Optimising CRM-Projects workflows to manage requests, using Forms as an intermediary
Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,Help integrating Aircall into Zoho CRM
Hi all, We are need to get better AirCall integration into Zoho. We have configured in the Aircall dashboard but we have not done the Zoho side. We cannot see Zoho CRM information on incoming calls. And we calls and text's are not being logged. SpecificallyGoogle enhanced conversions not working
Hi guys, I've connected Zoho CRM through Google Ads interface with the goal to setup the enhanced conversion tracking in Google Ads. I have to Zoho related conversion goals which you can see in the images below: For the conversion goal above I've setupMS Teams Meeting to Zoho CRM
Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can justVoip Phone system that integrates with Zoho
Just checking to see if anyone could tell me what phone system they are using with Zoho that is on the list of systems that integrate with Zoho. I use Vonage and have been with them for quite a few years but their service has really gone down hill andOffice 365 and CRM mail integration: permission required
Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window sayingZoho CRM- Authorize your Microsoft Teams account issue
Hi, I tried to link Zoho CRM with Teams and I got the following message: Clicking "Authorize now" sent me to the following page, Microsoft tried to start a session but, after 3 seconds the page closed and nothing happened. I get the same message eachZadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads
Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t makeSyncing with Google calendar, Tasks and Events
Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planningZoho - Outlook plugin
Does anyone know if there is a way to modify the autofill in the Zoho plugin in outlook? When we create a contact, it enters the correct email address and name, but then pulls information from our own signature line to add phone number, address, etc.Message Content is missing/invalid fault
We cannot create a complete template over zoho. Some features - like button adding - is missing. The templates are created on Zoho and edited on Meta to solve the problem. But still then, some features cannot be used and the message returns this failureCan Zoho CRM Emails be used in Zoho Analytics in any capacity?
We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than justZoho Forms - Subform Integration with Zoho CRM?
I created a form in Zoho Forms that includes a sub-form for information that I want to integrate with the CONTACTS module. I am unable to find a way integrate/map the fields in the sub-form with the Contacts module in Zoho CRM. Is there a way to do thisWhatsapp BOT with CRM
Hello, how do you use Whatsapp integrations in zoho CRM?Phone Number Integration
I would like to be able to track my cell phone calls in the CRM. So if a contact calls my cell phone number, a note of that phone call will be made in the CRM so that I don't have to remember to go back in and add the call manually. Is there a way to connect the CRM and my cell phone via a 3rd party? Such as Google Voice, Skype, etc. Its important that my clients don't have to call a new or different number and that sent calls use the same number as well. So if there is a way to connect my phoneI’m facing an issue while trying to upload a PDF file to a custom file upload field within the Leads module via the Zoho CRM API.
Hi Zoho Team, I’m facing an issue while trying to upload a PDF file to a custom file upload field within the Leads module via the Zoho CRM API. I am able to manually upload a PDF into this field through the UI. I am also able to upload files as attachmentsOutlook plugin funktioniert nicht.
DAs Outlook Plugin funktioniert nicht mehr. Ich werde aufgefordert, mich mit der App "OneAuth" anzumelden Intelligente Anmeldung per OneAuth funktioniert nicht zufreidenstellend. Nach erfolgreicher Anmeldungung mittels QR Code lande ich wieder beim QRBetter integration between Zoho CRM and Zoho Bookings
I've noticed that when a meeting which was created in Zoho Bookings is updated by a sales person in Zoho CRM, the change is not reflected back into Zoho Bookings. I have raised this with support who advised that meetings created in Bookings need to beAttachments should sync between Zoho Finance in CRM and Zoho Books
It would EXTREMELY helpful and practical if the attachments added to an invoice via Zoho Finance in CRM synced with the invoice updates in Zoho Books. Currently, attachments to an invoice updated in CRM DO NOT appear as attachments when viewing the sameCall result pop up on call when call ends
I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, but📞 Call + 💬 WhatsApp + 📲 SMS in Zoho CRM – All in One Place!
We’re excited to introduce HelloSend, a powerful communication extension for Zoho CRM that brings SMS, WhatsApp, and Voice Calling directly into your CRM workspace. Whether you're in sales, support, or service delivery, HelloSend helps you connect withTracking Emails sent through Outlook
All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. ButCreate Tasks in arbitrary Zoho Project triggered from CRM [Zoho CRM]
Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,Zoho Finance Estimate to Deal Attachment
Hi, I'm trying to fetch estimate pdf from zoho books and upload it as deal attachment without success. any tips how to achieve this?Card Scanner app creating duplicate Accounts
Hi all, I recently added Card Scanner app by ZOHO on my phone. I scanned several business cards, and realized that there were some newly added Accounts. Let's say there is an Account named ABC (US) CO., LTD in our system already. The app scanned the businessSync Zoho CRM Events with Google Calendar?
Hi, Is there a way to permanently sync all events from Zoho CRM with Google Calendar? I’ve seen that you can link Zoho CRM to Zoho Calendar and then connect Zoho Calendar to Google Calendar — but is there a way to sync existing and future events fromIntegrate Zoho CRM and Zoho Workdrive
I am having some trouble with my workdrive connection in zoho crm. What I want to do is this: 1) Create a folder for each account record in workdrive team folder, name it after the account name field 2) For each upload to a record in the deals module,How to change the module for contact sync from Accounts to Accounts & their Contacts?
