• Enhanced Zoho CRM Tasks to Zoho Connect functionality?

  Has there been any progress in making Zoho Connect style Tasks available for Zoho CRM? Is there a way to create a task in Zoho Connect and link it to a record with in the CRM? Our team's internal workflows use Zoho Connect very heavily for task based

• Creating a new WordPress post and feeding data to custom fields (ACF)

  I have created a flow that creates a new WordPress post each time a new account is created within Zoho CRM. What I need to do now is have the data from the account fields sync across with it into the relevant ACF fields in WordPress. Looking around, it

• Consolidated view of emails for all contacts under an Account Record

  Hi team, A client of mine has raised a valid idea.  They would like to be able to open an Account record and be able to view all the emails for all the contacts associated with that account.  Similar to the way you currently can see all the notes under the Account Record across all the associated records under that Account. This is very important as they have lots of contacts which they are working with as a team under each account and it is difficult to sort through and find a tread of communication

• Workflow Rule edited field trigger - Is there a way to exclude a field as a trigger?

  I have a Workflow Rule set to send an email when a Closed won deal has been edited. Theres some fields that are periodically updated via functions (automatically), and i dont want the rule to trigger when this specific field is edited since it floods

• Email Campaigns: Sending to Incorrect Leads

  For a couple of months, when sending out email campaigns, some of our leads are receiving multiple campaigns when they should only receive one. The system does not seem to be reading the Sales Pipeline from our CRM and therefore not reading the Segments

• Adding the CRM Record Owner to Qwn a Creator Form Record

  How do I assign a user to a user field using an email? I have a creator form that I'm creating from a CRM deluge script and tying to the Deals module via a related list. I need the Deal Owner to be the owner of the Creator record to view the record in

• Some Workflows stopped sending mails

  Hello to all! For months I have been using several workflows to automatically send mails to business partners and customers when certain conditions in the Deal are met. Since the 23rd of December no more mails are sent for some, but not all, workflows.

• Extracting Custom Fields From "users"

  I have a custom field in the users module called "Agent Commission" which is a number field but is the agent's commission % so we just write 75 meaning 75% and I have another custom field in "Deals" called "Projected Agent Commission" I' m trying to call

• Questions about WhatsApp Business integration

  Hi, I have some questions about WhatsApp Business integration: -  I need to send messages with WhatsApp Business through CRM! It's possible? - If yes, with which plan? - Can I automate WhatsApp Business messages sends from the CRM? Thanks.

• Lookup Field in Creator From CRM -- search doesn't work

  Hello all, I have a Creator Form with a lookup field connected to CRM. It is connected to the Deals module. Until today it worked great, but now when someone tries to search for their deal in the creator form, no results appear when that deal definitely

• Zoho CRM connector's export functionality enables end-to-end CRM data pipeline

  We're thrilled to announce an update to our Zoho CRM connector that will enable you to create data pipelines to Zoho CRM. The public beta of "export to Zoho CRM" is now available, and can be enabled for users requesting it via email. Using the feature,

• Access existing record URL with embbebed link or perma link

  Hi, I'm trying to access an existing record through URL, its possible to use the report or the form with an embbebed or perma link. In both cases we get this report is not accesible. In order to try to get the record we are using: (Embbebed or permalink)?recLinkID=<ID>&nameLinkView=<report.name>

• Parallel Transitions, Widgets Support and more! A heads up on upcoming Blueprint Enhancements

  Hello everyone,  We would like to offer you a heads up on a set of useful updates that will be rolled out shortly in Zoho CRM's Blueprint. The updates are: a) Introducing Parallel Transitions b) Enhancements in During transition. Widgets support.   Multi

• Get emails sent to a module entry in Zoho CRM

  Hello, we would like to use the API to get the emails (and their contents) sent to a module entry, but we don't know whether this is possible. Any ideas? Your help is greatly appreciated

• Daily leads amount report

  Looking for a way to receive a numeric value summing the amount of leads created yesterday. via API or any other method is appericated. Thanks!

• Verzamel leads op één plek

  Leads komen in verschillende soorten en maten. Omdat leads uit zoveel bronnen kunnen komen, bevat Zoho One een groot aantal marketing apps waarmee je leads via je marketingkanalen kunt verzamelen en naar Zoho CRM kunt doorsturen. Hieronder staan een aantal

• CRM Calendar to Personal Calendar - Sync Recurring Items

  Recently I became aware that adding recurring items to our CRM calendar and selecting options to additionally add those items to a ZohoOne "mail" calendar or "shared" calendar or "personal" calendar, only adds the first occurrence of the recurring item

• Using Zoho One in not-for-profit organizations

  We are a national not-for-profit organization and implemented Zoho last year. I am looking to connect with other not-for-profits that have adapted Zoho for their unique needs (not from a sales perspective). Zoho support seems geared towards the sales

• Add Custom Signal Notification Zoho CRM

  Hello All, so today we are come up with Custom Notification in ZOHo CRM by the Deluge Language. Problem Statement:- Suppose you sent a contact by the zoho sign using deluge script once it will be sent then User will be notify by the Signal which we have

• CRM Forms not Mobile Friendly - How Can I Fix This?

  The forms as they appear on a standard web browser are not at all responsive and need to be appear differently on a mobile device (larger font, data entry fields nearer field names). Is there a way to fix this?

