getSearchRecords for task api method
Hi, I am trying to get a feed from the API of all tasks that are due today or overdue for a task owner. I have found the method crm/private/xml/Tasks/getSearchRecords but it is only returning the ACTIVITYID and the Subject. Has anyone used this method or know where I can find out more information. Thanks. Rob.
Where does one obtain "TICKET" and "APIKEY" values
Ok, so after few days of trying to implement record insert using documentation, and getting nowhere, I stumbled here, and read some posts from people having the same problem as me, the "4600" error. From these posts I have deduced that documentation listed on the site has nothing to do with actual format required for API to work. Documentation does not mention "TICKET" and "APIKEY" parameters, which are referenced quite frequently in the forum, nor is it clear where the values for these "undeclared"
Read notes from potential
Hi, I just started with Zoho API so bare with me if this is obvious. I want to be able to read notes from Potential object. I use this API https://crm.zoho.com/crm/private/json/Potentials/getRecordById with selectColumn=All It looks like API returns only top level fields. Is there a way to get notes from the Potential and also is there a way to post a new note with API ? Thanks Albert
API Call for getting ZOHO Timesheet
I would like to get the Zoho Timesheet for a user using a AJAX call.. I have used the required API key and ticket. When I try to do a ajax call from my application (Lotus Notes &Domino ) am getting an "Access Denied" error. May I know what is the problem for it? Thanks, Santhosh Kumar R
Can you pull Zoho data to populate a WordPress custom post type?
I'm considering signing a client up with Zoho that is looking to integrate Zoho with their Wordpress CMS. We can easily insert data to the crm, but can't seem to pull that data from Zoho to add to WP. Any ideas?
Dates and Times in CRM API
Hey Guys, All of the sudden, our API integration seems to be broken when updating DateTime fields via the API in our CRM records. We have noticed two issues: 1. The Date/Time are being converted to a different timezone rather than being stored as they are sent via the API 2. In some cases, the Date is almost a month behind. I have checked our logs and we are sending dates/times as YYYY-MM-dd HH:mm:ss but, they are not being stored properly. This is only something that has happened recently and the
Zoho CRM API - InsertRecords
Hi, When inserting a record from API, I understand that this option: duplicateCheck can be used for either 1 or 2 as the switch. Although, there's a missed logic on this methodology. Normally, when we want to create a lead, contacts are obviously included (which is already included in the API). The problem is when having to find out if duplicated emails are involved between leads, duplicated entries can be found as results on being prevented on adding those emails. Alternatively, one could say to
Can I use this with .net
Can I integrate this CRM with ASP.NET?
How do you convert a group of leads into events?
We are trying to convert a group of 30 or more New Leads into Events. It is only allowing to Mass Update them into Alerts but not Events. Is there anyway to set an event through a mass update?
How do you convert a group of leads into events?
We are trying to convert a group of 30 or more New Leads into Events. It is only allowing to Mass Update them into Alerts but not Events. Is there anyway to set an event through a mass update?
Zoho CRM and Pardot Marketing Tool Integration
Looking for companies that can help with the integration of Zoho CRM and Pardot Marketing automation tool. Both provide API's and looking for companies that have programming background to get the work done. Can anyone recommend companies that can do this kind of work?
Accessing custom tabs via API
How do I access a custom tab via the API? There's a custom tab in our app "Course" but if I try to access it via https://crm.zoho.com/crm/private/xml/Course/getRecords it fails. Any ideas? Thanks
Can you use insertRecords to create an Account and corresponding Contacts?
We want to build a script to insert new records into our Zoho CRM, including an account and corresponding contacts. So, does anyone have details on creating an insertRecords API that inserts into more than one module? And that associates new contacts with that new account? We're also using Gravity Forms with WordPress... so any information or ideas would be greatly appreciated. Thanks!
