• Zoho Campaign vs Zoho CRM for a monthly newsletter

  I have both CRM and Campaigns and am not sure which is most appropriate to send a monthly newsletter to our existing clients? 

• Getting Calls dialled number on zoho crm

  I have this flow developed for a customer in which based on the dialled number of calls on zoho crm, they were able to get the Lead Source automatically. It's a flow that saved a lot of time to them for reporting. All was done reading the calls related

• Zoho Sign & Mail Merge - Template appears blank

  I have a template for our contract that pulls data from the CRM, and when I preview it in the Mail Merge section, everything is fine. However, if go through "Send with Zoho Sign" and select it there as a Mail Merge template, it attaches a blank, single

• Sync from Campaigns to CRM

  I have the new sync integration model set up.  pushing data from CRM to campaigns works well & nearly instant, all good here: - I'd typically see a new record in Zoho Campaigns 1-2 minutes after it was added to Zoho CRM module - CRM record's custom fields

• Is there a way to send templated emails (in Zoho crm) from Zobot?

  Hi I am looking at setting up Zobot and have been looking at the codeless builder Is there a way to send the website user a tempated email from our current Zoho crm email templates when they selected a certain pathway in the chat

• Deluge Script - getUsers method

  Hello, how can I get Zoho CRM Users from Zoho Creator Deluge Script? There're methods like getRecords, getSearchRecords, etc. and I can even create a lookup crm-integration field taking choices from Zoho CRM Users module but getUsers method seems to be not present.

• Tracking of externally generated Links through Zoho CRM

  Hi, I am currently trying to track some links that were generated externally. Each link has a UTM that I want to visualize as part of the information in CRM in order to identify where the link was accessed from. Could you please help me? Thank U!

• API to get scopes for the zoho CRM

  Is there any API to get scopes for the Zoho CRM account using API 

• HTTP 200 Response with IP_NOT_ALLOWED when trying to refresh OAuth Token

  Our CRM API integration, (V2 API), has started getting responses from the refresh endpoint where the body is just: {"error":"IP_NOT_ALLOWED"} With an HTTP 200 Response Code. - We haven't changed the IP address making requests. - API integration has been

• Send with Zoho Sign cannot be executed from CRM

  Dear community! Since July 2nd we can´t use anymore Sign from the CRM. If i press "send with zoho sign" in the modul deals from crm the small window for the process opens a usual. The requiered datas and contacs are presently and i want to send the document

• Can I add a Task to CRM from Connect?

  Hi, we're using Connect boards for tasks, and we can also view CRM Activities through Connect. For any of the Connect boards, I can easily add tasks - however there is no "New Task" buttons for any of the columns in the Zoho CRM section. Is it possible to add an Activity to CRM directly from Connect? https://help.zoho.com/portal/en/kb/connect/tasks/articles/tasks-in-a-board-in-zoho-connect#Creating_and_assigning_tasks

• Zoho Bookings handles repeating events from Zoho CRM terribly

  I should first point out that Zoho CRM has many of it's own issues with repeating events: In Zoho CRM, when I change the time for a single event, I do have the option to have that change apply to following events as well. However this feature doesn't

• CRM Webforms Double Opt-In Important But Unuseable As Is

  With all the problems with webform spam, the Double Opt-In is a great idea. Once I implemented it and tested it on my website, I realized it is not usable in its current state. The key problem is the messaging on the Opt-in email is very misleading, and

• CRM/Deluge - Can't assign task to user in Wizard

  Hello all, I'm creating a wizard for Zoho CRM and writing a custom script for the complete button in deluge. This script creates a task, and is supposed to assign the user who created it as the following fields: Created_By, Modified_By, and Task_Owner.

• Photo rotation

  When I upload a photo to my contact image it often rotates the photo sideways. The original was set correctly. I don't see a way to rotate the photo to the right orientation in Zoho. Do you have a fix for this?

• How to change CRM IMAP Server Parameters

  I had set up my CRM to use my hosted Exchange provider and everything worked great but recently I switched to Office 365 and I cannot see how I can change my incoming mail server.  The outgoing server I can highlight the values that are there and then change them and save but the incoming seem to be locked and I cannot change anything. I considered deleting the IMAP setup and starting over but then got a big warning that a lot would be deleted so I figure I'll ask here first to see if there is a

• How to create record in Contacts? C# API

  Hello everyone,  I'm able to create a contact in Zoho CRM, but I also need to create a record for it. So, I will call for moduleAPIName that name which I'm using for Zoho Responses, which I created, but how I can understand for which contact I will do

• How to search by CRITERIA in my own Module? C# API

  Hello everyone! I need to search through all of the records in my Module and show only those who do not have my parameter "License": Link for this code:  https://www.zoho.com/crm/developer/docs/csharp-sdk/v2/record-samples.html?src=create_records The

• Include Finance Suite modules to Segment your records

  Dear All, Greetings! We have a quick update on Segmentation in Zoho CRM. Let's go! As you might know, Segmentation is a process of categorizing your customer records based on common patterns and behaviors. And, RFM is one such way to categorize customers

• Sales Order Line Items into Zoho Creator

  Hello, I am trying to integrate the information of a sales order into a Zoho Creator Form so we can attach certain items to each individual line item. This is needed because it is unique to each order and is not available in sales orders currentl y. So far the only items I am not able to pull in is the product details. Can someone please help me do this using Zoho Creator?  Shaun

• How to create a record for Contacts with API C#?