• Update contact fields based on account fields

  When I do my contact segmentation, I want to select contacts that work at companies that meet certain criteria. To do that, I have created a new "Contact field" for "Account Type". In Zoho, our Accounts have "Account Type" on them, and all contacts are

• Custom Module error when sending email (special character)

  I've created a custom module in CRM. We send emails from it. Most users get an error message when trying to send an email, saying there's a special character on the "recipient's email address". The records are named as follows: "SD: 'Opportunity name'

• Zoho helped our sales team become more productive

  With Zoho, Hyperzod’s sales team is now more efficient and productive as it has taken over most of their manual tasks and automated them. Multiple pipelines, using Zoho Bigin, have been created under the sales and deployment deals. In the past, spreadsheets

• How to get module remarks in zoho Analytics?

  Hello  I need help. I want to analyze module remarks in analytics. But I can't identify the remarks data table in the import settings in analytics. I thank you in advance. CAMARA

• IP Address Block List

  We have repeatedly had to diagnose and open up addresses on our firewall to supply access to mail integration in CRM. This is becoming a weekly occurrence and causing frustration with users. Can you please publish the entire block of IP addresses we should white-list?

• Global Search is Broken

  Global Search is broken because of several reasons: 1. Global search does not sort results by relevant order            a. If searched words "apple orange kiwi" results display any results containing all of those keywords but does not prioritize the results

• CRMの商談の次のステップフィールドについて

  CRMの商談の「次のステップ」フィールドについて、使い道がいまいちわかりません。 商談の標準項目を読むと、「営業プロセスの次のステップを指定してください。」とありますが、単なるメモでしょうか？^^; ステージは別物ですよね。。。 次のステップは、活動で計画をたてるのとも違うのかな？ 皆さんはどのようにこのフィールドを使われているのでしょうか？

• Shopify Integration - Customers being created as 'accounts' in CRM

  Hey all, We have 2 sides to our business, B2B & B2C. B2C orders are placed through Shopify - we use the Shopify integration for this. Zoho Inventory sync's with Zoho CRM. The issue I am facing is that B2C consumer customers are being created as 'Accounts'

• Autopopulate Form Url after submission

  We utilize a form that needs to be updated periodically. As of now, the office account is emailed the link used for edits and then it is manually posted with in the client's CRM file. Is there a way to make this CRM field autopopulate after submission

• email suddenly includes salutation ?! how to remove?

  Hi, It's a huge problem that CRM now includes the salutation in the displayed name of emails, when using a email template. Correct would was and will be: simply only  "john.doe@email.com" NOW (when you send a lead or contact a mail template): "Dear John

• Shopify Integration - Customers being created as 'accounts' in CRM

  Hey all, We have 2 sides to our business, B2B & B2C. B2C orders are placed through Shopify - we use the Shopify integration for this. Zoho Inventory sync's with Zoho CRM. The issue I am facing is that B2C consumer customers are being created as 'Accounts'

• Yesware integration

  Hello. Yesware is the missing link I've been looking for in email / crm / erp.  It tracks opens and clicks - that is, for those who use Gmail or hosted Gmail.   http://www.yesware.com/product-tour Yesware integration would be great.  Yesware already has

• Zoho CRM/Products slow loading time ...

  Hi, We notice the Zoho CRM loading time is very slow, even with just 10 products it takes more than 5 minutes to load the quote/invoice. Is there any maintenance being done?

• Zoho CRM Tips & Tricks #5 | Responsive e-mailsjablonen in CRM

  Beste Dutch Community,   Wist je dat e-mailsjablonen in Zoho CRM ontwerpvriendelijk en volledig responsive zijn voor alle desktops en mobiele apparaten.   Responsive design verwijst naar een methode waarmee pagina's zijn ontworpen om correct te worden

• CRM | Vue Kanban nombre travailleurs et chiffre d'affaires

  Bonjour à toutes et tous, J'ai du "tricher" sur une zone de mes affaires afin de pouvoir afficher (et pouvoir trier) par nombre de travailleurs dans la vue Kanban (voir screens). Cela fonctionne mais pour ce faire j'ai du utiliser un champ "devise" et

• Wildcards in Zoho CRM

  Is there anyway to search for a phrase, where all of the results contain the whole and not just any word in the phrase?   For example, when I search for 'Dallas, PA' (no quote) it shouldn't return all records where Dallas or PA is part of the record -

• Permissions Issue When Using Integration Action in Deluge

  Hey! Having issues with the zoho.crm.getRelatedRecords function in Deluge. Trying to get a Zoho project ID providing a Deal ID, but I get either an oAuth scope mismatch or an error regarding the method. Seeing as it is an integration in deluge, I shouldn't

• Could I have some users in Professional and others in Free or standard in Zoho CRM?

  I have 1 sales person, other that will imput and create accounts in the moment that they buy something in our offices. and the rest of the team are just read only users. I need Customized fields. Do I need to pay to everyone the professional Edition in

• Free Webinar: Transforming CRM with digital signatures: A look into Zoho Sign's integration with CRM tools.

  Hello!   Today, nearly every company uses customer relationship management (CRM) software for their sales and marketing operations. From tracing a lead to tracking a sale's progress, every customer interaction can be done with CRM software.   It's highly

• CRM Field Names to Zoho Flow

  I have to make a change to CRM field names, but those fields are integrated to Zoho Flow processes.  If I update the name in the CRM it changes throughout the CRM and the API name prevents function failures. Will this auto update affect Zoho Flow? I want

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