• Fed Ex API Integration with ZCRM

  Looking for anyone that has successfully used Fed Ex open API to connect ZCRM. Ideally would like bi-directional sync to send shipping info to Fed Ex cloud software from ZCRM and conversely have FedEx respond to CRM with tracking info to then be able

• EmbeddedApp JS SDK file upload to ZFS

  Hi,  I ported the code from Deluge to EmbeddedApp JS SDK for the function to run in a widget. The pdf print of the template can be successfully retrieved but if it failed when uploading the content to ZFS.      function Invoke() {       var conn_name

• Form based campaigns with CRM Lookup

  Hello, I am sending emails with a form link to my contacts via ZOHO CRM, to let them check and eventually update their details. If they click on the form link, the form that pops-up is already prepopulated with their details stored in CRM. (Lookup field). I would like to do the same with Marketing-Hub. But the form integration is only linking a form and not auto-filling existing fields. Thanks for your help

• Can we integrate Whatsapp with ZOHO Chat or ZOHO CRM

  We have our core clients communicating with whatsapp and we need to keep the track and keep the record of the conversation, and that conversation should be recorded in client's ZOHO CRM account or in worst case ZOHO chat.. Can Whatsapp integrate with

• Allow recurring events with no end date

  One of my clients is giving critical feedback that CRM should allow recurring events without end dates. She is complaining about the prospect that in a year, her events will have to be recreated, and it might ruin her workflow.

• How to open link in new tab with Canvas

  Hey guys I'm trying to move our CRM to the new Canvas platform to make them look a little bit nicer. But I need buttons that open a URL in a new tab. I've tried things like `window.open(url)` but I get an error that says `window is undefined`. Is there

• CRM Mail Merge - break apart date for contract

  I have a date stored in CRM for a vendor, which I need to break into separate fields in the contract. The field is called «Contacts.Contract Date» which appears as MM/DD/YYYY I need it to appear on a line of the contract as:  Effective this     <<DD>> 

• [TYIA] Zoho CRM using Deluge

  Hope all is well. I would like to learn systematically to develop Zoho CRM using Deluge, is there any training/websites that would be helpful? Any trivial information would be helpful and appreciated. Thank you in advance.

• ZOHO Python SDK not persisting OAuth token

  Hello, first of all, I contacted ZOHO Support 14 days ago. No answer. Kinda disappointing to be honest. I am currently using the zohocrmsdk2-0 in version 4.0.0, installed through pip in a virtual env. with Python 3.9.7. I can successfully run the method

• Zoho CRM Update: Deel je records met rollen en groepen

  Beste community,  Zoals je weet, kan een individueel record worden gedeeld met maximaal 10 gebruikers via privé delen of met alle gebruikers in de organisatie via openbaar delen. Met onze nieuwste update hebben we de mogelijkheden uitgebreid zodat je

• Automatically update the list price in Zoho CRM price books and quotes

  Hello, I am evaluating Zoho CRM currently for use in our organisation. I can import products and unit prices however I am unable to automatically generate the  List price which is causing me a problem. I need to have 3 scenarios 1) at the very least we need to be able to automatically generate or import list prices when adding multiple products to a price book. Ideally: 2) We need to be able to create a default pricebook that automatically applies a standard margin when creating a quote. This should

• Setting a Scheduled Call to a Certain Time

  I'm using the schedule call function for new leads, once a lead matching the criteria is created I want to schedule a call for users + 1 business day at 4:00 PM. Currently when a new lead is created it schedules for 1 business day at the created time. How do I change the script to addBusiness day at a specific time? Thanks leadDetails = zoho.crm.getRecordById("Leads",leadId); createdtime = ifnull(leadDetails.get("Created_Time"),"").toTime("yyyy-MM-dd'T'HH:mm:ss").addBusinessDay(1); mp = Map(); mp.put("Subject","1st

• CRM Function Gallery doesn't have any functions in it

  I may have misunderstood, but I thought there'd be some pre-built functions in the gallery that I could work off of. Did I misunderstand that? My function gallery is empty.

• Displaying Account Deal info on all Account Contact records using Canvas

  We would like to show what DEALS are attached to an account on ALL Contact records for the Account. Can we show this somehow using CRM Canvas tool? I know you can assign a Deal to multiple contacts on the account but we don't want to make our sales team

• Export a contact's list of a specific Category

  Hi Guys, I created a custom segment called "category" (let's see the capture screen 1). Here I put the word "cliente". Now I would like to export the contact list with category "cliente" to import them into a facebook audience. Any suggestions? thanks

• CRM Custom Fields sort

  is there a way, in functions, to pull the list of a CRM module and sort it by one of the fields contained within it so that you can use "for each" to go through the list by that field? I am trying to sort my list by one of my custom fields so that I can

• Automate commission computation using the Commission Management extension for Zoho CRM

  You can have great sales representatives, but if you can’t keep them motivated, you're placing a limit on the growth of your company. Meet their needs through a comprehensive compensation plan, and you’ll see how they can meet and surpass your revenue

• Show Zoho Books (invoices) in CRM

  Hi there, We are trying to figure out how to show all the invoices of all our customers for all of our users. What permissions make this available? Currently we have a role that only has the permission 'View' at our 'Customers' but the users still can't

• Postal code instead of ZIP

  In CRM, Expense and certainly other locations in Zoho, there is this ZIp field. the Zone Improvement Plan Code (ZIP code) is US only, but we are in Germany. How can I have the postal code instead of the zip code instead ? Same Question for Switzerland for my next deployment. We have Postal Code, not ZIP. Here in CRM: Thank you

• change lead owner importing from Zoho Social

  Hi, we have connected zoho social with zoho crm for facebook lead ads. The import is working, but the lead owner is the user who configured the connection, not the real agent for those leads. How can we change it? We tried using automations but didn't

• Beginners guide to connecting to external services via API

  I am ok at writing functions, connecting to existing services and the likes from CRM.  The bit that completely escapes me is how to set up a new service.  I have read documentation and forum posts, but I just can't seem to get my head around it.  Does

• How can I delete the configurations in any prior organisations to integrate your IMAP account with the current organisation?

