Web Form for Vendor module
Hi, I want to deploy a web form for vendor module. I do not see on shelf feature for this. However, I got to know that I can achieve this through API. Could you please walk me through on how to achieve this so I may implement the same. Thanks, Sylvestor George Phone:- 669-888-6088
How to get total number of leads using API ?
I am using Zoho CRM API and have gone through getRecords method as mentioned on https://www.zoho.com/crm/help/api/getrecords.html But there is no any way to get total number of leads ? Also, should we can get list of leads with specific field value search For ex : I want leads having last name as "Thomas" ? Please let me know.
Maximum allowed Authentication Tokens in ZOHO CRM
Hi , I would like to know what would be the maximum allowed Authentication tokens for an account in ZOHO CRM. Quick response is appriciated. Thank you.
How to create a user with write only rights?
Hello, We would like to provide third party company to bring us leads, for that we would like to provide them with API user with write only rights - how to do that? Thank you in advance for your help, Gosia
Did anyone work with QlikView on top of Zoho CRM for dashboarding purposes ?
As we already have QV, but are still looking for a new CRM solution, we would like to have both worlds integrated. Can this be done through calling a webservice from QV ? I'd rather not export XML files from Zoho, which afterwards need to be imported in QV. I would like QV to take the initiative to call Zoho for receiving data. Looking forward to know from anyone having done this before. Cheers, Kurt
Uploading a File under Leads as attachment from API
Hello, i'm trying to upload the file under Leads Module as an attachment, but i am unable to upload it here is my code $ch=curl_init(); curl_setopt($ch,CURLOPT_HEADER,0); curl_setopt($ch,CURLOPT_VERBOSE,0); curl_setopt($ch,CURLOPT_RETURNTRANSFER,true); curl_setopt($ch,CURLOPT_URL,"https://crm.zoho.com/crm/private/xml/Contacts/uploadPhoto?authtoken=".TOKEN."&scope=crmapi"); curl_setopt($ch,CURLOPT_POST,true); $post=array("id"=>$recordId,"content"=>"@path"); curl_setopt($ch,CURLOPT_POSTFIELDS,$post);
Email Opt In
I'm interested in creating a simple call to action form that will populate to my CRM. I simply just want the persons email address. When I try to create any type of forms it won't let me just use email address. I need a name. How can I get just a persons email address?
Authentication and Fields
Hi Team, I would like to integrate ZOHO CMS into my application but i got a problem at the starting stage itself. To get an Authentication Token it's asking for ZOHO user credentials but asking customer credentials is a security issue right. Is there any OAuth flow kind of to login to ZOHO ? , like how SalesForce is doing . One more question is i would like to list out the fields that were supported by ZOHO for a Module like Lead,Contact Module etc (Fields : FirstName,LastName,Company
How to search for empty custom date field via Zoho API?
Is it possible to search for an empty date field or do I have to set a default value and search for that? I'm trying to create a search query via Zoho API among all Products. I would like to get only new Products having no value in a custom date field. I have been trying to search for NULL, empty and "doesn't contain|*20*" etc. without any luck. http://crm.zoho.com/crm/private/json/Products/getSearchRecords?selectColumns=All&searchCondition=(My Date|is|NULL)&newFormat=2.... Is it possible to search
How to map the form fields with the zoho crm module?
hi there, I am integrating a web app with zoho crm lead/contact module.Now i created a form containing fields such as name,email etc.I want to map these fields with the zoho lead/contact module.How can i achieve this? regards
Create Task and relate it to a Potential
I can do this through the web console but when I attempt to do it through the rubyzoho gem I can't seem to get it working. Any help would be greatly appreciated.
unable to fetch all the records of lead module
hi there, I have coded exactly as per mentioned in zoho,but it return only few records,i cant see all the fields of the lead module. only 10-12 fields are being returned.How can i get all the field so i can edit anyone i like to. c# regards
API Key Deleting Un-Used Keys
Hey, It seems I have hit my maximum with my API keys (10). The problem I have, they are not labelled and I don't know where they are associated to. I am not actively using all 10. I wish to delete the unused ones so I can generate more. In terms of activity I have the following active 1 connection from Unbounce.com to Zoho 2 connections between Call tracking Metrics and Zoho (active accounts) 1 connection for the mobile app for ZOHO What I don't want to do is delete the wrong ones as I did this
How to bind data fetch records in c#?
