Workaround for Workflow Triggered by Workflow
I've been told by Zoho Support that a Workflow that is triggered by a field update will not be triggered if that field update is done by another Workflow. I'm hoping that someone has found a workaround for this. Let me explain my use case and maybe someone has a better idea: Our application upserts new accounts when they become a customer via API. It will update the Account Status field to Customer as well as some other important fields having to do with our customer journey. I then have a workflowHow do you create visually stunning proposals using Zoho Books/Invoice/CRM?
Hey guys, I've been using a tool called NiftyQuoter to create proposals for the last few months. I really like it because proposals look terrific out of the box, you can see when a client opens the proposal, clients can approve them and pay online, you can add photos and a individualised blurb for each project, the product has great support etc. I set it up for one of my clients and they like it too but are concerned about the cost as they scale and also don't like the lack of integration with ZohoSingle Portal for Multiple Apps
Hello, I'm just getting started with Zoho and I'm very overwhelmed. I am currently using the free trial of Zoho One, but if I can figure it out, I intend to upgrade to the paid version. Zoho One, of course, gives me access to an entire suite of services/applications. One of the things I'd like to do is have a single place for clients (customers?) to log in and view current projects, invoices, contact information, etc. A single login for my clients. A single portal. I've come across documentationHow do I remove apps that I don't use?
When I click on Access My Apps and go to the following page: https://home.zoho.com/home#my ...there are icons that I don't use and would like to remove. How do I remove unwanted icons? ThanksZoho One Backup of entire account
Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,MRP or Manufacturing Module for Zoho
We have been searching for options for a production planning or MRP that will integrate with Zoho. Zoho Creator is pushed as a platform that can have an MRP built from scratch but we would like to find more of an out of the box solution and modify it to fit our needs. Are there any recommendations? Would Zoho consider creating a custom solution in Creator to support this need?Custom widgets on Zoho one dashboard
Is it possible to create custom widgets on the Zoho One dashboard? I see there is a widget name My Open Tickets to display open tickets in my view, but I would also like to have a widget to display unassigned tickets. A widget to display unfinished projectsZoho People LMS VS Zoho Connect Manuals VS Zoho Learn
in the past I came accross Zoho WIKI but did not like the platform because it could use a lot of upgrade. Over the time I have noticed Zoho People come out with a LMS module which allows us to created a shared knowledge for our internal team I also came across Zoho Connect which as a knowledge-based for internal team referred to as Manual Now I am seeing Zoho Learn which is a new and fine-tuned version of Zoho Wiki. All of these platforms are very similar but I am wondering what are the differencesBest way to integrate tasks across CRM (Activities), Mail, Projects?
Hi there, We had been using Zoho Projects for a while in early 2016 when we implemented Zoho CRM and migrated to Zoho Mail from Google. We have been able to synchronize the Google calendars, drive and mail with Zoho apps without too much hassle, but the task management is a nightmare! I've looked around these forums and performed several internet searches, but the only solutions I've seen are Zapier workflows with ToDoist...but I'm not even sure that would solve the entire problem. Do any of youIs Zoho Marketing Plus part of Zoho One?
Hi, Is the new fancy Zoho Marketing Plus part of the Zoho One package? Is there any benefit in using this rather than the standalone products? Many thanks JonOverall Feedback after 35 days of trial period with lots of ups and downs.
Hey Guys, with this post I want to give you an overall feedback of what I recognized during the past 35 Days of trial. This feedback is written by someone who worked for more than 10 years as trainer and consultant for one of leading CRM providers for veterinary hospitals and I have a very good IT understanding. First of all: The Suite provided by Zoho One and its apps are awesome. I've never before seen such a wide range of apps with great features! Very big complement! I did really deep dives intoWhite Label option
Is Zoho thinking of developing a white label product? If not, would you guys consider this option?Learning to work with ZOHO: It is difficult!
L.S. I have purchased ZOHO-One in January 2018. So far, I have not scratched the surface of possibilities and functionality that I think ZOHO offers. I still do not have the smooth running business that I would like to have. ZOHO does have tutorials, but, honestly, I find them lacking (sorry!). A well thought-out, systematic course that would address not just the individual applications, but also the overall integration, work-flows and best practices would be most welcome!! Since I am moderatelyCollaborating with temporary freelancers and clients
L.S. I have several businesses but no personnel. Sometimes I collaborate with others on certain projects for clients. Would it be possible to grand temporary permissions/access to certain modules within ZOHO-One (like Projects, Documents) to these collaborators and clients? Do they need (paid) ZOHO accounts? Would I need to pay extra for this?what is the best app for this customer facing portal
Hi long time user but i need to pick your brains. We have a new business that requires a customer portal. I need for them to be able to access the following. 1. See old orders and reorder 2. Equipment we are renting to them. 3. see as catalogue of products related to them. 4. payments made and due 5. personalised messages and offers 6. colourful reports. So my first thought was crm but then i am stuck using the built in invoicing which will upset the book keeper plus no ordering etc. Then i lookedSelling COURSES and MEMBERSHIPS using Zoho products.
