Zoho CRM integration with LiveChat
Hi guys, Is there anyone who has built an integration with LiveChat? I'm looking for a developer who is able to create the integration functions like Zoho set in 2011 for LiveChat but inactivated that some time later. Add a note to an existing contact - by default, LiveChat searches for contacts in Zoho CRM database using the pre-chat survey data. Notes can be added to a contact in Zoho CRM directly from LiveChat. Search for a desired contact if default results were not satisfying – if a contact
Updating lead custom attributes with ruby gem
Hello, I'm trying to use zoho api to synchronize our client in zoho CRM. We created custom fields. When i try to update a lead some custom fields are not taken in account Some are working fine, but most doesn't I don't know where i can find the name of the field to add it in the object send to zoho For example : custom attribute name : ID JRDM name of the parameter : id_jrdm => work fine custom attribute name : Nombre connexions name of the parameter : nombre_connexions => doesn't work I try to
Empty response when loading accounts via api
Hello, We are trying to get list of accounts via API, but we always receive empty response Request example: https://gist.github.com/isakovp/cee063e788711288e470
searchrecords in Lookup Fields
While updating a Task I need to find a smallest Due Date of a task, related with an Account in a current task. I need to find allrelated tasks for a given Account, so I'm trying to use searchRecords, but the system gives an error {"4832":"Invalid parameter value"} I understand that the code below is incorrect, but I didn't find anything.... void firstMeetingDate ( string accountId , date dueDate ) foundRecords = zoho.crm.searchrecords("Tasks","([Contact Name].Id|=|"+input.accountId+")",1);
Get Values of Custom Fields
Like the title says, how do I retrieve the values of custom fields via the API?
Call records to zoho are pushed to open activity instead of closed activity
We have integrated our application with zoho and trying to push the call details to zoho. But these call details are pushed back to open activity instead of closed activity. Using the Zoho Call API for inserting the records: https://www.zoho.com/crm/help/api/insertrecords.html#Contacts Kindly help
Getting the Ownership, Relationship, and Industry
I'm a developer at a company who uses Zoho CRM and we are currently in the process of integrating via the API. I'm looking to get the values "Ownership", "Relationship", and "Industry". On Modules and Fields, I found Ownership and Industry to be under the Account module. However I can't seem to find the Relationship field. Could you please point me in the direction as to where I could grab this value via the API? Thanks and I really hope to get a reply soon as I currently have some backlog tasks
PhoneBridge API For Agent Status
Hi. I see you guys just released your phonebridge API. I was wondering if there is a option to display the agents status using API. For example if they are on a call or in wrapup mode then we would be able to use API to see that?
Page layout
Hiii,guys sorry for the previous post,i have a problem that i want to remove a required field from page layout as well as a system locked field..........
API / XML question
I'm writing a php script in Wordpress to insert a record into Zoho using the API. I've got a functional script working, and I'm able to create records as long as I strip almost all special characters. If I try to insert a $ sign or %, for example, Zoho will not create a record. To include a shortened snippet: $interestRate = "5.5%"; $xmlData = "<Leads> <row no='1'> <FL val='First Name'>John</FL> <FL val='Interest Rate'>" . $interestRate . "</FL> </row> </Leads>";
getCVRecords
Dear team, I noticed from the main API page that there is no mention about getCVRecords. This is a very useful method that we used in several integrations. I want to be sure if this method is going to be deprecated. I found the dedicated page through Google. Many thanks in advance. Best regards, Christophe Mendez | MZConsultants - Zoho Alliance Partner
Zoho API getRecords
I'm calling the getRecords from the API but upon inspecting the documentation, I noticed that the fromIndex and toIndex are supposed to be supplied or else you will only get 20 results. I am trying to retrieve 980+ records looking at the documentation there is no way for me to fetch all of these records in one call. It seems like I have to loop and continuously call the API supplying a different fromIndex and toIndex (by increments of 20) until I encounter an error code. Is there a way for me to
Mass fetch by ID
Greetings, we are currently asked to update some fields' records on our Leads table, based on a CSV file (+25K leads records) that we would parse and upload to the leads table. Problem is, after reading Zoho CRM API Methods, we've noticed there is no existing method allowing us to fetch (many) records by providing a list of IDs. There is indeed from the API methods : a getRecords , which doesn't take any helpful argument, a searchRecords, which doesn't solves the problem because conditions OR or
por favor alquien que sepa como modificar los rotulos de los campos
por favor alquien que sepa como modificar los rotulos de los campos
The Create Response does not return CRMID
Hi, I have a solution which writes in ZOHO Sales Orders entity in packages for 100 records in package. Sometimes the solution does not receive the CRMID of the created record in the package but the record is created on ZOHO. I use the option &version=4 Best regards Tomaz
Integrate the zoho CRM with android app
hello, i want to connect android app with zoho CRM api, plzz help me. thank you.
