• Zoho CRM Appointments how to get Appointment ID

  Hello Zoho Support, I've been trying to create a Function for the Appointments Module but I get the error message: "INVALID_MODULE". I'm using the API Name: "Appointments__s", that I get from: CRM API/API names Here is the Function: AppointmentData =

• Import User from CRM N/A

  I'm trying to get our company all onto Zoho mail, but when I go to the Import from CRM screen I get the exact problem described here for one of our users. However, I talked to the user and she says she has deleted the organization. Its for the user h****@4********e.com.

• Update a Deal Stage after a Contact Update from Forms

  Hello, I have a business flow I need to configure on Zoho CRM but I'm stuck. I tried workflows (partially successfully) and now I'm trying Flows for the first time (completely stuck). Maybe the experts out there can help me: Business Flow: We will send

• API connections for dummies

  I feel really stupid asking this, but my brain doesn't seem to work properly when thinking about API connections. I have a third party app that I'm trying to connect to. I have to send credentials (API key in header, username/password in parameters) to

• Using dynamic parameters at a request body of connector API

  I am trying to connect ZOHO CRM with a 3rd party app. I created the connector and authorized it. I want to add any new ZOHO CRM accounts to my app directly. Request Body of API is as below: { "data": { "id": "string", "type": "contacts", "attributes":

• lead assignemt

  Hi, We have a lead assignment rule setup for one of our products and it assigns leads to users in a group in a round-robin manner. The issue is that it resets every day and due to this people lower in group order do not get an equal number of leads. For

• Auto Populating Amount in Deal from Products Selected

  I am trying to use below code found in a Zoho blog to auto populate an amount field in a Deal products = zoho.crm.getRelatedRecords("Products", "Deals", potId.toLong()); unitprice = 0.0; for each product in products { unit = ifnull(product.get("Unit_Price"),"0.0").toDecimal();

• How can I add product quantity in opportunity?

  Currently we can add products to an opportunity but I haven't found how to add a quantity for the product. Any idea?

• Linking Contact

  So we are trying commerce. Really to see if we can use it in our shop as a POS front end. It is very important for our company to link each small purchase to a customer so Square, izettle POS are poor as they do not have that ability and create a daily

• How to get the Role Hierarchy's detailed information.

  We want to get the Role Hierarchy's detailed information to visualize it in the simplest format. But there is no default functionality present in the ZCRM that can provide us with this data. If anyone has implemented this or has suggestions, then please

• #BiginnersTips- Filtering Leads vs Contacts in Bigin - Post 4

  Contacts and Leads are two important terms in any CRM. While they seem similar, they have distinct differences that can greatly impact the success of a business. Keep reading to know more: Contacts are individuals or companies that you have established

• OAUTH_SCOPE_MISMATCH", "status": "error", "message": "invalid oauth scope to access this URL

  Dear all, I have a problem with calling API for Zoho CRM. I'm using ZOHOCRMSDK-2.1. Code for Authorization: Code for calling method Get: Details about the error: Name Value Type ▶ Details {{ "code": "OAUTH_SCOPE_MISMATCH", "status": "error", "message":

• Global Filtering - Dashboards

  Is there a way to use a global filter that filter multiple components on the analytics dashboard pages? For example, if there was a global date range or user filter, the components would only show statistics for the specified date range or user.

• Meet us in your city! Zoho User Group (ZUG) meetups - India 2023

  We are excited to announce that our Zoho Users Group (ZUG) in-person meetup is back in India. These meetups provide an excellent opportunity for Zoho users to meet and interact with experts and network with other users. This year's Zoho SalesIQ ZUG India

• Creating a project with Zoho Flow and with date custom field fails

  Hello, I think I found a inconsistency in how Zoho handles dates. Let me explain, as it took me 2 hours to figure out where the roblem lies, and didn't found a solution I'm using a Zoho Flow flow triggered by a Zoho CRM new Deal. The Deal has 2 date fields

• Storing 3000+ elements in an array

  Hi, I have a very particular use case. I need to store 3000+ throwable domains in an array for a custom function. Use case: whenever a lead is created I want to check if the email provided by the lead is within these domains or not, we have a 3rd party

• Sending CRM Email from Zoho Flow

  Hello, I am receiving this error when I attempt to send an email from a template in the CRM through Zoho Flow: Zoho CRM says "the related id given seems to be invalid" I am currently using the contact ID in the Entity ID field. I've also tried the Template

• Is possible to stop Save onBeforeMandatoryFormSave ?

  Hi Team I need to stop the Save button on Mandatory Form, my client script is: nombre = ZDK.Page.getForm().getValues(); log(JSON.stringify(nombre)); var transObj = ZDK.Page.getBlueprintTransitions(); var Transicion = transObj[0].getName(); if (Transicion

• zoho for property management / short term rental , billing

  Hello all, I rent a few rooms on short term, so always by the month. For this I have made a own zoho one account. Now I ask how I set up this now fundamentally useful. The process is as follows. I get by standardized email from the mediation platform

• Need more CRM Fields in Webhooks

  Hello, we need more CRM fields in our webhooks. Is it somehow possible to achieve? These limitations are really disturbing.. https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/webhooks-workflow#Recognize_Unsupported_

• Zoho CRM edit name of Attachments

  Hi, I am looking for a way to edit the names of attachments in Zoho CRM as records are upserted from Zoho Forms. How can I edit attachment names? The way I would like to use it is to integrate Zoho Forms with Zoho CRM and have file upload fields in Zoho

• How can I see a list of all contacts, who didn't reply on my emails?