Hi guys, Courses and Memberships using ZOHO products. Has anyone been able to make this work? I want to know if anyone has found a combination that works for them. I am a course creator, I also sell ebooks and other related info products. I have been trying to create a course site with membership options for a while. TWO BIG challenges. Stripe and Paypal are not available in my country. This challenge alone rules out most hosted platforms like Thinkific. Payment gateways available in my country are:How can I build an automated Sales Funnel using Zoho One apps?
Hi Everyone, I would like to know if anyone has information on how I can build an automated Sales Funnel using Zoho One apps. I need to build a sales funnel for selling online English classes for non-native speakers to improve their skills. I am seriously considering paying someone who builds funnels using Click Funnels to build it for me. However, I just keep thinking that there has to be a way to do this using the tools that I am currently paying for in Zoho One. Does anyone know if there are anyWhy is Zoho Support so bad these days?
We're loyal Zoho One customers but wow the support is beyond horrible. 1. All support tickets turn into extremely long and wacky back and forth exchanges that cover days to weeks...Even for extremely minor requests. 2. The language barrier is INSANE.Pipeline in Custom Modules
I love the way the Sales Pipeline looks and functions with reports. I would like to add the save pipeline features and visualization to a custom module, however, I only see that these pipelines are only available for the Deals module. Is there a way to add pipelines to custom modules?can a custom module in crm be linked to desk ticket
i have made an asset tracking module in crm can link it to a ticket in desk so I can track all issues with a particular record from the crm custom moduleZoho document API - Error when Creating document
I am trying to write the documents . I use PHP curl request to call the api. Any help would be much appreciated $path = storage_path('app/letters/letter.pdf'); $post = 'file=@' . $path; curl_setopt($ch, CURLOPT_URL, 'https://sign.zoho.com/api/v1/requests');Zoho One for Multiple Organisation under a Parent Company
Dear Zoho One, We are a two companies running different business (service and sales) in Malaysia, with our parent HQ in Germany, and we have multiple sister companies scattered across the region of Asia. Currently, our malaysia branch is using Zoho CRM and are in the process of upgrading our accounting system with Zoho One. However, there is one huge problem, and that is Zoho Apps does not allow us to run multiple organisations with a single subscription. This is our only deal breaker at the moment/Zoho CMR - How can we remove Public View in any module ?
Hi Zoho How can we remove some Public View in any module (or one by one) ? I read something about hiding but that's refers to Creator and I'm not there yet. :) Thanks! RobertIzettle or Sumup Integration for Zoho Books.
The Stripe & Square clearing works great in Zoho Books. Any further integrations planned in the future for Izettle or Sumup? These card processors are very common for taking payments with a card reader.Zoho One Inquiry
Hie Have some questions:- 1. Apps which comes under Zoho One are of Standard or enterprise ? 2. 1 User can use Multiple Apps on 1 License ? 3. Have 20 Employees , 10 employees we want to work on 9-10 Apps or may be more in future and other 10 we want work on 3-4 Apps only so my question is we have to buy 20 license all or we have to buy license As per Apps uses by employee? 4. wane know we can Use zoho Creator properly ? because we ddnt found out from where we can create new application in zohoHow to search a value stored in a subform?
Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,Customize Zoho Checkout Page for Paid Bookings
I see that the checkout page is a generic "bot created" template in zoho checkout. Is there a way to assign one of my templates to the paid bookings checkout process?Is there a simple way to automagically integrate all Zoho One applications?
