zoho api simplexml_load_file error : failed to open stream: Connection refused
I have written code which is working fine on localhost but when i upload the code to live server it's showing error " failed to open stream: Connection refused", I checked server settings like "allow_url_fopen" its ON, "Registered PHP Streams" has value "HTTPS" thats also fine. But still its not working, Guys can u please suggest whats going wrong ? Does zoho api has some special server setting requirement ??
Required fields when creating a lead with the API
We have a WordPress plugin that allows users to send data between Gravity Forms ( a WordPress Plugin) and the Zoho CRM api - to create a lead. I was wanting to know what are the required fields that MUST be sent to the api in order for a lead to be created? Peter
API Method convertLead Troubles
From the API docs, it appears that the xmlData parameter is optional in the convertLead API call. Furthermore, xmlData is only documented for adding a Potential. I have confirmed that it is in fact not optional, or at least the only way I can get convertLead to work is by adding a fake potential. All I want to do is convert a lead to an account and a contact **without** a potential. How can this be done? Conflicting Documentation: 1) In this section, the highlighted items are I assume required.
Zoho crm ODBC Driver for MS Access ?
Hello, Is there any zoho crm odbc driver for Microsoft Access ? thanks Nono
Trouble Adding Leads from Ruby
Hi Guys, I'm having trouble adding leads to Zoho CRM from Ruby. When I run the code below, I get an error 4834 "Invalid Ticket Id" from the API, even though I'm not using a ticket (I'm using the authentication token). I have verified that my authentication token works by using it successfully with the getCVRecords call. Any help is appreciated. Here's the code that does not work: xml_lead =<<END <Leads> <row no="1"> <FL val="Lead Owner">#{lead_owner}</FL> <FL val="Company">#{company}</FL>
Joomla - Community Builder Integration
We are hoping to build an interface/plugin to capture user registration data to the Zoho database. The last time I checked I needed the following: MySQL Host MySQL User MySQL Password Table name (which the leads will be stored) Table field names API for lead capture or CURL method. Could Peter or someone with knowledge address whether these things above are available? We're trying to program this interface with PHP within the Joomla component to populate the database. I know that many users would
API problem with xmlData parameter
Hi there, Recently the API has stopped working for us - we reverted to using the SSL version of the API. However, now we can only get a return value with the following:- <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> The xmlData parameter is the following - the one listed on this API documentation page: https://zohocrmapi.wiki.zoho.com/insertRecords-Method.html
E-Commerce
Hello Everyone, We are a new startup company and are looking at having zoho as our crm, however we have a few issues, first can someone answer if zoho would inigrate with a ecommerce website? also has anyone had any experiences with developing a ecommerce website to interact with zoho. And finally is there any examples of website currently using ecommerce and zoho? thanks Jon
Web to Lead Form on Joomla site does not create a lead in Zoho
I have created a web to lead form in Zoho and placed the generated code in a page on my joomla site. The form looks ok and I can enter data and submit and it redirects to home page, so it is working from that point of view. However, it does not create a new lead in Zoho. A similar form in my Wordpress blog had no issues at all. Any ideas on how to trouble shoot this?
Mobile signature pad
We are starting a new division which will require signature at time of delivery/pickup of product. Do you recommend any certain handheld web/mobile device that accepts an electronic signature and is it possible to sync this with Zoho in anyway?
how to link opportunities and crm invoices in Zoho CRM
Hi all, This has been my main problem with zoho crm. I need to mail merge some information both from the crm invoice (not zoho invoice) and from opportunities table. Does anyone experienced that ? Regards
Zoho CRM with Business Works
Hi, Our company uses Sage Business Works for the accounting back end. We want to have an integration with Zoho CRM for Customers and Account level data. Does anyone know of an existing integration between these two systems? Thanks! MD
How do I trigger a remote update?
What I want to do is have Zoho post to a URL on my server automatically when data changes - specifically, when a lead is converted to a contact, I want to have Zoho automatically post the contact information to my server. Is this possible? Thanks!
Basic API search
Hoping there is a workable scenario for this problem. Since ZOHO is still not finished with integrating phone systems with their CRM, I thought about using an API to do it. I can use the API getsearchrecords and return values successfully by the phone number, but the results come in unformatted XML which really isn't going to be adding speed to the sales calls. I would like to be able to return the values into the system and open the contact or account or lead's information page. The phone system
Zoho CRM Web2Lead form, Can we add custom script in javascript[client side]?
