Alternatives to zoho phone
Hi I have recently switched from a German telephone flat rate to zoho phone. The cost has increased 3x from less than 25 EUR/per user / month to about 75 EURs without changing the volume. Does anyone know a better / cheaper solution? Has anyone experience
How long before email should be received?
I have set up a workflow action to send an email. This is in a sandbox environment. ZOHO tells me that it is working, I see in the workflow "View Usage" that one was sent, and in the "Sent Email Status" report, I see the record of it, with the correct
Serial number tracking
Good morning, We have some problem that we don't know how can be solved by ZOHO. We sell a type of product where we need to track its serial number. I know that such a function is in ZOHO INVENTORY. However, we need a specific serial number to be visible
integrate ZOHO with avaya or astrick
Hi I'm looking for a solution to integrate my landline phone with zoho CRM and Desk plz provide me which central that I have to get from Avaya and what all I need ? thank you
Projekte aus Books beim Kunden anzeigen
Um alle erbrachten Dienstleistungen eines Projektes (Books) beim Kunden zu sehen, wünschen wir uns die Integration als Modul oder ein Abschnitt in "Zoho Finance" in dem die Projektkennzahlen insbesondere die geleiteten Stunden zu sehen sind.
Is there an API to list available fields for a webhook?
For example: when a Deal is created, I would like to know what fields can be included in the webook. Through research and trial and error, I see that fields are available from: Organization Contacts Deals Campaigns Users Accounts Is there an API call
Need help sending images to Zoho CRM sent from Typeform using Zapier
Hi everyone. I have been struggling to integrate images submitted by users who complete a Typeform via Zapier. Right now Zapier is sending all text-based responses completed on Typeform to Zoho CRM, however, it does not send or recognise the images uploaded
Receiving error:null messages after integrating Zoho Books
Hi We've purchased Zoho books and have integrated it with Zoho CRM. We are currently syncing: Contacts (both ways) Products Transaction Modules (Estimates and Invoices) Since doing this we are now getting the attached error message come up in our CRM when we try and edit any of the fields on an existing Contact. If I select the Edit button at the top right of the Contact screen I am able to make changes but if I just want to to edit a particular field the error message appears when I click Save.
Retain the association between a lead and a Zoho Sign Document after the lead is converted to a Contact
Hi, Whenever we convert a lead to a contact via BLUEPRINT, the Contact in 'Zoho Sign Documents' module will not be updated. I came across this link to solve the issue, however, this solution doesn't work. https://help.zoho.com/portal/en/kb/zoho-sign/solutions-guide/zoho-deluge-integration/articles/set-up-a-workflow-to-retain-the-association
VirtueMart Integration
I need to integrate ZOHO with my Virtuemart (Joomla) estore to capture customer data and product purchases. I did not see an app in ZOHO marketplace for this. Any ideas on how to integrate and eliminate the manual keyed transfer of customer records? Thanks,
Zoho CRM Google ads phone call integration via Zapier?
I’ve been using the Zoho CRM integration and it works great for form fills. What about phone calls? Currently I am pushing the gclid into Zoho CRM via a CallRail and Zapier workflow. For some reason, Zoho and Zapier only lets me transfer the GclId
How to Push files to you Zoho as attachments from contact form 7?
is there any custom code to fetch api and add contact form 7 upload file data to zoho cr attachments? I searched google but not found any things that solve this query
“User is already present in another account.”
HI, I have created a user in Zoho One. When I try to add Zoho CRM application to this user I am not allowed with the message: “User is already present in another account.” I have double check and that user does not exist in Zoho CRM Thank you for the help!
Is this Itegration HIPAA Complaince??
Hi, The nature of my business is that HIPAA is Mandatory so with Whatsapp integration we can guarantee that we are still HIPAA?
Zoho Integration with Outlook Office 365?
Things have recently changed at my work and now I only have Outlook Office 365, web based email. I need to get a new CRM as well, can anyone tell me how well Zoho CRM integrates with this? I've not used Zoho that much, can someone also elaborate on whether I'll need to download the software or just use the web based CRM? Thanks.
Can't get all users using Node SDK V2
I'm having a problem using the Zoho CRM Node.js SDK V2. I'm trying to get all users from my organization with the getUsers-method. I have copied the sample code from here: https://www.zoho.com/crm/developer/docs/nodejs-sdk/v2/user-samples.html?src=get_users
Zapier intergration error - Workflow trigger
Can't trigger a workflow automation in ZohoCRM, it's not loading them in the drop down options in the Trigger field. Image attached. Currently on a Zoho One Subscription which should enable the enterprise features, as mentioned in your help doc for this
Zoho CRM/Books Integration is Terrible
The integration between Zoho CRM and Zoho books is terrible. You can create a quote in the CRM, but can only "convert" the quote to in invoice in the CRM invoice module. To actually get it into Zoho Books, you have to create a new Quote in a different
Form Integration to CRM
Hi, I am trying to update a record in the Leads module with the data from a Form. I have added the Zoho CRM advanced field and mapped all the responses to a field in the Leads Module. However, when the form is being submitted, I get all entries but
Suggested way to integrate Contact Form 7 Wordpress plugin with Zoho CRM
Hello, what is the right way to integrate CF7 and Zoho CRM? I see there are several plugins, some developed by Zoho and some developed by other companies. Some examples: Made by Zoho: Zoho CRM Lead Magnet – WordPress plugin | WordPress.org Zoho Flow –
Succesfull Dialpad integration?
