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!
Duplicating Product details box in Quotes Module
Hi, I am trying to find a way to duplicate "product details" box in the Quotes module. Reason for that is because I want to make a multiday tour quote which is compound of different days, and I need to highlight this. But I see that that box is not customisable. Any Idea? Thanks!
Need help in Read API
Hi, The record API returns all the contacts when accessed by an agent instead of returning only the contacts that he/she is owner of. How can I overcome this?
Email All Contact Roles/Contacts Related to a Potential?
I've established the contact role relationship within the Potential, but how do I now email all of those contacts that relate to that potential? We will have probably more than 50 per potential so going through the mail function to select one by one is not an option. PLEASE HELP!!!!
Google Maps & Custom Fields
Hi Zoho, Currently, the integration with Google Maps does not work if you have created "custom fields" within this address section. I would expect the majority of customers would want these fields customized, especially if they are not residing in USA, and they do not use "state" or "zip code", ect. The Google Map option should be included in the "Map Dependency" section, so that if we create any custom fields, we could easily map these fields to the appropriate field which Google Maps will be recognizing.
Small enhancements that make a big difference!
Zoho CRM just got more convenient with these small but significant updates. Details of these enhancements are as follows: Phone number validation across Zoho CRM Phone number validation has been introduced across all modules in Zoho CRM. Previously, phone numbers were accepted even if they were entered in incorrect formats or if they included unnecessary characters. Now any phone number entered will be validated and accepted only in the correct formats. This ensures that your database does not accumulate
Deleting Gmail accounts but preserving emails in Zoho CRM
Hi, I am doing some admin work and want to delete Gmail accounts of ex-staff, but keep their emails on Zoho CRM. All the ex-staff have Zoho (email) accounts that use the IMAP protocol. Because I read that it is not possible to archive old emails using IMAP, I tried logging on as the ex-staff and changing their accounts to POP; however, for security/anti-spamming reasons, Zoho requires the registration of unique phone numbers. (I don't want to go to the phone shop and buy 6 pay-as-you-go phones!)
Zoho CRM how to import accounts and associate/map their contacts!?
Help!? I am attempting to import accounts from another ZohoCRM and have come to a confusing standstill I cannot associate/map the Contacts to their respective Accounts? Any tips please!
Help with Zoho, Zapier, Twilio and Facebook integration
Hi, I have sourced a developer to do some work for me to integrate Facebook leads in Zoho and have them sent a text message and email. He has requested access to Zoho, Zapier, Twilio and Facebook accounts. Is there a way around handing out all login information for each account? I trust the developer, but it would mean changing account login details at the end, which I'm trying to avoid. Any help and advice appreciated. Thanks.
Freeswitch and Zoho CRM integration
Hi there, Freeswitch is a huge open source call centre technology, but I can't see an easy way to integrate it with Zoho CRM. Has anyone done this or is Zoho planning on building an integration? We use this system internally. https://freeswitch.com
Project Templates Should Have More Capabilities
From within a project template I wold love to be able to: - specify one or more task templates to be included - set default task assignments/owners - choose default portal users individually or by role And the thing that would really bring all this together would be the ability to specify the project template when automatically creating a project from a closed won deal in CRM.
Moving Records From One Module (Contacts) to Another (Potentials)
I want to move records from the Contact Module to the Potentials Module. I believe, based on what I've read in Forums, that the only way to do this is to create a report in Contacts, export it, and then import those records into Potentials. 1. If there is a better way? I'd love to do via an update of some kind. 2. I'm concerned about what will happen after an import of those records into Potentials. I obviously don't want to delete anything in Contacts until I'm sure that everything imported
new leads not coming through ZOHO CRM
Hi I have recently integrated the ZOHO CRM with one of my FB ads; Have also installed the mobile app and linked my ZOHO account into it. But somehow I am not receiving any new leads notifications which would otherwise allow me to contact my fresh leads almost instantly! Please help!!!
Google+ support in Zoho CRM will be discontinued
Hello everyone, Following the announcement from Google Developers that they will be sunsetting Google+, we plan to discontinue the Zoho CRM integration with Google+ for new users by January 28th. For the existing users, Google+ will no longer be available after February 28th. These are the areas in CRM that will be impacted by the Google+ shutdown: When associating social media accounts, you will no longer be able to add your company's Google+ account. Automatic Lead Generation from Google+ will end.
