Miscellaneous
How do you integrate Zoho Forms with Zoho CRM?
It is possible to integrate Zoho CRM with Zoho Forms in the following CRM editions: Enterprise Ultimate You can use Zoho Forms to build online forms or applications to collect data from your website visitors. When you integrate Zoho Form with CRM, ...I can't find the Feeds tab under Notifications. How do I enable it?
The Feeds feature in Zoho CRM provides a collaborative platform where CRM users can share their views and discuss their work with team members to speed up the decision process. Feeds also gives you updates on the important records that you choose to ...Can I integrate Google Ads Grant with Zoho CRM?
Yes, you can integrate Google Ads Grant with Zoho CRM. The procedure to integrate is similar to that of the Google Ads. (The Google Ads grant allows the nonprofit organizations to advertise on Google Ads at no cost.) Read more about integrating Zoho ...Can I integrate Google Ads Grant with Zoho CRM?
Yes, you can integrate Google Ads Grant with Zoho CRM. The procedure to integrate is similar to that of the Google Ads. (The Google Ads grant allows the nonprofit organizations to advertise on Google Ads at no cost.) Read more about integrating Zoho ...How do I sync Zoho Mail Calendar with my Zoho CRM Calendar?
Go to calendar.zoho.com Click Settings > Zoho Apps > select Zoho CRM. Click Synchronize. That's it! All your events you create in either calendar will now sync with each other. Please note that Zoho Calendar allows integration with many calendar ...What are the benefits of tagging records in Zoho CRM?
The primary objective of tagging in Zoho CRM is to help you categorize and prioritize records so that you can fetch them easily. For example, you can tag certain records as "Big deals" or "Tradeshow leads from Australia" or "Junk leads from ...Does Zoho CRM integrate with Quick Books?
Zoho CRM has built an extension to integrate with Quick Books. This will directly install Quick Books to your Zoho CRM account. Click this link to install the extension: https://marketplace.zoho.com/crm/zoho-crm-integration-for-quickbooksCan Administrators directly access the emails of their subordinates?
At present, administrators cannot access the email messages of their subordinates without enabling the Share option in the Leads/Contacts module.Does Zoho CRM synchronize emails with Gmail?
Yes, you can synchronize emails between Gmail and Zoho CRM. To synchronize Gmail with Zoho CRM, you need to first configure a POP account in Zoho Mail. Here is how you setup a POP account in Zoho CRM. Zoho Mail (http://mail.zoho.com) seamlessly ...How to configure my corporate email account in Zoho CRM?
In Zoho CRM, you can configure your corporate email account by following the steps given below: Log in to Zoho CRM. Open the Zoho Mail service at http://mail.zoho.com or click the Email tab in your CRM account. In Zoho Mail, click Settings > Mail ...Can I configure my Gmail, Yahoo, Hotmail and other web mail services in CRM?
Yes. You can configure Gmail, Yahoo, Hotmail and other POP-enabled emails services in Zoho Mail.Can I configure multiple email boxes in Zoho CRM?
No. You can select ONLY one mailbox at a time from which you want to fetch mails in CRM.After changing my Zoho account's password, do I have to update the password in the CRM Mail Add-on configuration page?
Yes. You must update the password immediately after changing it in Zoho accounts. Otherwise the email messages will not be fetched from Zoho Mail to the Zoho CRM service.What happens to the bounced emails?
All bounced emails will be listed in your Inbox and associated with the corresponding lead or contact.Can I sync my existing email client with CRM email?
Yes, you can synchronize your emails from existing email clients and track them efficiently in Zoho CRM using POP/IMAP.How to schedule mass emails in Zoho CRM?
You can send mass emails based on your Zoho CRM Edition. 12 AM to 11.59 PM GMT is considered as one day, to calculate the email count. The mass emails per day, per company includes Autoresponders, active email Schedulers, Macros and Mass emails.You ...Where can I view the documents attached from Google Docs in the Zoho CRM system?
You can view the attached documents under the "Attachments" section in the Record Details page.Is it possible to edit the documents, once they've been attached to Zoho CRM?
No, all documents are Read-Only and they cannot be edited once they've been attached to Zoho CRM.Can I attach more than one document at a time to a record?
Yes. You can attach 5 documents at a time, provided the total size of the attachments (files) does not exceed 20 MB.Do I have to change my Zoho CRM password if I change my Google Password?
