ACCOUNTID cannot be retrieved from getSearchRecords
I am using the getSearchRecords method on Contacts to get contact data. If I set selectColumns to All I get all data fields including ACCOUNTID and SMOWNERID. However, if I set selectColumns to (CONTACTID,ACCOUNTID,SMOWNERID) I get neither ACCOUNTID nor SMOWNERID data fields. Is this a bug?
Integrate ZOHO with Zillow or Cyberhomes
Hello, I am looking for someone with some API experience that can some how create a button near the address field that when clicked will capture all of the address and paste that information into www.zillow.com or www.cyberhomes.com, is this possible? Thanks, Aaron Meilich 916.439.2421
Using formulas to calculate the date
I am a new boy to using formulas in ZOHO, can anyone help? I have a new date field called Renewal I also have a date field called Reminder, this field should show renewal date -45 days, 45 days earlier. Can this be done?
How to extract Email of the Primary Contact from the XML returned by ZOHO CRM API?
I am having trouble generating the XPATH expression to extract the primary contact's email address. (Primary contact of a Zoho CRM Account). I do have certain replies on StackOverflow.com - http://stackoverflow.com/questions/15345228/how-to-apply-triple-level-of-condition-in-an-xpath/15356522?noredirect=1#15356522 But none seem to work in Zoho Creator. HERE IS THE TRIMMED XML I GET FROM THE CRM API CALL FROM WHICH I WANT TO EXTRACT THE EMAIL ADDRESS OF THE PRIMARY CONTACT. ANY ONE OUT THERE WHO HAS
-= Maturing business approach - Integrating Website to CRM via API's =-
I would like to understand the best approach for the following: We currently have a Zoho CRM - Professional edition account. We wish to evolve our solution with form feeds from our website into Zoho via the APIs to allow for creation of new leads. With an option for looking up the database to assist manage a Partner portal. However our database is already propagated with thousands of entries, which we don't wish to corrupt or adjust whilst we are defining, adjusting/customising fields and integrating
How to have ampersand in account name?
So when I try to use the API method to insertRecords for potentials it uploaded all but a few and after much playing around it appears that the reason why they didn't upload (had error 500) was because I had a & (ampersand) in my account name. So i tried the html escape squance of %26 and that didn't work. Example would be <Potentials><row val="1"><FL val="Account Name">AT&T</FL></row></Potentials>. If i send that I get a error 500. if I use the escape squence %26 <Potentials><row val="1"><FL
Server Error 500 when using [uploadFile] function to upload local file to [Account]
We would like to upload file to one of accounts using Zoho API. However we get Server ERROR 500 when trying to do it. What are we doing wrong? Detais of request: POST https://crm.zoho.com/crm/private/xml/Accounts/uploadFile HTTP/1.1 Content-Type: multipart/form-data; boundary=----------------------------8cff92225060c35 Host: crm.zoho.com Content-Length: 573 Expect: 100-continue ------------------------------8cff92225060c35 Content-Disposition: form-data; name="scope"; crmapi ------------------------------8cff92225060c35
if function for a new field formula
Hi there. I'm trying to implement a function that simplified would be this one: IF( Parent.Name != "",Parent.Name, Name) I'm not very familiarized with programming and with different programming methods. Basically would like to compare Parent.Name with an empty string and then add Parent.Name or Name depending on the answer. Can't be very difficult, but after trying so variants couldn't find one that works :/ Ty!
Auto updating webpage using Accounts details
Hi I'm wondering if it is possible to create a webpage that displays a few fields in a table format, that are taken directly from the Accounts entries in the CRM? I'm using it for our charity and have a number of organisations in the Account section. I want to display their name, town email, and website in a table that automatically pulls data from the CRM. I'm new to Zoho CRM, but know that this was possible in Salesforce through coding, hence my question here. Thanks Justyn
How can I get the contacts associated with a Potential via the API?