Error 4600 - When Inserting Leads to our Zoho Account via CRMAPI
I am using VBScript as my programming environment and using Msxml2.ServerXMLHTTP to send request for insertion from within the server using a background task. Here's my code: Dim xmlHTTP, strResponse Dim oXMLDoc Set oXMLDoc = CreateObject("MSXML2.DOMDocument") SET xmlHTTP = CreateObject ("Msxml2.ServerXMLHTTP") Dim lResolve, lConnect, lSend, lReceive lResolve = 10000 lConnect = 10000 lSend = 30000 lReceive = 0 xmlhttp.setTimeouts lResolve, lConnect, lSend, lReceive '1. Inserting New Lead Fails:
Having trouble importing invoice through api
I am trying to send a invoice information to my ZohoCRM account through API but I am getting the error code 4401 - (Unable to populate data, please check if mandatory value is entered correctly.) Do you see any thing in this code that hinder it come going through? https://crm.zoho.com/crm/private/xml/Invoices/insertRecords?authtoken=4c61f5550270ef2491ab91437b151896&scope=crmapi&newFormat=1&xmlData=<Invoices><row no="1"> < FL val="Account Name">Aaron Nurse</FL> <FL val="Subject">Zillium - SO</FL><FL
Customising Quotation Template
I'm not an IT professional, so I can't write HTML language. I need some developers help to customise my CRM Quote template. anyone have any referrals ?
API: Insert Task returns error 4600 with EXAMPLE DATA
I trying to insert new task as described on this page: https://www.zoho.com/crm/help/api/insertrecords.html#Tasks Method: POST URL: https://crm.zoho.com/crm/private/xml/Tasks/insertRecords DATA: authtoken=MyAuthToken &scope=crmapi &newFormat=1 &xmlData= <Tasks> <row no="1"> <FL val="Subject">Call</FL> <FL val="Due Date">2009-04-20</FL> <FL val="Status">Deferred</FL> <FL val="CONTACTID">2000000017017</FL> </row> </Tasks> Server response: <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Tasks/insertRecords"><error><code>4600</code><message>Unable
Can i include more tools than those in the forms for lead, contact and webforms
Hai all, I have doubt related to the forms in the zoho crm, can we make more fields than those listed in the form creation page. ? Can we duplicate the existing fields to get more information ? My need is that i need to collect details of about in 30 fields can we do that with zoho crm ?
Getting Contact Views through the API
Hi - I would like to get a user's contact view ids (cvid) plus any shared with that user . I can get the contacts in a view using: https://crm.zoho.com/crm/private/json/Contacts/getRecords?authtoken=xxxxxxx&scope=crmapi&cvid=xxx In order to do this I need to have the cvids and their names... Is this possible? Thanks in advance Martin
Getting the Zoho WADL
Given that Zoho allows a RESTful web service, has Zoho published a WADL to allow us to generate client code?
How can I use the same phone number for two-factor SMS on multiple email users?
I'm on the Standard package. I have three email addresses on my own-domain Zoho-hosted email. All three addresses are mine, and I'm after two-factor-authentication on all three. However, I don't have a separate phone number for each user (as they are all me!) but when I attempt to add that number to the second user I get the message "Number already exist in organization". It seems rather silly that the same person cannot use two-factor on multiple addresses without taking out a separate phone number
Getting a users time zone
Is there a way to get a users time zone? When retrieving records I need to convert the created_time, modified_time, and last_activity_time to a standard time zone. The getUsers call doesn't return time zone for the users so I am not sure what time zone the records are coming back in. Thanks
Matching on phone numbers using the searchRecords API
I have a small C# program that, given a phone number, can match on a contact or a lead and optionally pops a browser window. It's nearly extremely good, but the current weaknesses of that code at the moment are: 1) I seem to have to issue two queries - one for contacts, the other for leads as shown here: https://crm.zoho.com/crm/private/xml/Leads/searchRecords?authtoken={0}&scope=crmapi&criteria=(((Phone:{1})OR(Mobile:{2}))) 2) Worse, I have to send in the exact number the way it is formatted in
How to insert data through ajax to zoho crm ?