Are customer portals enabled in the trial enterprise version?
Hi am evaluating your CRM software and wanted to know if customer portals are enabled in the enterprise trial version - I can not find the setting under 'channels' thanks
Custom Function Output as Merge Field in Email?
Hi! I've created a Custom Function that outputs a day of the week, like so: dat2 = addDay(today,2); Weekday = getDayOfWeek(dat2); WeekdayReal = if(Weekday == 1,'Monday',if(Weekday == 2,'Monday',if(Weekday == 3,'Tuesday',if(Weekday == 4,'Wednesday',if(Weekday == 5,'Thursday',if(Weekday == 6,'Friday',if(Weekday == 7,'Monday','No day'))))))); return WeekdayReal; As you can see, it returns a day of the week, and I want to have this day displayed in an email in the form of some search of merge field.
Merging Event information into Letter Templates
Hi There I set up events in the CRM when a customer books with us - I send and email to confirm the booking - the contact details merge in as I've got that from the available Fields - however, I have to type in the date and time and description of the event - Can I merge Event information into a letter template? And can the date of the event trigger automated emails?
Line2 Integration
Adding an integration with Line2 would be awesome so I could take calls directly in my CRM with Zoho. Line2 is an awesome product and I highly recommend it
Group Email issue
Dear , We have group email of tuvan@starmart.vn , we set it as public, but external email to it , is not delivered to any member or moderator of the group at all. Please help me to check any wrong config on my side . And is there anyway to do round robin for external emails to member , as new lead
Associate Contacts within Vendors
Hi there, In the other modules I am able to add new or associate a contact within - however in Vendor, this is not the case, I am only allowed to create new. How can I, if it is possible, establish a link that displays the contacts I have in my system to the Vendor? I have a custo field setup that is a lookup, so I am able to have 1 link at this point, however I would like to associate multiple in the contacts area. Thanks!!
Zoho Sandbox Blueprints
How many Blueprints can I have in my Zoho Sandbox? I am on the Enterprise edition.
Difference between mobile and desktop version for Zoho CRM
Dear contact, I have a question regarding mobile and desktop version of Zoho CRM. It seems that they are different. I mean that, for instance, on the desktop version, I can see tickets related to an account, projects liked to this account but, on the mobile version, these items aren't visible. Is this normal? Is there any way to have the same information on both platform, knowing that I have to use the mobile app offline. Moreover, I can see the Tasks block related to an account on both application,
Link in emails to opt-out leads and contact without form ?
Hi Zoho community, In an effort to implement GDPR best practices we are trying to put links in our CRM e-mails that would opt-out leads and contacts without them having to fill the unsubscribe form with their e-mail adress. They need to go straight to a "you are unsubscribed" page when clicking the link. Does anyone knows a way to do this with Zoho ? Thanks in advance, Clément
Counting values from another module
Hello, i have 3 modules Organization Options Opportunity theres 1 organization on 1 Options and there are 5 Options on 1 opportunity i wanna know the number of oppotunities per university is this possible?
Remove "...@mailer1.zohocrm.com..." when sending mass email
Hi, Up until recently when i sent a mass email from zoho crm only my name appeared in the from field. However now, without changing anything, before my name a long string appears: "...@mailer1.zohocrm.com...". How can I revert this? Thx.
Idea: Ability Add related "Account Name" to a Contact business card (for phone bridge)
I use zoho phone bridge and having the screen pops when a contact calls is great. I can customize the screen pop via the contact business card HOWEVER I'm unable to select the related Account Name which means I basically don't know what account is calling. I have to click on the screen pop and then click on the account to see relevant information. See attached image.
Convert Custom Module to Deals Module automatically or through Button
Hi, We have a custom module called "Days" where we receive inquiries from potential clients through our website. We need these inquiries to automatically be added into the Deals Module (we are not using the leads module), or we need to be able to create a button that we can use in our Custom Module (days) that will convert all of the information into the Deals Module. I have tried a few times but it doesn't seem to be working. I would appreciate any step-by-step help as I am not experienced in
Notifications in App & Web for Events & Tasks
Hello, I don't receive any notifications in the App or Web for Events & Tasks? Does this need to be setup - the call notifications work, I receive a popup in the web browser and notification in the App that remains until I either remove or action the call in the App. I also noticed that events don't show up in the open activities list on the homepage dashboard or next to the lead with a little green or red flag like tasks. Thanks,
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