Integrating Volution (e-commerce) with Zoho
Hello, We are looking integrate our e-commerce provider (Volution) with Zoho, understand it can be done, but are not "smart" enough to do so. Can anyone recommend a developer to do this and how much it would cost? Thanks, Austin
insertRecords multiple records with duplicate check
Hi, I have a problem on inserting many contact records using the API in one request. I would like to avoid email duplication so I specify duplicateCheck in the request. If I use duplicateCheck =1, then if in one of the contacts already exist in Zoho (A contact with the same email found in Zoho), it will stop the execution and throw error and Zoho does not process to the rest of list. If I use duplicateCheck=2, then the behavior is quite confusing. Based on my finding: if the first record does not
zoho crm creator integration
HI I m getting following error on a zoho creator and crm integration task Code: contactList = zoho.crm.getRecords("Contacts"); Error: Some Premelinary setup is required for this task please contact system administrator to do any actions on this application. Regards Ammar
Adding product to products section of an account
I cant figure out how I can add products to an account at the time of creating it with ZOHO CRM API. A prompt reply will be highly appreciated. - Umair
Adding a product to a contact via API?
Hi, My customers purchase products through my website. I want to use the Zoho CRM API to update a contact's product list and add the new product, once the product is purchased. The products and contacts are already defined in Zoho, I just need to create a new record in the table linking customers to products (double lookup insert, but into which object? how?) Is there an API call for that? An example would be a great help. Thanks, Barak
New Vendor?
When iam adding new lead at that time asking "Vendors" Please view the attachmnet for more details..
Where to add a API into another Zoho CRM?
How to send data (leads) back and forth between 2 different Zoho CRM's. I have Multiple Zoho CRM accounts and I am trying to use the API to send data (leads) back and forth from them.
Access website integration forms from api
I see in the crm api that I can getFields which get all fields, but can I getFields based on selected fields from web to lead form that I created in the website integration section? Thanks
How do I get emails which were sent to leads?
Hi, I'm trying to get the emails via the Zoho API which were sent to leads, but I'm stuck. I searched the documentation and the forums for a hint to how this could be accomplished and also tried to adjust the API call like https://crm.zoho.com/crm/private/json/Email/getRecords?authtoken=Auth Token&scope=crmapi... Does anybody know how to get the emails?
How to get response of web to lead form?
Hi, I am using following code for Web To Leads Zoho form, it saves lead and form works perfectly & I am using this form in a jquery lightbox. now i want show success message into same same jquery light box on its response, means after saving that lead. any one guide me how to receive response of zoho form? and help , idea or tutorial would help me alot as i am new to this CRM.
API and carriage return
Hello I would like to create a lead with a description containing Carriage Return I have tried usual substition code : \n or \r or #x000d; or #x000a; or <br> (last one work on display but not on edit) Can you please help me ? Regards
Assignment of new lead when inserting via API call
Could anyone clarify how I would control who a new lead is assigned to when it is inserted via the api insert method? So we would like to assign it to a lead administrator for example and this person would then assign it to the appropriate sales person. I have tried adding the "Lead Owner" field into the xml but as soon as I do this it throws me an error. If I leave this field out, I notice by default it assigns it to the person whose credentials are used when calling the ticket request method (
Need Assistance with EDI - will pay
My company needs to deploy EDI to send invoices to our customers electronically. We use Zoho CRM and Zoho Books. If you've done this before, please reply with your contact information and I'll reach out to you. Thanks -
Problem with deleting API-created records
Hi, I contacted pre-sales support about this on Friday but haven't had a response yet. I'm running Enterprise CRM on trial at the moment. I use the API to create accounts, contacts, leads, sales, etc., from my own site. However, I'm unable to delete accounts or sales that have been created by the API, but contacts delete fine. I've tried creating both accounts and sales orders manually and can delete those record, so it seems that it's just those that are API-created. If I try deleting an account,
Error Code 4401 when inserting new task
Hi, I am getting the following error when trying to insert the new task or event through API... "<?xml version=\"1.0\" encoding=\"UTF-8\" ?>\r\n<response uri=\"/crm/private/xml/Tasks/insertRecords\"><error><code>4401</code><message>Unable to populate data, please check if mandatory value is entered correctly.</message></error></response>\r\n" Here is my xml -- <?xml version=\"1.0\"?>\n<Tasks>\n <row no=\"1\">\n <FL val=\"Subject\">Call</FL>\n <FL val=\"Status\">In Progress</FL>\n <FL val=\"Priority\">Highest</FL>\n
Who should own a new record?
