Bing ads integration and tracking
Hi, Is there any way to track Bing ads in the same way that we are able to track google adwords? It is important for us to be able to determine the conversion rate of our Bing ads. If this is not possible now, will this feature be added in the future?Office 365 Email and Zoho CRM
We have recently moved to Office 365 for email, and we were planning on syncing our email to Zoho CRM as per https://help.zoho.com/portal/en/kb/crm/connect-with-customers/email/articles/email-configuration-for-imap-pop - but.... https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/deprecation-of-basic-authentication-exchange-onlineZoho Voice mobile app questions
Considering Zoom phone integration is stuck. I was looking into Zoho Voice and I had a few questions about the mobile apps. Which app are you supposed to use? There is a Zoho Voice app on android that hasn't been updated in a long time and looks dead.CRM Linked for works via email send but not customer button??
Hi, I am trying to creat a custom button that prepopulates my CRM record info in it when its opened for a related list linked job survey form. It currently works flawlessly when sending the linked form through the internal CRM email form link button (seeList all stages
Hello Everyone, I am trying to figure out COQL to get all deal stages. Any ideas appreciated. Thanks in advance.inserting a quotes via API
dear zoho team i am triny to insert a quote record via api. But i can not post the exchange_rate i can create a quote but system gets exchange rate automaticly. we are trying to get lots of quotes from a different app so all of these quotes exchangeIntegration of AD
We are in need to enabled the below points in Zoho CRM, - Automatic Synchronization of Outlook Contacts to Leads in ZOHO CRM. - Integration of Active Directory to automatically create and manage ZOHO CRM user accounts.Pushing leads from CRM to Campaigns when certain criteria are met
I want to be able to enter a lead into the CRM, and - if the lead source is something specific - to push it into a list in Campaigns so that it runs the workflow associated with that list. Can't quite figure out how to do this.Creating Tickets from CRM
We have some custom modules in CRM that our users use to track internal projects. We'd like them to be able to create a help desk ticket to get support from IT. I've added the custom module to the Desk integration, but there is no option to create a ticket.Send email to lead with Pabbly integration
Hello, I have a scenario that I am automating using Pabbly- "When 'Lead Status' is updated to a particular value in Zoho CRM, I want to send an email to that respective lead." The approach I am using currently is - "I checked for respective updates inZoho Meeting Integration with CRM and Related Lists
Hi, I'm a Zoho One user, and have CRM and Meeting integrated. I was hoping to see a Contact's recently invited/attended meeting in CRM when viewing them in the Contact Module as a related list item - but it's not working. But, I have created the MeetingActivate Zoho Flow through Zoho CRM button (Webhook)
Hello, Is it possible to activate a Zoho Flow with a Zoho CRM button via Webhook? If so, would it be by using a custom function or can I just use "invoke URL" ? Thanks! VincentWhatsapp Integrations: not receive sms for confirm
Hello, I'm trying to configure Whatsapp Business with Zoho CRM, (I already did with zoho Form with any problems). I follow all the step but I don't receive the call or sms with code for confirmations. I try several time in the last 2 days with any sZOHO CRM integration with affiliate marketing tools
Hi, Has anyone integrated ZOHO CRM with a 3rd party affiliate marketing platform? We are on the brink of choosing ZOHO CRM as our solution, and this is an important factor for us. Recommendations? Best, DavidZoho and FreePBX integration with CRM Link commercial module
Hi Zoho Team, We have recently purchased the FreePBX CRM Link module for Zoho running Asterisk 13. API is connected and user are been synced but call are not working. We have followed this guide: https://wiki.freepbx.org/display/FPG/Setup+for+ZohoCRM,Zoho CRM WhatsApp Integration
As businesses increasingly rely on digital communication channels to interact with their customers, it has become essential for companies to integrate their Customer Relationship Management (CRM) systems with popular messaging platforms like WhatsApp.Projects in CRM
I need to be able to report on projects from inside CRM - for example I need to be able to Report on a Project and see the associated contacts or I need to report projects and see the associated potential/account. Conversely I need to associate contactsHow to get Wordpress Users in Zoho CRM?
Hello guys, Does anyone know a good way to connect wordpress Users with Zoho CRM? Especially the request is whenever a new user is added in the Wordpress Users then to create a record in Zoho CRM.. I found this plugin https://wordpress.org/plugins/wp-fusion-lite/Two Zoho CRM accounts one email address?
