, but damn it filling it is almost impossible bc I can only do one mail merge or sign. This would go a long way to automating my sign upAttachment in Sales orders
Hi, I was wondering if it would be possible to make the Attachments section a required field. Alternatively, a pop-up reminder prompting users to update the Attachments field when saving a Sales Order would also work.ODBC or JDBC Access to CRM
Is there an ODBC or JDBC driver available anywhere that can access my instance / data in Zoho CRM. I am not interested in CloudSQL or Reports, or any other access. I just want to report against my CRM data from say, "Crystal Reports", "Pentaho" or anyDifferent between Zoho CRM Kiosk and Command Centre functionality
Is there anyone who can tell me the difference between these two features available within zoho crm. I want to know what is the logic behind to build this kiosk functionality ? Because we have now blueprint , command centre and kiosk feature in crm soAdd Related Lists to Forms View Canvas
Hey! Is it possible to add a related list to the Forms View Canvas?At the same time, promote the potential and the proposal stages
Hi, we are working in Zoho CRM with potentials and proposals. Potentials have stages, and proposals have stages. how can we define that when the potential stage is forwarded, the proposal stage goes forward automatically with it? thanks,Working with timezones - British Summer Time
Hi Im using Deluge to create Meetings, for example: meetingDateTimeToPass = meetingDateTimeToPass.toString("yyyy-MM-dd'T'HH:mm:ss","Greenwich"); What timezone do I need to pass that caters for British Summer Time and Greenwich Meantime? ThanksAbout Zoho CRM Mail Integration Capabilities
When we provide email integration from Zoho CRM, are emails sent from Zoho CRM displayed in the email inbox? For example; I sent an email to a customer from Zoho CRM. Will I be able to see this email in my email sent box?Create Custom Function: Update Appt date & time field
I created a custom field for Appointment date and time. I want to create a custom function that allows my lead record to be updated with the appointment date and time booked through Zoho bookings. For ex: Sally Sue books a consultation for a MarketingPortal View Permissions
Hello! My company is looking to buy new portal types but is wondering about the access they would have. For example, we would most likely make this portal for a module we call "Staff". Is there a way they view all records in the Contacts and Leads modules,Need to auto Re-Scheduled the call when No Answer
This call has to work for all the modules. Schedule a call when the call result is put as "Requested call back", "No Response/Busy" Can I get both the options where once the above request is filed the call has been rescheduled for 3 days later and oneIm Stuck in an EDIT ONLY WITH WIZARD issue
So I found Wizards to be a really helpful tool in minimizing the exposure of redundant, superfluous fields to staff that would never otherwise have to edit those fields. My issue is, that when the record (in this case a lead) is created with a wizard,Fetch Data from SubForm
Hi Team - I have a subform in one of my modules. How do I fetch data from the subform. I tried the for each element custom function but apparently it doen't work in subforms. Any ideas would be greatly appreciated.Introducing Canvas Record Form in Zoho CRM
Dear Canvas users, We're thrilled to extend Canvas functionality to record forms. Now you can personalize record entries with the magic of Canvas! The essence of any CRM is in how it enables you to manage and interact with your customer data. Accordingly,Has anyone successfully added Microsoft Graph API Oauth2 as a connection?
I'm having trouble getting Microsoft Graph API created as a connection in zoho crm. Has anyone successfully added Microsoft Graph API Oauth2 as a connection? My issue is not necessarily on the Zoho side, but understanding how to set up the Microsoft sideEffortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in allCreate a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM
How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filterZoho CRM - Client portal
Hi, Is it possible to customize the client portal in Zoho CRM? Specifically, can we add a logo, change colors, and include custom widgets?No Instagram Page under Socials
Why is Instagram page not showing up even though I have it connected to Zoho Social? I'd gladly integrate it with lead generation in CRM. Thank You.Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveragingAnnouncing a significant enhancement for Zia Presentation: Personalize the data and distribution of your sales deck
Dear Customers, We hope you're well! There are two aspects to being a salesperson: Selling and reporting. While the former is the job itself, the latter helps salespeople evaluate their performance from time to time. This evaluation doesn't just helpAlternative to triggering a workflow on uploading a file to an Account: Workflow <-> Forms?
Hi, We have large documents that we are handling in our Zoho environment, and we need to go through these documents and check them again after x amount of months. We want that the end-user is forced to provide this date when uploading his documents toButton Display Conditions
Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a fieldMap dependency to section?
