Increase field value based on condition
So I have a picklist inside of the zoho forms. In the picklist I have 6 coresponding options. Each option has the same name as different currency fields inside zoho CRM. It looks like this - zoho forms picklist: Stopnie + Podstopnie Konstrukcja BalustradyCRM and Forms integration, using lookup fields on subforms
Hello! Here we go! On Zoho CRM I have 2 modules: Trailers and Forms. My trailers are identified with a field called "Trailer Number". The Forms module has 2 subforms, both connected to Zoho forms, where: 1st, my customers can drop up to 4 rows of contactSending Contact Roles of a Deal via Webhook
I'm trying maintain some data in a third party application, about all of our deals, and the contacts associated with them (in the Contact Roles). I am using a workflow to trigger a webhook that sends the new record to my app. There is no body parameterMaximising lead magnets, minimising barriers to access them
Good morning, We are about to launch a tool on our website (WordPress), which is essentially a flow of Yes/No questions to lead to a guide / answer. We would like to make the tool free to use, but use it as a lead magnet. The idea is that they will goAssign emails to lead
I have some contacts who refers leads but there is no away to manually assign emails to lead.Integration with Google Voice/Hangouts and Skype
For the Zoho team. Are integrations of Google Voice/Hangouts and Skype planned for integration with Zoho CRM? There is capability for clicking on a phone icon next to the phone number of a contact to call using Skype; this does not work with Google.Linking CRM & Projects - without emailing customers
We specifically do notwant to give any of our clients access to Zoho Projects, however we want to be able to add projects and track progress at a customer level. Is it possible to create customer links to the CRM without giving them access or generatingMultiple CRM contacts mapping to a single account in Books
Hi, I'm looking for some advice re mapping CRM to Books. I initially started using Books, but have now added CRM after subscribing to Zoho One, so I initially set things up based around Books. This is now not working how I need it. For background, I'mZoho crm instant sync not working
I've been trying to get an instant sync set up between zoho crm and zoho billing to sync my contacts. I've followed https://www.zoho.com/uk/billing/kb/integrations/instant-automatic-sync-from-crm-to-subscriptions.html#:~:text=Webhooks-,How%20do%20I%20sync%20new%20data%20from%20Zoho%20CRM%20to,Settings%20%3E%20Integrations%20%3E%20Zoho%20CRM.Zoho CRM / Books Intergration missing
Hi, I'm trying to integrate Zoho CRM with Zoho Books but when I follow the tutorial and go to Setup -> App & Add-Ons -> Zoho Apps there is no option for Zoho Books. Do I need to subscribe to Zoho Books Enterprise for that option to be available?Zoho CRM will not accept data in radio buttons
Radio buttons are used constantly in web interest forms. Checkboxes are NOT the same as they allow multiple choices, not a single one. Forms at have conditional logic all use radio buttons to send the person to the correct next set of questions to drillBest/Cheap Telephony integration in ZohoCRM? (United States)
For customers who have telephony integrated into their ZohoCRM, can you recommend a telephony company to our small 3-person US-based company? Is there a company that ZohoCRM is designed to work best with? One that doesn't cost an arm and a leg to useZoho CRM Not User Friendly
Zoho CRM is not user friendly at all, every single thing is one hurdle after another. I've been struggling to get whatsapp for business interaged, I finally got it integrated just to learn that you can't send messages from that integration there is anMicrosoft Teams Integration with Zoho CRM
Hi everybody! I'm looking for a way to connect Microsoft Teams to Zoho CRM. I need that to automatically log Call data (such as duration, quantity) on The Zoho CRM Customer/Contact Page. I read about a MS Teams - Zoho Integration, but I'm not findingCan't access voice recordings in Calls Module
Hi! We are integrated with Jive telephony and can't access voice recordings. About a month ago during testing, we were able to access one such recording, but since then, no call has been accessible. The field is empty and when I hover over it, a "locked"crm-creator integration fields
hi all i have a project combining crm and creator with several integration/lookup fields. it was very simple to add this fields on creator but i didn't find a way to do it on crm (that means to point from a crm module field to creator form records). fromIs it possible to insert a subform of a subform?
