Stop by and explore our six updates in ABM for Zoho CRM
Dear Customers, We hope you're well! ABM for Zoho CRM is built to sharpen your database so that you engage with the right set of customer accounts. To fine-tune it further, we have six new updates: New access location for ABM Refined account entry criteria
Tracking Emails sent through Outlook
All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But
Zia Emails Summary: Instant context from past emails
Hello all, Reading all of the past emails associated with a specific record can be tedious, which in turn makes it difficult to understand the context quickly, as these messages often include irrelevant details that waste time. This is true for everyone
Bing ads integration and tracking
Hi, Is there any way to track Bing ads in the same way that we are able to track google adwords? It is important for us to be able to determine the conversion rate of our Bing ads. If this is not possible now, will this feature be added in the future?
Filter our rejected quote items from the inventory quote template
Hello, I am trying to have rejections at the line level on my quotes so I can track what items are often removed, I do not want to claim the whole quote as lost just the individual items for better data tracking. However I cannot figure out how to filter
Kiosk waiting for completion breaks previous field updates from occurring, yet timeline of record show changes
hi 1) I set to statuses on a Get record . 2) Next i run a function and capture the result i.e. wait for completion 3) Then a Screen The record's timeline show the status changes. Yet the record has not changed. I can repeat this. I had another route in
Zoho Projects Coming to CRM Teamspaces
Availability: The US DC Standard Edition is now available. It will be rolled out to customer accounts in all DCs in phased manner. Hello all, You are probably already familiar with Teamspaces, the dedicated workspaces where teams organize the CRM modules
Custom Display Field for Lookup Dropdowns in Zoho CRM
Could Zoho CRM support changing the display field in lookup dropdowns, like Zoho Creator does? This would make it much easier to select the right record by showing a more useful field instead of only the default one. It would improve speed, clarity, and
Create custom field in multiple modules
I am trying to create some custom fields that will be in both leads and contacts module without having to create them separately and then mapping them. How is that performed? it is too time-consuming to create 20+ fields and then do the same thing in a different module when they carry the same info. The idea is that when we get a lead from web site, there are items that we capture and once that lead is a client and moved to Contacts, that info should come over. So trying to find an easy way to create
Subform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?
We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that
How do create a validation rule / function to check datetime field is within Business Hours?
I've got a field called Scheduled_Time. People keep accidently inputting 2am when they mean 2pm. Realistically this field is never going to be before 7am or after 9pm. I'd like to add validation rule to the field (which is a datetime field). Using the
Experience effortless record management in CRM For Everyone with the all-new Grid View!
Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
Automate pushing Zoho CRM backups into Zoho WorkDrive
Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
Native QuickBooks integration for Zoho CRM: Connecting sales and finance
Greetings, I hope all of you are doing well. We're excited to announce Zoho CRM's integration with QuickBooks Web, which is designed to synchronize your CRM data with your QuickBooks accounting records and bridge the gap between sales and finance. This
Unable to mass update a specific field
Hi there, I want to mass update a field on zoho crm but im not able to as it doesnt show up. procurement list is a lookup field
Folders for CRM Dashboards
Implement ability to create folders to store dashboards within. Example useful for case such as individual sales persons dashboards grouped by year into folders.
Best practice for tracking the sending of samples or catalogues
Hi, My company sells leather and fabric for interiors- sofas, chairs, curtains etc. Our clients are all interior designers, architects or furniture manufacturers. What is the best way to track what samples/catalogues we have sent? If the project is fairly certain, for example, for a specific hotel renovation, then we'll track this as an opportunity, as the project has a definite date, budget and is sure to happen (we may of course lose the project, but we want to bid for it). If the designer just
Delete Tags - Maximum for Module
Hello, I have just received the message that I have reached the maximum tags for a module. We'd like to consolidate tags so some deletion is required. Can you please advise how we can do this? Thanks / Stephanie
I need targets and actuals achieved data to be visible in zoho. It might be calls revenue emails or whatever how do i make it visible in analytics?
I need targets and actuals achieved data to be visible in zoho. It might be calls revenue emails or whatever how do i make it visible in analytics?