Is it possible to create a map dependency to a complete section instead of just to a different field? I would like to customize my leads layout so that when I choose a particular option in a field (ie - industry), it will open up a section relative toSend SMS Notification from Zoho CRM
Hello Everyone, ----------------------------------------Moderated on 4th April, 2023--------------------------------------------------- Moderation Update: The Notification SMS feature is now accessible to the public to Indian Customers who have SenderEnhanced duplicate check for Leads in CRM
Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. ThisWe've enhanced our Zoho CRM and Zoho Projects integration – here’s what’s new
Hello all, We've enhanced our Zoho CRM integration with Zoho Projects to make managing your projects even smoother and more intuitive. This update expands upon our existing setup, which has already made it easier to manage projects by linking them directlyHelp with related records
Hi I have a function where I have Clients (accounts) and Deals (potentials). I want to search my deals that are related to each client and then select a particular deal based on criteria (for example here I am going to use "Deal_Number". As below I amClient Script limits per Event?
Is there a limit to the number of Client Script functions that can be attached to an Event? I have a module where 94 fields can be modified in the Detail Page (Standard) view and each field value change should trigger different calculation updates inProjects no linking to Deals - "No Company/Account or Contact associated with this Job
I can start a Project in Projects and connect it to the Job (Deal) and it works. However, if I go into Deals and start a new project is says "No Company/Account or Contact associated with this Job"". I have linked Accounts to Jobs with a Lookup but itZOHO CRM Client Script Disable Save Button
Hello Team, 1. by the client script we can now Disable and enable the save & save and new button. 2. We can also apply the condition on button. 3. Show the message Code:- //..............Button Save............... var buttonObj1 = ZDK.Page.getButtons();workflow between CRM and Projects
I am investigating whether to move to Zoho as a new CRM and Project Management solution I would like to know whether it is possible to automate the creation of a new project once a sale marked as won in the CRM It does not appear that you can do it. IsDoes the webhook support sending a pdf file?
We are trying to clean up a process and it would be great if we could send a file (pdf) via webhook to our server. I noticed that within the webhook all parameters are available except our "file upload" field name. Is there another way to pull thisAuto-Follow Rules do not show up in Feeds
I want to see a log of ALL activity for all 3 users under my Feeds. I have it configured the Auto-Follow rules correctly according to the instructions, but only my activities show up in Feeds. (BTW, I am the SuperAdmin). Any idea what I could be missing?Sharing Account related data without showing ALL records
Imagine having an Account associated with Owner A. That Account has a bunch of Sales Orders also owned by Owner A. Now, that Account changes ownership to Owner B, and some new Sales Orders are now also created and they are now owned by Owner B. Well,Quote screen email
Is it possible to send an email from quote screen without an attachment? I would like to send the information from the quote in the body of an email instead of a PDF. Thanks DavidKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achievedNext Page
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Announcements
Create workflow rules based on notes
Last modified on 17/04/2023: Creating Workflow rules based on notes is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of April 13, 2023, it is rolled out for al Zoho CRM accounts.Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherDirectly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool
[Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your callCross-screen field support with conditional rules in Wizards and a new "back" button for easier navigation
Hello everyone, We're introducing cross-screen field support with conditional rules in Wizards! Previously, conditional rules were limited to just one screen, which forced users to create extra fields to link information between screens. Now, with cross-screen
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setVisibility() not working for Subform Fields with Client Script
I am currently working on a Zoho CRM Client Script involving a subform and encountered a limitation that hinders my ability to fully control the visibility of specific fields within subform rows. The setVisibility() method, which works perfectly fineHow to automatically update email field based on user field
I want to be able to automatically fill up the section Sales support email based on the sales user that is selected So what ive done is stored the sales support email inside of the user that the one of my sales person uses. I want to know whether thisZoho CRM's new Homepage component: See all your activities in one powerful view!
Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailoredDate not updating automatically
Im not able to call use the code below to update the field as shown in the picture, im not sure whether i did something wrong but the outcome i want is the date to show up for example as: Oct 24 2024 var date = new Date(); var formattedDate = date.toLocaleString('en-US',Zoho CRM says "invalid data. Check the input for Who_Id and try again."
What is Who_ID? Is it the OWNER or the LEAD or something else? I'm trying to add a Call module entry to a Lead in CRM.
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Sticky Posts
Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM
We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each otherFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—someKaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provide
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