We have been on Zoho CRM Plus for over two years. We recently added Zoho One and are on track for complete and total assimilation (resistance is futile!) by the end of the year. One issue we've noticed is that integrations between applications is not seamless. Is there a way to simplify integration between CRM and other modules, such as Projects, Campaigns, Desk, and others?site24x7
regards the "www.site24x7.com" service is included in the service of zoho one If included please enable it in my zoho one service Thank youDisable "Conversion" Button for Leads unless a specific set of values is provided
Hi Everyone, I am sure you also know the problem of ensuring that only complete and correct data sets are transferred to further status or even further data types (Lead -> Account). What i would thus like to do is the following: Create a validation that links the ability to convert a Lead to a list of must-have fields filled out completely. Example: Due to the inability to have different sets of mandatory fields for different status (via masks) i currently only have a minimum set of mandatoryZoho Booking app
Hello Zoho team, I understand that there will soon be a release of an appointment booking app. Any idea of when and is there a beta version available? Regards, George Thiess III English2GoTwo or more domains under one log in
Hi team, I currently have two business with different domain names. Is it possible to access/switch between each domain under one login? E.g. have two email accounts under one log in. Or do I need a separate zoho account for every new domain (business) I have? Thank you, ThomasDisplay User Name Instead of ID
I would like to include a field in my analytics tables to include the name associated with the ID. For instance, in activity table we need to include the user name associated with the user ID instead of the ID. Can someone advise how to accomplish this? It's easy for the activity owner, but not the "Modified By" field. I've confirmed that the two tables are indeed linked.Why is Zoho support so terrible?
I've spent the last week trying to get zoho to fix sudden SSL certificate issues with our desk and project portals. I've raised a ticket and constantly been told the issue is on our side despite it being exceedingly obvious it's not. After finally convincingWill Zoho Lens be included in the Zoho One subscription?
Hello, Zoho Lens looks like an exciting product that I hope to be able to use for my business. Will this be incorporated into the Zoho One suite? Thanks, BryanZoho Projects - how to personalise the client invitation email with my branding?
Its really confusing and terrible, every time we send a client an invitation for the Zoho Project, its all about ZOho. there is no personalized branding. Every time, I send up with a confused client. Who has no idea why he needs to sign up on this Zoho system. How can we personalize these invites?TASKS - Dashboard to show ALL Tasks from ALL apps.
The Unified Tasks View is useless without the other main zoho apps (Desk, Books & even FSM now) We need to see all our tasks under on pane of glass. The Zoho developers are out of touch with real business workflows. So how it was designed they want usAdd Zoho Mail for users who do not need Zoho One
We have licenses for ZOho One for teams that need to use the suite of products that Zoho One offers. We have 8 more people who only need email access and we would like to add just a Zoho Mail. They do not need the Zoho One license. We are currentlyAutomated Email Workflow based on no responses
I’m trying to see if/how the following scenario is possible in ZCRM. We manually send an email proposal from the opportunity/deals module. We want to send series of follow up emails workflow if no response. IF we get a response (simple reply back to the email) at any point though, I'd like to automatically stop the workflow. I’m curious how others have set this up. Thanks for your insight! I am trying to figure out how to automate where if a contact responds to the proposal emailed to them (in theABN
Hi, I am having trouble getting my ABN to show on the invoice. I know where the setting is under preferences to be able to include this information however every time I tick it, it shows with a line for ABN and then no number afterwards. This is despiteNext Page
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Greetings to all Zoho One users out there! We’re excited to introduce a new update that makes user management in Zoho One even more efficient; you can now convert external users in bulk! Earlier, admins could convert only one external user at a time.Domain restriction for User Management actions in Zoho One
Greetings, Zoho One Admins! To strengthen account security further and safeguard user management settings, we are imposing domain-based restrictions for user account-focused admin actions in Zoho One. In addition to password reset of user, organizationIntroducing Zoho's own SMS gateway
We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient wayZoho RPA is now available in your Zoho One bundle!
Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? ZohoZoho Payroll's USA and KSA editions are available in Zoho One!
Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in Zoho
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Zoho DataPrep switching Date Format
When using a pipeline that is importing Zoho Analytics data into Zoho DataPrep, the month and day of date fields are switched for some columns. For example, a Zoho Analytics record of "Nov. 8, 2025" will appear in Zoho DataPrep as "2025/08/11" in "yyyy/MM/dd"Looking for best practices to import data from SAP Business One (on-prem) into Zoho Analytics via Zoho DataPrep / Databridge — daily automated schedule
Hi all, I’m using SAP Business One on-prem (SQL Server / or HANA — depending on DB backend) as our ERP. I want to build a pipeline that, every morning at 9:00 AM IST: pulls transactional data (invoices, customers, products, stock, etc.) from SAP B1, loadsSaved Sections?
In sites editor, the + button reveals options to add a section, element, etc. It includes Saved Sections, but I can find no way to save a section I've already created. Otherwise, is there a way to copy a section from one page to another?Marketing Automation Requirements Questions
I would like to set up a multi-email drip campaign- please see the structure below and confirm if I can achieve this set up in Zoho marketing automation. Where applicable, highlight gaps and workarounds. Thanks Drip email campaign- Can I create one drip
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Connect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areasHow to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________Feature update: Advanced security settings
We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists
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