Actually Some of my privacy, I put some fields in hidden. So I have to fill that field at the time of submitting entire page. Else I need to update the field in onclick of the submit button. I have my own java script function. But if I put into the form, the entire form's behavior has changed. Like the redirection is working properly. I am not able to get mail too. Please tell me, How to add a custom script into the Zoho CRM Web2Lead's form. Thanks in Advance,
Retrieving Lead Emails and Attachments
Hello, im not able to find answer in wiki, so i need to ask... Is there a way to retrieve emails and attachments that are assigned to Lead? Thank you in advance, Irek Kubicki,
Insert Data in multichoice field Zoho lead through XML API
How can i insert values in multi choice field through XML in Zoho Lead. my current xml is:- '<Leads>' .'<row no="1">' .'<FL val="Company">cp</FL>' .'<FL val="First Name">'.$firstname.'</FL>' .'<FL val="Last Name">'.$lastname.'</FL>' .'<FL val="Email">'.$emailUser.'</FL>' .'<FL val="Mobile">'.$mobilewithCode.'</FL>' .'<FL val="Salutation">'.$salutation.'</FL>' .'<FL val="Country">'.$country.'</FL>' .'<FL val="Country">'.$services.'</FL>'
lead web form help
hey there - i'm using the web form for lead generation and i need to parse the data - i need it to submit to the db but also take the info they input to push to the "returnURL" so that i can include that with data that they need to print to send with their shipment. anyone worked the form like this before? i'd really appreciate the assistance. Thank you for your time and any insight you can provide.
Sample PHP code using Auth Token method (Not API key + ticket)
The sample API PHP code on https://zohocrmapi.wiki.zoho.com/API-Examples.html relies on the API Key and generated ticket which will no longer be working as of June 12th 2012. Would love to see a complete PHP sample code using the Auth Token method.
How do I get all contact data?
I am having trouble getting contact data back from the API. I want to get all columns of data for all contacts. The API doc says to do it like this (I used my actual token in the request): https://crm.zoho.com/crm/private/xml/Accounts/getRecords?newFormat=1&authtoken=MYTOKEN&scope=crmapi&fromIndex=1&selectColumns=contacts(All)&toIndex=200 However all I seem to get as a result is a list of Account ID's. I tried to specify some specific columns by altering the Querystring: selectColumns=contacts(Name,Email)
InsertRecord with & in XML
Properly formatting an ampersand "&" in XML requires it be sent as "&" The XML is being passed into a Zoho URL field but the "&" is not being converted back into a "&" Could you provide an example of a url with an ampersand in it that will result in a viable link from within Zoho? details: What I want the URL field to be in Zoho http://www.whatever.com/leads?account=abcd&lead=1234 What actually gets inserted http://www.whatever.com/leads?account=abcd&lead=1234 (BROKEN LINK)
Allocating leads to any number of users?
Say I have two users (A and B) who sometimes work together and sometimes independently. Specifically: if A and B worked together on lead 1 if A worked alone toward lead 2 if lead 3 belongs to B alone Then leads 1 should be shared between A and B, while lead 2 should be exclusively visible to A, and similarly, only B should see lead 3. Is there a way to correctly assign leads in the above cases, using roles, groups or a combination? Or, is it a case of too many pegs and not enough holes? Ideally,
Number of leads by month
Does anybody know how to generate a report with the number of leads per month? Am looking to run a tabular report with mm/yy (lead created time) | # Leads as the column headers. How much would a project like this cost to outsource in PHP?
Quote : Mandatory field issue
Hi, I have checked, mandatory fields to insertQuote is: Subject., Account Name, Product Name, Quantity, Unit Price and List Price. I have included all the fields though i am getting following error: <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Quotes/insertRecords"><error><code>4401</code><message>Unable to populate data, please check if mandatory value is entered correctly.</message></error></response>My parameters are as below: newFormat=1&authtoken=[auth_token-original
Spanish ERP and Zoho CRM
I am looking for a Spanish ERP that integrates with Zoho CRM. Does anyone know any ? Thanks,
Usage of Field Labels at XML Request
Dear CRM support team, We are trying to integrate ZOHO CRM in our application, We found that ZOHO CRM API gives CRM object fields in this format: <FL val="Case Origin"><![CDATA[Email]]></FL> Field labels are provided as an attribute; in our case, we need to create XML node with ZOHO CRM field names. Which is practically not possible; with such type of responses, The reason is... Field Labels contains space (" ") between field names e.g. First Name and Last Name. This kills the parsing. Is this the
insertRecords said "Records added successfully" but nothing happend
Hey out there I have a problem with the Lead insertRecord function. After serval encoding problems that I have already solved know the problem the api request ist accepted but the lead is not shown in the crm lead section whats wrong?
