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Invalid OAuth Token When Using Zoho CRM API with Postman
We're in the process of integrating Zoho CRM with our Django backend and currently testing the API endpoints via Postman. I've forked Zoho's official CRM REST API collection in Postman for this. Steps Taken: Created a Self Client via Zoho API Console:
Device Credentials
Connection Credentials for my device. Where is this displayed in the application.
is there a better way to routinely export my project timesheets?
Hi there, I am somewhat happy with how Zoho books handles time. One thing that is missing is more user driven control over my data. I have a workflow where I constantly need to give customers feeds of work done. So I pick a project, and would ideally
Zoho Flow - Create CRM Meeting - Expected input type is jsonobject
I'm trying to use the Create Module Entry action in Zoho Flow to create a meeting in Zoho CRM. The participant field is throwing an error during debugging: "Zoho CRM says "Invalid input for invalid data. The expected input type is jsonobject." I've tried
Assistance Required for Fetching Custom Subform Data in Zoho CRM Widget
Hi Team, I am facing an issue with my Zoho CRM Widget. In the Quotes module, there are two Subforms — one is a predefined Subform, and the other is a custom Subform that we have created. In the Inspect console of my widget, I am only able to see the predefined
Introducing Zoho Projects Plus!
Just as each project you execute is unique, so is the project management requirement. Following a one-size-fits-all approach to managing your projects might limit the possibilities of exploration and advancement for your teams. Acknowledging this, project
Zoho Mail Shared Mailbox migration
Hello! I am in the process of migrating our whole email infrastructure to Zoho Mail. We currently use cPanel for our email accounts and we want to migrate them to Zoho Mail using the migration tool. The problem is that we use an email for our sales department
Have an input card for zobot that could collect Name, Email, and Phone or a message all at once
It would be great to have an input card for the codeless bot in a form style that allows it to ask all relevant questions at once. at any point in the chat flow or conversation, This approach would simplify the interaction, making it easier and more straightforward
Change DKIM From 20248 Bit Key to 1024 Bit Key
I am having issues trying to change the Bit Key in DKIM from 2048 to 1024 so that it works with my Shopify Account. I can only find information on how to configure this when the Domain Key is added, but I couldn't find any details on how to change it
Update Date field using a custom function
Hello, In Zoho FSM, Equipments module, I created the following custome fields for tracking the calibration of the eqipments: "Calibration Required"; type: Checkbox; API Name: "Calibration_Required__C" "Calibration Interval (Days)"; type: Number; API Name:
Zoho CRM API, Python SDK v7 Quoted_Items
Hello. How do I use this SDK to retrieve the Quoted_Items from a Quote and downstream the items in a Sales Order I can see references to a constant INVENTORY_MODULES_ITEMS = ["invoiced_items", "quoted_items", "purchase_items", "ordered_items"] But I cannot
Zohoのシステムについて
ここで提供しているofficeソフトが使いたくて質問するためにユーザー登録をしました。企業を対象として事業展開されているようですがzohoのシステムがよくわかりません。writerやsheetなどのソフトを利用してもかまいませんか?また利用するときの費用はどうなっているのかとか組み込まれているbasicについての資料とか、要望事項を記してくださいと書かれてあったりとか質問したいことがたくさんありますがこうした質問が許されているのかもわかりません」 ここの書き方もよくわかりません
Email de outra pessoa ja associada ao meu dominio
Tenho um dominio e está falando que o email da pessoa ja está associada ao meu dominio
Pin multiple columns and adjust column widths in CRM subforms
Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's
On create of Amc module get sub form data of last row and update in Schedule Vist End Date field in zoho crm
@Iswarya B G @Bhoomi Joshi @Abinaya Praveen @Ishwarya SG @Haiku Technical Support On create of Amc module get sub form data of last row and update in normal module field Schedule Vist End Date field in zoho crm
Magento 2 as data source for Analytics
I see that Shopify is in Beta as a data source, any change that Magento 2 is in the works? We currently use Metrilo to parse our eCommerce data for marketing and would love to keep that inside our Zoho ecosystem. Thank you!
Zoho Finance Issue in Deals (ZOHO CRM)
I create almost all estimates/Invoi in Zoho Finance when I convert a lead into a deal or a contact into a deal. But in the Deals section, when I click on any person’s deal, I don’t see the estimations or invoicing from Zoho Finance at the end. May I know
Restrict card movement in Kanban View
Hello everyone, I’m wondering if there’s a way to prevent users from moving Deal cards in the Kanban view when grouped by Stage. On the Deal details page, I’ve implemented several validations to ensure users cannot change stages until all conditions,
Everything you want to share — in ONE link
Hey everyone, Say hello to our very own link in bio tool – Linkthread is designed to create a single customizable link that contains everything you want to share with your audience on social media. Welcome to the Linkthread Community! What's Linkthread?