I've been working with the Zoho API for a number of months now and believe that this is a basic design flaw that needs to be addressed. I could be wrong, but think that it warrants some discussion. I'm the administrator for my companies Zoho account. I am the only one who has an authentication token. All requests/responses with Zoho use my token. Some questions: 1. When I create a new task on a Lead, who should this task be assigned to? A) The Lead Owner? B) Me (as the owner of the authentication
Adding Shipping Address information into Account?
Hello, So, I'm trying to help a client insert information into their Zoho application and I've figured out how to insert a Lead and then convert that lead into Potentials, Accounts, and Contacts. The problem, I am having, however, is that I can't figure out how/where to add "Shipping Address" information so that it shows up for a particular Account? My client really wants to have shipping and billing address in there. Based on this documentation: https://www.zoho.com/crm/help/customization/standard-fields.html#Accounts It
Access Emails sent from CRM
Hi, Would it be possible to fetch all emails send from Zoho CRM to a certain email adress and then show these emails in a 3rd party application (ios or android) or web site? My idea is to make a "message center" where clients can log in and see all messages send to them from CRM. Kind regards, Bo Thygesen
ya t'il un francais
bonjour ya t il un français développeur susceptible d'aider notre entreprise a configurer zoho crm tony bidaux info@inshops.fr inshops 0611246683 merci de votre réponse
Help ZohoCRM API - Example of how to insert a case with Account and Related To
I figured out how to insert a case with the Account name association But I do not know how to also insert a Related To using the API. Please help. Can you provide an example. Thank you.
Creating CRM records containing custom fields using API
Hi, Is it possible to create values for custom fields using the Zoho CRM API? I have successfully created records which contains values for the standard fields, but my custom fields always come through as blank. The custom fields appear when I GET data from the API, and I have used that to check the format of my XML, but the fields still appear blank when I write.
ZohoCRM can't insert Tasks with the same Subject
I have a list of "external" (to ZohoCRM) Tasks I want to import to ZohoCRM Tasks. There are tasks which contain the same Subject as well as other fields (but sometimes they are different). For example: <Tasks> <row no="1"> <FL val="Task Owner"><![CDATA[Jolanta]]></FL> <FL val="Subject"><![CDATA[EaV 100]]></FL> <FL val="Due Date"><![CDATA[2030-08-20]]></FL> <FL val="Status"><![CDATA[Anulowane]]></FL> <FL val="Description"/> </row> </Tasks> <Tasks> <row no="1"> <FL val="Task Owner"><![CDATA[Jolanta]]></FL>
This might be silly or it might be genius
I have created a PDF editable (so my clients can fill in the blank information) using abode acrobat Pro. I would like to know if there is anyway to embed Zoho CRM into that form so that no matter who fills it out it or where it is downloaded from then hits submit in the PDF it will be sent to my CRM. Basically helping me eliminate data entry even further.
error with reporting services in install new organization from code
hi, I have big error, I have crm on one server, sql server on the second, active directory on the third one. When I install crm organization from designer, all works fine. Now, I try install organization from console: using (DeploymentServiceClient a = new DeploymentServiceClient("CustomBinding_IDeploymentService1")) { //// Set properties for the new organization Organization organization = new Organization { Id = Guid.NewGuid(), BaseCurrencyCode = "PLN", BaseCurrencyName = "Złoty", BaseCurrencyPrecision
How to customize login Page for my client?
Hello My client has requested to customize login page for CRM. Right now we see ZOHO CRM logo, Sign into Zoho account and all features of Zoho They want it more like their personal login page for CRM. Can i personalize / customize this page and How? Thanks
Develloppeur application zoho
Bonjour Nous sommes une société française nous recherchons une personnes capable de configurer pour nous zoho et éventuellement de faire une application merci de vos réponses tony bidaux info@inshops.fr
Can I add a button to the existing contancts form?
Hi, I would like to know whether it is possible to add a button to the contacts form to generate a quote or an illustration, in accordance to the data entered. the illustration and quote will be generated outside the CRM so the buttons can send and fetch the data. It can be two buttons also. Thanks Sumit
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