• Populating a Zoho Sign template from multiple CRM modules

  Hello, I hope someone can help me with this one. We have a document (an agreement) for clients to sign and I'm using the Zoho Sign templates integration with Zoho CRM to populate its fields. The problem is that the information we need in the document

• Create records from custom module to custom module with subform on both module by using function

  Hi, I had created two custom module, and created a function to be trigger when condition meet. The function will copy the records from module A to module B , along with subform details. However, I had encounter error: Failed to execute function Mismatch

• Zoholics 2022

  Beste community leden,   Op 27 september organiseerden wij in de Jaarbeurs in Utrecht, Zoholics Benelux. Meer dan 300 bezoekers kwamen opdagen voor hét Zoho event van het jaar Zoholics.   De dag begon met een aantal plenaire sessies waarbij er voornamelijk

• Sous-fomulaire - CRM / ZOHO WRITER

  Bonjour à tous,  Petite question pratique.  Es possible de créer des documents de fusion zoho writer en masse à partir d'un sous formulaire zoho crm (Dans un module personnalisé), mais pas sous forme de tableau, mais plutôt de répétition ? Je détaille

• Is it possible to have Zoho CRM campaigns show as a calendar dashboard?

  Hi, is it possible to have all of our campaigns (direct mail, email, etc.) from Zoho CRM Campaigns module show up into a calendar? Preferably as a Dashboard in the CRM? It would help to visualize all of our past, current and scheduled campaigns into a

• Modify lead status from email templates

  Hi everyone! So, I'm adapting the leads module to fit our Follow Up workflow (which has a lot of tracking on each customer), and I want to make it as simple as possible for my people. To do that, I want them to be able to change the Lead Status from the

• Zoho Forms Attachments Missing

  Hello Community, I created a Form to be sent as a link to my Contacts on a template email so they can fill the form and attach files that must be saved on their Contacts Profile on Zoho CRM. The problem is, in every submitted form, some attachments are

• Get Zoho CRM Report content by API

  I used https://www.zohoapis.com/crm/v2/Reports/<report_id> API to get reports. I only got metadata. Is there a way I can get Report content (records) by the API?

• Filter subforms

  I have a subform in my Deals module, which is a lookup to a custom module (an offerings catalog) so I can associate multiple offerings to a single deal.  How can I have the subform filter the lookup options?  My use case is that we have a checkbox field

• Synchronization Issue With Zoho Bigin & Zoho CRM

  Dear people from Zoho, Last week I setup Zoho Bigin and added a link with Zoho CRM. All my contacts & clients were synchronized from Bigin to Zoho CRM witch was great. A few days later I made some changes to the contacts & clients inside Zoho Bigin and

• Assign Task to Dynamic User in Workflow

  Hello, I am working on a module where there is a picklist and the request is to have the user that is picked be notified via email and assigned a task.  I can create an email notification and assign a task through the Instant Action section under the

• Help - Zoho CRM and Forms integration

  Hello, I hope someone can help me with this one... After converting a Lead into a Contact, I would like to send him/her an email template with a link/QR code to a Form with: Pre-populated basic fields that come from the Lead profile Many other fields

• Deal Activity Tracking - By Time

  Hello, I am trying to figure out a way to implement a time tracking ability within the CRP that will provide a line item on the final invoice in books. Would the Cases module be of good to use in this scenario? Want to integrate into Books as well. I

• How to choose layout when converting lead to deal

  Hello, When I convert a lead to a deal I want to be able to choose which deal layout I convert to. The option is there in the conversion window but the box is greyed out and cant be selected. Please advise.

• Option to remove Zoho unique IDs from scheduled reports

  We have several reports which run daily to inform us of our users activities, calls, over due tasks, etc. Every time one of these reports is produced there is a column for the zoho unique ID for the task, or call, or lead or whatever record is being listed.

• How to find more than 200 records of account using C#? API

  Dear all, What I found on the Zoho website about fetch is: The page and per_page parameter is used to fetch records according to their position in the CRM. Let's assume that the user has to fetch 400 records. The maximum number of records that one can

• Deletion of all records in a module

  Hello everyone, what's the fastest way of deleting all records in a module? I'm currently using a function to delete records but it's taking time

• How to write right search criteria for Zoho API to get all accounts which are customers?

  Dear all, I have a problem, I'm getting only 200 accounts that lead, I need to search for Customers and Sub-customers and get all of them. What I'm doing wrong? How can I fix it? Thank you in advance! Best regards, Vladimir My code is below:

• How to create Commission-Based Products?

  Hi, I am running a marketplace website and I am trying to setup commission-based products, I have :  Commission on each sale "with a minimum amount X% but the minimum is $Y" Fixed amount commission on some sales "$X For each" Joining Fees "One time" Monthly

• How can I get Contacts from my list of Accounts? C# API

  Hi everyone, I have a question about how to get all Contacts of the special Account. The problem is that I can get all Accounts from CRM and their properties, but in those properties, I can not see anything related to the Contact.  How can I find them? 

• Introducing APIs for Bigin

  Dear customers,   I hope you all are doing good. It's been quite a journey since we launched Bigin publicly, and we are pleased to see all your responses so far. Today, we are excited to launch our APIs, making Bigin even more extensible. With the launch

• Customer Portal Can access Company Canvas

  A very very very major issue with the customer portal, please do not use / I created 2 canvases, one canvas for the customer portal and my regular canvas that I use myself / well the big big big big big issue is that I found that my customers also have

• Subform Auto-populate based on Main Form Drop Down or box Selection to trigger a row for every item they select?

