Introducing the first native integrations in your CRM's sandbox - Zoho Survey & Zoho Social
Hello everyone! Sandboxes offer a safe way to replicate production environments, allowing for risk-free testing, training, and refining processes before making actual changes. One glaring omission in Zoho CRM's sandbox is integration support, which wouldZoho CRM Digest - January 2024
Welcome to our Monthly Digest! As we kickoff the new year, let's recap the most important product updates and discussions from the Zoho CRM Community. Product Updates: The final date extension for activities module depreciation Attention: As a reminder,Sharing the Salesinbox
Hi, We are experimenting with using the salesinbox for our sales organization and ran into a problem. Our Zoho CEO user has configured our sales@ourcompany.com email in the salesinbox and emails are showing up perfectly. He set the sharing to public.Best way to make API to Zoho Books from Client Script?
in Deluge there're shortcut commands to call Zoho Books. (e.g zoho.books.createRecord) How would that work in CRM / Client Script? (another easier way than using HTTP request, which requires creating OAuth token)?Is there a way to access (2) or more modules when creating a report?
I am trying to create a weekly activity report for sales reps which would need to include information from both the calls and meetings modules. As of now, I have not been able to figure out if this is possible as the create report function only appearsInactive Contacts on Detail View
Users are asking if the inactive contacts can be filtered out of the Account Related List for Contacts. See attached.Zoho Account : Ca***o.m***a@e*****e.a*
I need to reactive ZOHO for my company. Can you please give administrator access ? Moderation Update: PII detail (email) in topic subject masked. Please refrain from posting any PII details in open forum.Introducing Zoho CRM GraphQL APIs: Our Next Frontier!
Update 25th Sep 2024: GraphQL APIs are now open across all DCs including IN DC for Enterprise, Zoho One Enterprise, CRM Plus and Ultimate edition orgs. Please note that GraphQL APIs are not available for Trial Edition of these editions. Update 27th AugBest practice for contacts who have left a company?
How to store email history when a contact left an account ?Integration of Quickbooks customer data to Zoho CRM
Hello Experts, I'm seeking insights and your experiences regarding integrating QuickBooks Desktop with Zoho CRM. I've come across information in forums suggesting that integration may require the QuickBooks Online version. I'd appreciate hearing aboutTicket not created using Actions by Zoho Flow
Hi, I've created a workflow and added an Action by Zoho Flow. The action should create a ticket in Zoho Desk. However, the ticket is not created while everything seems to work fine. https://help.zoho.com/portal/en/kb/crm/automate-business-processes/vCard implementation
In SugarCRM one can create a vCard which you can save in outlook. Is there any way of creating a vCard in ZohoCRM and if not is it on the drawing board.Schedule 200 calls for contacts with a Button based on the view that the button is in
Hi Everyone Hopep you are well. I need some help nailing this code down. I need to create a butotn that generates 200 calls for contacts. The button will be placed in the contacts module and will need to generate the calls for the contacts based on theGet Notes related to specific contact in rest api v6 using coql query
I'm trying to fetch list of notes for a specifc contact using coql query. Here is my query { "select_query": "SELECT Parent_Id, Note_Title, Note_Content FROM Notes WHERE $se_module = 'Contacts' and Parent_Id = '638530000000373001'" } This query is workingCreate Conversion Funnel for Lead Status
Dear Community, we run our leads through the following lead stages: Now we would like to measure the conversion rations between the single stages, i.e. "How many of the leads to whom we sent a contact request on LinkedIn accepted it?" -> "To how manyMove or sync my CRM tasks to Zoho Sprints
Hello, Currently my company works in different lines of business, which makes that different sectors of my company use Zoho sprints or CRM tasks to assign tasks. This creates a problem as my colleagues waste time creating the same task in 2 differentWorkflow rules based on "X" amount of time since Last Activity
I feel like I have tried every which way to create workflow rules based on an amount of time since last activity, last call or length in certain status but have come up empty. The scheduled workflow rules and scheduled actions seem very limited to staticQuick Links menu on left dissapeared
There was a menu on the left side of my pages that would let me go to calendar, Vault, etc. It is now gone, I made no changes to the program, its just missing. It was small icons until you put your mouse over it and it got larger, but it is missing. AnyTrying to integrate Zoho CRM with Wordpress website using Bit Integrations plugin
Hi, I'm trying to set up my company website so that when users fill out our contact form it generates a lead in Zoho CRM. The website was made with Wordpress and I'm using the Bit Integrations plugin to hopefully simplify the process. I thought I everythingError handing while use client script in zoho crm for Cannot read properties of undefined
Hi Folks, I´m using client script to get values from Accounts module to Quotes module using this piece of code var accountrecord = ZDK.Apps.CRM.Accounts.fetchById(account.id); if (accountrecord._Rating == null) { do someting; } In the console I'm gettingZoho CRM - Product - Tax Based on State/Province
Hello, In Zoho CRM, when adding a product you need to set "tax" value. However what happens when the Tax rate is dependent on the buyer/customers location. e.g. Business is located in: State A Customer is located in : State B The tax rate for customersDisabling Two Factor Authentication
Hi How do I disable (& possibly later re-enable) Two Factor Authentication (TFA)? Thanks RossMinimize or remove stages for specific views
Hello Zoho warriors! I am in a team where we would like to simplify the pipeline-view for specific users. We have a team of sales team who should ONLY see stage 1-5 and then we have a technician team who should ONLY see stage 6-10. I came close to whatHow to display subforms datas from zoho form in zoho crm fields ?