Hi, My ZOHO CRM integration is broken and pushing the errors for sales orders and invoices, the error message is: "The customer associated to this record is not linked to module chosen in the current contact sync configuration." So, Now I'm trying toError: Unable to save integration in Desk
Hi, Problem here. When I try to integrate Zoho CRM with Zoho Desk, I get an error when saving: Unable to save integration in Desk. See print screen below. I'm selecting the right accounts and fields, so not sure what's going wrong.Mails to Deals
Hi everybody. We are using ZOHO CRM connected to ZOHO Mail and we have a big trouble, which our ZOHO partner is not able to solve. Zoho CRM automatically connects received emails to last edited live Deal of the same Contact. For us this logic is veryIntegrating Zoho CRM with Quickbooks Enterprise?
Does anyone have any experience of integrating Zoho CRM with Quickbooks Enterprise? The Zoho pages refer to the Quickbooks Premier edition, and I wanted to know if the same works with the Quickbooks Enterprise version.How to Link WooCommerce Orders to Contacts in Zoho CRM for Better Customer Segmentation?
I’m running a fashion e-commerce website using WordPress. My sales staff usually rely on customers’ past orders to segment and re-approach them for sales. However, I’m not sure how to apply Zoho CRM for this purpose, since I can’t link the orders fromRingCentral Intergration Fax
Hello Zoho Community , I recently intergrated with ring central with zoho crm. Ring central is a fully loaded buisness VOIP and Fax system , however I think there should be a button in Zoho to allow users to fax out the same way users are able to faxOutlook sync (365) Restricting which contacts signals are created for & seeing my sales ppls email activity
Hi All, As per the subject I want to restrict which contacts the signals notifications are activated for, and indeed which contacts email are tracked in the crm - my boss does not want his sensitive emails to end up in there but he does want to trackAI secretary
In our company, Claude is the secretary and creates inquiries and schedules from Gmail. You no longer have to enter them yourself. The secret is that we created an MCP server that connects to CRM. https://x.com/Mac_nishio/status/1917954562566328694Date Transfer Issue: Zapier to Zoho CRM Formatting Problem
Hi there, I am trying to transfer a date field from Zapier to Zoho CRM. I have tried several date formats, including using Zapier’s Formatter tool, but the data is rejected. What exact date format does Zoho CRM expect, and how can I correctly reformatSetting default values in CardScanner app
We use the Zoho Cardscanner app. Is it possible to set default values. For instance for "Lead source" to set the default value to "Exhibition". Now we have to manually select that for every card we scan.How can I update a field in Zoho CRM based on activity from FSM/Invoice
We're trying to separate our clients into 3 categories based on the date they were last invoiced (not when a CRM deal has been won). I've set up a custom field called 'Last Invoice Date' in the Accounts module in CRM. I've also replicated this field inZoho standard and Zoiper
Can I use the Standard Version and Zoiper ?Zoho CRM and Google Sync - delete Contacts?
If I delete a contact in Zoho CRM, will it also be deleted in Google contacts?Next Page
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The integration was earlier available only in the US DC. It has now been extended to the EU, IN, and AU DCs. Hello all, We are delighted to announce the release of Zia's integration with OpenAI for Zoho CRM. This integration incorporates the power ofFree Webinar - Digital signatures for digital contract management with Zoho CRM
Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcomingZoho CRM for QuickBooks
Hello! We are happy to announce the integration of QuickBooks with Zoho CRM. Zoho CRM for QuickBooks helps you maintain complete and up-to-date customer information in both Zoho CRM and QuickBooks. Here are some of the key features of this integration: Transfer data (contacts, quotes, products, vendors, sales orders, and invoices) between Zoho CRM and QuickBooks Import all the data from QuickBooks to Zoho CRM Export all or selected records from Zoho CRM to QuickBooks Synchronize contact and vendorAdvanced CRM Analytics, Powered by Zoho Reports
Zoho CRM gives the complete picture of your customers. It also gives you Reports & Dashboards that help you analyze your data. But, when it comes to taking those tough business decisions, you need to 'slice and dice' the data so that it gives you meaningful inferences. Zoho CRM now offers the Advanced CRM Analytics, powered by Zoho Reports, to all Enterprise Edition users. With this integration, you can create insightful intelligence reports & dashboards that drive decision making in your organization.Partner Offers from April to June 2021
Zoho Marketplace now features quarterly offers from its integration partners. In the very first edition, 11 partners have signed on with exciting offers. Outgrow.co Plecto DeDupe for Zoho CRM PandaDoc Zuper FSM for Zoho CRM ClickSend SMS for Zoho CRM
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Optimising CRM-Projects workflows to manage requests, using Forms as an intermediary
Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,Google enhanced conversions not working
Hi guys, I've connected Zoho CRM through Google Ads interface with the goal to setup the enhanced conversion tracking in Google Ads. I have to Zoho related conversion goals which you can see in the images below: For the conversion goal above I've setupHelp integrating Aircall into Zoho CRM
Hi all, We are need to get better AirCall integration into Zoho. We have configured in the Aircall dashboard but we have not done the Zoho side. We cannot see Zoho CRM information on incoming calls. And we calls and text's are not being logged. Specifically
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Free Webinar - Digital signatures for digital contract management with Zoho CRM
Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcomingNew User Interface for your Email integration in Zoho CRM
Hello folks, As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**. If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below. **Please note that,Fetching leads from Zoho CRM into Zoho Creator, automatically
I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible? Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM. For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically
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