I have fetched the records from the Lead module from Zoho CRM in c#,i have received the response as follows:- <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Leads/getRecords"> <result> <Leads> <row no="1"> <FL val="LEADID">1009644000000074005</FL> <FL val="SMOWNERID">1009644000000066001</FL> <FL val="Lead Owner"><![CDATA[Sumit Bhargav]]></FL> <FL val="Company"><![CDATA[hhh]]></FL> <FL val="Last Name"><![CDATA[hhh]]></FL> <FL val="No of Employees"><![CDATA[0]]></FL> <FL val="Annual
Made Company field non-mandatory for Leads in CRM, but change not reflected in API
Hi there, I've made the company field non-mandatory as we have some individual customers. Unfortunately this change is not reflected in the API. i.e. My Zapier WooCommerce to Lead conversion still fails because Zoho's API is telling it that the company field is mandatory. Cheers, Martijn
What is Record Id in zoho crm for accounts module
I am stuck up on this, I tried sending HTTP request using updateRecords API method, however I failed in getting that success as it states an error code 4425 stating 'Unable to process your request. Please check whether you have given the valid record Id', I have used AccountId value as id in the request parameter. Please let me know if I am using a wrong ID, if yes what is the procedure to obtain the correct ID value. Thanks & Regards Eshwar Chandra
API insertRecords fails when company contains an ampersand
My Zoho InsertRecords API calls are working okay, except I am unable to add a lead with a "company" that contains an ampersand (&). In this case the company is Texas A&M University. If I change "&" to "and" my code works okay. I am using PHP, and using urlencode(), rawurlencode(), and htmlentities() on the company first had no effect. In all cases, I get no response back from Zoho (no error or anything -- the curl buffer is empty), and the record has not been added. Is it possible to add Leads with
Can fetch multiple module records in single API call?
Hi Is it is possible to fetch records from multiple modules in single API call. The sample shows that getRecords method for each module has separate API end point (URL) . i.e I want to fetch contacts and potentials attached with each contact in single api call, is it possible? Cheers S.
Is it Possible to Access Contact Roles and Attachments from Potentials API?
I am using the Potentials API for the first time and need access to all of the Contacts (Contact Roles) for a Potential. Is there a way to get all of those Contacts? I would also like to use the API to access/download the attachments for Potentials, Contacts and Accounts. Is that possible?
campaign api xml format error
I have built api's for CRM successfully, but I am having difficulties within the campaign. I am receiveing the following error: <?xml version="1.0" encoding="UTF-8"?> <response uri="/api/xml/listsubscribe" version="1"> <code>2001</code> <status>error</status><message>Please enter correct XML(or)JSON format</message></response> my code to build the api looks like: public static string zohocrmurl = "https://campaigns.zoho.com/api/xml/listsubscribe?" string postContent = "authtoken=[authtoken number]";
Unable to populate data, please check if mandatory value is entered correctly #4401
I am getting an error while inserting Sales Order in to CRM using API. The problem doesn't occur everytime but only when the order includes a discount/adjustment. Following is the xml that I am sending with request- <SalesOrders> <row no="1"> <FL val="Subject">XXXXX Order# 123 - ABC XYZ</FL> <FL val="CONTACTID">1094327000000211001</FL> <FL val="ECWID ID">123</FL> <FL val="Status">QUEUED</FL> <FL val="Email">example@mailinator.com</FL> <FL val="Billing
Where would I find "Zoho CRM ID of the user" on my account?
Hello, We are using itduzzit.com to automate our sales order udates to the Zoho CRM. Recently some changes were made to the Users in our account and I need to find the CRM ID for one of our users so I can assign sales orders to them. I can't for the life of me find where this number is. It should either be a six or eighteen digit number. Is it somewhere in the UI?
Wrong response with update multiple.
Today I'm getting the wrong response fro the Update and insert Multiple records in ZOHO. My API call which was working a few days ago today is getting a strange response which is not eaven a XML response but an simple web page : <!DOCTYPE HTML> <html> <head> <title>CRM Software, Customer Relationship Management - Zoho CRM</title>.... I'm using a API call formed like... authtoken={api key}&scope=crmapi&version=4&xmlData={xml data} Was there a change in the multiple API call ? In the API documentation
PNMSoft integration
Hello - We are running a business process improvement project with the PNMSoft toolset, and we are considering using Zoho as the CRM platform. 1) Does anyone have experience integrating Zoho with an external BPM tool? 2) Specifically - did anyone use PNM's toolset to do that? Thanks, John
Cannot get API fileUpload to work
I am trying to add a file to an Accounts record and the system is not returning a result of any kind: Here is the log from my PHP Curl Post routine (other methods such as getSearchRecords work fine using the same routines) The Params is the array supplied to CURLOPT_POSTFIELDS. 'id' is the value of the ACCOUNTID field associated with the record of interest from a getSearchRecords result. Curl::post Url: https://crm.zoho.com/crm/private/json/Accounts/uploadFile?authtoken=mytokenhere&scope=crmapi Params:
Cannot get uploadFile to Work
I am having a couple of difficulties. I cannot get uploadFile to work when all other API methods appear to be functional, and I API calls to the Documents module do not seem to function. With the first problem here is a report from my attempt to upload a file: Curl::post Url: https://crm.zoho.com/crm/private/json/Accounts/uploadFile?authtoken=MY_TOKEN&scope=crmapi Params: Array( [content] => @/tmp/b2d-JbJvMY;filename=b2d-JbJvMY;type=application/pdf [id] => MY_ACCOUNT_ID
API request limit problem (one user lock all users)
hello, i have reached the today limit of 250 search Api request with my user, but i have 9 users in my organization. If i try to do login with an other user the limit remain reached. Why? is 250 request/day/user, so i have 0 request in the other user. And i need more Api requests (probably 2.000 in 1 day) in the first week of month (to update data from company's ERP) and even more in the begin of year (probably 2.000 in 1 day). In the others days i don't use API, is possible to increase the number
Error 14077410 sslv3 alert handshake failure
Hello, I started receiving this error a couple days ago using the API with Zoho CRM. Nothing has changed on the websites in this time. Can you assist with guidance to solve this. I am able to get data like leads lists and fields list, but I cannot insert new records. Thank you,
CRM API getSearchRecords multiple searchCondition
Does this functionality exist yet? I really need this, I have seen other posts with this same question. Please let me know if/when this might be available. We are integrating your CRM with our PBX software. It would be a big drawback if we could not search by multiple fields. Once complete we will be offering this to all our current customers which could bring your company a good amount of business.
