• Getting a Oauth token from c# SDK

  I hope this makes sense.  I am using the c#  SDK examples to write records to the CRM Leads.  While calling  While this is not all my code, I'm hoping its enough to get some help.  While calling recordOperations.CreateRecords(); it fails after trying

• Drip campaigns - add/remove based on lead status in Zoho CRM

  Hope I can explain this in an easy to understand way and if not, I apologize.  So here it goes: I am looking to set up a drip campaign for leads that have not yet been contacted to go out in intervals based on the number of days after being added as a

• Commentaries

  Hello, I was wondering if you could please recommend me something. In the Zoho CRM, we have the Deals module. Is it possible here for multiple users to have an interaction, to leave commentaries for a particular deal? Or just input the information in

• Custom caller ID for Twilio integration via Phonebridge in Zoho CRM

  Hello, would it be possible to support of different caller id`s? I authorised number in twilio as a caller ID and would like to add it to purchased number. But there is no setting in the phone bridge. Thank you in advance, Ivan

• Auto populate address of an Account after selecting it in Lookup field?

  For example, in the "Quotes" module, when you select an Account it auto-populates the Billing Address into the fields. I want to basically do this same thing but in another module, i.e. I have a lookup for the accounts module. Upon selecting the account, data is subsequently loaded into their appropriate fields. Bonus if I am able to manipulate the format of the data but that isn't important.

• How do I sync CRM deals with multiple contacts?

  We have deals in CRM that we link multiple contacts to. When I sync my deals to Campaigns, I'm only retrieving primary contacts. How do I make sure I'm getting all my contacts? Alternatively, I can have contacts tied to multiple deals. I'd like to be able to sync those so that I recognize which contacts are tied to multiple deals and which deals.

• Clickable Lead Link in CRM Email Template

  I have a email template that alerts users of leads with a certain field value. I need to make a link in the email template that the user can click to open the lead. I can't seem to figure out (or remember) the correct way to do this. I've tried First,

• Recalculate aggregated stock

  Hi, I was wondering if it's possible to create a field that based on a list of related products, calculate the cumulative sum of all the products stock. For example: If I have a list of car brands, such as Ford, Chevy or Toyota, and I want to aggregate

• Unable to set business hours

  Hello, I was trying to set the start of the week to Monday, company-wide.  I found the tutorial that shows going into setup -> General -> Company Details -> Business Hours However, when I click on that tab, nothing happens.  I have tried on multiple devices

• Migrating data from Contacts to Accounts

  I have created my companies database of customers as contacts with attached accounts to represent the company they belong to. Now my boss wants to have the information which i already placed on the Contacts, to be available in Accounts. This means adress,

• Get Contact Image

  Hi, I would like to get my Contact Image via API, this is my url https://www.zohoapis.eu/crm/v2/Contacts/129152059d2fbdbd2aefd57746c646aeb0d82588e3741fa5400157aca884b0bd5f805f82e53c3315a24b64d7af30964e7f2029775466412ab19bb7a52fccb345451564faf637da96c2174eef9868b410/photo

• MANDATORY_NOT_FOUND

  Hi, Here's the API https://www.zohoapis.com/crm/v2/functions/upsertlead/actions/execute?auth_type=apikey&zapikey=SOME API Can someone help me with this? Here's my error. { "code": "success", "details": { "output": "{\"code\":\"MANDATORY_NOT_FOUND\",\"details\":{\"api_name\":\"Last_Name\"},\"message\":\"required

• Is there a way to push leads TO the zoho crm? Not just synchronise information from the crm to this marketing hub?

  We have begun setting up this 'sync' but it appears to be one-way. We wanted to effectively push form submissions out of this marketing hub and in to the crm? Have any users out there managed to achieve this?

• CRM API V2 Python Example Needed

  I'm new to Python but was able to create an API connection using API version 1 to my Zoho CRM. I've tried for the last two days to write a Python script based on API version 2 but having a very difficult time. I've tried to use the examples in the API documentation but its just not working. I was hoping that someone could show me from start to finish how to write a very simple Python script to display a list of modules. I'd like to see how the API is initiated and how it makes the header calls and

• Help setting up a funnel based on progress

  Hello, We have set up a module within the CRM for target clients, and a picklist to indicate what stage we are at with them: 1. Not started 2. Initial contact 3. Product Demo/Training 4. Assessment/Loan request 5. Quote Based on this we want to set up

• We might need a conditional formatting field?

  We have created a section in the leads module called XYZ this section has several fields; four (4) Pick List Fields and four (5) Multi-Line fields. We want Each Pick Option within the field to have a weighted value that we can later sum. For example Our

• Ontdek onze nieuwe Canvas functie voor CRM

  Het gehele Zoho team is verheugd om onze nieuwe Canvas functie te introduceren, de enige functie binnen de branche die u in staat stelt om het ontwerp van uw CRM aan te passen! Canvas is een ingebouwde designstudio in Zoho CRM, waarmee u uw gebruikersinterface

• Auto-populate Preferred Name from First Name if preferred name is empty

  Hi, We want to add a preferred name field to the contacts in Zoho CRM, and use it as our "default" name field when sending emails.  So we can do this, we want to ensure that preferred name is always captured. I know we could do this by making it mandatory, but I'd like to prefill it with the first name if preferred name is empty. Does anyone know how to write a function for this? Thanks Luke

• Zoho CRM Reports contain Duplicate Records

  A number of the reports generated in our CRM now contain duplicate records.  I have verified that it is the exact same record appearing twice, not a duplicate or copied record. In a Potentials report, several of the reports contain multiple records that appear twice, but not all records appear twice.  The data is skewed and I need resolution for this issue. Please advise.

