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
getSearchRecords and Quotes Module
Hi! I'm trying to get JSON information from Quotes Module, but not all - only custom fields. For example: https://crm.zoho.com/crm/private/json/Quotes/getSearchRecords?authtoken=TOKEN&selectColumns=Quotes(Description, Subject, Contact Name, Product Name, Quantity, List Price, Grand Total)&scope=crmapi&newFormat=2&searchCondition=(Valid Till|=|2012-10-05) But result of this request is only field "Description". How can I get all info? Thx a lot! Screenshot of results I got:
How to update lead form from other website?
How to update lead form from other website?
Is there a way to search records by modified BEFORE?
I've looked in the API documentation and believe the following are true: 1. I can use the getRecords with LastModifiedTime to get all the records SINCE a time/date. 2. I cannot use the getSearchRecords using searchCondition=(LastModifiedTime|<|2012-08-29%2011:09:23) For example: getSearchRecords&authtoken=XXXXXX&scope=crmapi&newFormat=1 &selectColumns=Leads(Lead Name,Company,Email,Mobile,Website)&searchCondition=(LastModifiedTime|<|2012-08-29%2011:09:23)"; For getSearchRecords I've also tried "modified",
Offline version of Zoho CRM
Hello, any news on the offline version for Zoho CRM? Frank
CRM API URL not working
Hi Team, Following code does not execute at all $ch = curl_init('https://crm.zoho.com/crm/private/json/Leads/getRecords?authtoken=TOKEN&scope=crmapi'); $jresponse = curl_exec($ch); and echoing $jresponse returns "false" When I try using same URL on browser, it works. It happened suddenly on our running live server couple of days ago and It seems cURL not even try to hit the URL. I tried cURL for URLs other than ZOHO CRM they all working fine. As a matter of fact every JSON or XML CRM API requests
Force contact ID
We're going to use the API to import our records from our CMS into Zoho CRM as contacts. Can we use our own internal ids? We want to force user_id = 1 in our database to be user_id #1 in zoho. is that possible?
Posting with PHP & CURL
Can anybody point me to some example code for submitting a new lead? I have found several incomplete examples, but there doesn't seem to be any standard PHP code for generating tickets and inserting records. Thank you.
Zoho CRM API: New Methods Introduced
Hello! We are very pleased to announce that we have introduced the following methods in Zoho CRM Developer API. Here's the list: getFields This method can be used to fetch all details of fields available in a particular module. Example: https://crm.zoho.com/crm/private/xml/Tasks/getFields?ticket=TICKET&apikey=APIKEY The above request will fetch all details of fields available in the Tasks module. For more details, refer our API Guide. getRelatedRecords With the getRelatedRecords method, you can
No documentation about Contacts and the API? Cannot import contacts! Help?
We have a client that uses Zoho for their business and they wish to use our software for sending out e-mails to their contact database. But I've looked through and through the entire Zoho documentation and not a single place actually lists 'Contacts'. Is it not possible to actually do anything with contacts through Zoho API? By documentation, I mean the following: https://apihelp.wiki.zoho.com/Zoho-API-Developers-Guide.html I did find some mentions of Contacts in relation to Zoho API through Google,
Attn. CRM API Developers - We Support only HTTPS
Hello, Today, I am pleased to announce an important change in our Developer API. At present, we are supporting both HTTP and HTTPS while implementing our developer API. In another 4 weeks, we are planning to support all API transactions only via HTTPS and permanently discontinue the HTTP protocol. This additional SSL, 256-bit security system will help you to protect third-party integration from security problems during data transfer. After April 28, 2011, if you still use the HTTP in your application,
Extending Zoho CRM's database - additional table/entity
Hi there I would like to add a new table to CRM, containing what are in effect like financial transactions. Each transaction would be linked to two accounts in CRM, one being the Supplier account and one being the Customer Account. I then need to see: under each Supplier: the transactions representing things they have sold under each Customer: the transactions representing the things they have bought Is this possible in CRM alone, and/or can it be done by combining multiple Zoho applications
Problem with getSearchRecords
Hello, I am receiving <response><error><code>4834</code><message>Invalid Ticket Id</message></error></response> I am trying to getSearchRecords with contacts I am not sure where my problem is at all. Any help would be greatly appreciated $plumberCode = htmlspecialchars($_POST['PlumCode']); $token = htmlspecialchars($_POST['token']); $url = "https://crm.zoho.com/crm/private/xml/Contacts/getSearchRecords"; $param= "authtoken=$token&scope=crmapi&selectColumns=Contacts(First
Create custom fields using the api
Hey guys, Is there any way to create custom fields by api? I'm working in an integration which needs to add some custom fields automatically in the leads. Thanks, Lucas
When getting Authentication Token, is there a way to add a parameter where I want the CRM to be from a specific company?