No. You do not have to change your Zoho CRM password if you change your Google Password.How can I insert links and images in my email template?
You can insert a hyperlink by selecting the text and using the hyperlink feature . You can use an image or a logo in your email template, by following the steps given below: Click Setup > Templates > Email Templates. Click the Edit link corresponding ...How can I set up unsubscribe form in my email templates?
You can use the unsubscribe form to allow the email recipients to opt out from your next follow-up and avoid Anti-SPAM complaints. Follow these three steps to setup the form: Step 1 - Provide the Return URL and generate the HTML code for the form. ...Can I include only the first name or last name in the email template?
Yes, you can use only the first name or last name in the email template as per your requirement. Let's assume you want to send an email where only the First Name of the lead needs to be mentioned. Follow these steps to do so: Click Setup > ...How do I add a signature to all my outgoing emails?
You can add signature to all your outgoing emails by following the steps given below: To customize signature Click Setup > Channels > Email > Email Configuration. In the Compose page (Email Configuration), Scroll down for the Email Signature ...What data can I access using the Native App for iPhone?
The Zoho CRM Native App for iPhone supports the Leads, Accounts, Contacts, Deals, Cases, Activities (Tasks, Events, Calls) modules. You can access the data within these modules. Also, some of the related records will also be listed for the records. ...What are the prerequisites for installing Zoho CRM App for iPhone?
You need to have the following before you install the Zoho CRM Native app for iPhone: Zoho CRM requirements: A valid and active Zoho CRM Account. Mobile Edition activated for your account. The permission to view Zoho CRM modules iPhone requirements: ...Does the Zoho CRM App for iPhone work in the offline mode?
Yes. You can continue to work on the local data stored in the device even when you lose connectivity to the internet. The changes made to your data will be synchronized to your online account automatically when your iPhone device connects to a ...From where do I install the Zoho CRM native app for iPhone?
You can install Zoho CRM native application in your iPhone in two ways: Download and Install the Zoho CRM application from the App Store from your iPhone. Download Zoho CRM through iTunes and synchronize with your iPhone.Related Link Installing ...How many records will be downloaded to the device on installation?
Initially, when you sign in to your Zoho CRM Account from your iPhone, 1000 records in the Contacts module and 200 records each in all the other modules will be downloaded.How do I get to access a record that is not downloaded in my device?
You can use the "Search in Server" feature to access a record that is not already downloaded in your iPhone.Can I use my Gmail ID to access Zoho CRM app on the iPhone?
You can access Zoho CRM using only the primary/secondary email address that you have registered. You can always change the primary email address to a Gmail address. Follow these steps to change the primary email address.I am unable to view the records submitted via the web form. What could be the possible reasons?
If you are not able to view the records submitted via web form, please check the following: Use of HTTP - If you are using HTTP in your web form HTML codes, you need to change it to HTTPS. See Also Only HTTPS Support in Web Forms Removing default ...Why am I not able to see the 'Run Macro' button?
The Macros features and the 'Run Macro' button will be available only if you have all the three profile permissions mentioned below: Mass Email Mass Update Create ActivitiesRelated Topic Managing ProfilesHow many emails, tasks and field updates can I configure in a Macro?
You can add 1 email, 3 tasks, and 3 field updates in a Macro.Will the emails sent using Macros be listed under a record?
Yes, the emails sent using the Macros feature will be listed under the related record. Please note that the mail is sent to the email address provided in the Email field. In case the Email Opt-Out option is enabled, the mail will not be sent.I added a custom view but why am I not able to view the same in the mobile app?
When you make some customization changes in your CRM account, you may not view the same changes in the mobile app too. These changes include adding/editing/deleting custom fields, renaming tabs, adding/modifying custom list views, etc. In order to ...Some customizations in my email templates are not reflected. Why?
Some of the customizations that you make in the HTML code of your email templates will not be reflected in the templates. Following are two such code customizations that will not work. 1.Avoid using Proprietary Styles and Custom Tags as they ...Can I manually assign records to territories?
Yes. Territory managers can manually assign records to their territories. Users with the Administrator profile can also assign territories to records. Records that are manually assigned can only be removed manually by the territory managers.What if a territory is not assigned with a manager?
The parent territory's manager will administer the territory which does not have a manager.Can I disable Territory Management?
Yes. Users with administrator profile can disable territory management feature for the organization account. On disabling this feature the following will not be accessible: All the information related to territories in the Accounts, Contacts and ...Next page
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