• scheduling repeat meetings in CRM

  Hi, When I schedule repeat meetings in CRM, they are not synchronised to my Google Calendar. The sync works well for individual meetings, only the repeated ones are not reflected in my Google Calendar. This is very annoying and wastes a lot of time when

• Search record by tag using API

  Hi! I want to filter records by tags in Zoho CRM using the API. First I have to say IDK why tags are disabled in sandbox, it makes no sense at all. But anyway I couldn't find any documentation on how to filter by tags using the CRM API. Can you point

• How to set stage update permissions to certain users

  Hi: Hope you can help me with this one. On Deals or Sale Orders: How can I set Stage field permissions: 1. Who can add/update the stage field 2. Who can set a specific stage (closed won or lost) (ex. Admin only) Thanks and regards,

• Workflow does not trigger if editing was made by another trigger

  Hi, I'm having the following issue that hopefully someone could point me a solution to it: I currently have the following workflow: 1. Sale Order is created alongside a Purchase Order.  2. Purchase Order gets "Approved" by the vendor. 3. Editing the Purchase

• Data_Processing_Basis in CRM consent management REST API

  The official documentation for storing GDPR consent programatically through REST API is incorrect. The example POST / PUT payload on https://www.zoho.com/crm/developer/docs/api/v2/gdpr-compliance.html: "Data_Processing_Basis_Details": {              

• Restrict a Dashboard to the user

  When I create a new Dashboard is there a way i can restrict the information viewed to the user's sales information. So they can see there own metrics and nobody elses?

• Send attachments from record on email body

  Hello, I tried looking this up, but found nothing. I'm creating a new email template, and I wanted to send the attachments from my record in my email body automatically. Is there any way I can do this?

• Booking Product Demos using Zoho

  Hello all, my company recently launched a sales development division who are beginning to cold call and schedule product demos for Account Executives. I want these reps to have calendar style scheduling links for each of the full-stack reps and then be

• Need to use multiple email addresses with one user (one CRM account)

  I have one CRM Account and one business. I am the only user. I'd like to, ideally, be able to assign tasks/events to different email addresses (the reminder emails). Am I able to do that? I need to track different events separately and use the different emails to do so. I have added my second email address as a secondary, along with my primary, but when, for example, I'm in a Lead, and go to add a task/event, the email reminder does not give me the option of selecting from the primary or secondary

• Snippets on CRM and Salesinbox

  Hi, I would really appreciate to have the ability to replay emails with the help of snippets inside CRM and Salesinbox, just like in Zoho Desk. Would it be a future feature? Is there a similar function but with another name? Any help is appreciated.

• Seperate Created Date from Created Time

  I am unable to generate a report (and chart) on our leads to see how many leads we generate per day over a given period of time.. for example... 14/07/2010 = 5 13/07/2010 = 2 12/07/2010 = 7 11/07/2010 = 1 10/07/2010 = 9 etc etc It is not possible to run

• Base Values for Industries Lookup Field (German)

  We at CEYOND using the following values for the Industry selection of a company. It is used for "Branche" and also e.g. for estimate the IT budget based on the revenue. We are using those values in our new company detection extension too. Automobil Bildungswesen

• Sandbox API with Python SDK

  Hi! I'm currently looking to run some tests using the sandbox with Python. I managed to configure the sandbox by creating a new secret under https://api-console.zoho.com/ but investigating a little bit I saw the SDK has an option to use sandbox by configuring

• Triggering workflow when specific fields are edited

  Is there a way to do this in Zoho CRM? From what I can see, the level of granularity set for when a workflow will fire is at a very generic level (Create, Create/Edit, Delete). I would really like to tell the workflow engine to initiate the rule when

• remove first digit of the mobile number if the client enter 0 before his number automatically

  Hi i am facing an issue with some of my clients , when they book an appointment sometime they add 0 before their mobile number although they doesn't need to  is there any way to add a custom function to remove the first digit if its a 0 for example  

• Workflow for changing US state names to state postal abbreviations

  Currently we have a workflow that automatically corrects the country fields any time anyone enters "US," "us", "USA", "usa" or "United States of America" to the standard "United States." This works great. However, in order to accomplish this I had to

• Inventory Template Builder How to Adjust Table "Cellpadding" ??

  Is there a way to adjust the table cellpadding in the new Inventory Template builder when using a product table or "few" table? I am trying to use the builder, instead of digging through the brutal HTML code, but need a bit of padding around the table text/cells. See attachment. Appreciate any help. Thanks.

• Integrating Big Commerce with Zoho CRM

  Does anyone have experience syncing customer orders from Big Commerce to Zoho CRM?  Which app is best? Does anyone use Zoho Flow?

• Whatsapp - Zoho CRM integration

  Hi, I was told today by Goutham at CRM support that Zoho CRM didnt plan to support whatsapp and we should use a this marketplace app. The marketplace app that was suggested to us had about 25% 1 star reviews. a choice selection of reviews; "Newest update

• Unexpected colour change of graphs

  It might seem a small issue, but not knowing when your developers are going to change colours and not giving us the control over small but important details is a massive headache. We've gotten used to associating the colour in that specific chart with

• Add Product image to Products tab in CRM

  Is there a way to add an image to my product records??

• Next Page