Google Ads Conversions Not Being Tracked in Zoho CRM
We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, butCan't Find Price Books
Hi there, I'm currently configuring Zoho One for our CRM needs and I've encountered a challenge related to pricing structures. Our business model requires utilizing different pricing for various account categories, specifically for Dealers and Integrators.Deluge Help - Lookup Fields
Hi There, I am trying to get the text value of the lookup field Destination and put it into the text field of Destination_Analytics but cannot seem to grab the destination lookup field text value. rec = zoho.crm.getRecordById("Leads", recid); des = rec.get("Destination").Name;Sending document for Zoho Sign through CRM
Hi, when I click to send in Zoho CRM for Zoho Sign it says - Please enable the ZohoSign Documents, ZohoSign Recipients and ZohoSign Document Events modules and then send documents and then return to make use of Zoho Sign. I can't work out how to do this?How can I add a field or pipeline stage definition in CRM?
I am looking to add field and pipeline stage definitions in Zoho CRM but can't seem to find a way to do this. Any system I have worked with before has had an option to add these little tidbits of information, shown by hovering over the information symbolDeluge Code to Create A Purchase Order from Sales Order via Button
Hello community, I need a Deluge code to create a Purchase Order from Sales Order. I want to use a Button for this, so when we hit the button, the PO is created and fields are mapped and the PO is linked to the Sales Order and the Deal. I would be extremelyWP Contact Form 7 to Zoho CRM (Attribution0
Hi, is there a way to capture UTMs from Contact Form 7 to Zoho CRM so we can attribute leads coming from paid ads? Appreciate the advice, thank you!Zoho for Coaching Business - Client Portal
Anyone using @zoho for their Coaching Business? Would love to speak to others about how they are using it to track calls, meetings, share documents, client portal etc. Not getting much support from their technical team. With so many apps, trying get one that can do all I need is difficult. Not even sure if creator can help. Would like to see how people have set up client portal especially to share documents, log calls, book appointments etc. ThanksFunction with lookup field to update a field
Hi, I want to update the name of a record based on 2 lookup field in this record. It's working : I have a workflow with this function : resp = zoho.crm.getRecordById("Referencement_expert",Referencement_expert_ID); Er = resp.get("Expert_refere"); Cr =How can I avtivate the sync logic between inventiory and CRM?
Hi , May I know why the sync logic is avtive but last sync date is 18 Oct? How can I avtivate the sync logic between inventiory and CRM?How to get API key for external access
How do I get an API key to configure my own system to connect to the CRM ? The only key I can seem to find is the ZSC keyZoho Portal upgrade option
I have just seen this Portal Users upgrade. I've been using portals and its free. Does this give you any additional options?Zoho CRM Other User's Activities
How do I add others to the "other users' views" part of Activities?Zoho Motivator - Adding KPIs to Dashboard
Hi all, I've set up some KPIs and Targets and I'm trying to add the KPIs to a Motivator Dashboard within CRM. This works fine when based on an individual user, but if I try to add a Company KPI it fails - is there something I'm missing here? Kind Regards,Can I set API request limits for each client application?
Hi, We let 3rd party service to fetching data in our Zoho CRM using API calls for web applications. For each web application, we create a Server-based Application client in api-console.zoho.com. Since there are limited credits for our license to use APIHow to string together multiple if functions in a CRM formula field?
I am trying to base my cost multiplier on which manufacturer the product is coming from. Here is the function I am using. If(${Products.Manufacturer}=='U.S. Cabinet Depot',.23,if(${Products.Manufacturer}=='Impress',.22,1)) Is this possible in a Zoho functionAuto-populate fields from Lookup Field
Hi, I am creating a custom module that I would like linked to Opportunities. The purpose is to raise an extension of work against a "base" Opportunity. I.e. We raise an Opportunity for a package of work (we are a consultancy). The client may then askZoho CRM Portal Default Value on form load
The contact would create custom module record on CRM Client Portal. How can I default value fields [account name, ship-to address, ship-to phone, ....] from module Contact to the custom module. I try the [Workflow Rules] at Automation, but the triggerProblem converting from unix time to date/time
Please see the code and output below. If I convert a date/time string to Unix time and then back again, somehow an hour is added. I have confirmed that: - my Zoho and CRM time zone settings are Europe/London - time in London is currently GMT - the date/timeDelete fields
Hello, I'd like to know if it's possible to delete some fields in the module "Lead" and the module "Contact" Thanks, CandiceAGE field from DATE OF BIRTH Field.