How to get the lead owner phone number from the API
I can search for leads using the getSearchRecords API, https://zohocrmapi.wiki.zoho.com/getSearchRecords-Method.html In that I get the OwnerId. How can I use that to get the phone number of the lead owner. Thanks. Chet,
Zoho Creator and Zoho CRM API
Hello! I'm trying to get the CRM Sales Orders records (using the CRM API) from Creator, but one of the fields is always empty. "Products" is a multi line field I'm using to see the XML response. mapvar = getUrl(("https://crm.zoho.com/crm/private/xml/SalesOrders/getRecords?newFormat=2&version=2&authtoken=xxxxxxxxxxxxxxxxxxxxxx&scope=crmapi&selectColumns=SalesOrders(Sales Order ID,Created by,Subject,Created Time,Product Details)"),false); stringdata = mapvar.get("responseText"); input.Products = stringdata;
Creating a lookup function on same screen
Hi i am trying to create a text box field (dummy if can do that) which reads through my client records by Incremental string search , example user key input "C" so it goes to the first Client with name beginning "Clark" hopefully creating a list begining with "C" i know this can be done with a lookup but needs to be on the same page and also a drop down list but the client has some 2000 records and would prefer to type clark and get list of all clarks rather then move to Clark on a very large drop
Purchase Order API?
Does anyone have an API available for mapping ZOHO Purchase Order API to QuickBooks? Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Get Email Template via API
Is there a way to get email templates from ZohoCRM via Zoho API? Thanks
Is possible send an auto-response email to proper email id when I create a new lead via API.
Hi, In the option Web to Lead, in Website Integration, you can select an Email Template and to send an auto-response email to the prospect whenever end user submits the form with proper email id. Is this possible when I create a new lead via api with insertRecords?
[SOLVED] BUG: related module lookup fields working in CRM, but not in API
Hi there, I have added a custom field to the Cases module. It is a lookup to the Solutions module. In CRM interface I am able to link a Solution successfully inside a Case. (I have renamed Cases to Profiles. And Solutions to Projects.) https://crm.zoho.com/crm/private/xml/Cases/updateRecords?newFormat=1&version=2&apikey=mmmmmm&ticket=nnnnnnn&id=446244000000000001&xmlData=<Cases><row no="1"><FL val="Project"><![CDATA[Tools IDIs (2400)]]></FL></row></Cases> Yes, it is url encoded when actually used
I need API integration Services service provider
Hi there, Is there anyone who can reccomend or help me with integration of zoho crm to my accounting system www.e-conomic.com I am willing to pay for it of course. Thanks J
Zoho CRM API method getSearchRecords
Below query is not working. Getting message Invalid parameter value(code 4832). Any idea what is wrong here ? am using all the mandatory parameters, but still getting the same error message URL : https://crm.zoho.com/crm/private/xml/Leads/getSearchRecords? apikey=mykey &ticket=myticket &newFormat=2 &selectColumns=Potentials(HubspotGUID, Hubspot-Interest, Probability) &searchCondition=(Stage|contains|*won*) <response uri="/crm/private/xml/Leads/getSearchRecords"> <error> <code>4832</code> <message>Invalid
Is there any documentation on using Web Hooks?
Salesforce has this feature. I'm trying to locate the Zoho CRM analog. 1) User creates a contact 2) OnCreateContact -> Call my web service on my server in my domain Why? So that we can, in real-time, simultaneously setup a contact in our backend systems for some ancillary services.
How to call custom script for Zoho
How can I create a custom script in Zoho CRM that can be called on an action (such as a workflow rule or on creating an account)? For example, I'd like to create a new folder in box.net when I create a new Account in Zoho CRM. I need to make a call to the box.net API (REST / SOAP / XML call) to do this. Can this be done and how? Regards, Andrew
Python API bindings for Zoho released
Hi, We have created Python bindings for Zoho API. They are specifically Zoho CRM in this point, but base classes are general enough to be easily expanded to cover other Zoho APIs as well. The bindings are released as an open source Python library: http://pypi.python.org/pypi/mfabrik.zoho Bindings are intended to use for machine-to-machine communication and will work with any Python web framework, like Plone, Django, Google App Engine. Features Creating Zoho API session a.k.a ticket Extendable API
Can I associate a lead to a using the API?
Dear All, We have leads in Zoho CRM and I am trying to create taks via the API for them but can only seem to associate them to contacts/accounts. Is it possible to associate them to leads? Thanks Rob. Vista Lago Homes
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