Seeking a WhatsApp Business App (not API) Zoho CRM integration

• Topic Participants

• Robert

• Sunderjan Siddharth

  

• Ishwarya SG

  

• Sticky Posts

• Free Webinar - Digital signatures for digital contract management with Zoho CRM

  Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcoming

• New User Interface for your Email integration in Zoho CRM

  Hello folks,  As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**.  If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below.  **Please note that,

• Fetching leads from Zoho CRM into Zoho Creator, automatically

  I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible?   Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM.  For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically

• Recent Topics

• Block opening tickets vía email DESK

  Hello, I want to block the functionality of opening tickets when someone send an email to our support email address. Actually everybody in the world can open a ticket in our systen just sending an email to our support email address I don´t want this feature!!!! Please help! Thank you, Unai

• Edit a previous reconciliation

  I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.

• Not able to receive mails

  Am able to send mails. But not able to receive. The mail bounces back saying Your message wasn't delivered because the address couldn't be found, or is unable to receive mail.

• Loading Zoho Webmail

  Zoho Webmail don't work. Yesterday webmail works in the same web browser (Firefox). Webmail works on google chrome. Try to repair for Firefox.

• Account blocked

  My account contato@fernandovarella.com.br was blocked due to suspicious login activity. I am the owner of the account and domain. Please unblock web access and outgoing mail.

• Can anyone tell me my setup right or wrong?

  Tell me about this, my root domain not receive mails from other senders, only receiving from mails connected with zoho network , i have to need sender.net camp... also For MX MX | dandakaranya.com | mx3.zoho.in | 50 | Auto MX | dandakaranya.com | mx2.zoho.in

• Cannot sign up customer for Zoho Mail

  I tried last morning to sign up a customer for Zoho Mail, but it says it is unable to create the account right now. I contacted the support, but did not get any response yet. I am located in Iceland, if that helps. Anyone else experiencing this as well?

• Subject: Issue creating temporary mailbox due to OTP verification requirement

  Hello Zoho Mail Support, We are following your recommended approach for email migration and need clarification on how to proceed correctly. Our intended migration approach is: Create a temporary mailbox katja.migration@nellajanuttu.fi Copy all emails

• The response from the remote server was: 554 5.7.1 : Relay access denied

  Team I am getting the below error when i send email from gmail to my zoho email. I am receiving few emails from other domains. Can you please verify attached config and let me know how to fix this issue ?

• Zoho mail not working from yesterday

  Zoho mail for server ninjamedia.in not working from yesterday. Please look into it. Error

• First Response Time, Where to find?

  Hi Currently I'm building a feeder file that auto-fetch ticket details when created/updated. On my table headers, apart from custom fields, I'm specifically looking for First response time. Currently I'm checking capabilities using Zoho Flow but couldn't

• Issue with Zoho Emails Going to Spam Despite Verified DNS Records

  Dear Zoho Support Team, I am writing to report an issue with my Zoho email account. All emails sent from my domain are consistently being delivered to recipients' spam folders, even though all required DNS records have been correctly configured and verified.

• Delink of mail id from one auth

  Hi , Please help me to do delink my email id from one auth , the phone is not supporting the higher version i would like to have options with ease process Please help and unable to view the inbox due to the same issues Regards Rekha

• Outgoing blocked for almost a week – ticket #2472334 – no response yet

  Hi, My Zoho Mail account has been blocked for outgoing messages due to “unusual activity.” The reason is that I forwarded all of the messages from my website contact form (95% spam) from my ZOHO to my personal Gmail. I submitted a support request (Ticket

• Límite archivo adjunto

  Buenos días Actualmente tengo el plan mail lite, 7 usuarios de 10gb de almacenamiento para correos, quisiera saber cuáles son los límites para adjuntar un archivo adjunto, exceptuando la opción de archivo pesado, ya que últimamente tengo problemas para

• Lead Email Mandatory in “Add Lead to Journey” Action

  We are currently using the Zoho Marketing Automation Add lead to journey action inside Zoho Flow. We noticed that the field “Lead email address” is mandatory when adding a lead to a journey. Our concern is: Many of our CRM leads do not have an email address.

• How to prevent users from switching price lists in an order?

  Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, other

• Undelivered Mail uncategorized-bounce errors when sending invoices

  Recently we have been getting Undelivered Mail bounce notification when sending invoices. Reason: uncategorized-bounce Some go through no problem some bounce back. We recently sent 10 invoices, 6 received bounce notifications. After reaching out to the

• Unable to activate orphaned accounts on a existing domain.