HI! I have a field called date of birth in my CRM (LEADS, CONTACT etc…) How can I know the AGE today I would like to create a field AGE. I now how to create a field but I don´t which calculation (CUSTOM FUCTION) to make ¿ANY HELP?Lead conversion restrictions
Hi, I encountered an issue with leads conversion and I have no idea on how to solve it: When a Lead is converted to a Deal, you can choose in which stage the deal should be, but I want to restrict this - the deal stage should be "Prospect" by default.Contact Module Tags
How do I delete a number of old and/or bad tags from the list of available tags? Also, what is the easiest way to pull a report based upon a certain Tag designation? Thanks.100 record view limitation
I have just migrated from another CRM and am starting in ZOHOcrm with over 5000 contacts. It seems that my searches and sorts are limited to 100 live records....or am I missing something. This seems to be very limiting...in a lot of scenarios (mass email,Simplifying complex report writing
I'm not sure that there is an easy way to do this in Zoho but thought that people in here might be able to help - Zoho has so many products that maybe it can be done by linking to another. So the scenario is that we have to at regular intervals writeConvert a location into a child account
We use locations as long if we not know if locations are self buying entities or buy via the HQ. If we get more details and a location seems to buy for itself, we want to convert a location into a child account. The only two ways I see to do it now is:Email Templates
In my email template below everything works except those highlighted in blue. I would like to know how to get the phone , user name and Original Account ID Number into my template. Dear Sam, Our reference: ${Cases.Account Id Number} ${Cases.Primary ContactConnect Custom Module with Contacts via MultiSelect and Deluge
I have created a custom module called "Customer Account Plan" which is created by a button on the Accounts module; this button will auto complete several fields as it's creating the record. I want to associate the Contacts that are relevant to this AccountHaving the possibility to filter by Caller ID & Dialled Number on Workflow - Calls module
When creating a Workflow in Zoho CRM related to the Calls module, we can't filter with some fields (like Caller_ID & Dialled_Number). So to perform any action based on these fields we need to do it with a custom function that will use more CPU usage andHow to Dynamic Pricing Based on Geographic Zones and State with Price Books"
I have following requirements but not able to create price books with State and Zone and how quote will get price based on state and zone. Please help me out how to do this. Task: Assign unit price in the quote subform based on the Price Book. CreateBusiness Messaging Telegram needed
Nowadays Whatsapp as the only choice for the Business Messaging option it's simply NOT enough, we need to offer to our customers the option to get information using Telegram messaging platform too. Is there any plan to build an integration?Is there a way to show a Subform field in Canvas as a Tab element?
Something like this:Here is a simple wrapper function to Tag a CRM record for you to use.
I sometimes need to conditionally tag a record when debugging my Deluge code. Here is a simple "wrapper'-style function, that saves a few lines of code (which makes long chunks of code easier to read). tag1 = Map(); tag1.put("name",tag_name); tags_listWhat is New in CRM Functions?
What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.If I write "attach" or "attachment", but forget to attach something - please give me a pop-up box to remind me to attach something!!!
Hi Zoho Team, This is a feature in Gmail that I really appreciate, because it stops me from doing embarrassing things. It would be great to have it in Zoho CRM as well. The way it works in Gmail: - I write "attach" or "attachment" in an email, but forgetWriting to a multiselect user field
Hi, Just wondering if anyone can provide advice about how to write to a multiselect user lookup field. I've tried a number of approaches but none work. I'm fairly new to Deluge, so would be grateful for any advice. This is a long post, so I really appreciateDatabase's
Hi Zoho Community, We have 2 databases that we want to add to Zoho separate from our other contacts. Is it possible to do this via adding another module, or is there another way to manage this.Deal Updated by Workflow Rule/Automated Function does NOT Trigger Zoho FLOW!!
We have multiple Flows setup that are triggered by "Updated Deal" in Zoho CRM. These have worked great. Recently, in Zoho CRM, we set up a workflow rule to update a field based on date/time field. NOW, when the workflow rule triggers and automatically updates a field in Zoho Deals, that does NOT trigger to Zoho Flow. This needs to be fixed! The reason we set this automated function within the workflow rule to update a field is so that could trigger a specific flow within Zoho Flow to do stuff. ButFormula Help - Only Getting "0"
In my CRM, I have created 4 fields that should calculate based on the FFL Number. However, they're only producing "0" each time. What have I done wrong? They're all set to return a String. FFL Exp Month Formula: If((Substring(${FFL Details 2.FFL Number},10,1))=='A','January',(If((Substring(${FFLField width in Canvas view
Hi, Is there any way to make the edit fields standard width in Canvas? Right now they are very small and you have to aim the mouse cursor at the pencil icon to be able to edit the field.Next Page
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Hello everyone, We're excited to present a new enhancement to reports by which you can create two types of category columns in reports : Number-based category columns - Group numeric field values into user-defined categories. Picklist-based category columnsEnroll, Script, Win: Hackathon 2024!
Hello CRM Developers! Are you ready to create some magic with Client Script and Functions in Zoho CRM? Let’s make Hackathon 2024 an unforgettable adventure! The Zoho Developer Community Hackathon 2024 is here, and it’s your time to shine! REGISTER NOWIntroducing Keyboard Shortcuts for Zoho CRM
Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modulesAnnouncing 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 otherImmediate action required by Notification SMS users
Attention dear customers, This announcement seeks immediate action by CRM Notification SMS users to update their telemarketer aggregator for notification SMS compliance. We would like to bring to your attention an important update in the Telecom Regulatory
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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 thisConditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal forZoho 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, tailoredHome Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open Activities
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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 otherJoin us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to helpFocus 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—some
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