Hello, my question for the day is, When I use the authentication call I get a success on each account I have. Meaning, let's say I have a CRM that is part of "ABC" company and I also have an account with "FFF" company. I just want to make sure that only the users in "ABC" company can use my application. So when I get the token is there a way to also show the company? Thank you and if not, do you have a suggestion? (at first I was going to add an if statment for the username if(does_not_contain"@ABC.com")
CRM API - File Download
Thank you for updating the API to include file attachment facilities. This is a good improvement. Regarding "file download", how does one determine the unique ID of any attachment through the API? Can you configure the API to view a list of files attached to a record, and then choose the one to download? Brendan
Geckoboard integration to ZOHOCRM
Any ideas how to do this quickly and easily? Much appreciated Jon
crm developer wanted to help me build a crm Help quick!
i need a database built quickly for a faith based tracking system. i have a budget of 500.00 and the project is a simple design. i will want to grow the concept later so please have enough skillset to expand the project. joel.b@givethechurchhelp.org 770-547-0494
developer for a crm is need for a project quickly. serious, pleasant and reliable only reply
I need a crm custom built for a project asap please contact me for more details. For Gods Glory World Ministries. Joel Bowden 770-547-0494
Developer wanted for ZOHO CRM
Deleloper wanted to custom modify ZOHO CRM...Tailoring it to our company. Direct residential sales business.
What Screen Scraper would you use for gathering data and inputting into Zoho CRM?
I'm new to Zoho CRM and to screen scraping, so I'm wondering if someone can point me in the right direction. I want to write some screen scrapers to extract data from specified websites and upload it to my CRM db.
batch update of records
Due to the current API limits, we are unable to integrate our application with the Zoho CRM. For each Account, we maintain data in an external database and would like that data to be pushed into the CRM. I have setup custom fields for the accounts in Zoho and have written up the code that pulls data out of our database and updates it into Zoho. The issue is that we have more than 500 customers (growing every month). The sync needs to happen daily. But, the API has a limit of 250 requests per day.
can the forum support help me an buliding project that i need?
i have a document excel that i want to put in to a project can it be helpful here? please
CRM Unique ID
I would like to pass the Unique ID of a Potential to an external program so that I can then use the API to query the CRM using the getRecordByID() function. My thought is to create a custom link that calls my external program but the ID field is not one of the fields that I can select and pass. Is there a way to do this? Thanks.
Roadmap for Zoho CRM API
Dear team, Success of Zoho CRM cannot be achieved without the API that allows integration of third party applications. Is there any road map of future improvements you would like to share with us? We have been facing several times the multi search criteria, but probably other developers had different issues. Could you please communicate on what is coming next? Many thanks in advance! Best regards, Christophe Mendez | MZ Consultants
How to link oppotunity and invoice ?
Hi all, My problem is that I am working on ZOHO CRM and I would like to merge in a document informations from the Accounts, Opportunities and Invoces tables (ZOHO CRM invoice and not ZOHO Invoice application). In fact the problem is rather staight but can not find the solution. In other word I would like to be able to create a document (MS word or Witter) with some fields from the opportunity, some fields (adress...etc) from the account table and the invoice id + the amount from the invoice table.
Multipe criteria in searchCondition : (Phone|=|<TN-1>, Home Phone|=|<TN-2>)
We need to search all phone fields of a particular CRM object in a getSearchRecords call to API. Please help.
How to retrieve Zoho CRM Metadata?
How to retrieve Zoho CRM Metadata?
Urgent Bug with Inserting Sales Orders in Batch
Hi, When I calls "SalesOrders/insertRecords" to insert more than 1 orders, the products will be attached to orders in a wrong way. For example: Request: https://crm.zoho.com/crm/private/xml/SalesOrders/insertRecords?authtoken=...&scope=crmapi&newFormat=1&xmlData= <SalesOrders> <row no="1"> <FL val="Subject">SO - 1</FL> ... <FL val="Product Details"> <product no="1"> <FL val="Product Id">111111</FL> ...
Next Page