Let's follow in Outlook and Google's footsteps
Who would like to see the CRM calendar function closer to Google and Outlook calendars. For example, when you schedule a meeting from 8am to 12pm, have it actually take up that space on the day and not visually reflect a 1 hour meeting. Have the week view look like every other calendar and show each day in columns next to each other. Etc.
Overwrite created date
Hi, When we imported about 300 leads from our existing CRM, we had to make a new field that had the leads original created date. Importing the leads changed the date to the date & time the import ran. Is there a way we can overwrite the leads created date with our own value either programatically through the API or an alternative method? Thanks
Import contacts with attachment files to zoho CRM
Hi, I need to import contacts with attachments files in zoho CRM, this funtionality does'nt exist in standart zoho CRM options. Each row in my excel sheet contain contact information ( first name, last name,....) and a column that contain the link to the file I need to attach to the contact created ( ex : C:\file1.doc). I need to use both 'insertRecods' and 'uploadFile' methods, but I can't figure out how to use them in the same script to get this result. I will be grateful if you can help me with
Capture registration fields from wordpress
I have a wordpress site in which i have used WP-Members and WP Zoho Crm Plugins. When a user register on my site through wp-members registration form i receive its name and email field only in my zoho crm contacts. Is it possible to capture the rest of the registration fields along with name and email.Any help will be appreciated thanks
Connecting Zoho CRM using Java(API METHOD: authentication token)
Hai, Now i am using the authentication token for Connecting Zoho CRM using Java .... While using method to get the Authentication token it shows response as # #Wed Jun 20 00:34:07 PDT 2012 CAUSE=EXCEEDED_MAXIMUM_ALLOWED_AUTHTOKENS RESULT=FALSE For What ? this cause happens .....
I’m trying to setup zoho projects , says to generate key but that is greyed out
getting frustrated , is there are simple way to turn on projects the generate key is greyed out please help
Keep Track of Company Name Changes
Without looking I assume that this does not exist - other custom made CRM's in call centres i have used has this facility rather than adding the previous name as part of the accounts name, I would like this considered in your next update.
Error 4834 when using the insertRecords method for Contacts
Hello, I'm trying to insert multiple contacts using the ZoHo API with PHP, but I receive an Invalid ticket ID error when trying to use the insertRecords method. The authtoken I'm using is correct and the same I use with the getRecords method, that works perfectly. Here is the POST data I'm sending: "authtoken" => $authtoken, "scope" => "crmapi", "newFormat" => "1", "duplicateCheck" => "1", "version" => "4", "xmlData" => <?xml version='1.0' encoding='UTF-8' ?> <Contacts> <row no="1"> <FL
Can we use the API to Delete Specific Company Records
Is it possible to use the API to delete specific company records in CRM? And if so will it also delete all associated information like contacts, tasks, and notes?
Rest api do not response and debug === res ::::::::System.HttpResponse[Status=Moved Temporarily, StatusCode=302]
public with sharing class ApiCallOutUtility{ //static String endpoint = 'https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCreator/creatorapi&EMAIL_ID=gulshangupta90@gmail.com&PASSWORD=gulshangupta90'; static String endpoint = 'https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCreator/creatorapi'; static String username = 'gulshangupta90@gmail.com'; static String password = 'gulshangupta1990'; public static HttpResponse getCallout(){
Hyperlink in Related List
I am trying to display a hyperlink in the results of the related list section. I am using the xml below, but I cannot get a hyperlink to show. Any advice? "<record><row no='0'><FL val='Name1'>http://www.yahoo.com</FL><FL val='Name2'>value2</FL></row></record>" dat kid Irv
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