Deploy or update Zoho CRM custom functions via curl
How can I deploy/modify/update my custom deluge functions using curl? Can't find related API endpoints in CRM documentation Provide me with examples I need it for making autodeploy process from git repo Thank you
Is there a way to add custom fields to Company Details?
Hi Zoho community, I'd like to store a bunch of custom related values (eg registration date, paid up capital etc) in CRM. Please note I'm talking about my own company not clients. I dont want to pollute Account module with irrelevant fields since i want
BUG: Related List Buttons with Client Script action now erroring
There appears to have been a bug introduced over the last few days with Related List buttons that invoke a Client Script action. Button configuration: Configured Client Script: Results: The default loader is presented at the top of the page, and an error
List of Contacts/Leads with Scheduled email
Hi, I was wondering if there is way to derive a list of contacts/leads for whom emails have been scheduled in Zoho CRM Can we use filter for this? If yes then which and How? Regards, Karan
Critical EU Server Routing Mismatch: Office 365 Graph API & IMAP OAuth Integration Failing with URL_RULE_NOT_CONFIGURED / AADSTS65005
Hello everyone, Environment Details Subscription: Zoho One Data Center / Server: EU 1. Initial Office 365 Integration within CRM Attempt via Graph API When trying to integrate Office 365 into Zoho CRM via the Graph API for the first time, the process
Microsoft Teams now available as an online meeting provider
Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings
Set Custom Icon for Custom Modules in new Zoho CRM UI
Using Another Field Value for Workflow Field Update
I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but I would like the new value to actually be taken from a DIFFERENT Field's on the Lead record (vs just defining some static value..) Is this possible? Could I simply use
Having the possibility to filter by Caller ID & Dialled Number on Workflow - Calls module
When creating a Workflow in Zoho CRM related to the Calls module, we can't filter with some fields (like Caller_ID & Dialled_Number). So to perform any action based on these fields we need to do it with a custom function that will use more CPU usage and
Create new records with field values of dropdown or checkbox in Workflow rules with record value (merge field support)
Hi, I am trying to insert a new record to Contacts module via Workflow rules. Value should be the field value in the Leads module. This works for string fields. But for checkbox or dropdown this option does not exist? You can only assign a fixed val
Updating Custom Field using Deluge Function Fails
I am using Zoho CRM and I want to create an automated custom Deal Number for every new Deal record. Business Requirement Whenever a new Deal is created in the Deals module, Zoho CRM should automatically populate a custom field called Deal Number. The
Mass Update not trigger workflows
Hi, I have performed a mass update of all records in a custom module using a custom view. I have a dummy checkbox on my module that I turn on or off - hoping to trigger all the new workflows that have been created for that module. However, no workflows
Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation
Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses
Customise Lead Source and Sub Lead Source per webinar
We have an integration between Zoho Meeting and Zoho CRM. New leads are imported into CRM but now they all have the source "Zoho Webinar". Can I change this source? Can I add a sub source? And can I customize these fields per webinar? (So different webinars
Client Script | Update - Client Script Support For Portals
Dear All! We are excited to announce the highly anticipated feature: Client Script support for Portals. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for all
Integration Request: Elementor
Integrating Zoho CRM forms with Elementor, the most popular page builder on Wordpress, would be great. I use it for our site, goenergylink.com, and I have had to use Zapier webhooks to be able to connect it with Elementor. The one issue I have run into
Rename system-defined labels in Zoho CRM
Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited from
Email Opt Out Question
Has the problem where if a customer is emailed opt out prevents you sending standard emails? For me this feature is simply to stop any email marketing and should not block people from receiving emails via Zoho mobile, which makes no sense.
Kaizen #244 - Visualizing Blueprint Transition Criteria Using Zoho CRM REST API Queries
Hello Everyone, Welcome back to another edition of the Kaizen series, where we uncover powerful ways to extend and customize Zoho CRM. Have you ever asked , "Why can't I see the blueprint transition button on this record, why it failed, and how can I
How to refresh data in real time
I have question, 1. If I make some update for a record thru widget, how to reflect the changes without refresh page? 2. If I made some update for a record thru function, how to reflect the changes without refresh page?
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