Problem : you can add 5 subforms in Zoho Form, but only 2 in Zoho CRM fields. How can I display the datas from my 5 subforms into my CRM fields ? Thanks in advance.Checkbox and Stages
Hi. I'd like to make a rule under Deals wherein you cannot proceed to the next stage unless a specific checkbox is checked. How would I be able to do that? Thank you!Converting Leads to only Contacts
Hi, As someone relatively new to ZohoCRM with around six months of experience, I've been exploring how to seamlessly transfer contact information from our CRM to Campaigns. One key insight I've gathered is that contact details from leads only appear inNot only void functions in Kiosk
So, the returned result could be used in subsequents components of the Kiosk. That's it. SaludosProblem about widgets
Hey, I have a react app and I have placed my app inside of a widget. The issue is, I need to change the widget URL dynamically. Here is why: for example this is my url https://test.app. It's the homepage. But what I need is https://test.app/contacts/offers/123456789.Zoho standard and Zoiper
Can I use the Standard Version and Zoiper ?How do you add an external user?
We have an company with two Zoho CRM organizations/deployments. One of their marketing staff needs to have access to both CRM organizations. She's been added as a standard user to one of them. How can I add her as an external user of the other? She'llHow to change the format for phone numbers?
Mobile phone numbers are currently formatted (###) ###-####. How can I change this to a more appropriate forms for Australia being either #### ### ### or (#)### ### ###?Email & Mail-Merge tags for Contact Roles & Events on a Deal
I've been using another CRM system that was built more specific for real estate, but they have a couple of very useful merge tags that I'd really love to see Zoho make available in the (near) future. These would be great to insert into emails (includingSkyslope to ZOHO
Hey there! I am hitting a road block when it comes to integrations. Skyslope tells me that ZOHO is not an approved platform for them to integrate. Which, sure not a problem. But I know there have been several people I have known that say the connectedOur Feeds have stopped updating since May24th
We are not getting any feeds updates in our CRM. This is critical to our business and it has not been addressed in over a week.Notifications Feeds unread count?
How do I reset the unread count on feeds notifications? I've opened every notification in the list. And the count never goes to zero.Multiple Leads within an Organisation
I have a number of leads within one organisation, some are almost sales (and are in Contacts), but I don't see any way of connecting them together? I would have thought there would be a way to connect them together, say under an Organisational Intelligenceedit note time stamp
Need to be able to edit the time stamp of a note. Often enter notes after the fact, maybe the next day but want the note to reflect the proper date and time of a call or meeting.Calling custom function via REST API from external website
I have a custom function set up to accept and return JSON via the REST - this works fine via local REST clients like Postman (using API key or OAuth). My only issue is that I can't make calls to the endpoint from a web page of an app I'm running. I'mList View just got a makeover!
Hello everyone, The new list view is being rolled out in phases and will be available to all our users by the end of January 2021. We are excited to announce that the list view in modules is set to get a new look. The new list view is sleek, contextual,Keep getting the same error in a function.
When executing the code below, i get this error message, adding line 4 didn't seem the solution. Any tips? We look up contacts from the Accounts tab. Code is working fine, but keeps on giving errors in the form. contact = zoho.crm.getRecordById("Accounts",aid);Next Page
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Announcements
Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceDirectly 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 relevantZDC Hackathon 2024 Category-wise Winners !
Zoho CRM Client Script Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1:Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalNew Customization options in the module builder: Quick Create and Detail view
Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
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Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduceEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithMulti Select Between Modules
Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Multi Select Field of "Enrolled Services" I also have a Module "Services" withSimple Deluge Script
Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like to convert it to Wednesday, February 5, 8:00 AM. My Date field is the API NameLinking module does not allow Subforms
The title says it all: I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?
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Sticky Posts
User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,Effortlessly 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 all
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