detect incoming calls right, correct allocation of incoming calls for workflow rules (calls -> leads)

detect incoming calls right, correct allocation of incoming calls for workflow rules (calls -> leads)

hello, i have a question about processing incoming calls.

I use placetel with phonemondo.

However, my workflow does not work.

Module: leads
This rule will be executed when an incoming call is logged or modified.
This rule will be applied to incoming calls that match the listed conditions, from leads.
1 Call logged automatically
The lead must also match the below conditions.
1 Lead Status IS NOT EMPTY

Instant update: Update field


What I have noticed. I see this incoming call in the calls module.

Subject:
Incoming call, LEAD NAME LEAD COMPANY (missed)

This fits so far, the source phone number is assigned to LEAD NAME.
But there are other entries in the Contact and “related to” columns. Is this the reason? What is it all about? How do you get the assignment right so that the call triggers the call workflow?

thanks!
      • Recent Topics

      • How do I categorize a payment made to one of our contractors?

        Our company paid a contractor (via bank transfer).  When I try to categorize this payment, the only options I have are:  Asset Cash Credit Card Equity It should be categorized as an actual expense, paying a contractor.  The closest thing I see, is under
      • How to auto-update a task owner in a preset list of tasks on a new project?

        We have automation set up between the CRM and Projects that will automatically create a new project with a preset list of tasks when a sales order is created for specific products. Of the tasks that are automatically populated in these new projects, we
      • Closing a Stateless Window

        Hi! I have a stateless form that I'm displaying with openUrl("https://creator.zohopublic.com/company/application/form-perma/ISN_Stateless?Trade_Order_Id1=" + input.ID,"popup window","height=300, width=500"); and that works great. The form has an 'OK' and a Cancel button.  At the end of either event (OK & Cancel) script I put openUrl("http://creator.zoho.com" + zoho.appuri + "#Script:script.close","same window"); but the popup window merely 'refreshes' and the window stays.  A cancel will not kill
      • Zoho Forms Webhooks - Only sends on submission not on edit.

        Hi There, We have a slightly unique use case for Zoho Forms. We used Zoho Forms for the collection of Guest Lists. When a customer submits their guest list they get an email confirmation. Within this is a link for them to update their guest list before
      • ZOHO Sites Domain Mapping

        Hello, I hope someone can help me understand. I have not gotten a clear response from support yet. Basically, I am using Zoho Sites, but it is asking me to verify my site. I am unable to log into a third party host to point the domain to zohosites, because
      • [Webinar] Simplify real estate operations with Zoho Writer

        Hi Zoho Writer users, Is managing extensive documentation, client information, and property data time consuming for your firm? Are you ready to simplify processes and focus on building client relationships? Join us on February 13, 2025, for a Zoho Writer
      • Adding pages to Zoho Sites

        I went to add pages to my website and it comes up Page Limit Reached. I upgraded and paid for 200 pages but the error still comes up?
      • Mantener visible solamente el primer nivel de la vista dinámica.

        Saludos. En esta ocasión ocupo su atención para preguntar de que forma puedo mantener solamente visible el primer nivel de la información colocada en el campo filas de la tabla dinámica y que se visualice únicamente esa etiqueta y su consiguiente sub total. En el caso del ejemplo que adjunto, allí quisiera ver los estados con el sub total de cada uno de ellos. Como siempre, Gracias por su atención. Saludos. Adel Bahsas El Maaz.
      • How to extract URL parameters with Zoho Flow

        Hello, I try to extract different parameters like UTM and Ads platform id like MSCKLID. Ex. mydomain.com/?utm_source=1234 They aren't necessarly all filed due to the usage of different platform. I have a field with the URL in Zoho CRM I have individual
      • Power of Automation :: Auto update the Project status based on the count of completed Milestones

        Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
      • Zoho CRM Reports Module on Mobil App

        I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.
      • uploading a document 15 mins. its still scanning for virus

        Hi there,   I tried uploading a document. A 75 KB .xls file, its been more than 15 mins. and it is still going about saying "Scanning for Virus" . There is also no idea whether the doc. has been uploaded or not ?  Update :- It seems to have uploaded the .xls file but something doesn't work. It is not opening the .xls file.  (I know the file is uploaded because I opened another tab and it shows the file has been uploaded.) It is showing "Unable to open xls file" . 
      • The app shut down and everything written disappeared

        Hello! I had a problem while using the app. Due to a crash, the application was closed, and after re-logging in, the document was empty. I know for sure that it was saved all the time while I was updating it for these two days, but neither the old changes
      • Consulta sobre funcionalidades de ZOHO

        Estimado equipo de ZOHO, Buenas tardes. En nuestra organización estamos evaluando la posibilidad de contratar ZOHO y nos gustaría conocer más sobre sus funcionalidades. Específicamente, queremos saber si es posible crear una landing page, integrar una
      • Is a record ID in Zoho Books always numeric?

        Hi Support Team, For storing Zoho Books' contact, invoice and other record IDs in an external app, I wanted to know if the IDs are always numeric. As far as I can see in Books, they are all numeric and while fetching a record via the Zoho Books API, passing
      • Zoho mail to contacts and leads, but not to accounts?