This might only apply to the CRM integration but is there a way to access subform fields within a subform? As an example let's say I have a merge template for Accounts and want to insert a subform from a related Contact, is that possible?Forms: control what prepopulated data a client sees when we share a form that updates crm
I have an Client Onboarding form that i've created for the client to share certain information about their business with us as part of the onboarding. This form updates custom fields in their Accounts Module in Zoho CRM. I'm using the Account Name fieldHow can I rename and/or duplicate a mail merge template in ZOHO CRM
Hi, The title says it all; I don't seem to find the option to duplicate or rename a 'mail merge temple', please advice what i need to do to achieve this, Best regards, Erwinhow to use zoho java sdk or node js to build make our own zoho crm api
Hello everyone, I am looking for a solution to use ZOHO CRM API more easily. So can you guide me on how can I use Zoho crm java SDK or node js to make my own zoho crm api ? do you have sample project to help me ?Viewing quantities of creator application data from lots of forms on a single portal user
We are going to utilize a creator application portal to onboard clients. For the clients' ease of use it will be lots of smaller easily digestible forms. The simplest built in integration of custom related lists limits us to a maximum of 5 custom relatedWhat is the best way to connect Zoho CRM to Zoho bookings
I have been having issues connecting Zoho bookings and Zoho CRM I know there is a plug-in but it doesn't work for what I want I want to be able to update deal stage based on the booking appointment Please what is the best way to go about it For exampleZoho Projects and Zoho Inventory
Good Day I am currently evaluating the trial version of CRM. I input some sample data and integrated the relevant modules and have one question, if i have physical stock items and want to allocate it a specific project and at the same time reduce my stockSlack integration not available?
Hey there, the Slack integration that should apparently be there for soho CRM is not available for me on the marketplace. What's going wrong here? thx!Zoho 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 vendorRemove Google Adwords Information on Layout
We use Google Adwords integration with CRM and don't want to disable it. We use multiple Lead and Contact Layouts to reduce the amount of clutter a user has to see when dealing with certain Lead and Contact editing. The majority of our users do not need to see the Google Adwords information. Can anyone give us any ideas for creating a layout that does NOT include the Google Adwords Information section on a Lead or Contact layout? If we can't get rid of the Google Adwords Information section in theWhatsapp Mass Messaging
Hi, please can someone advise on the best and free or cheapest way to send a large amount of Whatsapp messages through Zoho CRM.Sipgate Phonebridge not working equally for all employees
Good day, We use the sipgate phonebridge with zoho CRM and desk in our zoho one account: One of my colleagues (Ben) is not able to use the phonebridge like other employees even though we have configured his account in the same way as the others. He hasType mismatch for "get" function
Hello, I have an issue and I am kinda confused by it. I am trying to write a custom function that calculates the sum of all "Invoiced amount" fields and copies it on the related deal. When I run the function I encounter a type mismatch error: Data typeAutomation of Google Sheets Leads to Zoho CRM Lead and workflow
Hello, I have tried creating an automation from our entered leads from our Google Sheets to enter them in as Leads in Zoho CRM. I have attempted to use the Webhook URL code, create a custom function, and just use the basic app option in Zoho Flow butApple Contacts Sync
Greetings from Brazil! Is there a way to sync Apple contacts and Zoho CRM contacts? Or, at least, a simple way you know to import all contacts very often with duplicating them? Thanks a lot!! DenisWhatsApp integration on Business Messaging in Zoho CRM
I think it's fantastic that we now have WhatsApp integrated with Business Messaging on Zoho CRM. But it has a GRET downside! You can't initiate a message to a Lead or a Contact. So if they don't make a first contact, you can't communicate with them usingPricelist with CRM and Books
WE finally managed to get get quantity pricing sorted in books by using price list- brilliant. Moved all the products around and tested in Books . Brilliant. BUT - my staff often create invoices over the phone from within CRM. When we tested this it givesCreate quotes and invoices - Zoho CRM and Zoho Invoice
Hi all, I am still at the beginning of the setup. 1. I have already linked Zoho CRM and Zoho Invoice. I have created the link in Zoho invoice. I have created a quote in both modules. However, the quotes are not synced with each other. I have seen thatZoHo CRM Task created from ZoHo Desk ticket?
Hello, I have searched the forum and did not find a clear answer. I apologize if I missed it. I am looking to see if there is a way for a ZoHo Desk ticket to become a CRM task. I have the intefgrations on and it is pulling the tickets in and matchingRemoving uptime restriction in web based api usage
I am using FluentForm. The form that comes after a certain time after installing the web based api is not added to zoho crm. When I update the api, the form comes. What can I do?Zoho Flow and Zoho CRM --> Invalid Data
Hello folks, I've created a flow at Zoho Flow to Add a tag in the contact in the Zoho CRM. The flow initiate with the creation or updated of the contact at ActiveCampaign and then the Tag will be added by the flow in the Zoho CRM. However, the flow it´sZoominfo integration
We are using Zoominfo for our contact data. If I look to export a contact from Zoominfo to Zoho it shows me the accounts with similar names, I click on the one I want but because the account name Zoominfo name is not the same as the account name ZohoCRMError while creating Brand "This portal is already mapped to another CRM account"
I try to make connection between Social and CRM and showing this message: Error while creating Brand "This portal is already mapped to another CRM account" I had two organization and the first one is default and I try to make the integration with secondMail merge will not work
Good afternoon, Whne attempting a mail merge from our lead within the CRM the page loads as it its going to run the merge but MIcrosoft Word never opens. Is the problem with the website today/ RegardsNext Page
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Introducing Zia's integration with OpenAI for Zoho CRM
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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Office 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 sayingZadarma + 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 makeZoho 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 each
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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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