  I already talked with Zoho IT department and they gave me link: https://www.zoho.com/crm/developer/docs/csharp-sdk/v2/record-samples.html?src=create_records This link is showing how to create a record for Leads, but I want to create it for Contacts. 

• Cannot Assign CRM Task Subject

  Like title says, when setting a CRM task as a journey item inside Marketing Automation there is no field to set the subject. All the subjects for the tasks are undefined.  Which does not help the CRM user with the task as they have no clue what to d

• Campaigns and CRM Sync

  Trying to Sync CRM and Campaigns. Keeps saying already integrated - despite ZOHO Crm showing not active. Help please.

• ZOHOキャンペーンのトピック解除の日付や現状の購読状態はZOHOCRMに反映されないんでしょうか？

  ZOHOキャンペーンのトピック解除の日付や現状の購読状態はZOHOCRMに反映されないんでしょうか？

• CRM and Desk Sync

  Hi -  I am trying to sync products across Zoho Desk and Zoho CRM (two-way). The list of products in Desk differs from the list of products in CRM.The two platforms (Desk and CRM) are linked and currently pull in customer account information without issue

• Tying two leads from the same company together

  Is there a way to tie two leads from the same company together so that if one converts they're both turned into contacts?

• Dynamic personalization in Zoho SalesIQ

  In today's time, technology and communication drive business growth and determine how we interact with one another. Indeed, it isn't easy to imagine how we all functioned before integrating our smart devices and constant connection via the internet and

• Contact macros in email template related to Calls module

  I have a following scenario when a (scheduled) call is being created: 1. the call is assigned to a Contact (call to) 2. the call is also assigned to a particular Deal 4. a custom Zoho CRM workflow sends an internal email notification 4. the email template

• How to resend/forward an email sent from Zoho CRM?

  Hi, Is there a way I can forward or resend the mail which was sent using Zoho CRM? I see a little forward icon but nothing happens when I click on it? Thanks.

• Share individual survey link through crm automation - not email

  Hi all! In my dream I see an automation that sends an individual link (that can be associated to a record in zoho crm) that can be sent through external service! In more details - I wish to create a workflow rule that will send a survey link to a specific

• En panne depuis 2 semaines avec la synchronisation Campaign CRM

  La synchronisation telle qu'elle m'a été présentée permet désormais de relier les champs des comptes et deals au contact. Ce qui est une énorme avancée et que j'espérais depuis des années. Faire de la segmentation en B2B sans le comptes semble de toute

• Problem: Cannot update status of the contact record via workflow when record is not updated

  Hello, Our contacts are updated daily via API. When they are not updated, I would like to change the status into "Not updated" for example. I tried to do it via a workflow but I do not know how to trigger it as the record is not modified. Who can help

• Last Activity Field

  Is there any way of removing field modified as a criteria that updates last activity. The whole point of a last activity field is to track that sales people are contacting leads/contacts. Anytime I do a mass update of leads for any reason its updates the last activity to that date. I have created a last activity date field that updates using a workflow for tasks/calls/event but its not possible to update the field using a workflow anytime an email is put in using bcc.

• Zoho CRM templates not showing on "insert template"

  When I create new email and choose insert template, it shows the crm templates on the left side like in this screenshot below. However, another user on our account does not have this feature. His email is joedix@candid.solutions.

• The role of a CRM admin and beyond | Small Business Heroes E10

  The tenth episode of Small Business Heroes, a CustomersSpeak series, features an interview with Troy Titus: a CRM administrator at Scale-Tec. Troy began his career by managing church activities and then moved on to gain real estate expertise by building

• Warning statements in Automation Workflow actions / functions

  I found out some of my automations were not working properly ONLY when I went to the Automation / Workflow rules / my rule. No other warning, popup or email to let me know that my function was not working. How can the USER who is not aware or cares how

• How to add Google Drive to Products

  Hi all, I added Google Drive extension to my Zoho CRM but I noticed that it adds folder just to contacts, leads, company but not to products. Any way to configure it to have Google Drive folders for Products too? I'm running realtor business and I've

• Wrong Line numbers in Failed automations report

  The line number reported in the report does not correspond with the line in the function

• Viewing old closed activities on a record with new owner

  I've transferred over a lead to a new user/owner, this user cannot see any closed activities from the previous owner but can access everything else on the record.  Is this a permissions setting?  or do i have to reassign the owner of the closed tasks/calls/meetings

• Please help! Turning multiple fields into one!

  Hi Friends, I'm seeking to turn multiple fields into one.  With the one field being dependent on the other fields but separate and all still active. I need to export the data to a third party site for order tracking.  Example: Field 1: 854 Main St. Field

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