I can query for potentials via the API, but cannot figure out how to get the contacts associated with this potential. Ideally I'd be able to retrieve the CONTACTID for each of them.
Use Special Characters in API
Hi, when inserting a new quote by api the special characters appear as �� As I do so that they appear as Portuguese Brazil. The code is developed in java: proposta.getItens() returns a string with specials character .
Convert Lead with Potential in a specific Currency
I'm converting leads and adding a potential through the API. Something like this: </Potentials> <row no="1"> <option val="createPotential">true</option> <option val="notifyLeadOwner">true</option> </row> <row no="2"><FL val="Potential Name">DK Test 2</FL> <FL val="Closing Date">09/10/2012</FL> <FL val="Potential Stage">Proposal/Price Quote</FL> <FL val="Amount">127828.84</FL> <FL val="Currency">DKK</FL> <FL val="Probability">40</FL> </row> </Potentials> This works fine, except that
Zoho API integration with other application
Hello Sir, I want to fetch the chat leads from www.snapengage.com in my zoho crm leads. Please help me, how to configure it.
ZOHO Developer needed
Hello, First time here and looking for help, I have been introducing to ZOHO to my business where we are also Google App's and Xero users. I had a developer working through the development of our ZOHO application and sadly he is no longer able to support us. Im looking for a developer that can take on our Google App's support, Xero and develop ZOHO for us. Ideally UK based but not essential. My email is richard@maxwifi.co.uk and Id love to hear from anyone that would like to work with us. Regards
WinHttpRequest.5.1 from Newbie
I'm out of my element and could use some basic help. I'm using COM to submit the following WinHttpRequest request via AutoHotKey URL:="https://crm.zoho.com/crm/private/xml/Leads/getMyRecords" Params:="?authtoken=" . MyToken . "=crmapi&newFormat=1&selectColumns=All" WebRequest := ComObjCreate("WinHttp.WinHttpRequest.5.1") WebRequest.Open("POST",URL) ;Upper case on "Post" matters WebRequest.Send(Params) Response:=WebRequest.ResponseText and am receiving the following error: <response><error><code>4834</code><message>Invalid
ZOHO API and Accounts
Can I use ZOHO API to update fields in Accounts? Michael
ACCOUNT_REGISTRATION_NOT_CONFIRMED - Creating Auth Token
Hello, I have a client who we have been using the API with to create leads when someone submits a form on their website. It has been working well for many years and we have made all necessary code updates to make sure it's inline with new changes. The client just let me know that for the past couple of months it hasn't been logging leads. When testing the code, I found that the following error is being returned: * 4834 - Invalid Ticket Id I logged into their account and confirmed that the auth_token
ZOHO CRM and Formsite.com
Can anyone advise how I can link my results from Formsite.com so that they automatically appear in the lead section of my Zoho CRM?
Need programer to duplicate Web-to-Lead form content into .pdf upon submit.
I need a programmer to allow my web-to-lead form to perform two actions upon submit; 1.) populate a CRM lead record with the new leads information (which it is doing right now without a problem) 2.) email a .pdf file that is attractively laid out with the exact same information to my email address. The bottom line is that I need both actions to happen at the same time...a separate .pdf file to submit to clients and the CRM lead record to coordinate my teams response. Please respond with project
GET method not allowed
I just installed a third party app for Android called Carmel Sales Call Logger. It is supposed to log calls automatically to Zoho when I finish a call. I have the correct API key entered but now I am getting the following error: "Error Logging Call – Failed to log into CRM. GET method is not allowed for this operation." Does anyone have any idea why I am getting this and how I can fix it? Thank you. Kyle
HTML & Perhaps API programmer wanted for hire
We need to generate a .pdf with the same information and at the same time the save/submit button is clicked on a web-to-lead form. The .pdf will either need to auto attach to the lead record for future forwarding or be forwarded to a predetermined email address. We also need to auto populate the leads generated on a third party advertising website (which currently generate simple emails) directly into Zoho CRM leads. Additionally, we would like to have the current Zoho generated web-to-lead form customized to
Create Custom Module
can we create custom module in Zoho CRM, like what we can do in Salesforce CRM we can create custom objects. can do programing os some part of CRM?