Has anyone had success with integrating Dialpad to ZOHO CRM? We are looking to move away from Nextiva, but we cant get DP to find #'s. they say its because of phone/email/company fields being empty. DP does find records so it is connecting, but it will
SPA WEB form integration with REST API
I have a SPA with a number of forms that hit our internal API. I have one contact form in on the website that I would like to generate a LEAD in Zoho CRM. I am having an issue because The REST API docs required that the user is authenticated and authorised
Zoho CRM & Zoho Forms Integration - Why Inventory Modules Missing?
By The Grace Of G-d. Hi, Are inventory modules missing from Zoho CRM & Zoho Forms Integration on purpose or am i missing something?
How to import invoice from Zoho CRM to Zoho Books
I have already created an invoice in Zoho CRM. Now I want to import the same invoice to Zoho Books. How does on do it?
Quickbooks Desktop (Enterprise) sync with Zoho
Is there anybody that has successfully setup a sync feature with Quickbooks Desktop Enterprise and Zoho CRM? I would like to have financial data in Zoho, such as total invoiced ( from QB ) for the year, Contacts that we have sent estimates to ( from QB ) How is this possible? I have looked at Zbrain, but can't get it to sync even basic contact data. Any tips?
Workflow rule webhook per Zoho CRM environment
Currently I have a Workflow rule setup to trigger on the creation of a new Lead in my Zoho CRM account. Once triggered, with Workflow rule will send a webhook to a specified URL e.g. https://production.example.com/api/v1/zoho/webhook If I rebuild my Sandbox
Sync- CRM to Desk not pulling properly
Hello, I'm having an issue trying to get a certain sync to happen between CRM and Desk - CRM> Contacts> this area displays the First Name, Last Name, and Contact name. The Last Name is pulling in the full customer name and I have already updated the
Automatically populate image with through Zoho Forms or Attachment?
Hi everyone, Currently, to add a photo to a record, you can only upload a local file for that. https://www.zoho.com/crm/help/customization/add-photo.html Is there a way to either be able to select an attachment as the image or to automatically populate
JotForm - Zoho CRM integration for Calls
Hello! New to Zoho here. What I'm trying to achieve is to schedule a Call in Zoho CRM from JotForm's Appointment widget. First attempt: I tried with the Zoho CRM integration inside JotForm to send the field information to the Call module. Created a separate
Get records in ascending order of modified date
Hi, I am using below URL for getting Accounts records "/crm/v2.1/Accounts?sort_order=asc&sort_by=Modified_Time" I am also setting a "If-Modified-Since" header to get records modified after the specified date. But I am getting older new modified date
Whatsapp thirt party integration in zoho crm
How to integrate third party Whatsapp in zoho crm to send bulk sms to leads
Adding third party API
Hello, We want to know that from where can we add a third party API into zoho CRM. As we need to integrate whats app API to Zoho CRM
Xero Integration Recommendation
Hi Guys, I am looking at zoho crm to xero integration. I am in the process of setting up the integration provided below. Has anyone else used this and can comment please. Many thanks in advance, MB https://saasplugin.com.au/zoho-extensions/crm/xero-
Google contact sync time frame
Hi, is there anyway to increase the frequency of google contact sync? We have issues where the delay of 1 day (shortest time frame available) in sync causes issues with unrecognized phone numbers. Alternatively, is there a service which syncs zoho contacts
Linking a project to a sales order
Is there a way to issue an invoice or sales orders for partial shipments. Many times we send parts as needed to a job site and then follow up with an inspection or additional engineering charges. I would love to link a project to each sales order or invoice.
Problem with the Outlook calendar integration
Hi, when I try to install the plug in to integrate the Outlook calendar I get a message: Sorry, there was an error. Please try again later. Email is integrated, but no the calendar. Can anyone suggest a solution? Thanks!
Can we integrate Whatsapp with ZOHO Chat or ZOHO CRM
We have our core clients communicating with whatsapp and we need to keep the track and keep the record of the conversation, and that conversation should be recorded in client's ZOHO CRM account or in worst case ZOHO chat.. Can Whatsapp integrate with
Zoho CRM Creator reports
Hello, We are creating reports on an application in CREATOR linked to Accounts. Succesfully we can see those reports on an Accounts in ZOHO CRM on the computer (called related list ?) But related lists are not working on Zoho CRM APP on iPAD ? It's not
XERO API - Certified Application.
As a Xero Gold Partner and a Zoho Implementation Partner, it was only logical that we implemented our own Xero API. We've been using this for our clients and our own business for a few years, and during that time our Director and Accountant as expanded
Integrate with Glip
There is a nice integration between Zoho CRM and RingCentral, but I would like to see Zoho integrate with Glip, which I use for inter-office messaging.
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