Sync CRM estimates with Projects estimates when create or associating project
Hi, I have CRM, Projects and Invoices synced up, does the estimate I create in CRM sync over to the Project when I either create or associate a project using the button in CRM? I have 2 estimates in a deal, I have just created a new project for thatZoho CPQ
Hello @Zoho team, I came across a post that Zoho is working on a CPQ module or functionality. are there any news about this?How do I create a time field?
I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a fieldTracking emails when using Outlook
I like that the Hubspot Outlook plug-in has a "track email" and a "log email" button. The "log email" is easily accomplished by BCC'ing my Zoho BCC dropbox to log items to records. However, I don't have an easy way to embed a tracking pixel when created emails in Outlook. I'm working to add the required DKIM record to see if I can just have it log all of my emails through my Zoho IMAP setup. Ideally, though, I'd like to choose which ones are tracked and which ones are not when sending it via Outlook.Woocommerce Zoho CRM Connection Problem
I want to automatically send an order when I enter woocommerce to zoho crm but it is not possible. Currently I get the following error. [{"code":"MANDATORY_NOT_FOUND","details": {"api_name":"Pipeline","json_path":"$.data[0].Pipeline"},"message":"requiredCreate Section - not showing up
Hi, i created new Custom Fields and then created a new section on the page layout for leads and put the new custom fields in the new section. However the new section does not show up on the page layout when i go to leads ?Kaizen #35 - API Concurrency
Hello everyone! Welcome back to another post in the Kaizen series. We will be discussing an interesting topic this week - API Concurrency What is Concurrency? Concurrency is the number of API calls that can be active simultaneously in a given instant per user per OAuth2 app. This limit ensures that computing resources are available for all users. There are no time-based API call restrictions in Zoho CRM as the API limits are based on the number of simultaneously active calls. That is, you can makeZoom Voice/VOIP integration
Hi- what are the chances of integrating Zoom voice service with Zoho CRM? As we already have their meetings integrated would it be possible to integrate their VOIP service as well? I know first hand their voice service since the pandemic has grown quiteOrganize blueprint transitions
Hello, I don't see this as a very hard thing to do, but it would be very helpful. Currently, when a blueprint's transitions appear on a record there is no way to organize them. The order they appear in seems very random, and this random order changesSort Order for Reports
Need to be able to set the default sort order for reports.Zoho CRM running terribly slow
Not sure if any one else is encountering this but our whole team is experiencing that zoho crm is running very slow. Feels like we are on a dial-up connection. Half the time page doesn't load or takes forever to do any thing. Reports hanging or takingLimit number of records in Related list
Hi There Is there a way to limit number of records in Related list? ex. we can only issue 5 proposals per account. Any chance this can be done via settings or other ways? Thanks MannyCanadian Data Center
Hi I am wondering if Zoho has a Canadian Data Center? if so, where? And how would I go about getting our information transferred there Thank YouOAuth2 API: Better document oauth/user/info
Hi there! I have been searching for very long time now to find out how to get some current-user info after a successful login. This piece of information is rather important when it comes to integration with other services. And after I finally found it, I ran a Google search on it. It is just mentioned once in the documentation, as an example request to demonstrate how to use the access token. This should be documented as the other endpoints: Description Request Response With best regards and haveHow to send email to contacts filtered by one account field
Hello, We want to send email from the CRM to contacts, using a complex request. I can't seem to be able to find an easy way. From the CRM contact Module, I should be able to select contact using contacts fields but also one field belonging to their Account. I can't find a way to add a related module in the (left column) search, or is it ? O can I make the selection another way ? Then, once we have the list of contacts, we should be able to check the one we need, and click on the Send Email in theCopying/Converting Data from One Module to Another Module along with Notes
One of my client has more than 15 Module and he wants to move Convert Data from almost Every Module to all other Modules. To avoid all these tedious tasks, I created a generalized Code to Convert from One Module to Another Module. All you need is to change source_module and dest_module names and create a parameter of module_id. Also need to add some fields if there is a change in Field Name and what you dont want to copy information. (upto Line 24) I added as many pieces of information I can to describeZoho CRM Multi-select values not translated
Hello! I have some issue with translate custom multi-select fields in zoho CRM in other language. I download export file, but it has all my custom fields and picklist values exept multi-select fields picklist values. Please, help me to undestand, isCustom value in lead status
Where can i add custom values in the "lead status" drop down?Email Opt-in who have opt-out.
