Multiple criteria in getSearchRecords
Is it possible to use multiple criteria in getSearchRecords? The function doesn't seem extremely useful if you can only limit based on one criteria, although from the included examples it looks like this is the case
No API libraries
I just wanted to say that I am evaluating solutions because a client has asked me for a CRM solution. They want me to program it, but I thought maybe I can use Zoho. It seems to have what we need, but I am doubtful because the integration with the API is limited to XML. It is weak, as someone else mentioned, you should have robust API libraries in multiple languages like Twilio. Now it seems there is a lot of functionality in Zoho, but it is sort of half baked. I would rather have something
Send data from joomla to zoho crm from API with php -> tutorial?
Hi, im using joomla and would like to send contact form data to Zoho crm. I am stuck. would you have an example how to send the stream and insert a record ? Thanks in advance. VIjay Gupta
crm api and zoho products
Is it possible to display (and format with CSS) a single product from zoho crm on an external webpage using api?
ZCRM API insertRecord notes error
Hi, I am trying to insert a lead into ZCRM and then insert a note related to this lead. I am following this tutorial https://zohocrmapi.wiki.zoho.com/insertRecords-Method.html and using Java example. I am able to insert a lead record, but fail to insert note. The error i am getting is: <response uri="/crm/private/xml/Notes/insertRecords"> <error> <code>4401</code> <message>Unable to populate data, please check if mandatory value is entered correctly.</message> </error> </response> My lead XMLDATA
Import lead data from emails
Hi, I have my leads emailed to me on a daily basis. The emails are in the exact same format every time. Is there anyway to do this automatically instead of manually entering each new lead? I know there are lead management systems that do this. Thanks!!
Inserting SalesOrder with product referred by Product name
In the API documentation it is stated that for a product attached to a sales order, the field "Product Id" is mandatory. Then the docs say that the "Product Name" can be specified, if you do not have a valid product ID. I've made several tries to implement this. I've tried Filling in Product Name and leaving Product Id empty (or not sending it) <SalesOrders> <row no="1"> <FL val="Subject">Test - SO</FL> <FL val="Product Details"> <product no="1"> <FL val="Product Name">Product name</FL> </product>
Adding Products to a Sales Order
In the API documentation is described how to insert SalesOrders with their products. I would like to add a product by using it's Product Name and not the Product Id. I believe the docs describe this being possible, but I can't get it working. The documentation states: 1. A value for "Product Id" is mandatory. 2.You can specify the product name if you do not have a valid product ID. I have tried various implementations. I have tried leaving the Product Id empty and filling in the Product Name. I
Custom Object in Zoho CRM?
Hi, We are building a new api integration solution for Zoho.So, 1. Can we able to create custom object in Zoho CRM with some fields in it? 2. And can we associate the custom object with leads and accounts objects? Please provide us detail on how to create and associate it to other object if support is already available.
Using Zoho web to contact from with weekly
I am considering using Weebly to build a website. I currently use Zoho web-to-contact form to import con acts from my web form to Zoho CRM. Can I do the same if I build my new website in Weebly. According to Weebly PHP and Mysql cannot be used. If the soho form cannot be used, does anyone know an easy to use platform to build a website which can use the soho web-to-contact form?
Get list of all users via API
Hello, Leads assigned to users by SMOWNERID I don't see "Users" entry at page https://zohocrmapi.wiki.zoho.com/CRM-Entries.html So request "Users/getRecords" won't work. Is it possible to get list of all users via API?
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 ??
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,
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