• Using ZDK.HTTP.Request /First argument must be a String / Whats a Wrong?

  Hi Team Here again with a little problem using ZDK.HTTP.Request, i need to make a http request from client script, my source code is the following: filtro = 'DocumentNumber eq '; filtro = filtro + '\'844989539\''; filtro = filtro + 'and DocumentType eq

• Frequency of Syncing with CRM

  We have used Zoho CRM for quite some time and are trying to add Zoho Campaigns but are running into several problems regarding syncing. Syncing First, we have set up two syncs - one for Contacts and one for Leads with Zoho CRM. What we expect: Whenever

• how to view emails with attachments in CRM

  Hi CRM Community, I would like to know if there is a way to add to the email view in a contact record, if an email has an attachment. see the image below. whilst it is great that you can see the subject and thread, but sometimes its nice to be able to

• Marketer's Space - Nurture your business with email marketing

  Hello Marketers, We often think about Zoho Campaigns as a tool unto itself, but with this week's forum posts, we want to look at how our integrations can help you use email marketing to get the most out of other products you may be using. Let's look at three of the most important and must-have Zoho Campaigns integrations, beginning with our most popular one, the Zoho CRM integration. Integration with Zoho CRM The sales department plays a crucial role in helping your business grow. They need the right

• Introducing Bigin API Version 2.0

  Hello all! We're thrilled to announce the release of the highly anticipated Bigin API v2. The newest version of our API brings a bunch of new endpoints, updates, and improvements, and is highly focused on introducing the most commonly requested APIs,

• get current record

  hello I'm trying to add a list in Zoho crm product (part of the code) Productid = 133994; productList = zoho.crm.searchRecords("Products","(Product_Code:equals:" + Productid + ")"); what I'm trying to to is to get the value of a custom field in the current

• Email Replies Are Not Detected In Workflow Automation Even With Reply Tracking On

  Hey I have a workflow automation setup. I put my own personal email through the workflow to see how it would show my replies. I replied to the email yesterday and haven't seen anything come through. The email arrived in the other Gmail inbox. But Zoho

• Why is Zoho CRM Webform using v2 of CAPTCHA instead of v3

  We used to use Contact Form 7 on our site with great spam filtering add ons. Since we switched to Zoho CRM Webform which has Captcha v2 we receive at least 3 or 4 spam leads a day. This is then causing our mailing list (which uses the web form) to have

• Confusing merge tag functionality or bug in CRM templates

  Hello, In CRM templates I have 2 identical templates. One in the contacts (renamed to parents/carers) module and one in a custom module (named children). In the custom module I can access any field through merge tags from the contacts module. But I cannot

• Pull CRM module fields into Desk

  Hi, Totally new to Zoho and scripting. Does anyone know a simple way to pull information from a customer module called serial numbers, linked to accounts in CRM into Desk? Seems you can show desk tickets in CRM modules, but can't easily have a field in

• subform tooltips

  tooltips of subforms don't show up after setup:

• #BiginnersTips- 5 | Clearing Closed Lost Deals from the previous year!

  Welcome to another segment of our #BiginnersTips series! In this post, we'll explore a practical solution to manage closed lost deals from the previous year. By utilizing custom views and setting appropriate filters in your Bigin account, you can effectively

• CRM Partner Access to set up CRM

  I am having a problem having the customer add me as an admin so that I can set up their CRM. They are unable to add me to the CRM as an external user. Support said there was a conflict between Cliq and CRM. How do you gain access to your customer's CRM

• Keeping 'deals' in sync with sales orders in Zoho Inventory

  Hey all, I have a function that generates a sales order in Zoho Inventory when a deal is created in Zoho CRM. I'd like to implement a function (or solution) that keeps them both 'in sync' after creation, trigged by an edit of the line items in either

• Adding User Profile Picture to Documents

  Is there a way to add a user's profile picture to documents using "#" including in Forms?

• Canvas - add number of elements in a bullet

  In the left panel of a contact in CRM, there the "associate list" (name could be different in english) with a number in a bullet which represent the number of element in it. In my screenshot, we can see most are empty except "dossier repreneur". Great

• Sending Info to Custom Module Using Function

  Hi, I have set up a custom module called "Entities" in Zoho CRM. Each Entity record can be linked to several Product Records. I want to write a function which will sum the "Amount" fields from every Product record associated with the Entity and then update

• Attention Indian Customers: Introducing Bigin Virtual Classroom Training

  Attention Indian Customers: Introducing Bigin Virtual Classroom Training We have exciting news for all Bigin administrators! Mark your calendars for the paid training session exclusively designed for Bigin administrators, happening on 12th July 2023.

• Users Last Login Report

  I'm a ex-salesforce user and we used to have the ability to quickly export a list of active users including the last time the logged in. If a user was not taking advantage of the system we could easily see from the report. I've been hunting around, but

• Zoho Form to Lead Creation

  I have created a Form for a survey quote request. On completion a lead is added automatically into CRM, how can i get all the relevant fields to show somewhere in the CRM lead record. The standard ones are added like name, address, etc, but i would like

• It says "Your Professional Trial expires in 15 days" but I wanted a free account

  At the top of the CRM app it says "Your Professional Trial expires in 15 days" right after I signed up.  I wanted to sign up for a free account, not a professional trial.  I'm currently trying to evaluate the Free version but that's difficult to do when it's giving me a Professional trial.  Is there any way to turn off the Professional Trial? 