  I was doing my email IMAP configuration with gmail but my IMAP settings are disable and It is showing me this note Note: You have already integrated your IMAP account with Zoho CRM in your previous organisation. We are currently allowing IMAP integrations

• How do I get more than 200 records from CRM

  I want to populate a lookup field in a Creator Form with the Account Name from the Accounts module in our CRM. I will be creating a quote in our CRM later in the process and I don't want the users to mistype the clients name and then have to have multiple

• How do I sync Zoho Tasks and Zoho Projects?

  I have integrated Zoho Projects into the CRM, and I can see its module. I can also add projects in accounts and deals.  What I'm trying to figure out is how to see my tasks from Projects on my CRM Home Page. The box that says, "Open Tasks," will only

• ID for picklist value in record API

  Picklist data field type returns a simple string value via get record REST, i. e. /crm/v2.1/Conctacts/1306462000000888026 { ...    "id": "1306462000000888026",    "CustomType": "foo" // 'CustomType' is my custom picklist field  ... } CustomType picklist

• Showing sales for a period in CRM from Books

  Hi, Looking to find a way to show sales year to date (or whatever time period) on the accounts page in zoho CRM puling the data from Zoho books.  The defualt section that appears shows sales over all time, but cant be limited to a resonable useable timeframe.

• Product Sync from Zoho CRM

  Hello, I synchronized the information located in our Zoho CRM to Zoho Desk. The accounts and contacts are perfectly synchronized, but the products won't show in Zoho Desk at all. Could someone assist me with that please. Looking forward to an answer.

• Each 15 days send mail

  I have a contact lsit and I want to send them mails. Case:Each 15 day send them a mail but not send to mail who was in the list which are in the first 15 day list. Example :Today I have 45 contact and  I send 45 contact email after 16th day I have 54

• Having trouble with the Node JS SDK Version 2

  I am suddenly getting an error: UnhandledPromiseRejectionWarning: TypeError: responseObject.getFields is not a function.  I have never had this error before and my customer portal app has been running perfectly for weeks and now it suddenly just broke

• Subform Aggregate Formulas

  I have a CRM subform with an aggregate sum at the bottom called 'Total Units'  I want it to exclude units from the sum if they are of a particular type and show these on another aggregate sum.  I can't fathom how to do this.  Within the aggregate field

• Flow - Merge Writer Document (not mail!) / Which settings in Flow??

  Hi, I have created a flow CRM - Writer. In the output I get en error. Zoho Writer says "Invalid parameter values found. Please try again with supported values." I cant figur out what I did wrong. In the settings for writer I dont know which paramter I

• CRM App integration with Books

  We want to allow our salespeople to use the CRM app to take and place orders and estimates for customers, this works within the App but that information does not migrate into the finance connection with books... this means that the salesperson can work

• Free webinar: Integrating Zoho Sign with Vtiger CRM to eliminate tedious paperwork in customer relationship management

  Hello! As businesses around the world go digital at a rapid pace, a CRM or customer relationship management software is often one of the first tools that contributes to their digital journey and growth. CRM software helps businesses run their operations

• How do I clone or duplicate a CRM-Campaigns sync?

  I have an existing sync on which I'd like to change the retrieval criteria. Since I know it's not possible to edit sync criteria, I'd like to clone or duplicate the sync so that I can change the criteria on the new sync. ALL the other settings in the

• Custom Function

  I am a novice with deluge ... we have a custom function setup to convert from lead to account. In that custom function is the instruction to move notes from the lead to the deal. What is wrong with our code causing the notes fall off in the conversion

• Querying related list via REST API in custom module fails

  I have a couple of related modules with API names "foo" and "bar". now there is a relation between the two, bar has a lookup field pointing to foo. trying to query the related list of foo record id 1234 via REST fails: /crm/v2.1/foo/12345/bar/ /crm/v2.1/foo/1234/bar/5678

• Distinguishing between Zoho CRM and Zoho CRM PLUS

  We are building application that utilizes Zoho CRM API and we have noticed that some things on Zoho UI pages are different for free CRM and CRM Plus (e.g. adding description seems to be available for any kind of Call in API, but UI, depending on whether

• Combining CRM Regular Fields & Subform Fields for Report (IN ROWS)

  I am trying to combine data collected in CRM from regular fields, and subform fields, and have them listed in rows. Creating a report from scratch, and adding the subform as a related list, I get the following results: As you can appreciate from the screenshots,

• Analytics refresh schedule for specific time

  I need to send reports out to business users in the middle of the day and at day end.  These need to be sent with performance as of specific times of day 1pm and 7pm.  I can set the CRM data to refresh every 6 hours but as it takes 11 minutes to update,

• Can CRM Sandbox be created off of another sandbox?

  Hi, We have a prod CRM, then we created Sandbox1 off of that. And we would like to create Sandbox2 on top of Sandbox1. The goal is to deploy changes from Sandbox2 to Sandbox1, then, if ready, deploy from Sandbox1 to prod. Is that possible? Thanks in

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