  When I attempt to tag this customer through the partner portal, the Check Availability step first indicates the email is available, but on submission returns this error: "This user does not have account in this service or this user is not an admin. Please

• Ability to Edit the "Current Job Title" dropdown field

  Current experience/Issue: When a user (candidate) uploads resume to Zoho Recruit candidate portal, some fields are prefilled with the info from the resume/cv correctly. However, we've observed that; 1. the "Current Job Title" dropdown field is usually

• Unable to Add Users - Zoho Mail Restriction

  I am trying to add new users to my Zoho Mail organization, but I am getting the error: "This user is not allowed to add." We are a legitimate business using Zoho Mail for email hosting only. Our company is based in Saudi Arabia, and we may be accessing

• Bigin Forms Enhancement: Acknowledge visitors via WhatsApp

  Greetings, We hope all of you are doing well! We're excited to share a new enhancement to Bigin's forms. Let's take a look at it in detail. Acknowledge visitors via WhatsApp The Acknowledge Visitor option in Bigin Forms means visitors receive an instant

• Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

  Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s

• No Ability to Rename Record Template PDFs in SendMail Task

  As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and

• Zoho Customer Grievance Escalations Matrix

  We have been with Zoho for little over a 24 months having several licenses for Zoho One and with standalone license for Zoho Commerce Advanced Plan along with their so called "Premium Support" for which they charge you a pretty hefty amount. It's been

• Switch between multiple LLMs instantly for tailored Zia experiences

  Availability Editions: Professional , Enterprise, Ultimate , CRMPlus , ZohoOne Release Plan: Available for all DCs Hello everyone. Earlier, the Multi-LLM feature supported only one LLM at a time for Zia Record Assistant bot restricting flexibility from

• Data entry and automatic barcode sticker printing

  Hello there I am very new to Zoho.. and not sure if it can do, or should I say, I can easily set it up to do, or first basic requirement. We take in up to 1000 unique used products every week. They come from up to 50 regular suppliers. The are used household appliances. We try to fix most of them. For waste regulation purposes we have to track every machine from the source/supplier it cam from to if it was repaired and put back on the market? or stripped and scrap for material recovery. Is it possible

• Inventory Barcode Creation - Add Picture of Item

  Hi I am trying to set up bar code labels and include a picture of the item on the label - any idea on how to add that field to the barcode generator?

• Setting up a barcode system with Zoho Creator

  Hello! I am researching how to set up a barcode inventory system that is compatible with Zoho Creator. I am working with an art inventory, and I want to be able to refer to each piece of artwork with a barcode. My goal is to be able to generate a barcode, store that barcode in a Zoho Creator database, be able to print out a barcode label from that database, and have the database pull up a record when the barcode associated with that record is scanned. I understand that there are barcode generating

• New Built In QR/Barcode Generator Print Settings

  I'm trying out the new QR/Barcode generator field in Creator. I would think most people will want to print these, like I do. I am not seeing any way to control the height or width of the barcode for printing (inside the print/pdf template builder). The

• Inventory SKU barcode printing

  Hi I am a developer and am wondering if zoho creator or even zoho inventory have the capability to print barcodes upon submitting a form. I have been researching the forums and have not been able to find any way to do this natively in Zoho. Can someone

• PRODUCT LABEL MUST HAVE MORE FIELDS AND OPTIONS - VOTE NOW!

  The Zoho Inventory Product Barcode generator is unfinished, very limited, and unusable for most companies that need to generate informative product labels. Companies must be able to generate labels for products they receive to control inventory, so the

• Ability to "Add Additional Guest" to Bookings

  When using other calendar booking services such as Calendly, there is an option to "Add Additional Guest" to a booking. For example, imagine User A is making a booking on my company's booking calendar and would like to invite their spouse (User B) to

• Modify logo on exported PDF article

  Hello, I have to 2 Help Center with 2 different brands. If I try to download an article from Help Center Brand #2 as a PDF file, I see the Brand #1 logo on it. Is there a way to modify or hide the logo in the pdf? Thank you Antonio

• Get Files Associated to Data Template via API

  I have a data template with multiple files associated to it, and trying to write a Deluge script that will fetch files associated with this data template. I created the script below based on the WorkDrive API documentation, one request uses the data templates

• Pasting Images in Zoho Desk ignores cursor location

  My team has reported an issue which started recently where when we paste an image into a new or existing reply or comment, the pasted image seems to ignore the current cursor location instead paste itself at the last character present in the reply/comment,

• Push conversation to operator in guided conversations

  I really would like to push the conversation to an operator from a specific deppartment in guided conversations, just like Zobot in sales iq. It would help a lot. For me it does not make sense to use sales iq for messenger, instagram and others, because

• Lost the ability to sort by ticket owner

  Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?

• Zero Customer Support

  I have been a paying customer on Zoho Mail Premium, which clearly advertises a 40MB attachment limit. However, for a long time now, I have been experiencing ongoing issues sending PDF attachments over 10MB. Instead of sending properly as attachments,

• Unable to send message;Reason:554 5.1.8

  Dear Zoho Support Team, I have attempted to send multiple documents in several different ZIP files containing PDF and Word documents. Initially, I received the following notification: “When Office 365 tried to send your message, the receiving email server

• Next Page