  Each Contact has a module Emails and you can see whether this person reacted to your email or not, but how can I see a list of those contacts who didn't react to my emails? Is it possible to see it? We have a module Messages, but it's working only for

• Join us at the Bigin Masterclass, and learn all about our latest features!

  Dear Biginners, As you all know, we have recently launched an extensive range of features targeted at improving your CRM experience - Team Pipelines, Toppings, Developer Center and more. At the Masterclass, our product experts will walk you through each

• Customized Activity Types

  Is it possible to add a new/custom activity type in addition to the standard "Call" "Task" and "Event"? How would I go about doing that?

• Updating Zoho CRM with the NPS score

  I can't tell if I am missing something here... I have an NPS question on my survey and I would like to save the reponse to the linked CRM (I already have linked fields linked and working) However, surveys can only be sent at contact or lead level and

• Projects in CRM

  I need to be able to report on projects from inside CRM - for example I need to be able to Report on a Project and see the associated contacts or I need to report projects and see the associated potential/account.  Conversely I need to associate contacts

• CRM - Subforms - Reports

  I have a custom module linked to Accounts which holds the various charging models that my admin system uses. Within the custom module there is a subform with anything from 1 to 6 lines on it. If an account changes the charging model, I need to a CSV that

• Update item image in Zoho CRM

  Hi, every item in CRM can have a image, like: Is there is a way to import all the images? and keep them updated? if I have a server with those images identified by one of the other values of a field "item_id" and the image is www.server.com/images/item_id.png

• Verkoop marges weergeven in Zoho Finance Suite/CRM

  We maken op dit moment gebruik van Zoho-One en zijn over het algemeen tevreden met de mogelijkheden die worden geboden. Echter missen we een heel belangrijk onderdeel in het offerte en facturatie traject. We zouden graag van elk item of toch op zijn minst

• ZoHo Reports / ZoHo CRM Realtime Data

  ZoHo CRM is always being updated with data required by a remote sales team, this data is real-time in ZoHo CRM. Whilst the dashboards in ZoHo CRM meet basic requirements, ZoHo Reports add that additional layer of information representation. It baffles me why ZoHo Reports doesn't have real-time integration with ZoHo CRM. This would be a huge advantage for our business and I'm sure others. I'm forever being asked by our sales team, "why is the data out of date?" in this dashboard. Is realtime reporting

• Sandbox not sending emails?

  Hello, Testing some templates and workflow rules and Im not getting any emails sent from the Sandbox.  I even clicked the test email inside a email template and nothing. Any ideas? Thanks

• Zoho CRM Tip - 51: How to add videos in Zoho CRM Email templates?

  One of the biggest challenges in the initial stages of sales cycle is getting email response from prospects. With so many vendors vying for attention, it's vital that your email stands out from the crowd and helps you get that all elusive response. Using videos in your sales cycle helps you do just that. A study shows that 65% of executives visit a vendor's website after viewing a video and 90% of customers say watching product videos helps them make purchasing decisions. Create a thumbnail image

• What is the best way to structure a parent/child relationship across zoho Modules

  Hello, I don't think this is a unique chalenge, but I am struggling to find anything anywhere about this. I am setting up a CRM, first time using Zoho. I am trying to relate 2 modules parent > child. with the below requirements. Both are 'contact modules'

• CRM Signals Not Updating

  CRM Signals show a red number for new activity however the list never refreshes so I can't see the actual recent activity. Whilst looking into this myself I noticed that "Campaigns Opened' was unticked, for it to tell me to integrate the two apps, but

• Zoho Learn supports import / export | When will Zoho Survey catch up?

  Zoho Survey has been a roadblock to getting my team fully integrated into the Zoho One ecosystem. Unlike other Zoho apps, Zoho Survey is Desktop-only for editing, impossible to automate (drag/drop reliant) and lacks basic import functionality for Survey

• Is 5 GB of extra storage really $1,440 per year?

  One of my clients has a 4-user Enterprise Edition CRM.  After a sale is closed they want to scan a number of documents and attach those to the Potential in Zoho CRM.  When the job is completed there are a few additional files/documents that could be attached

• Attachments between Creator and CRM Leads module

  Hi, I developed an form on Zoho Creator.  I added a Workflow on Submission that sends an email to the user, attaching the record's PDF template to the email. I need that PDF to appear as an attachment in the CRM Lead module. I've already tried to add the following script on Submission, as reported in other posts:  file_object = invokeUrl  [  url: "https://assets.pcmag.com/media/images/431075-zoho-logo.jpg?width=810&height=456"  type: GET  ];  response = zoho.crm.attachFile("Leads",4770XXXXXXXXXX,file_object);

• Unable to change property for system defined field

  Why? How to change it?

• ZOHO CRM and Writer Document Merage API

  1. Create a Folder Inside the Zoho work drives with the same name as the Deal Name. // Create Folder //vd84hd6033df59e734a928e1808453b5036da = ParentFolder ID resvp = zoho.workdrive.createFolder(Deal_Name,"vd84hd6033df59e734a928e1808453b5036da","zohocrm");

• How to I report on CRM Notes related to a custom Module?

  I have a custom module (called Agreements) that I'd like to show the last Note added to the CRM record. As far as I can tell, Zoho Reports allows you to import custom modules, activities, events etc, but not Notes. Does anyone know how to do this? (I want to create a tabular report, one Agreement per line with the last Note as a 'Comment' column at the end).

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