fetching records from BanquetHalls(one of the menus)
Hi, I am a new guy in zoho. I am trying to integrate a page in which data will be fetched from Zoho CRM. I have a menu called BanquetHalls under More menu in the main menu bar of zoho. I have lots of room related records on that page. I need an API so that I can fetch data from that page. I can fetch the Leads or contacts record by the api(s). But please help me how to access those records from BanquetHalls page. I have tried with the following api, but it is not working: https://crm.zoho.com/crm/private/xml/BanquetHalls/getCVRecords?newFormat=1&authtoken=XXX&scope=crmapi
problem with inserting lead via api
I am following the instructions given here... http://www.zoho.com/crm/help/api/insertrecords.html I am a little confused because this document says to post the parameters... but some of the examples show urls with query strings feeding the parameters. Which parts of the request go into the body and which go into the querystring specifically? at the moment i am trying to post all the parameters to body with the required fields... here is the request (censoring my authtoken): newFormat=1&authtoken[CENSORED]&scope=crmapi&xmlData=%3CLeads%3E%3Crow%20no%3D%221%22%3E%3CFL%20val%3D%22Lead%20Source%22%3EWeb%20Download%3C%2FFL%3E%3CFL%20val%3D%22First%20Name%22%3ETest%3C%2FFL%3E%3CFL%20val%3D%22Last%20Name%22%3EUser%3C%2FFL%3E%3CFL%20val%3D%22Email%22%3Etesting%40testing.com%3C%2FFL%3E%3CFL%20val%3D%22Phone%22%3E1234567890%3C%2FFL%3E%3C%2Frow%3E%3C%2FLeads%3E
How to find the number of records you have?
The api methon getRecords only supports the maximum of 200 records to be fetched in one call, but how can I find out how many records I have in all? Seems a bit excessive to iterate through a list of getRecords in oder to find out
How to check for valid token
It is fairly easy to create a new token using the api https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=Zoho CRM Username or Email ID&PASSWORD=Your Zoho CRM Password But how can I check if I have a token, to see if is valid? If I call the above code every time I need a token, I just get a new token and before I know it, my list of active tokens is quite long. Surely not the best approach, so what is the best practice? Clearly I would like to re-use my token, but if it
CRM API searchRecords shows deleted records
Hi, I have discovered that the Zoho CRM API loads records that have been deleted in the CRM. Here is a screenshot showing the issue I am accessing the data using the following line of code in Zoho Creator: properties = zoho.crm.searchRecords("Products", ("(Project|=|" + input.project_name +")"));
Issue in updating records
I am trying this code to update the record in leads. Using the ZSC key in authtoken. But I get this error "HTTP Response status code: 200 >> Time taken 5121 15-Feb-2013 16:37:58 org.apache.commons.httpclient.HttpMethodBase getResponseBody WARNING: Going to buffer response body of large or unknown size. Using getResponseBodyAsStream instead is recommended. postResp=======><response><error><code>4600</code><message>Unable to process your request. Please verify whether you have entered proper method
Intergration with Appointment Software for Reports
If I have a programmer tie my appointment-plus.com data into my zoho crm using your API, would this allow me to run reports? Also, do you have programmers on staff that I can have do this for a fee? Thanks, Curtis
Upload File via CRM API
I'm using a multi-part POST message to try and get a file attached to a specific record but getting an error. What is the precise HTTP format needed to get a file uploaded and attached to a record with a filename? The documentation refers to &content=<file stream> in what appears to be the url and the sample Java code shows a multipart example. Can you post the specific header and body formats needed. Thanks.
