Troubleshooting
Troubleshooting integration of Zoho CRM with Zoho Advanced Analytics
1. Why am I unable to integrate Zoho Advanced Analytics with Zoho CRM? Make sure that you have admin privilege before integrating Zoho Analytics with Zoho CRM. The integration of apps from the marketplace requires an administrator to initiate the ...
Troubleshooting Zoho CRM integration with Zoho Desk
1. Why am I unable to integrate Zoho Desk with Zoho CRM? Profile/Permission: By default in your CRM, those who have admin level permissions or an admin profile have access privilege for extensions. You won't be able to integrate marketplace apps into ...
Troubleshooting Zoho Backstage integration with Zoho CRM
1. Why am I unable to integrate Zoho Backstage with Zoho CRM? By default in your CRM, those who have admin level permissions or an admin profile have access privilege for extensions. You won't be able to integrate marketplace apps into your CRM ...
Troubleshooting Zoho Campaigns integration with Zoho CRM
1. Why aren't all of my contacts syncing between Zoho CRM and Campaigns? There can be a few reasons why your Zoho CRM contacts are not syncing in Campaigns. No email address has been entered in your customer account: Double check to ensure there ...
Troubleshooting Sales Pipelines
1. I created a pipeline and now I cannot update the Stage field in a record. Creating a pipeline does not affect updating stages in the layout. If a map dependency, blueprint, layout rule, or validation rule has been created based on the Stage field, ...
Troubleshooting Recycle Bin and Audit Log
1. I have accidentally deleted a large number of records from Zoho CRM and we have used our two monthly free backups. How can I get my data back? If you have deleted those records within the last 60 days, you can retrieve the data from the Recycle ...
Troubleshooting Data Storage
1. My data storage was full, so I deleted many unnecessary records but the storage still shows as full and I cannot add new records or notes. The data and file storage in your organization is checked and updated once an hour. This means that it will ...
Troubleshooting Data Backup
1. My scheduled data backup is not ready for download in CRM. What should I do? The screenshot below is the default data backup screen in Zoho CRM and will appear when there is no data backup schedules. The screenshot below shows what the page will ...
Troubleshooting Data Import and Export
1. When I try to import leads, I get an error message which says "Duplicate record exist in system: Email." I've checked my CRM data and there is no duplicate record with the same email address. How do I resolve this? Once you have ensured there is ...
Troubleshooting Module Customization
Troubleshooting Modules and Fields 1. Why does the editor go from top to bottom instead of left to right when I click the Tab key while creating or editing a record? The order depends on the Tab Order Preference set by the Admin for each particular ...
Troubleshooting Blueprint
1. I am not able to find a blueprint that I created. Check whether All Modules is selected under Setup > Process Automation > Blueprint. Only then Blueprints created for all modules will be displayed in the list view. 2. Transitions are not shown for ...
Troubleshooting Email Relay
1. Why am I getting an authentication failure error? Make sure that the password you entered is correct. To verify the password, log in to your webmail with the same password by typing in the password instead of using auto-fill. Check whether TFA is ...
Troubleshooting Email Authentication
How to fix the error which says "DKIM record missing"? After entering the public key value in you domain settings page, go to https://zohomail.tools/#domainDetails and select TXT. Enter the public key value you generated in CRM and select Lookup. If ...
Troubleshooting BCC Dropbox
1. I have set the search pattern to "Search for the recipient's email address in Contacts and Leads. If there are no matching records, then do not create any new records" but new records are still being created. A new record will be created if the ...
Troubleshooting Mass Emails
1. How can I see how many records are eligible to be sent mass emails? Open the List View, filter the records using the smart filter for "email is not empty", "email is not blocked", "email opt out is not selected". This will give the exact number of ...
Troubleshooting Email Parser
1. The parser email is in the invalid email section. Reason The content in the email doesn't match the content of the parser The content in the email has different spacing or merges the characters in the same line This is the valid format for parser ...
Troubleshooting IMAP/POP3
1. During the IMAP/POP3 integration, there is an error message which says "Connect Error" or "Unable to connect". I. Make sure to enter the accepted port numbers for IMAP/POP3: Ports for incoming: 993 and 143 Ports for outgoing: 465, 587, and 25 II. ...
Troubleshooting Email Templates
1. Product details are not populated in the table created in a template. Product details will only be available if the default product table in the template has been added. If the fields in the Product Details section are added separately, the values ...
Troubleshooting Workflows
1. A workflow was not triggered for some records. Confirm the source of the record. Make sure it was not created from the Sheet view or via import. If the record source is API , "trigger["workflow"]" must be included in the API json body. The ...
Troubleshooting Webforms
1. If the Submit button in the webform is not working. Check if it works in other browsers. Re-embed the code from Zoho CRM on to the website. Make sure that the Submit functionality attributes are not removed from the source code, i.e.: ...

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