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

      • Transaction Rules & Customer Payments

        So I have a situation as follows. We have many clients who are all invoiced on the 1st of each month on a recurring invoice for 1 of 10 plans. This means that almost all payment dates are the same (some people pay late) and that a lot of the amounts are
      • User Filter for Dynamic Date Dimensions in Zoho Analytics

        One challenge I frequently encounter is the need to create multiple versions of the same report—one for yearly data, another for quarterly data, another for monthly, and so on. While this works, it leads to unnecessary duplication, making maintenance
      • Zoho CRM Mobile App Calls Module Missing

        Hello all, After the last update I have two things. 1. I do not see the calls module at all - not via search, not anywhere 2. In home I do not see any scheduled calls, tasks, etc. If this in the new update or is my app gone wrong somewhere?
      • Show value in a field based on selection

        Hello, I'm new at Zoho Forms, I'm trying to do the following: Let's say there are two fields, (A) is a drop-down list for items, and field (B) is for a dedicated code of each item. Is it possible to apply a conditional logic once you select an item from
      • Manage a rental inventory

        Hi Zoho team, We have a company that is renting furniture and decor in the event industry. 1. Can Zoho Inventory manage inventory for rentals? 2. If no, can we create some features with Zoho creator that can integrate with Inventory to manage our rentals?   3. We have 2 warehouse, can we easily do inventory transfer between warehouse? Thank you for for help, Peter
      • Zoho mail in Outlook 2016: Exchange Active Sync or IMAP?

        Hello, After I setup a Zoho email account, I am now setting up email client in my Windows 10 64Bit OS. I noticed that, in Outlook 2016 client, Zoho mail can be configured via IMAP, as suggested in the FAQ section. Having said that, why NOT set the account via Exchange Active Sync? This would also sync calendar, contacts and provide a more robust sync experience. Any reason why I should not setup my Zoho emaila ccount in Outlook 2016 via Exchange ActiveSync (and use IMAP instead)? Thanks! Pablo
      • Zoho User Group Meetups 2025: Mis de eerste editie van het jaar niet!

        Beste Zoho Dutch Community, Bij Zoho geloven we in het belang van het aanbieden van gratis trainingen, zodat u het meeste uit uw Zoho Apps kunt halen bij het beheer van uw bedrijf. Daarom komen de ZUGs (Zoho User Groups) Meetups in maart terug naar Nederland
      • Emails showing in inbox again after deleting

        I often have to delete emails multiple times. I may go through my inbox in the morning on the app installed on macOS. And then later in the day I open the Zoho Mail app on my iPhone and many of the emails I have already deleted appear again. This issue
      • Whatsapp integration update.

        Please, there is no way on WhatsApp integration to know if a message has been read, or has been managed by a member of the team. There should be a way to add contextual info or something please.
      • Initiate conversations anytime with WhatsApp's Templates

        Previously, in Bigin's Messages module, you could only reply to customer-initiated messages, but with this enhancement, you can now initiate conversations using WhatsApp templates. A WhatsApp template is a pre-designed message template designed to start
      • Why only one skin tone option for raised hands?

        If there is only one skin tone option, it should be one weird color as opposed to just pink. Is there a way to change skin tone on the user's end?
      • Important update in Zoho Forms: Enhancements for improved email deliverability

        Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.com
      • email Signature from Contact page not working

        Hey guys, I just set up my signature for the email i integrated with ZOHO. It works when I'm using the email client but when I send an email from the contact or lead page it doesn't add the signature. problem on my end or ZOHO's? thanks for the help!
      • How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?

        Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of
      • Zoho Analytics - Only show certain data labels

        How do I only show certain data labels on my charts? I have a combo chart with 3 data bars and 1 data line. I only want to show the data label for the data line, not the data bars. How can I do that?
      • Email Verification on Subdomain

        Hi, The latest guidelines for setting up an email newsletter are to set it up on a subdomain of your main domain so that if you get put in a spam block, it doesn't block all your company email. We have been trying to set this up and managed to get our
      • Mass Update Status of Job Openings

        It'd be incredibly useful to be able to mass update the statuses of job openings. I've just been told six jobs are on hold with the same client, so at the moment I need to update all of them individually. Cheers
      • How do you manage sales forecasts by deal when you're a SaaS (subscription) provider?