Can anybody tell me how to insert data through api using ajax.
Search API error: 4832: Invalid parameter value
My search API doesn't work. I used this to search my Accounts table: https://crm.zoho.com/crm/private/xml/Accounts/getSearchRecords?authtoken=xxxxx&scope=crmapi&newFormat=1&selectColumns=All&searchCondition=(ACCOUNTID|=|123456) I got this error: 4832: Invalid parameter value
Need to synchronize contacts from CRM into my application on creation / update.
How could I synchronize new or updated contacts from CRM back into my application (real-time) ? Does any trigger mechanism exists for this which call lets say an outer URL (from my application) with the right data ?
problem in inserting the record into crm using xml and curl
"xmlData" parameter value contains ampersand(&) in the value. then the record is not inserting into zoho it gives the following error '<response><error><code>4600</code><message>Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.</message></error></response> please help me in this case.
Zoho CRM integration with google calendar
Hi everyone, I have a doubt about the integration with google cal. In the feature availability box in the zoho crm website, says that is not available in the Standard version but I would like to know if the integration could work using an API. Thanks.
Linkedinn - Import 1st level contacts
Is it possible to automatically import first level contacts from linkedin into Zoho? Is it possible for a third party with the API?
A working example of how to use fileUpload using python
Here's a simple script that you can use to upload a file to zoho using python. Everything else I've tried kept failing for some reason. Many thanks to Sergio Basto for creating the module that makes doing this very easy. Go to https://pypi.python.org/pypi/MultipartPostHandler2/0.1.5 and get the egg file and install it. The sample code is as follows. You can use this to add attachments to contacts as well if you desire. I haven't tested for Leads module but I'm pretty sure it works fine. Please
Convert Lead with existing account
How should we use API method convertLead without creating duplicate accounts? Tanks, Lauri
Need a Developer for integration Aweber Webforms with Zoho CRM...API..webforms
I am wanting to have my data from my aweber web forms and list automatically drop into the CRM as well. aweber is an autoresponder and list manager. It was advised by the tech support to seek out a developer for this task. API key was the suggest method of transferring the data. I can be reached at shane@probusinesscredit.com http://probusinesscredit.com is the website.
lastModifiedTime doesn't seem to be working - python example
I'm trying to get records for a lastModifiedTime greater than a particular date but it's giving me records that don't match the date criteria. Any help or clarification would be appreciated: authtoken = 'my_auth_token' searchCondition="lastModifiedTime=2015-01-01" params = {'authtoken':authtoken,'scope':'crmapi','id':id,'selectColumns':'All','searchCondition':searchCondition } final_URL = "https://crm.zoho.com/crm/private/xml/Accounts/getMyRecords" data = urllib.urlencode(params) request = urllib2.Request(final_URL,data)
Fetch Sales Order with Product Categories
When I getRecordById for a SalesOrder, I get all associated Products, but the Products do not have Categories on them. https://crm.zoho.com/crm/private/xml/SalesOrders/getRecordById?authtoken=...&scope=crmapi&id=... Am I forced to make a second request for each Product (or for all Products in our system), or is there a way to include this information using getRecordById or another method that will get me a single Sales Order, with all Products and their Categories? TIA
Error Exceeded Maximun Allowed Authtokens
If I remove an Auth Token will it have any effect on my integrations from which I am connecting Jotform to Zoho CRM?
how to associate a call to a case or potential
Hi There I am trying to associate a call to a case using Zoho API method insertRecords: https://crm.zoho.com/crm/private/xml/Calls/insertRecords?authtoken=***&newFormat=1&scope=crmapi&xmlData= <Calls> <row no="1"> <FL val="Subject">subject</FL> <FL val="Call Type">Inbound</FL> <FL val="Call Purpose">Soporte</FL> <FL val="RELATEDTOID">770493000005546287</FL> <FL val="SEMODULE">Cases</FL> <FL val="Call Start Time">2014-12-24 09:07:54</FL> <FL val="Call Duration">10:10</FL>
Error Code 4600
<string xmlns="ZohoCRM"> <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Leads/insertRecords"><error><code>4600</code><message>Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.</message></error></response> </string getting above response when i try to request through webrequest(c#) and if i pass same xmldata through url in browser it works fine.
Next Page