I have asking to zoho crm support but no one can answer this. User opt-out at zoho campaign and then user have opt-in via sign up from at zoho campaign But the problem is zoho crm is still opt-out. I have asking how to fix this issue. Look like they don'tEmail in Zoho CRM stuck in "Sent" Status
We sent an email today directly from CRM (not IMAP). Usually, when we send our emails, we see a few different Statuses, such as "Delivered," "Opened," "Clicked" or "Bounced." But today we sent an email 8 hours ago and the status just keeps saying "Sent" (yes, I refreshed multiple times). Did the customer receive this email? We need to know. What does a Status of "Sent" mean in this case. Any help would be much appreciated.Recurring Tasks
Hello, I tried to use the repeat task feature to set up a task I need to do on a particular day every week, but that creates a separate task for each Friday from now until 2023, flooding my task list. I prefer to work by clearing my task list every day,Numbering Venues/Locations
Hi, I have 56,000 Venues/Locations (a module). I want to give them all a number within a field. What is the easiest way to do this please?How can I use System Variables inside email templates?
How can I use System Variables inside email templates inside CRM? Such as : Current Date Current Time Current User Current User's Manager etc.price book report
i want to be able to produce price books for my engineers. If i could produce a report with the retail price as an option that would be great. This seems to be an old issue to please what are the plans.How to add a CC Field in an Email Template
Team, I have the below business problem Due to requirement of the regulator on compliance - I would need all my automated emails (Triggered by workflows) to have CC address to one particular ID. Currently neither the workflow manager nor the Email TemplateZUG Virtual CRM Meetups across the UK - February 2022
Last year, we were beyond happy to see how the Zoho Community continued to grow, learned from, and helped each other through our virtual Zoho User Group meetups. We couldn't be prouder of our Users for taking the time out to come together and supportEnhancements in Email Notifications
Dear All, Greetings! We have a quick update on CRM email notifications under Actions. Let's go! Email notifications is one of the actions that can be configured in automations like workflow rules, blueprint, command center, etc. Up till now, the emailLeads, Prospects, Contacts, Clients and Me
I'm trying to adapt my process to Zoho and am getting confused. Here's how I did it before. Maybe it's just terminology...? Leads - anyone from any source that I might want as a client. Leads include people that I am sending emails or tapping in socialMacro and Account
Is creating and using Macro's in the Accounts module in the development road map? Regards, GlennCRM Calendar to start on Monday
Hi, I have been searching high and low and I cannot find anywhere an option to change the calendar settings to the European style Mon-to-Sun instead of the default Sun-to-Sat. Please do advise how I should do that or whether you plan to create such an option! I know it is a matter of habit, but all the members of my team are complaining how disturbing this is. Looking forward to the answer! Regards, KristiTasks and Tickets - Unified View
Is there any way I can combine the lists of Desk Tickets and CRM Tasks into one place where I can view everything assigned to me in a consolidated manner? I'd even be fine with the two lists still being separate, but on one single screen.Facebook lead forms and Zoho
Hi! Is there any way I can integrate Facebook lead forms to my Zoho CRM? I wish to collect the leads I receive from my Facebook lead forms directly to my Zoho CRM. Any information regarding this will be deeply appreciated.Using Zapier to create Quotes from Zoho CRM
Hello all, I want to use Zapier to create quotes in Google Docs. I have managed to use Google Tags successfuly {{tags}} so I can populate variable data. The only thing I cannot solve is the creation of a table with product and prices. If the quote hasVertical CRM
Hello, Can i export the application developed on Vertical CRM ?CRM Lead scoring wiht Marketing HUb
Hello, Does the new multi scoring system pull scoring data from Marketing Hub or only Campaigns?Where to store details
I am coding in C#, .Net Core v6. I have this code in an (my) API Application that will be used by another application (or possibly multiple other applications in the future): Token token = new OAuthToken.Builder() .ClientId("1234567890") .ClientSecret("2345678901")Zoho CRM convert lead api not working for me.