Automate Zoho Meeting Creation via Blueprint (Leads & Accounts)
I need help automating Zoho Meeting creation during a blueprint transition in both the Leads and Accounts modules. Requirements: Triggered via blueprint Read meeting start time (DateTime field) and internal participants from CRM Create Zoho Meeting via
Cómo guardar datos de subformularios en filas individuales en Zoho Sheet o Google Sheets
Hola comunidad, Estoy trabajando con un formulario principal en Zoho CRM llamado Clientes, el cual incluye un subformulario llamado Productos (máximo 3 productos por cliente). En el formulario principal tengo los siguientes campos: Cliente Teléfono Correo
ZOHO BOOKS EXPERT
We are planning to migrate from Quick Books to Zoho Books, and are looking for a professional with experience in migration to Zoho Books and the setup of Zoho Books. Currently, we have two companies and two Quick Books accounts, and we want to integrate
Estimating Project Costs in Zoho Projects – Based on Hours and External Costs
Hi everyone, I'm currently setting up a project in Zoho Projects and working on implementing a budgeting structure. I’ve already enabled cost tracking based on hours logged to tasks, but I’m looking to expand this to estimate total actual costs, based
Assistance Required for Zoho Bulk Import Error
Hi, I am currently attempting a bulk import in Zoho with a small batch of records to test if the import will be successful. However, despite matching all fields correctly, I continue to encounter the following error: "Not a standard user: Prospect Owner."
Page Break
Is there a way to set page breaks in Zoho Sheet. I couldn't find anything about it on the board.
Zoho Projects API - Searching Projects by Custom Field
Hi How can I search all projects by a custom field? I can confirm that using the search_term parameter as documented here does not work for me: https://www.zoho.com/projects/help/rest-api/search-api.html#alink3 My search term is "22424", which corresponds
A few Issues when using "Pay Bill via Check"
We have quite a bit of issues with how paying for Bills via Check works. Would love some feedback from the Zoho team in case we are doing something incorrectly. 1. When we go from a vendor and select "Pay Bill via Check" option, we see ALL the outstanding
zoho crm intergration with zoho campaign
I to intergrate zoho CRM with zoho campaigns https://help.zoho.com/portal/en/kb/crm/integrations/zoho/zoho-campaigns/articles/zoho-campaigns-crm-integration#Configuring_the_integration_and_setting_up_sync but in step1, when i click to zoho campaigns,
Bank transaction automation
I would like to automatically update the "Reference#" field with whatever text is in the "Description" field each time Zoho Books pulls my bank feeds. I've figured out the automation all the way up to the Field Update, where "Reference Number = ...???"
How to add a pre-filled form to a mobile app
We are building a mobile app that API's lead info from ZOHO crm (leads module) and would like to add a refer a friend program via a ZOHO form the would prefill their info (Name, Email and Phone) whilst they add the person they are referring (Name, Email,
instagram direct message
is it possible to check and reply Instagram direct messages?
Zoho Recruit - Automatic email before expiry date
Hi, how can we automate email going out to candidate if one of the 3 fields are 30 days or less before expiry? All available workflow triggers are update/create/delete based but I want this to be independent of any activity on candidates profile. Is it
Feature Request - Approval Processes
Hi Team, I think it would be really valuable to add the approval process feature like what is currently available in the CRM. The problem with the current approval support is it can't be automated to send the approval to set people based on the values of fields within the tickets. Is this something that could be considered for the roadmap? Thanks, Harry
Check Validation Rules all fields on Quick Edit on Record Details Page
I've added validation rules for some fields in a module — let’s say 3 out of 6 fields have rules. On the Edit Page, if any of those fields have an error, I can’t save the form — which is good. But on the Details Page, I can still quick edit other fields
How can I bulk import product images to Zoho crm.
How can I import product images to Zoho crm within bulk imports. I am using an excel sheet or csv and want to include an image (via URL) for each product. This topic is the closest I have found to a solution but I need further help to implement it: https://help.zoho.com/portal/en/community/topic/import-file-upload-and-image
Show Zoho Books Retainer Invoice in Zoho CRM
Hi Support, How can I get Retainer Invoices created in Zoho Books to show in Zoho CRM? If a sales person needs to collect an upfront deposit, they should be able to see that the retainer invoice has been created and paid. Thanks, Ashley
How can I switch from inches to centimeters?
Hey Zoho-Team, I tried to switch to another measuring unit. Inches are not used in Europe, but i couldn't find an option to use metric units. How can I switch the ruler, tabstops, positions of elements and everything else to the metric system? Thank
In India is Zoho Free plan restricted to companies with turnover less than Rs. 25,00,000/= ?
Dear Team, In India is Zoho Free plan restricted to companies with turnover less than Rs. 25,00,000/= ? If not, what are the restrictions. Thank you, Anup
Is CRM On Premise available
Hi Zoho team, Can you please let me know that CRM Zoho is available for On Premise as well? Thanks, Devashish
How to make Deal field required for "Standard" layout and hidden in "Customer Portal" Layout?
How to make Deal field required in tge "Standard" layout and hidden in "Customer Portal" Layout?
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