        Hello, I was wondering how you forecast revenue as a SaaS? Because my LTV moves all the time and I was thinking of updating the amount of each deal in the pipeline according to my LTV stripe, but is it possible?
      • Zoho CRM - Conditional Assessment for Blueprint Automatic Transition

        Hi, Currently, in Zoho CRM’s Blueprint process, the Automatic Transition feature does not allow for conditional assessments before execution. This limitation significantly impacts workflows where a transition should only occur when certain predefined
      • Pending Dispatch Status on Transfer Order TO

        Hello, when our branches request stock, we initiate a TO which puts the item into a "In Transit" status otherwise someone else may try to sell that item, which could be problematic if the item has limited quantities. The problem is that if the item has
      • Zoho Desk's ASAP announcement | Time to embrace the enhanced JWT Authentication Mechanism for ASAP | Dec'23

        Hi All, We are eager to introduce the enhanced JWT authentication mechanism for accessing your ASAP add-ons. Effective December 25th, 2023, the ASAP's old JWT authentication mechanism will be deprecated. This means that the option to switch to the new
      • Trying to copy Active Leads to a Custom Module called Dead Leads

        Hi, I am trying to code when the "Active Lead Status" field is changed to "Dead", a copy of the record should be created in the "Dead Leads" module while keeping the original lead in "Active Leads." I am using the following code but I keep getting the
      • Zoho Desk add OIDC federation for 3rd party IDP

        Please consider adding the ability to use OIDC/OAuth compliant Identity Providers to Zoho Desk. You currently have Zoho, Microsoft, LinkedIn, Google and Facebook. But if you added the ability to use ANY OIDC compliant provider, you would add compatibility
      • how to create a company without an assigned owner

        In my company we are reassigning accounts and we need to leave some companies without an owner to review their potential and then assign them, but the options that appear in owner require that they be assigned to a seller, how to leave them without an
      • Matrix dropdown

        Is there a way to create a matrix question with dropdown answers but 1 row correlates to 1 column? So really I want to combine 4 dropdown questions into 1 matrix but each question has a single, and different, dropdown for answers.
      • Managing Rental Inventory in Zoho

        Can Zoho Inventory manage rental inventory efficiently, or is there another Zoho app that would be better suited for this kind of operation? Looking for advice on the best approach. Thanks in advance.
      • Code API récupération enquêtes et documents

        Bonjour peut-on générer des codes API avec Zoho Survey ou Forms afin de récupérer des questionnaires existants sur nos autres outils ? Comment procéder ? Faut-il disposer d'un abonnement particulier ?
      • Field Updated based off Call Status

        I'm trying to create a Field Update where: When Call Status is Completed Lead/Contact/Account Description field with the information in the "Outcome Of Outgoing Call" Description field. Once our sales team finishes their calls and they add a description
      • User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)

        Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.
      • Mass Action Button Script

        Hi all, I've been trying to search a lot of places for a solution on how to do a button placed at the "Mass Action Menu" and thus only updating multiple CHOSEN records at once. After finding no success whatsoever, I decided to just run and test whatever
      • Time Zone Sending in Marketing Automation

        Good day...can anyone share if they have been able to get sending via Time Zones to actually work? Our data is 99% perfect, with all the time zone criteria met, yet the results are completely off target when we try to use it. We've had varied results
      • Which are the IP addresses to use for 'split delivery' with Office 365? (Zoho mail inbound gateway)

        Hi, I'm trying to set up 'split delivery' (email routing) with Office 365. I'm following the instructions to set up Office 365 as the primary server (https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html) One of the prerequisites
      • Round robin not processing backlog tickets

        We set up a round-robin for one of our departments which initially worked, but something seems to have broken during the 'tweaking' process as it will no longer assign backlogged tickets of any kind. (I've included images of the settings.) Based on the
      • Merge Tickets Directly from Contact Page in Zoho Desk

        Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which can
      • when I open my sheet ,it always start at "A1" despite I left it at "N234"

        when I open my sheet ,it always start at "A1" despite I left it at "N234"  Is it possible to make the sheet open where I left it? 
      • Leistungsdatum in Rechnungen (Zoho Books)

        Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks
      • Why is this an Invalid Collection String Error?

        Here's the code snippet: Enddate = EventEnd.toDate("yyyy-MM-dd"); EventCollection = Collection(); EventCollection = zoho.crm.searchRecords("Events", "(End_DateTime:starts_with:"+Enddate+")"); for each eventday in EventCollection { //create a list of events
      • Firebase Functions integration

        Hello Zoho Team, Please advise how I can configure SMTP in my account to facilitate Firebase-triggered email functions. Please note that I desire to send an email with a JSON object collected from Firebase Firestore and included in my mail to forward
      • How to provide recommended KB articles in the welcome message

        I'm new to Zoho and am looking to replicate something I did for a previous employer. I want all newly created tickets to receive an automated welcome message that includes a few recommended articles from our knowledge base. Ideally there would be a way
      • Zoho Desk View Open Tickets and Open Shared Tickets

        Hi, I would like to create a custom view so that an agent can view all the open tickets he has access to, including the shared tickets created by a different department. Currently my team has to swich between two views (Open Tickets and Shared Open Tickets).
      • Next Page