Hi Zoho Community I want to use Zoho CRM's convert lead API in our backend server to convert lead to deals. I am passing the following input: { overwrite: true, NotifyLeadOwner: true, Deals: { DealName: "SanikaCan an opportunity have multiple owners?
We have salespeople who team up on an opportunity and will split the revenue. I want it to show up in both of their pipelines/funnels. If there is another way that I'm missing, please let me know. ThanksZoho CRM with Servicenow
How to Configure Zoho CRM with Servicenow?Mixed users?
Is it possible to have have a mixture of user types? We have some users who only need to view data occasionally so the Zoho CRM Professional edition is a little extreme for our needs. Could we have free users as well as the current Professional usersNext Page
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Last year, we were beyond happy to see how the Zoho Community continued to grow, learned from, and helped each other through our virtual Zoho User Group meetups. We couldn't be prouder of our Users for taking the time out to come together and supportEnhancements in Email Notifications
Dear All, Greetings! We have a quick update on CRM email notifications under Actions. Let's go! Email notifications is one of the actions that can be configured in automations like workflow rules, blueprint, command center, etc. Up till now, the emailTrack and monitor sales activities with the all new Tasks, Calls, and Meetings modules
This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is criticalIntroducing Dialpad, Xoxoday, Elevate, Stripe, and 11 more extensions for Zoho CRM
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Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules
This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is criticalDetails on adding a note to a contact/lead via Zapier
Can someone provide some details on how to add a note to a contact/lead using the Zapier integration of Zoho CRM? My trigger provide a phone number as a lookup key and then some added data that I want to add as a note. I assume that I want to use theCRM and Finance Tab - Add Invoice "Subject " Column
When On a contact in CRM, and you click the Zoho Finace tab, how can I put in the invoice subject line? Or even a custom field for this. We need to see what that invoice is for, without opening it. If we have tons of invoices we need a way to quickZoho Removed 66% of Screen "Real Estate" at the flip of a switch
Adding my 2 cents for this terrible UI/UX roll out of the new Tasks/Calls/Meetings section. This "new and improved" task layout splits the standard layout into 3 columns but the layout is not responsive. I can now only see 2 full tasks instead of previouslyFunctions
Does anyone can help, i want to have the other field copy the same input from the other field. Whatever the Input in T3 must show automatically in Unit Price in CRM. Thank you in advance for the help.
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Function #50: Schedule Calls to records
Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRMFocus Group webinar: Integrating Zoho Desk with Zoho CRM
Seeing that a lot of our users use Zoho CRM hand in hand with other services to collectively run their business, we're introducing a new sector in our focus group webinar series, discussing useful Zoho CRM integrations to streamline your business operations.ZUG Virtual CRM Meetups across the UK - February 2022
Last year, we were beyond happy to see how the Zoho Community continued to grow, learned from, and helped each other through our virtual Zoho User Group meetups. We couldn't be prouder of our Users for taking the time out to come together and supportEnhancements in Email Notifications
Dear All, Greetings! We have a quick update on CRM email notifications under Actions. Let's go! Email notifications is one of the actions that can be configured in automations like workflow rules, blueprint, command center, etc. Up till now, the emailTrack and monitor sales activities with the all new Tasks, Calls, and Meetings modules
This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical
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