  I've been looking all over and can't seem to find a solution. I have Custom Module API called Orders. I would like my users to select either a drop down or select box to auto populate a row on the subforms that's on this module api called Material_Orders.

• Auto populate multiple fields in Contacts from Accounts

  Hi all, We're brand new to Zoho CRM, and I need to be able to copy data from an account to the contact.  We need to do this because of how we want to group contacts. E.g. We send targeted emails to All contacts with a tenancy in Building A, we also use the Business Type to target contacts We have the fields in the Accounts and Contacts, and I need to push this to the Contact so that I can group on it (since I can't group contacts by an account field). From: Accounts Fields: Buildings, Business Types

• Problem sending mass emails

  When I send a mass email I receive an email saying how many recipents i have added but that zero or a very small number of emails were successfully sent. Why is it that barely any emails are sending? Am i doing something wrong when sending them? I have

• Search records API - Sorting

  Hi Is it possible to use sort_by and sort_order in Search records query? I tried using it and it works but it's giving me inconsistent results. https://www.zoho.com/crm/developer/docs/api/v2.1/search-records.html Thanks.

• Enable Telephony & PBX providers in Egypt

  Dear Sir/Madame, I was trying to enable telephony on my CRM and i was wondering if Zoho does offer or deal with any provider from Egypt. We basically don't have a local PBX system in our office and we were wondering if we could get that from Zoho. Regards,

• Lead ID - What is it and what should it be assigned to during import? The mandatory field 'Lead ID' must be mapped.

  Hi, I am importing my contacts from another CRM via csv file.  In the Data Migration section, it says the LEAD ID field is mandatory, but there is no information on what this should be mapped to? Error message shown:  The mandatory field 'Lead ID' must

• Connecting a ticket to an account in CRM without changing the contact

  I want to connect Desk tickets to accounts in CRM where the contact person on the ticket is not apart of that account in CRM. Right now the tickets with the same email address as in CRM are connected.  Our customers sometimes hire agency's to implement

• Email sent from CRM Sales Order screen not showing in Email tab

  When I choose a Sales Order, click on the Send Mail button and send an email, the targeted recipient gets the email with attachment as expected. I also see the email in the Emails section of the Sales Order. However, when I click on the Emails tab in Zoho and take a look at my Sent mail folder, I don't see this email. Is this as expected? I would hope not since I'd want to be able to pull up the email from either the Sales Order screen or my Zoho mailbox. Note that the mail account I am using is

• How do I use Zoho Flow to run a Zoho CRM report with filters and export the results to Excel?

  I would like to use Zoho Flow to run a predefined Zoho CRM report with specific filters and export the results to an Excel file. Currently, I use a robotic process automation to log into Zoho, click on the right selections through the web interface to

• How to retrieve Mails from multiple accounts?

  When you create a lead you are able to capture the mail conversation between the company and the potential customer. Using organization emails you can send mails from different domains as well. The catch here is, that inbound emails are only retrieved

• CRM to Desk - Sync Issues

  Guys, Having persistent problem with timely sync of CRM records to Desk.  I have CRM to Desk (one way) activated. I identified the following cases: 1. CRM account is added and I do not see it in Desk. Another account that was added at the same time is

• Trying to trigger zoho com module from Zoho books invoice

  We would like to have a module in our CRM that shows only certain purchases.  In our case salt that customer purchase on a regular basis.  Introduced myself to flow and setup a rule that the invoice line item must be one of three things- Great. Next create

• Success Notification

  I have a few workflows that include automatically creating records in other modules.  The functions work in the background, but there is no confirmation to the user that anything happened. USE CASE: Client issues a CASE.  If the client selects "Issue

• Need Smarter Way to Send Repeat (Yet Changing) Content in Emails

  Hopefully, someone here has a solution or is dealing with the same thing - Zoho support doesn't seem to understand what I'm trying to accomplish. I'm trying to find an easy way to update a section of all CRM templates at once or use another Zoho tool

• How can I add a new lead to ZOHO CRM using python?

  I am trying to pull information from Mongo DB and push it to ZOHO as a new lead. I do not have knowledge on how to create an API call, can anybody please share an example code. Is there a way to use webhooks instead of using API?

• Push data to Zoho CRM

  Zoho Creator can push Form data to Zoho CRM. Below example steps (and explanation) tell you how to add a CRM lead from Zoho Creator Form. We have created a sample application for this at https://creator.zoho.com/sampleapps/push-data-to-zoho-crm/# . Sign in and click on options (at the top) -> Copy application to copy it to your account. 1. Create a Lead Form in Zoho Creator: Create a Zoho Creator Form with the following fields. (See  https://help.creator.zoho.com/By-adding-new-forms.html  ) Company

• I want to intentionally delay one process in one function.

  I want to get the message_id from the content notified by deluge's posttochannnel immediately with cliq's api and have it stored in cliq's database, but the success rate of saving to the database is low. Since the cliq api is executed immediately after

• how do i mail merge a Zoho Document using zoho crm workflows?

  I am using Zoho Docs and have created a document there. I am also using Zoho CRM and I have workflows there. How do I achieve the following: at a certain point in my workflows, I would like the CRM to automatically email a Lead the above mentioned document, with certain fields in the document filled in based on information in that Lead's record. So in a nutshell, it is a mail merge but it is being run by the CRM work flow rules... how do I achieve that? Thanks!

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