I'm helping someone incorporate His Zoho Creator app with his Zoho CRM. To do this I registered for my own CRM account to test and learn the system. When he tried to add me as a user to his CRM system he got a message saying my email was already usedWeChat integration
Are there any plans to integrate WeChat into ZOHO crm? very critical for the chinese market but also growing fast outside of china with over 800 million daily users, the support for mini apps and chat integration to capture leads and run the WeChat store would be a very good feature and would make ZOHO a killer eco system to use globally and eliminate the need to use a separate system for China which often makes that system the choice for a global solution thus ruling out ZOHOUpdating cases using outlook plugin
Say I've created a case in CRM, if I receive an email related to that case, how do I update the case using outlook pluginAccount_Name.Account_Name - column given seems to be invalid
Hi Team, I'm using COQL API to fetch Contact information from Zoho CRM. I'm facing the "column given seems to be invalid" issue for the column Account_Name.Account_Name for one of the merchants and for others is working fine without any issues. Here,Adwords Integration Not Populating
I have had my web team confirm 4 times that the code on the website has been entered exact to Zoho's instructions. The Google Adwords field just isn't populated with the GCLID for some reason We've been trying everything, your live chat has been trying for over 4 months. Can anyone help? Thank youHow often is the sync between CRM and Desk done?
I know the sync between CRM and Analytics is every 3 hours. But how about CRM to Desk?Customizing: Contacts and/or Accounts for Family Law+
The operation is *primarily* but not exclusively business to consumer, and I need a way to create a "Case/Matter" that is, for all practical purposes, a client+project, and could be a "child neglect" Case, a "child custody" Case, or even a "breach ofHaving trouble finding record data synced from Zoho Forms into Zoho CRM
Hi, I recently made an integration between forms and crm, where everytime there's a new form record, it adds a new contact or updates an existing contact in the crm. It worked for 1 or 2 records. However, there are a few new records in the last 2 daysHow to add product list to Zoho Forms
I have two problems I need to solve. I hope someone can help. I am using Zoho CRM for student enrollment for certificates issued. Students need to sign up for certain sets of subjects to qualify for their certificate (there are 5 levels). I have usedIs it possible to move Cases into Desk
Is it possible in the integration between Zoho CRM and Zoho Desk, to push Cases created in CRM into Desk and pass the updates between the two systems?Does anyone is using Sirena/Zenvia integrated with CRM?
Im having a lot of problems with the integration of Zenvia/Sirena with CRM, is not working on the last months and i need to solve the problem or change the app for WhatsApp. Does anyone could give me some feedback about this? ThanksHow to support sync tags from ZohoCRM to Mailchimp?
Currently, there is quite a few options to sync contact info like Name, Mail from Zoho CRM to mailchimp. But "tags" field seems to be missing in all of the integration. Could I if this can be done at all ? Thanks.Unable to create a module entry via Zapier
I'm trying to connect Cal.com to the meetings module but keep getting this error: Failed to create a module entry in Zoho CRM Unable to create entry in module: Events. Error : required field not found. Detail : api_name type, index 1, parent_api_nameHow to merge Zoho Inventory into CRM
We have an account that has made purchases from us and we have their sales orders in Zoho Inventory but in Zoho CRM it does not show any sales orders. All it is showing is "Error while retriving data from Zoho Books". Would there be a way to merge theGoogle Drive integration does not show Shared Drives
Hello. My organization uses a number of Shared Drives within Google Drive. The current Google Drive integration with Zoho CRM does not allow navigating to "Shared Drives", it just shows the contents of "My Drive" within the Google Drive. For example,Amazon Connect Integration
Amazon Connect Integration failed. I tried to setup things following Channels>Telephony Input everything right and Successfully login to my own Amazon Connect CCP. But the redirection thing didn't happen at all. I just looking at my own CCP client. And whenever i hit the call button, the login and fill up amazon connect instance name pop up again Is this integration already deprecated?Integrate SharePoint list to create leads in Zoho CRM?
Hi Guys, Was just wondering if anyone knew a way to integrate a sharepoint list which is generated by someome submitting a form off microsoft forms. A form is submitted then is added to a list in sharepoint basically. Is there a way I can get these submissionsZoho CRM api build url for specific record
We are building application using Zoho CRM api and we have faced with the issue of generating url for specific record (in our case we want Contacts, Leads, Cases, Deals). When we use Zoho crm plus ui, we see something like this: https://crmplus.zoho.com/someNameWithNumber/index.do/cxapp/crm/domainNameOfOrganization/tab/Leads/4964552000007777777Zoho CRM Finance Module - can I show Vendors Bills?
I suspect that the answer is no but thought I'd ask just in case someone had a useful hack. In CRM I can look at Customer records and see all the invoices we've sent them but when I go to the Vendor record I need to see their bills to us, not invoicesSearch inside CRM and API
Hi, We are having an issue trying to search for records inside Zoho using the search bar and through the API using the search endpoint. In both cases, we get null or empty data. However, when you check the module in the CRM the data is there and it isEmail Integration Office 365 error Unable to get SMTP email"
I'm unable to integrate office 365 with zoho crm. In setup, Channels, Email, Email Integration, Office 365, configure. I login to office 365, then I get this error "{"error":"Error while adding account : Unable to get SMTP email"} how can I login? Can we reflect or sync Zoho Books customer status in the CRM?
When a customer is made inactive in Zoho Books, is there a way to reflect that status in Zoho CRM? I can't find a field to sync between Books and CRM. Are there any workarounds?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
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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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