CRM/Finance sync issue: different OWNED TRANSACTION logic
Business background: in our enterprise we have sales person with their owned customers, which is assigned and synced with account owner in CRM and customer owner in Books, so that sales person will be able to see their owned customer in Books and Accounts
{"error":"invalid_code"} and {"error":"access_denied"}
I am trying to generate Access Token using the URL: https://accounts.zoho.in/oauth/v2/token and sending {"client_id"} {"client_secret"} {"refresh_token"} {"grant_type"="refresh_token"} in parameters in the response I am getting {"error":"access_denied"} ans sometimes {"error":"invalid_code"} Even if I am trying to generate the access token for the first time I am getting these errors for different zoho crm accounts. Please suggest if I am doing
The file(s) that you are trying to send exceeds the 10MB attachment limit.
I'm trying to send a customer an email with an attachment from Google Drive but I get this error message "The file(s) that you are trying to send exceeds the 10MB attachment limit." When I click on the properties on this file it stats that the size is
Ring Central Integration Does Not Work As Advertised
Please watch this video: https://www.youtube.com/watch?v=NFxBDHgDA10 Here is the transcript... 0:34 account when a call comes in your caller 0:37 is instantly identified and match to 0:39 existing contacts in zoho the 0:41 corresponding contact profile pulls up 0:43 on your screen immediately showing 0:45 historical call activity now you can be 0:48 well informed even before you pick up 0:50 the call throughout the call you have 0:52 easy access to valuable contextual 0:54 customer information so
Download Statement from Zoho Books and upload to Zoho CRM
Hi everybody! I don't know who needs to know this, but if you do, then here it is. This code: Searches for Contact in Books based on the Account ID in CRM Download the statement of account of the Contact in Books Upload as an attachment in Account record
*SOLVED* Displaying Creator Pages in Web Tabs
Solved: I changed 'page-perma' to 'page-embed' in the URL Hi, I've got a ZC Page with html snippets I'd like to display the page as a CRM Web Tab The options I see are: - Web Tab (Link) - Web Tab (Widget) - Custom App (Creator integration) Neither the Widget, nor the Link Web Tab would display the Page (whether using creator.zohopublic.com or creator.zoho.com), they only show Reports. Custom Apps can only show Reports and Forms within an Application. So, is there no option to display a Creator Page
IP PBX for Bangladesh
Hello community, can anyone recommend local IP-PBX providers for Bangladesh which can enable call from local SIP number to local Bangladeshi numbers and integrate with Zoho CRM/ Telephony?
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 about
Trying 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 everything
Skyslope 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 connected
Call scheduling based on the lead creation date & time
Hi all! I am trying to create a custom function, that will schedule a call for the next 30 mins once the lead is created and if the lead is created after 6:30 P.m., it should be automatically scheduled for the next day at 10 AM. It will be more helpful
Synced Google events off by an hour?
My synced google calendar events are an hour early? Ive checked all timezone settings and they seem to be correct.
Outlook Addin
Hi We have noticed that since we moved to the new Outlook the Zoho CRM addin does not work properly unless it is pinned. If you don't have it pinned if you change email the addin does not update with the new email details but if you pin the addin then
Is anybody using the Zoho integration with Fishbowl?
My company has been using Fishbowl for 10 years now. We have been looking for a CRM that integrates with it. We don't want to use Zoho to do quotes, we just want Fishbowl to send sales numbers to Zoho for our Outside Sales team to be able to see. Is anybody
Dialpad integration (telephony)
Can we get Dialpad (https://www.dialpad.com) integration please.
email sequences/Cadences
I'm curious to know how Zoho CRM users are working with email sequences/Cadences. I use Klenty which has aN integration with Zoho CRM to send out email Sequences/Cadences. But here is the problem. There are so many types of leads in my CRM and i only
Automatically tag Outlook emails when associated to CRM
Hi, When associating emails to CRM from the Outlook addin, it useful to automatically assign them a category label 'CRM' when the action is done. This helps the user to keep track of those emails which are not yet associate in CRM.
Log Call + make Billable option
Hi we are running CRM with Project. We use Projects´ Timesheet function primarily. There is an option in the CRM module to Log A Call and also to make it Billable. However there appears to be no relation to Timesheets so I don´t see how this feature is supposed to be used....
Recommendation in Zoho CRM & Products : Inventory?
Hi team! I have a software company that sells licenses (products) and services (Software factory). Therefore we have 2 business units. We are using Zoho One, so we have the entire suite available The Software Factory Unit has different "products" based
Zoho CRM and Wordpress portal integration?
Hello Zoho team, our organisation is planning on adding a customer section to our website that's hosted on Wordpress. We want to achieve the following features: 1. Contacts that are in our CRM should be able to login with their Email and password.
Create a zoho form that captures client data in Zoho CRM module
I manage in person training courses. My CRM has a list of participants/contacts I have a module called Course Types Course A Course B Course C I have another module called Scheduled Course - These are the courses we have scheduled. Scheduled courses and
Zoho Phone Bridge with AWS Connect access to custom apps / modules
Hi, We want to setup the Zoho CRM and AWS Connect phone bridge integration for a client. There are 3 basic requirements - 1. Each user in the zoho org should get their own specific phone number from connect, 2. Along with inbound & outbound calling the
improve sync with Google Calendar
hello, do you quickly add in your roadmap the improve of the sync with Google Calendar. When Zoho CRM sync with Google Calendar, do you add information as the account's name, the contact's name, the place (by default the account's address). thanks
ZohoONE (EU - datacenter): Zoho CRM / Phonebridge / Yeastar S100
Dear friends in suffering from missing support by Zoho One, I hope someone here has an idea, why ZOHO ONE / Yeastar S100 integration doesn't work properly, and how to solve this. Sorry Phonebridge Support that I make this now public, but since I haven't
Zoho Finance Limitations 2.0 #4: You can't edit an Address for any Finance records
While adding or editing a Zoho Finance record (estimate, sales order or invoice) you can CHANGE the billTo / ShipTo address and ADD another one but if you make a mistake you can't edit the address. You have to add another address... make a mistake on
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 Balustrady
CRM 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 contact
Sending 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 parameter
Maximising 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 go
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 generating
Multiple 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'm
Zoho 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 drill
Best/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 use
Zoho 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 an
Microsoft 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 finding
Can'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). from
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