• Office 365 Email and Zoho CRM

  We have recently moved to Office 365 for email, and we were planning on syncing our email to Zoho CRM as per https://help.zoho.com/portal/en/kb/crm/connect-with-customers/email/articles/email-configuration-for-imap-pop - but.... https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/deprecation-of-basic-authentication-exchange-online

• [Webinar] Win with Analytics: Overcoming 5 critical sales challenges

  According to a Harvard Business Review study, companies that excel in sales pipeline management witness a remarkable 28% increase in revenue growth. To clock such accelerated growth rates, sales teams must adopt a comprehensive approach that enables them

• Checkbox - Integration between Zoho Forms and CRM

  G'day! I'm looking to add a contact to CRM based on the completion of a Form.  My only issue is setting a Primary contact checkbox in CRM based on a checkbox on the Form.  There appears to be a disconnect between the two applications as the integration set-up does not allow me to choose the checkbox field in the Form when attempting to link it to the checkbox field present in the CRM.  A few thoughts/observations... Assume that it's seeing these two options as differing field types even though they

• CRM Linked for works via email send but not customer button??

  Hi, I am trying to creat a custom button that prepopulates my CRM record info in it when its opened for a related list linked job survey form. It currently works flawlessly when sending the linked form through the internal CRM email form link button (see

• How do you fetch a file's ID from WorkDrive in Deluge?

  I need to construct a Deluge script in which I dynamically fetch a folder and then upload a set of attachments to it. Getting and uploading attachments seems to be easy, but I'm struggling to get hold of the folder ID that I need in order to upload to

• Email to write back to Zoho CRM

  Hello, I am able to create an email notification to my sales team of a new lead. However, I would like to send reminders daily until the sales team either updates the records in CRM or if the can click a button in the email to acknowledge they have reviewed

• 2 questions and consultant needed for customization for business

  Hello, I have two questions I would like to ask the community.  We have been a Zoho One member since June 2018 and love the applications and flexibility for smaller business.  Our busiest time of the year is right now and all of our properties are full.  This has allowed me to begin phase 2 of Zoho over the next 8 weeks. We are a property management company specializing in overnight vacation rentals.  We use a middleware/booking engine for 2 way integration with the Online Travel Agents (OTA's) such

• Syncing Campaigns contacts to Zoho CRM

  We would like to sync our contacts in Zoho Campaigns into our Zoho CRM account. However I can only figure out how to do this in reverse. For example, I see documentation here, but those options don't appear in my account. When I setup a sync between Campaign and CRM, it will only pull records from CRM into Campaigns, but I want to send them from Campaigns into CRM. Can I get some help in how to properly configure this?

• AutoPopulate Contact Name In Deal

  Hello Client Script to AutoPopulate Contact Name from Account to Deal Client Script:- var Account_ID = value.id; var contactname = ZDK.Page.getField('Contact_Name'); var related_records = ZDK.Apps.CRM.Accounts.fetchRelatedRecords(Account_ID, "Contacts");

• Create CRM Task When Invoice Marked as Paid

  Is this possible, reason I ask is that any task created in Books is a Books task and doesn't display in Task List in CRM and I want all my tasks in one place and don't want to have to look in two separate places for my tasks I assume this would need to

• Create CRM Task when Zoho Books Invoice has been paid

  I need to create a task in Zoho CRM module relating to a Deal when a Zoho Books Invoice, also relating to same Deal is paid. I think Zoho Flow is the way to go but can't find a field in Zoho Books to use to create task in relevant deal. Can this be

• Does Immediate Sync work on Updated records?

  In Campaigns > Contacts > Sync Services: Does "Immediate Sync" also watch for, and immediately pull in Updated records (as opposed to strictly New records)? It appears that it only pulls in New records. Otherwise the once-a-day delay of the "Periodic

• Fetch function not working for Zoho CRM

  I have a simple flow setup from Zoho forms to Zoho CRM. Upon submission, the form creates a record and the flow creates another record. I implemented a delay, and then created a Flow to fetch the record created on form submission. However, Flow cannot

• Basic Set-up guidance please!

  Hi, I was wondering if maybe I could get a little push to get me going in the right direction as far as my workflow, as my business process is unique. I broker (buy/sell) used construction equipment. I would mostly like my CRM to track the activity flow

• Not getting refresh token.

  Hi,       I am implementing application in iOS and android, in that i am integrating ZOHO CRM. In developer console i am adding client id with "client type" mobile. I use https://accounts.zoho.com  domain specific. I and redirects URIs to may  iOS or android application. I use OAuth2.0 for authentication, after that i use REST API to get "refresh token" but i am only get "access token". There are in bellow code to get token   self.getCodeFromCRM(client_id: Client_ID,                             clientSecret:

• Announcing product bundle training for partners

  Hello partners! We thank you for your participation in our product bundle training survey. We are delighted to share that we had an overwhelming response to the survey, and we extend our sincere thanks to all our partners. We treasure your contributions

• Z CRM - Contact list page Load forever, only for one user!

  Hi, one of our user has a problem. When she click on the top menu "Contact" to view the list of the contacts, this page doesn't load. All the other module are working fine. The page try to load, but never load. It's like she does not have the right to

• Is possible a record to transfer for blueprint A to blueprint B?

  Hello people By implementation, I have two blueprints called A and B, the point is that if a user wants a record that is in blueprint A, to pass it to blueprint B, is there some kind of trick or programming to achieve that goal? Thanks in advance for

• Zoho CRM Lookup Connect with Zoho Form Field

  Hello Team, I have a Zoho from where i Have field 1 and Module is Test 1 in this module i have the lead lookup, so once i will be fill the zoho form then Lead Lookup will be also fill. I passed the record ID this is not work. so in simple how we can connect

• Next Page