Auto Population of field value from one object's to the other object's field
Hi. I have created a custom field called "Contact Email" in Potentials object. I need to auto populate this field value based on the "Contact Name" lookup value in the same object. The "Contact Email" in Potentials should get the value of the email of corresponding Contact Name from Contacts object. Is it possible using webhooks?
Fetch the attachment and notes for salesorders
Hi, I am trying to fetch all the information of a sales order for a given account id. I am using the following method to fetch the information: https://crm.zoho.com/crm/private/xml/SalesOrders/getSearchRecordsByPDC?authtoken=XXXX&scope=crmapi&selectColumns=All&searchColumn=accountid&searchValue=YYYY By this, I can able to fetch all the details about that particular sales orders. But I am unable to fetch the notes for that sales order, attachment details. How to show those information? Even, if
New -None- Field appears out of nothing
Wel, basically I've added a custom field to my prospects, it's called SOLD, I've created to possible values for this field: "Yes" and "No" After sending data to this account through the CRM API, I've noticed I get a third option which is -None-, that third field is messing up my statistics. Please advice on how I could remove this extra field. Thank you!
Extra value in custom field
Wel, basically I've added a custom field to my prospects, it's called SOLD, I've created to possible values for this field: "Yes" and "No" After sending data to this account through the CRM API, I've noticed I get a third option which is -None-, that third field is messing up my statistics. Please advice on how I could remove this extra field. Thank you!
Fetch all users having some sales order.
Hi, I am trying to fetch all the users having sales order. How to do that? I have tried by the following URL: https://crm.zoho.com/crm/private/json/SalesOrders/getSearchRecords?authtoken=auth key&newFormat=1&selectColumns=All&searchCondition=(Status|contains|*Waiting On Payment*) Thanks in advance.
Can Zoho CRM integrate with both a 1)WordPress site (like StudioPress) and 2)Evite (or something that functions like Evite)
I am interested in having a WordPress site (will probably use a StudioPress Genesis template) configured to my Zoho CRM. I also want the Site and CRM to be integrated with the functionality of an Evite.com (or something similiar to Evite: http://www.similarsitesearch.com/alternatives-to/evite.com ) . Can these three be effectively integrated together? I would prefer to do without API's if that were possible. I am looking for someone who can configure and integrate these three with as little custom
How to extract converted leads data
Hi there, I want to extract data automatic from zoho to do some analysis in another program. Now I use the following request URL: https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=Auth Token&scope=crmapi to get the leads data. Now I want to know when a lead converted to Account/Contact. Is it possible to get that data by a same sort of request URL? Or is it possible to get a datetime field of the date that a lead was converted to Contact/Account? I tried it with the GetCVRecord
ZohoCRM: Update Values Based Upon External Spreadsheet Data?
We would like a custom "Dead Lead" field in our Zoho CRM to be set to "on" automatically IF the value in an external spreadsheet is correct. We used to do this before we switched to Zoho CRM using two excel spreadsheets--master and child. On the master spreadsheet we used VLOOKUP to find a value on the child spreadsheet. If the value was true, it would mark the lead on Master as a "Dead Lead". When we switched the Master file to Zoho CRM, we lost that capability and don't know how to get it back.
insertRecords custom fields
I'm looking for some information on obtaining a list of custom fields and inserting new records (Leads) which contain those custom fields. Does the API have methods for getting a list of custom fields and can I insert data into those custom fields via the insertRecords method?
Can't save a document opened into Zoho Writer from the leads tab in CRM
When on the leads tab of CRM, if I click on an attachment a dropdown menu displays giving me two options: 1. Download 2. View in Zoho Writer when I click on #2, the document (no matter what format, Word, Google doc or Zoho doc) opens into Zoho Writer. I can edit the document, but when I want to save it, the save button is grayed out. How can I save the document? Do I need to upgrade? I am currently on the free trail period of the professional edition. txs in advance e
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