        We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenient
      • Check all user mails in one inbox

        Hello, I would like to integrate all my users into one inbox. The idea is to only log in once and see all my user inboxes in one place. How can I do this?
      • Product Quantity Report in Dashboard

        I wanted to extract products and its quantity report from deals (with specific stage). Can anyone help me on this?
      • Zoho One Admin Panel API

        Dear Zoho One Support, We are currently utilizing the Zoho One Admin Panel for managing our organization's user accounts, app assignments, and security settings. While the panel offers a user-friendly interface, we believe that an API for these functionalities
      • Call Logs not showing up in the leads module

        Hi there, I've been making calls to the leads in my Zoho CRM, however, the calls aren't showing in the close activities history, in the lead profile. I have my phone system connected and the settings are all correct. Is there a way to fix this.
      • Locations - Inventory change by itself with Shopfiy integration (Major inventory count bug)

        Hello, I wanted to see if anyone had an issue with Zoho Inventory / Shopify integration. I had a prompt to migrate to location and I unfortunately did it... As soon as I did this, Zoho Inventory started to update the inventory of some items. The items
      • ZDC Hackathon 2024 Category-wise Winners !

        Zoho CRM Client Script Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1:
      • Collaborators can't see Zia

        Hello Zoho Writer Team, I recently shared a document with a collaborator, but she mentioned that Zia is not active and unable to assist her in adding content. Could you please guide me on how to resolve this issue? Looking forward to your assistance.
      • Marketer's Space - Get effortless subscription management for CRM-synced contacts using Journeys

        Hello, marketers! Welcome to another post in the CRM Integration Series in Marketers’ Space. We’ve been exploring how integrating Zoho CRM with Zoho Marketing Automation (ZMA) can enhance your marketing efforts, especially via the Journeys feature. This
      • Here's what we've enhanced in Product Configurator and Guided Selling of CPQ

        We’re thrilled to share a few exciting enhancements in Zoho CRM CPQ features that are set to make your quoting process more intuitive and efficient. Enhancements in Product Configurator 1. Multi-select option for Actions Imagine configuring products with
      • Why there is "Failure" after the "Answer bot" card

        Hi, I'm building a Chat bot for my company. I implement the card "Answer bot" and after this card there is the word "Failure", then if I add another card, this card doesn't work. In this case I add the "End" card. Can you explain how to do to avoid this
      • Inactivate a client or account

        What do I do with an account that is no longer in business but I don't want to loose the history. Is thee a way to inactivate an account or contact
      • Cliq funtion not triggerring from Books.

        Gentlemen, I have been requesting the Zoho Books team for 15 days through various emails- then even escalated. The response that I get from Zoho is " Our back-end team is working on it......." It is a template-type response. I authenticated the link(Cliq
      • Email formatting

        I am having problems with the standard formatting of emails which are sent from Zoho CRM. No matter what I do, the font reverts to a standard format of Times New Roman. If I create a template and send that then I have no problems but if I just send one
      • Accessing Extension Created Functions

        Good day. I have recently been attempting to access a function from an extension that is installed on my crm in a standalone function I have created with deluge on Zoho CRM, however I have not managed to get this to work. I am attempting to send an SMS
      • Sales Order & Invoices Missing From CRM

        Is there a reason why Sales Orders and Invoices do not show up under Accounts on CRM. I am quite certain they used to and its quite important detail.
      • Zoho Books Bank Feed

        Good afternoon, Is it possible to change the bank feed provider on a bank account. I'm using Plaid but think that Yodlee would be better in terms of pulling transactions in a timely manner. Thank you.
      • Zoho Custom

        Hi guys, is there a way that you can give the client a simple login area without the advert of ZohoCRM and other ad as the free one, if so which which one comes with this customisation. Thanks
      • Headers in Subfrom - Zoho CRM

        Currently we cannot add any headers to CRM Subform If we have very large subforms and we want to logically group the rows it becomes really hard to do it Please add a header feature so we can add headers to a subform to logically and visually group different
      • Automated Intercompany Transaction

        Hello team - expecting a support today. I have some good experience with Zoho products as an accountant and trying to introduce the Zoho to my newly joined company. So far it's going on good except below question. I'm currently maintaining multiple companies
      • Error message: There are no choice-based fields in this form to configure a Choice-based Field Rule

        I am trying to configure some Choice Based lists in order to create some rules for the form I have created. In attempting to set up a Choice based field rule, I am trying to follow the instructions on this page here (but failing mightily at the first
      • Fixed Assets Register

        Thank you Zoho Books for adding fixed assets register. BUT there are certian tweeks that needs to be implemented. I found the following issues and seek improvements. 1) Fixed Asset Register Report in the Report Section has columns which are so much confusing.
      • Recorded imported goods

        I have imported some goods from a foreign vendor called ABC. to Bahrain. My Customs duty and VAT are paid by an agency called XYZ to authorities. I have paid the amounts to XYZ and they have paid to authorities in behalf of us using our TRN Number. Now
      • 【Zoho CRM】通話タブ / ホーム画面に関するアップデート

        ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から通話タブ、ホーム画面のアップデートを紹介します。 1、通話タブのアップデート 本アップデートにより、通話タブ>各種設定で、発信元番号と発信先番号を表示/非表示を調整できるようになり、通話タブに、[発信元番号]と[発信先番号]の項目を追加できるようになりました。 注意点: ・電話連携が有効な場合、[発信元番号]および[発信先番号]項目は通話のレイアウトに自動で追加され、通話タブ>各種設定で、発信元番号と発信先番号が有効になります。
      • Attachment Template as PDF from Another Form Zoho Creator

        Hi Everyone, have a good day. I have question, below my script for put the attachment into email. But my template PDF from another form ("Form B"). I get errror because template PDF not exist in the form "Alasan Reject". The form name for example "Form
      • Next Page