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
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
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